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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 | |
|---|---|---|---|---|---|---|---|
1426
Cognizant
CTSH
$28.2B
| $2.13M | ﹤0.01% |
+55,008
| New | +$2.9M |
2026 Q2
0 quarters
|
|
1427
Hess Midstream
HESM
$3.97B
| $2.12M | ﹤0.01% |
+56,416
| New | +$2.17M |
2026 Q2
0 quarters
|
|
1428
Cabot Corp
CBT
$3.69B
| $2.12M | ﹤0.01% |
+23,283
| New | +$1.9M |
2026 Q2
0 quarters
|
|
1429
W.R. Berkley
WRB
$28.8B
| $2.11M | ﹤0.01% |
+29,934
| New | +$2.01M |
2026 Q2
0 quarters
|
|
1430
United Airlines
UAL
$35.5B
| $2.11M | ﹤0.01% |
+15,489
| New | +$1.6M |
2026 Q2
0 quarters
|
|
1431
Eastern Bankshares
EBC
$5.14B
| $2.11M | ﹤0.01% |
+94,598
| New | +$1.92M |
2026 Q2
0 quarters
|
|
1432
ONE Gas
OGS
$5.27B
| $2.1M | ﹤0.01% |
+27,258
| New | +$2.27M |
2026 Q2
0 quarters
|
|
1433
Cartesian Therapeutics
RNAC
$194M
| $2.09M | ﹤0.01% |
+200,905
| New | +$1.49M |
2026 Q2
0 quarters
|
|
1434
Marathon Digital Holdings
MARA
$2.71B
| $2.09M | ﹤0.01% |
+150,209
| New | +$1.88M |
2026 Q2
0 quarters
|
|
1435
Incyte
INCY
$24.7B
| $2.08M | ﹤0.01% |
+18,373
| New | +$1.82M |
2026 Q2
0 quarters
|
|
1436
Best Buy
BBY
$21.8B
| $2.08M | ﹤0.01% |
+27,406
| New | +$1.82M |
2026 Q2
0 quarters
|
|
1437
Flagstar Bank National Association
FLG
$4.17B
| $2.07M | ﹤0.01% |
+138,222
| New | +$1.96M |
2026 Q2
0 quarters
|
|
1438
Ollie's Bargain Outlet
OLLI
$5.63B
| $2.07M | ﹤0.01% |
+26,867
| New | +$2.24M |
2026 Q2
0 quarters
|
|
1439
Murphy Oil
MUR
$5.28B
| $2.06M | ﹤0.01% |
+63,382
| New | +$2.43M |
2026 Q2
0 quarters
|
|
1440
Knife River
KNF
$3.2B
| $2.06M | ﹤0.01% |
+24,670
| New | +$2.04M |
2026 Q2
0 quarters
|
|
1441
Saic
SAIC
$6.29B
| $2.06M | ﹤0.01% |
+18,620
| New | +$1.88M |
2026 Q2
0 quarters
|
|
1442
Spire
SR
$5.25B
| $2.05M | ﹤0.01% |
+26,252
| New | +$2.26M |
2026 Q2
0 quarters
|
|
1443
GitLab
GTLB
$7.95B
| $2.04M | ﹤0.01% |
+66,951
| New | +$1.7M |
2026 Q2
0 quarters
|
|
1444
Duolingo
DUOL
$7.8B
| $2.04M | ﹤0.01% |
+17,714
| New | +$1.94M |
2026 Q2
0 quarters
|
|
1445
e.l.f. Beauty
ELF
$6.98B
| $2.04M | ﹤0.01% |
+27,518
| New | +$1.67M |
2026 Q2
0 quarters
|
|
1446
Standex International
SXI
$2.91B
| $2.03M | ﹤0.01% |
+5,671
| New | +$1.59M |
2026 Q2
0 quarters
|
|
1447
Werner Enterprises
WERN
$1.68B
| $2.03M | ﹤0.01% |
+46,566
| New | +$1.75M |
2026 Q2
0 quarters
|
|
1448
Okta
OKTA
$32B
| $2.03M | ﹤0.01% |
+14,879
| New | +$1.4M |
2026 Q2
0 quarters
|
|
1449
Supernus, Inc. Common Stock
SUPN
$6.17B
| $2.03M | ﹤0.01% |
+49,450
| New | +$1.79M |
2026 Q2
0 quarters
|
|
1450
Openlane
OPLN
$4.26B
| $2.02M | ﹤0.01% |
+49,060
| New | +$1.72M |
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.