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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 | |
|---|---|---|---|---|---|---|
1726
SELLAS Life Sciences
SLS
$2.58B
| $1.18M | ﹤0.01% |
+79,600
| New | +$550K |
|
|
VISN
1727
Vistance Networks Inc
VISN
$2.66B
| $1.18M | ﹤0.01% |
+91,912
| New | +$1.3M |
|
1728
SiriusPoint
SPNT
$2.76B
| $1.17M | ﹤0.01% |
+48,922
| New | +$1.12M |
|
1729
Urban Edge Properties
UE
$2.76B
| $1.17M | ﹤0.01% |
+51,317
| New | +$1.13M |
|
1730
Acadia Healthcare
ACHC
$2.87B
| $1.17M | ﹤0.01% |
+39,710
| New | +$1.02M |
|
1731
Aehr Test Systems
AEHR
$4.37B
| $1.17M | ﹤0.01% |
+12,200
| New | +$1.11M |
|
1732
Charter Communications
CHTR
$18.4B
| $1.16M | ﹤0.01% |
+8,194
| New | +$1.37M |
|
1733
BancFirst
BANF
$3.89B
| $1.16M | ﹤0.01% |
+10,486
| New | +$1.17M |
|
1734
Array Technologies
ARRY
$778M
| $1.16M | ﹤0.01% |
+156,882
| New | +$1.25M |
|
1735
Newell Brands
NWL
$2.66B
| $1.16M | ﹤0.01% |
+189,700
| New | +$802K |
|
1736
Trustmark
TRMK
$2.8B
| $1.15M | ﹤0.01% |
+25,094
| New | +$1.12M |
|
1737
Doximity
DOCS
$4.42B
| $1.15M | ﹤0.01% |
+55,690
| New | +$1.23M |
|
1738
Fidelity National Financial
FNF
$13.3B
| $1.15M | ﹤0.01% |
+24,443
| New | +$1.18M |
|
1739
NBT Bancorp
NBTB
$2.78B
| $1.15M | ﹤0.01% |
+23,310
| New | +$1.07M |
|
1740
Western Union
WU
$2.32B
| $1.15M | ﹤0.01% |
+149,400
| New | +$1.25M |
|
1741
Warby Parker
WRBY
$3.2B
| $1.15M | ﹤0.01% |
+37,810
| New | +$936K |
|
1742
St. Joe Company
JOE
$3.89B
| $1.14M | ﹤0.01% |
+18,214
| New | +$1.2M |
|
|
PPLI
1743
People Inc
PPLI
$3.01B
| $1.13M | ﹤0.01% |
+24,598
| New | +$1.05M |
|
1744
Privia Health
PRVA
$2.81B
| $1.13M | ﹤0.01% |
+44,085
| New | +$1.02M |
|
1745
Axogen
AXGN
$2.62B
| $1.13M | ﹤0.01% |
+24,500
| New | +$988K |
|
1746
Visteon
VC
$2.89B
| $1.13M | ﹤0.01% |
+11,387
| New | +$1.24M |
|
1747
First Bancorp
FBNC
$2.74B
| $1.12M | ﹤0.01% |
+17,567
| New | +$1.04M |
|
1748
Green Brick Partners
GRBK
$3.03B
| $1.12M | ﹤0.01% |
+14,040
| New | +$970K |
|
1749
Crescent Energy
CRGY
$4.03B
| $1.12M | ﹤0.01% |
+113,838
| New | +$1.39M |
|
1750
Celldex Therapeutics
CLDX
$3.29B
| $1.12M | ﹤0.01% |
+30,042
| New | +$970K |
|
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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.