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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 | |
|---|---|---|---|---|---|---|---|
1651
Sunrun
RUN
$2.09B
| $1.35M | ﹤0.01% |
+101,051
| New | +$1.36M |
2026 Q2
0 quarters
|
|
1652
CCC Intelligent Solutions
CCC
$4.54B
| $1.35M | ﹤0.01% |
+261,291
| New | +$1.29M |
2026 Q2
0 quarters
|
|
1653
Centrus Energy
LEU
$2.14B
| $1.35M | ﹤0.01% |
+8,023
| New | +$1.5M |
2026 Q2
0 quarters
|
|
1654
Hawkins
HWKN
$3.09B
| $1.35M | ﹤0.01% |
+9,490
| New | +$1.5M |
2026 Q2
0 quarters
|
|
1655
Atlassian
TEAM
$38B
| $1.35M | ﹤0.01% |
+17,303
| New | +$1.42M |
2026 Q2
0 quarters
|
|
1656
DELISTED
National Storage Affiliates Trust
NSA
| $1.34M | ﹤0.01% |
+30,136
| New | +$1.29M |
2026 Q2
0 quarters
|
|
1657
CoreCivic
CXW
$2.7B
| $1.34M | ﹤0.01% |
+44,116
| New | +$1000K |
2026 Q2
0 quarters
|
|
1658
Nordson
NDSN
$18.1B
| $1.34M | ﹤0.01% |
+4,432
| New | +$1.26M |
2026 Q2
0 quarters
|
|
1659
NuScale Power
SMR
$1.91B
| $1.34M | ﹤0.01% |
+133,415
| New | +$1.5M |
2026 Q2
0 quarters
|
|
1660
Dana Inc
DAN
$2.39B
| $1.34M | ﹤0.01% |
+49,110
| New | +$1.68M |
2026 Q2
0 quarters
|
|
1661
MGE Energy Inc
MGEE
$2.98B
| $1.34M | ﹤0.01% |
+16,376
| New | +$1.27M |
2026 Q2
0 quarters
|
|
1662
Acadia Realty Trust
AKR
$2.79B
| $1.33M | ﹤0.01% |
+63,854
| New | +$1.37M |
2026 Q2
0 quarters
|
|
1663
Imperial Oil
IMO
$60.7B
| $1.33M | ﹤0.01% |
+11,840
| New | +$1.48M |
2026 Q2
0 quarters
|
|
1664
Vita Coco
COCO
$3.6B
| $1.33M | ﹤0.01% |
+20,021
| New | +$1.35M |
2026 Q2
0 quarters
|
|
1665
Amneal Pharmaceuticals
AMRX
$7.45B
| $1.32M | ﹤0.01% |
+76,216
| New | +$1.04M |
2026 Q2
0 quarters
|
|
1666
WaFd
WAFD
$2.18B
| $1.31M | ﹤0.01% |
+34,255
| New | +$1.21M |
2026 Q2
0 quarters
|
|
1667
BOK Financial
BOKF
$7.92B
| $1.31M | ﹤0.01% |
+9,460
| New | +$1.25M |
2026 Q2
0 quarters
|
|
1668
LyondellBasell Industries
LYB
$20.8B
| $1.31M | ﹤0.01% |
+24,921
| New | +$1.72M |
2026 Q2
0 quarters
|
|
1669
Ingevity
NGVT
$2.08B
| $1.31M | ﹤0.01% |
+17,523
| New | +$1.26M |
2026 Q2
0 quarters
|
|
1670
Exponent
EXPO
$4.15B
| $1.31M | ﹤0.01% |
+22,275
| New | +$1.37M |
2026 Q2
0 quarters
|
|
1671
Symbotic
SYM
$4.52B
| $1.31M | ﹤0.01% |
+29,080
| New | +$1.48M |
2026 Q2
0 quarters
|
|
1672
Arcus Biosciences
RCUS
$2.51B
| $1.31M | ﹤0.01% |
+42,338
| New | +$1.05M |
2026 Q2
0 quarters
|
|
1673
Acadia Pharmaceuticals
ACAD
$3.24B
| $1.3M | ﹤0.01% |
+51,410
| New | +$1.13M |
2026 Q2
0 quarters
|
|
1674
Mercury Insurance
MCY
$4.79B
| $1.3M | ﹤0.01% |
+12,161
| New | +$1.2M |
2026 Q2
0 quarters
|
|
1675
Rocket Companies
RKT
$38.9B
| $1.3M | ﹤0.01% |
+82,300
| New | +$1.19M |
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.