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Jupiter Topco Portfolio holdings
AUM
$245B
This Fund
S&P 500
This Quarter Est. Return
+28.42%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$245B
AUM Growth
–
Cap. Flow
+$233B
Cap. Flow % of AUM
Cap. Flow %
94.91%
Top 10 Holdings %
Top 10 Hldgs %
28%
Holding
2,461
New
2,461
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
years
Top 10 Avg Time Held
0
years
Top 20 Avg Time Held
0
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$16.6B |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$10.7B |
| 3 |
Broadcom
AVGO
|
+$7.85B |
| 4 |
Microsoft
MSFT
|
+$7.52B |
| 5 |
Amazon
AMZN
|
+$6.22B |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 34.81% |
| 2 | Healthcare | 20.34% |
| 3 | Industrials | 12.67% |
| 4 | Communication Services | 8.25% |
| 5 | Consumer Discretionary | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
101
Booking.com
BKNG
$119B
| $551M | 0.22% |
+3,088,838
| New | +$527M |
2026 Q2
0 quarters
|
|
102
Teleflex
TFX
$6.15B
| $550M | 0.22% |
+4,342,512
| New | +$556M |
2026 Q2
0 quarters
|
|
103
Ingersoll Rand
IR
$32.7B
| $548M | 0.22% |
+6,679,206
| New | +$517M |
2026 Q2
0 quarters
|
|
104
Corteva
CTVA
$6.29B
| $544M | 0.22% |
+6,426,384
| New | +$516M |
2026 Q2
0 quarters
|
|
105
Sensata Technologies
ST
$5.61B
| $522M | 0.21% |
+10,925,289
| New | +$494M |
2026 Q2
0 quarters
|
|
106
3M
MMM
$94.7B
| $521M | 0.21% |
+3,218,003
| New | +$488M |
2026 Q2
0 quarters
|
|
107
TFI International
TFII
$7.85B
| $515M | 0.21% |
+3,588,905
| New | +$507M |
2026 Q2
0 quarters
|
|
108
RB Global
RBA
$17.3B
| $515M | 0.21% |
+4,421,743
| New | +$465M |
2026 Q2
0 quarters
|
|
109
Merck
MRK
$364B
| $501M | 0.2% |
+3,901,539
| New | +$457M |
2026 Q2
0 quarters
|
|
110
Robinhood
HOOD
$70.1B
| $493M | 0.2% |
+4,916,257
| New | +$412M |
2026 Q2
0 quarters
|
|
111
Rentokil
RTO
$12B
| $485M | 0.2% |
+16,957,699
| New | +$538M |
2026 Q2
0 quarters
|
|
112
McDonald's
MCD
$192B
| $482M | 0.2% |
+1,784,065
| New | +$512M |
2026 Q2
0 quarters
|
|
113
Union Pacific
UNP
$180B
| $479M | 0.2% |
+1,762,230
| New | +$463M |
2026 Q2
0 quarters
|
|
114
Clean Harbors
CLH
$15.5B
| $478M | 0.19% |
+1,598,574
| New | +$472M |
2026 Q2
0 quarters
|
|
115
DTE Energy
DTE
$29.1B
| $477M | 0.19% |
+3,132,273
| New | +$458M |
2026 Q2
0 quarters
|
|
116
Intercontinental Exchange
ICE
$100B
| $474M | 0.19% |
+3,850,472
| New | +$578M |
2026 Q2
0 quarters
|
|
117
Forgent Power Solutions
FPS
$6.07B
| $472M | 0.19% |
+8,457,260
| New | +$386M |
2026 Q2
0 quarters
|
|
118
SPX Corp
SPXC
$7.76B
| $466M | 0.19% |
+1,898,958
| New | +$415M |
2026 Q2
0 quarters
|
|
119
Capital One
COF
$117B
| $464M | 0.19% |
+2,314,665
| New | +$443M |
2026 Q2
0 quarters
|
|
120
Motorola Solutions
MSI
$87.8B
| $458M | 0.19% |
+1,103,655
| New | +$462M |
2026 Q2
0 quarters
|
|
121
United Therapeutics
UTHR
$25.2B
| $450M | 0.18% |
+831,129
| New | +$468M |
2026 Q2
0 quarters
|
|
122
Gilead Sciences
GILD
$208B
| $448M | 0.18% |
+3,546,841
| New | +$467M |
2026 Q2
0 quarters
|
|
123
Arthur J. Gallagher & Co
AJG
$72.6B
| $445M | 0.18% |
+1,940,663
| New | +$412M |
2026 Q2
0 quarters
|
|
124
Vertiv
VRT
$77.8B
| $441M | 0.18% |
+1,317,408
| New | +$418M |
2026 Q2
0 quarters
|
|
125
Applovin
APP
$136B
| $428M | 0.17% |
+831,237
| New | +$401M |
2026 Q2
0 quarters
|
|
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Jupiter Topco's Q2 2026 Portfolio in Review
Q2 2026 is the first quarter with a 13F filing on record for Jupiter Topco, which disclosed 2,461 positions worth $245B. Its ten largest holdings account for 28% of the portfolio.
Its largest position is NVIDIA: 80,761,806 shares worth $16.2B.
By sector, the portfolio is most concentrated in Technology at 35% of assets, followed by Healthcare and Industrials.
- Jupiter Topco's largest Q2 2026 buy was NVIDIA: 80,761,806 shares worth $16.2B.
- Jupiter Topco's ten largest holdings make up 28% of its $245B portfolio in Q2 2026.
- Jupiter Topco disclosed 2,461 positions in Q2 2026, its first 13F filing on record.
Based on Jupiter Topco's 13F filing for Q2 2026, filed 14 Aug 2026.