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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 | |
|---|---|---|---|---|---|---|---|
1351
Tradeweb Markets
TW
$27.8B
| $2.45M | ﹤0.01% |
+24,625
| New | +$2.67M |
2026 Q2
0 quarters
|
|
1352
Ulta Beauty
ULTA
$28.2B
| $2.45M | ﹤0.01% |
+5,440
| New | +$2.76M |
2026 Q2
0 quarters
|
|
1353
Rithm Capital
RITM
$5.01B
| $2.44M | ﹤0.01% |
+259,927
| New | +$2.48M |
2026 Q2
0 quarters
|
|
1354
Sonoco
SON
$4.84B
| $2.44M | ﹤0.01% |
+43,287
| New | +$2.22M |
2026 Q2
0 quarters
|
|
1355
Installed Building Products
IBP
$6.42B
| $2.43M | ﹤0.01% |
+10,585
| New | +$2.57M |
2026 Q2
0 quarters
|
|
1356
Omnicom Group
OMC
$24B
| $2.43M | ﹤0.01% |
+33,400
| New | +$2.51M |
2026 Q2
0 quarters
|
|
1357
NiSource
NI
$22.1B
| $2.43M | ﹤0.01% |
+51,151
| New | +$2.42M |
2026 Q2
0 quarters
|
|
1358
Royalty Pharma
RPRX
$30.9B
| $2.43M | ﹤0.01% |
+43,336
| New | +$2.26M |
2026 Q2
0 quarters
|
|
1359
Tyson Foods
TSN
$20.7B
| $2.43M | ﹤0.01% |
+42,406
| New | +$2.65M |
2026 Q2
0 quarters
|
|
1360
DuPont de Nemours
DD
$20.4B
| $2.42M | ﹤0.01% |
+17,874
| New | +$2.54M |
2026 Q2
0 quarters
|
|
1361
Kymera Therapeutics
KYMR
$10.9B
| $2.42M | ﹤0.01% |
+21,058
| New | +$1.81M |
2026 Q2
0 quarters
|
|
1362
Crocs
CROX
$7.49B
| $2.4M | ﹤0.01% |
+19,911
| New | +$2.18M |
2026 Q2
0 quarters
|
|
1363
Essent Group
ESNT
$5.68B
| $2.4M | ﹤0.01% |
+37,338
| New | +$2.26M |
2026 Q2
0 quarters
|
|
1364
Vanguard High Dividend Yield ETF
VYM
$83.9B
| $2.4M | ﹤0.01% |
+15,172
| New | +$2.37M |
2026 Q2
0 quarters
|
|
1365
Backblaze
BLZE
$489M
| $2.4M | ﹤0.01% |
+151,038
| New | +$1.04M |
2026 Q2
0 quarters
|
|
1366
AeroVironment
AVAV
$5.97B
| $2.39M | ﹤0.01% |
+14,462
| New | +$2.59M |
2026 Q2
0 quarters
|
|
1367
UFP Industries
UFPI
$4.34B
| $2.39M | ﹤0.01% |
+26,270
| New | +$2.29M |
2026 Q2
0 quarters
|
|
1368
Pricesmart
PSMT
$5.1B
| $2.38M | ﹤0.01% |
+12,197
| New | +$2.03M |
2026 Q2
0 quarters
|
|
1369
Southwest Gas
SWX
$6.79B
| $2.38M | ﹤0.01% |
+26,877
| New | +$2.41M |
2026 Q2
0 quarters
|
|
1370
KeyCorp
KEY
$22.7B
| $2.38M | ﹤0.01% |
+103,215
| New | +$2.25M |
2026 Q2
0 quarters
|
|
1371
Victoria's Secret
VSXY
$8.47B
| $2.37M | ﹤0.01% |
+28,392
| New | +$1.7M |
2026 Q2
0 quarters
|
|
1372
Estee Lauder
EL
$40.5B
| $2.35M | ﹤0.01% |
+29,758
| New | +$2.4M |
2026 Q2
0 quarters
|
|
1373
Enovis
ENOV
$1.6B
| $2.35M | ﹤0.01% |
+113,355
| New | +$2.67M |
2026 Q2
0 quarters
|
|
1374
Cleveland-Cliffs
CLF
$7.22B
| $2.35M | ﹤0.01% |
+249,700
| New | +$2.75M |
2026 Q2
0 quarters
|
|
1375
Elastic
ESTC
$9.34B
| $2.34M | ﹤0.01% |
+41,041
| New | +$2.2M |
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.