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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 | |
|---|---|---|---|---|---|---|---|
1251
Hershey
HSY
$35B
| $3.12M | ﹤0.01% |
+17,816
| New | +$3.36M |
2026 Q2
0 quarters
|
|
1252
V2X
VVX
$2.52B
| $3.12M | ﹤0.01% |
+41,900
| New | +$3.12M |
2026 Q2
0 quarters
|
|
1253
Lear
LEA
$5.24B
| $3.12M | ﹤0.01% |
+23,263
| New | +$3.12M |
2026 Q2
0 quarters
|
|
1254
Avnet
AVT
$6.91B
| $3.1M | ﹤0.01% |
+34,863
| New | +$2.85M |
2026 Q2
0 quarters
|
|
1255
Hormel Foods
HRL
$12.2B
| $3.09M | ﹤0.01% |
+124,531
| New | +$2.77M |
2026 Q2
0 quarters
|
|
1256
Middleby
MIDD
$5.89B
| $3.09M | ﹤0.01% |
+17,950
| New | +$2.71M |
2026 Q2
0 quarters
|
|
1257
Mesa Laboratories
MLAB
$781M
| $3.09M | ﹤0.01% |
+30,996
| New | +$3.12M |
2026 Q2
0 quarters
|
|
1258
Intuitive Machines
LUNR
$2.31B
| $3.08M | ﹤0.01% |
+144,141
| New | +$4.05M |
2026 Q2
0 quarters
|
|
1259
Sun Communities
SUI
$14.1B
| $3.08M | ﹤0.01% |
+25,696
| New | +$3.21M |
2026 Q2
0 quarters
|
|
1260
Halliburton
HAL
$27.9B
| $3.06M | ﹤0.01% |
+90,032
| New | +$3.52M |
2026 Q2
0 quarters
|
|
1261
Brookfield Asset Management
BAM
$82.3B
| $3.05M | ﹤0.01% |
+67,898
| New | +$3.21M |
2026 Q2
0 quarters
|
|
1262
Avantor
AVTR
$10.5B
| $3.05M | ﹤0.01% |
+307,978
| New | +$2.65M |
2026 Q2
0 quarters
|
|
1263
Roper Technologies
ROP
$47.5B
| $3.04M | ﹤0.01% |
+8,999
| New | +$3.07M |
2026 Q2
0 quarters
|
|
1264
AGCO
AGCO
$7.72B
| $3.04M | ﹤0.01% |
+25,380
| New | +$2.95M |
2026 Q2
0 quarters
|
|
1265
NOV
NOV
$6.45B
| $3.04M | ﹤0.01% |
+163,778
| New | +$3.26M |
2026 Q2
0 quarters
|
|
1266
Alarm.com
ALRM
$3.21B
| $3.04M | ﹤0.01% |
+65,004
| New | +$2.91M |
2026 Q2
0 quarters
|
|
1267
Universal Insurance Holdings
UVE
$1.34B
| $3.02M | ﹤0.01% |
+73,021
| New | +$2.75M |
2026 Q2
0 quarters
|
|
1268
Synchrony
SYF
$22.5B
| $3.02M | ﹤0.01% |
+39,715
| New | +$2.92M |
2026 Q2
0 quarters
|
|
1269
Copart
CPRT
$29.5B
| $3.01M | ﹤0.01% |
+106,735
| New | +$3.45M |
2026 Q2
0 quarters
|
|
1270
General Mills
GIS
$18.4B
| $3M | ﹤0.01% |
+86,229
| New | +$2.98M |
2026 Q2
0 quarters
|
|
1271
Veeva Systems
VEEV
$48.8B
| $2.99M | ﹤0.01% |
+16,865
| New | +$2.78M |
2026 Q2
0 quarters
|
|
1272
Ormat Technologies
ORA
$5.56B
| $2.98M | ﹤0.01% |
+27,333
| New | +$3.39M |
2026 Q2
0 quarters
|
|
1273
T. Rowe Price
TROW
$23.2B
| $2.98M | ﹤0.01% |
+26,180
| New | +$2.68M |
2026 Q2
0 quarters
|
|
1274
ResMed
RMD
$33.7B
| $2.95M | ﹤0.01% |
+15,143
| New | +$3.14M |
2026 Q2
0 quarters
|
|
1275
Vishay Intertechnology
VSH
$4.08B
| $2.94M | ﹤0.01% |
+54,712
| New | +$2.24M |
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.