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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 | |
|---|---|---|---|---|---|---|---|
1676
Q2 Holdings
QTWO
$4.57B
| $1.3M | ﹤0.01% |
+26,937
| New | +$1.28M |
2026 Q2
0 quarters
|
|
1677
United Natural Foods
UNFI
$2.92B
| $1.3M | ﹤0.01% |
+28,316
| New | +$1.4M |
2026 Q2
0 quarters
|
|
1678
Upstart Holdings
UPST
$1.93B
| $1.29M | ﹤0.01% |
+36,427
| New | +$1.12M |
2026 Q2
0 quarters
|
|
1679
HNI Corp
HNI
$3.49B
| $1.29M | ﹤0.01% |
+31,904
| New | +$1.09M |
2026 Q2
0 quarters
|
|
1680
Patrick Industries
PATK
$2.59B
| $1.29M | ﹤0.01% |
+14,365
| New | +$1.37M |
2026 Q2
0 quarters
|
|
1681
National Healthcare
NHC
$3.26B
| $1.29M | ﹤0.01% |
+6,097
| New | +$1.12M |
2026 Q2
0 quarters
|
|
1682
RXO
RXO
$4.69B
| $1.28M | ﹤0.01% |
+46,537
| New | +$1.03M |
2026 Q2
0 quarters
|
|
1683
American Eagle Outfitters
AEO
$3.64B
| $1.28M | ﹤0.01% |
+74,598
| New | +$1.29M |
2026 Q2
0 quarters
|
|
1684
ICICI Bank
IBN
$124B
| $1.28M | ﹤0.01% |
+44,166
| New | +$1.19M |
2026 Q2
0 quarters
|
|
1685
Archer Aviation
ACHR
$3.15B
| $1.28M | ﹤0.01% |
+270,700
| New | +$1.57M |
2026 Q2
0 quarters
|
|
1686
First Citizens BancShares
FCNCA
$25.7B
| $1.28M | ﹤0.01% |
+615
| New | +$1.23M |
2026 Q2
0 quarters
|
|
1687
Harley-Davidson
HOG
$3.27B
| $1.28M | ﹤0.01% |
+52,099
| New | +$1.25M |
2026 Q2
0 quarters
|
|
1688
Acushnet Holdings
GOLF
$4.74B
| $1.27M | ﹤0.01% |
+10,756
| New | +$1.03M |
2026 Q2
0 quarters
|
|
1689
Maximus
MMS
$3.39B
| $1.27M | ﹤0.01% |
+23,701
| New | +$1.48M |
2026 Q2
0 quarters
|
|
1690
Boise Cascade
BCC
$2.35B
| $1.27M | ﹤0.01% |
+16,356
| New | +$1.21M |
2026 Q2
0 quarters
|
|
1691
American Airlines Group
AAL
$8.73B
| $1.27M | ﹤0.01% |
+70,158
| New | +$939K |
2026 Q2
0 quarters
|
|
1692
EchoStar
ECHO
$29.1B
| $1.27M | ﹤0.01% |
+12,487
| New | +$1.53M |
2026 Q2
0 quarters
|
|
1693
Trinity Industries
TRN
$2.39B
| $1.27M | ﹤0.01% |
+36,616
| New | +$1.24M |
2026 Q2
0 quarters
|
|
1694
Robert Half
RHI
$4.3B
| $1.26M | ﹤0.01% |
+41,200
| New | +$1.15M |
2026 Q2
0 quarters
|
|
1695
California Water Service
CWT
$3.11B
| $1.26M | ﹤0.01% |
+25,873
| New | +$1.17M |
2026 Q2
0 quarters
|
|
1696
Banc of California
BANC
$2.83B
| $1.26M | ﹤0.01% |
+61,448
| New | +$1.17M |
2026 Q2
0 quarters
|
|
1697
Callaway Golf Company
CALY
$3.05B
| $1.25M | ﹤0.01% |
+66,381
| New | +$1.04M |
2026 Q2
0 quarters
|
|
1698
Agilysys
AGYS
$3.44B
| $1.24M | ﹤0.01% |
+11,910
| New | +$922K |
2026 Q2
0 quarters
|
|
1699
Customers Bancorp
CUBI
$2.84B
| $1.24M | ﹤0.01% |
+15,722
| New | +$1.19M |
2026 Q2
0 quarters
|
|
1700
Freshpet
FRPT
$3.26B
| $1.24M | ﹤0.01% |
+21,019
| New | +$1.2M |
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.