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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 | |
|---|---|---|---|---|---|---|
1576
PVH
PVH
$3.8B
| $1.58M | ﹤0.01% |
+21,286
| New | +$1.82M |
|
1577
Zeta Global
ZETA
$7.29B
| $1.58M | ﹤0.01% |
+80,272
| New | +$1.49M |
|
1578
AppFolio
APPF
$7.23B
| $1.58M | ﹤0.01% |
+9,838
| New | +$1.57M |
|
1579
Community Bank
CBU
$3.46B
| $1.57M | ﹤0.01% |
+23,412
| New | +$1.48M |
|
|
EMA
1580
Emera Inc
EMA
$15.8B
| $1.57M | ﹤0.01% |
+29,540
| New | +$1.55M |
|
1581
Organon & Co
OGN
$3.6B
| $1.57M | ﹤0.01% |
+115,640
| New | +$1.38M |
|
1582
Brown & Brown
BRO
$23.6B
| $1.56M | ﹤0.01% |
+24,402
| New | +$1.49M |
|
1583
Genworth Financial
GNW
$3.84B
| $1.56M | ﹤0.01% |
+164,410
| New | +$1.46M |
|
1584
SL Green Realty
SLG
$3.97B
| $1.56M | ﹤0.01% |
+30,043
| New | +$1.34M |
|
1585
Denali Therapeutics
DNLI
$3.9B
| $1.54M | ﹤0.01% |
+60,028
| New | +$1.23M |
|
1586
Korn Ferry
KFY
$4.32B
| $1.54M | ﹤0.01% |
+23,181
| New | +$1.57M |
|
1587
Ambarella
AMBA
$3.6B
| $1.54M | ﹤0.01% |
+17,898
| New | +$1.23M |
|
1588
Shoals Technologies Group
SHLS
$1.42B
| $1.54M | ﹤0.01% |
+155,075
| New | +$1.41M |
|
1589
nLIGHT
LASR
$3.03B
| $1.53M | ﹤0.01% |
+21,941
| New | +$1.53M |
|
1590
The GEO Group
GEO
$4.11B
| $1.53M | ﹤0.01% |
+51,650
| New | +$1.17M |
|
1591
Ondas Inc
ONDS
$5.27B
| $1.52M | ﹤0.01% |
+183,900
| New | +$1.81M |
|
1592
McCormick & Company Non-Voting
MKC
$14.7B
| $1.52M | ﹤0.01% |
+30,109
| New | +$1.48M |
|
1593
Penske Automotive Group
PAG
$14.4B
| $1.52M | ﹤0.01% |
+8,472
| New | +$1.42M |
|
1594
Red Rock Resorts
RRR
$3.76B
| $1.51M | ﹤0.01% |
+23,236
| New | +$1.32M |
|
1595
Dianthus Therapeutics
DNTH
$6.49B
| $1.51M | ﹤0.01% |
+15,500
| New | +$1.35M |
|
|
PTN
1596
Palatin Technologies
PTN
$16.7M
| $1.51M | ﹤0.01% |
+140,000
| New | +$2.31M |
|
1597
lululemon athletica
LULU
$13.6B
| $1.51M | ﹤0.01% |
+13,224
| New | +$1.77M |
|
1598
WD-40
WDFC
$3.08B
| $1.5M | ﹤0.01% |
+6,164
| New | +$1.32M |
|
1599
Zscaler
ZS
$29.7B
| $1.5M | ﹤0.01% |
+10,616
| New | +$1.48M |
|
1600
Insight Enterprises
NSIT
$4.53B
| $1.5M | ﹤0.01% |
+12,274
| New | +$1.12M |
|
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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.