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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 | |
|---|---|---|---|---|---|---|---|
1451
Synaptics
SYNA
$4.69B
| $2.02M | ﹤0.01% |
+16,252
| New | +$1.83M |
2026 Q2
0 quarters
|
|
1452
CNX Resources
CNX
$5.22B
| $2.02M | ﹤0.01% |
+59,502
| New | +$2.15M |
2026 Q2
0 quarters
|
|
1453
The Gap Inc
GAP
$7.4B
| $2.02M | ﹤0.01% |
+107,866
| New | +$2.49M |
2026 Q2
0 quarters
|
|
1454
Tractor Supply
TSCO
$18.9B
| $2.02M | ﹤0.01% |
+63,790
| New | +$2.2M |
2026 Q2
0 quarters
|
|
1455
AutoNation
AN
$5.69B
| $2M | ﹤0.01% |
+10,758
| New | +$2.1M |
2026 Q2
0 quarters
|
|
1456
Genuine Parts
GPC
$17B
| $2M | ﹤0.01% |
+16,922
| New | +$1.77M |
2026 Q2
0 quarters
|
|
1457
FTI Consulting
FCN
$5.53B
| $2M | ﹤0.01% |
+13,387
| New | +$2.19M |
2026 Q2
0 quarters
|
|
1458
Rivian
RIVN
$17.8B
| $1.99M | ﹤0.01% |
+115,016
| New | +$1.79M |
2026 Q2
0 quarters
|
|
1459
CNO Financial Group
CNO
$5.25B
| $1.99M | ﹤0.01% |
+39,058
| New | +$1.81M |
2026 Q2
0 quarters
|
|
1460
Las Vegas Sands
LVS
$25.3B
| $1.99M | ﹤0.01% |
+43,018
| New | +$2.23M |
2026 Q2
0 quarters
|
|
1461
Extreme Networks
EXTR
$3.51B
| $1.99M | ﹤0.01% |
+61,373
| New | +$1.48M |
2026 Q2
0 quarters
|
|
1462
Deckers Outdoor
DECK
$11.6B
| $1.98M | ﹤0.01% |
+19,979
| New | +$2.1M |
2026 Q2
0 quarters
|
|
1463
Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share
TXCP
$4.35B
| $1.98M | ﹤0.01% |
+19,160
| New | +$1.92M |
2026 Q2
0 quarters
|
|
1464
Evolent Health
EVH
$554M
| $1.97M | ﹤0.01% |
+364,129
| New | +$1.4M |
2026 Q2
0 quarters
|
|
1465
Amrize Ltd
AMRZ
$21.8B
| $1.96M | ﹤0.01% |
+36,878
| New | +$2M |
2026 Q2
0 quarters
|
|
1466
Campbell Soup
CPB
$6.81B
| $1.96M | ﹤0.01% |
+88,120
| New | +$1.86M |
2026 Q2
0 quarters
|
|
1467
Fidelity National Information Services
FIS
$15.2B
| $1.96M | ﹤0.01% |
+50,443
| New | +$2.18M |
2026 Q2
0 quarters
|
|
1468
VeriSign
VRSN
$28.1B
| $1.95M | ﹤0.01% |
+7,774
| New | +$2.16M |
2026 Q2
0 quarters
|
|
1469
Life360
LIF
$3.59B
| $1.95M | ﹤0.01% |
+35,300
| New | +$1.57M |
2026 Q2
0 quarters
|
|
1470
Strategy Inc
MSTR
$47.2B
| $1.95M | ﹤0.01% |
+22,462
| New | +$3.26M |
2026 Q2
0 quarters
|
|
1471
KBR
KBR
$4.49B
| $1.95M | ﹤0.01% |
+56,430
| New | +$1.97M |
2026 Q2
0 quarters
|
|
1472
Climb Global Solutions
CLMB
$777M
| $1.95M | ﹤0.01% |
+83,838
| New | +$1.8M |
2026 Q2
0 quarters
|
|
1473
EPAM Systems
EPAM
$8.32B
| $1.93M | ﹤0.01% |
+24,265
| New | +$2.56M |
2026 Q2
0 quarters
|
|
1474
EPR Properties
EPR
$4.61B
| $1.92M | ﹤0.01% |
+33,158
| New | +$1.89M |
2026 Q2
0 quarters
|
|
1475
Pembina Pipeline
PBA
$29.3B
| $1.92M | ﹤0.01% |
+41,337
| New | +$1.91M |
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.