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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 | |
|---|---|---|---|---|---|---|---|
1276
Floor & Decor
FND
$4.98B
| $2.94M | ﹤0.01% |
+49,555
| New | +$2.51M |
2026 Q2
0 quarters
|
|
1277
Natera
NTRA
$46.3B
| $2.94M | ﹤0.01% |
+10,826
| New | +$2.31M |
2026 Q2
0 quarters
|
|
1278
West Pharmaceutical
WST
$29B
| $2.93M | ﹤0.01% |
+8,172
| New | +$2.5M |
2026 Q2
0 quarters
|
|
1279
Pultegroup
PHM
$23.4B
| $2.93M | ﹤0.01% |
+21,377
| New | +$2.6M |
2026 Q2
0 quarters
|
|
1280
Healthcare Realty
HR
$6.54B
| $2.93M | ﹤0.01% |
+145,123
| New | +$2.82M |
2026 Q2
0 quarters
|
|
1281
Conagra Brands
CAG
$7.03B
| $2.92M | ﹤0.01% |
+217,333
| New | +$3.03M |
2026 Q2
0 quarters
|
|
1282
Hims & Hers Health
HIMS
$4.62B
| $2.92M | ﹤0.01% |
+84,178
| New | +$2.26M |
2026 Q2
0 quarters
|
|
1283
SAP
SAP
$271B
| $2.92M | ﹤0.01% |
+18,914
| New | +$3.23M |
2026 Q2
0 quarters
|
|
1284
Qiagen
QGEN
$10.3B
| $2.9M | ﹤0.01% |
+74,942
| New | +$2.78M |
2026 Q2
0 quarters
|
|
1285
MSG Knickerbockers Corp.
MSGK
$7.58B
| $2.89M | ﹤0.01% |
+7,188
| New | +$2.55M |
2026 Q2
0 quarters
|
|
1286
Curtiss-Wright
CW
$17.1B
| $2.88M | ﹤0.01% |
+3,806
| New | +$2.79M |
2026 Q2
0 quarters
|
|
1287
Macy's
M
$6.45B
| $2.88M | ﹤0.01% |
+122,217
| New | +$2.56M |
2026 Q2
0 quarters
|
|
1288
Vornado Realty Trust
VNO
$6.49B
| $2.88M | ﹤0.01% |
+73,120
| New | +$2.36M |
2026 Q2
0 quarters
|
|
1289
Savara
SVRA
$1.02B
| $2.88M | ﹤0.01% |
+466,611
| New | +$2.5M |
2026 Q2
0 quarters
|
|
1290
Rigetti Computing
RGTI
$3.3B
| $2.87M | ﹤0.01% |
+148,543
| New | +$2.87M |
2026 Q2
0 quarters
|
|
1291
Arbutus Biopharma
ABUS
$627M
| $2.87M | ﹤0.01% |
+597,423
| New | +$2.62M |
2026 Q2
0 quarters
|
|
1292
Lithia Motors
LAD
$6.41B
| $2.86M | ﹤0.01% |
+9,836
| New | +$2.8M |
2026 Q2
0 quarters
|
|
1293
DELISTED
Janus Henderson
JHG
| $2.86M | ﹤0.01% |
+55,020
| New | +$2.84M |
2026 Q2
0 quarters
|
|
1294
First American
FAF
$6.62B
| $2.86M | ﹤0.01% |
+41,644
| New | +$2.78M |
2026 Q2
0 quarters
|
|
1295
Garrett Motion
GTX
$3.85B
| $2.85M | ﹤0.01% |
+78,600
| New | +$2.19M |
2026 Q2
0 quarters
|
|
1296
Macerich
MAC
$7.11B
| $2.84M | ﹤0.01% |
+112,834
| New | +$2.54M |
2026 Q2
0 quarters
|
|
1297
Essential Properties Realty Trust
EPRT
$6.12B
| $2.84M | ﹤0.01% |
+95,022
| New | +$2.95M |
2026 Q2
0 quarters
|
|
1298
Casella Waste Systems
CWST
$6.38B
| $2.84M | ﹤0.01% |
+29,231
| New | +$2.5M |
2026 Q2
0 quarters
|
|
1299
United Bankshares
UBSI
$6.48B
| $2.82M | ﹤0.01% |
+61,534
| New | +$2.69M |
2026 Q2
0 quarters
|
|
1300
Mohawk Industries
MHK
$8.57B
| $2.81M | ﹤0.01% |
+23,130
| New | +$2.43M |
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.