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JT
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
94.91%
Top 10 Holdings %
Top 10 Hldgs %
28%
Holding
2,461
New
2,461
Increased
–
Reduced
–
Closed
–
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 | 12.62% |
| 4 | Communication Services | 8.25% |
| 5 | Consumer Discretionary | 7.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1551
Knowles
KN
$3.29B
| $1.66M | ﹤0.01% |
+39,958
| New | +$1.39M |
|
1552
Westrock Coffee
WEST
$823M
| $1.66M | ﹤0.01% |
+204,235
| New | +$1.47M |
|
1553
Apple Hospitality REIT
APLE
$3.79B
| $1.66M | ﹤0.01% |
+98,424
| New | +$1.41M |
|
|
CHYM
1554
Chime Financial
CHYM
$12.1B
| $1.65M | ﹤0.01% |
+80,519
| New | +$1.56M |
|
1555
Navitas Semiconductor
NVTS
$3.77B
| $1.65M | ﹤0.01% |
+91,967
| New | +$1.75M |
|
1556
iRhythm Holdings
IRTC
$4.17B
| $1.65M | ﹤0.01% |
+13,856
| New | +$1.61M |
|
1557
Cheesecake Factory
CAKE
$5.64B
| $1.64M | ﹤0.01% |
+20,562
| New | +$1.33M |
|
1558
Asbury Automotive
ABG
$3.78B
| $1.63M | ﹤0.01% |
+8,128
| New | +$1.6M |
|
1559
Renasant Corp
RNST
$3.98B
| $1.63M | ﹤0.01% |
+38,428
| New | +$1.55M |
|
1560
CG Oncology
CGON
$6.65B
| $1.63M | ﹤0.01% |
+23,000
| New | +$1.5M |
|
1561
NVR
NVR
$16.8B
| $1.63M | ﹤0.01% |
+240
| New | +$1.52M |
|
1562
DNOW Inc
DNOW
$2.97B
| $1.63M | ﹤0.01% |
+125,595
| New | +$1.63M |
|
1563
WSFS Financial
WSFS
$4.17B
| $1.63M | ﹤0.01% |
+21,234
| New | +$1.52M |
|
1564
Leidos
LDOS
$18B
| $1.62M | ﹤0.01% |
+15,708
| New | +$2.09M |
|
1565
Otter Tail
OTTR
$3.9B
| $1.61M | ﹤0.01% |
+17,899
| New | +$1.58M |
|
1566
SolarEdge
SEDG
$1.99B
| $1.61M | ﹤0.01% |
+27,500
| New | +$1.44M |
|
1567
Dorman Products
DORM
$4.05B
| $1.6M | ﹤0.01% |
+11,754
| New | +$1.39M |
|
1568
SoFi Technologies
SOFI
$23.6B
| $1.6M | ﹤0.01% |
+89,200
| New | +$1.51M |
|
1569
Vanguard Health Care ETF
VHT
$18.9B
| $1.59M | ﹤0.01% |
+5,320
| New | +$1.48M |
|
1570
QuantumScape Corp
QS
$3.81B
| $1.59M | ﹤0.01% |
+210,504
| New | +$1.58M |
|
1571
Signet Jewelers
SIG
$3.52B
| $1.59M | ﹤0.01% |
+18,426
| New | +$1.59M |
|
1572
WesBanco
WSBC
$4.09B
| $1.59M | ﹤0.01% |
+40,633
| New | +$1.43M |
|
1573
First Hawaiian
FHB
$3.37B
| $1.59M | ﹤0.01% |
+54,154
| New | +$1.47M |
|
1574
Seacoast Banking Corp of Florida
SBCF
$3.5B
| $1.58M | ﹤0.01% |
+47,603
| New | +$1.49M |
|
1575
Pentair
PNR
$10.6B
| $1.58M | ﹤0.01% |
+20,649
| New | +$1.63M |
|
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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.