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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 | |
|---|---|---|---|---|---|---|---|
1751
Ducommun
DCO
$2.1B
| $1.12M | ﹤0.01% |
+6,039
| New | +$896K |
2026 Q2
0 quarters
|
|
1752
HUB Group
HUBG
$1.5B
| $1.11M | ﹤0.01% |
+25,450
| New | +$1.07M |
2026 Q2
0 quarters
|
|
1753
Four Corners Property Trust
FCPT
$2.56B
| $1.11M | ﹤0.01% |
+45,301
| New | +$1.13M |
2026 Q2
0 quarters
|
|
1754
Par Pacific Holdings
PARR
$3.66B
| $1.11M | ﹤0.01% |
+19,837
| New | +$1.18M |
2026 Q2
0 quarters
|
|
1755
Magnite
MGNI
$4.2B
| $1.11M | ﹤0.01% |
+58,423
| New | +$837K |
2026 Q2
0 quarters
|
|
1756
Domino's
DPZ
$11.2B
| $1.11M | ﹤0.01% |
+3,737
| New | +$1.23M |
2026 Q2
0 quarters
|
|
1757
Beacon Financial Corp
BBT
$2.56B
| $1.11M | ﹤0.01% |
+36,282
| New | +$1.09M |
2026 Q2
0 quarters
|
|
1758
Whirlpool
WHR
$1.91B
| $1.1M | ﹤0.01% |
+27,900
| New | +$1.31M |
2026 Q2
0 quarters
|
|
1759
Thomson Reuters
TRI
$47.4B
| $1.1M | ﹤0.01% |
+13,462
| New | +$1.18M |
2026 Q2
0 quarters
|
|
1760
Freedom Holding
FRHC
$10B
| $1.1M | ﹤0.01% |
+8,410
| New | +$1.22M |
2026 Q2
0 quarters
|
|
1761
ABM Industries
ABM
$3.2B
| $1.1M | ﹤0.01% |
+24,815
| New | +$1.02M |
2026 Q2
0 quarters
|
|
1762
Crane NXT
CXT
$3.28B
| $1.1M | ﹤0.01% |
+21,437
| New | +$915K |
2026 Q2
0 quarters
|
|
1763
Medical Properties Trust
MPT
$983M
| $1.09M | ﹤0.01% |
+236,700
| New | +$1.17M |
2026 Q2
0 quarters
|
|
1764
Enterprise Financial Services Corp
EFSC
$2.22B
| $1.09M | ﹤0.01% |
+16,575
| New | +$997K |
2026 Q2
0 quarters
|
|
1765
Pasithea Therapeutics
KTTA
$17.4M
| $1.09M | ﹤0.01% |
+2,100,000
| New | +$1.44M |
2026 Q2
0 quarters
|
|
1766
GRAIL Inc
GRAL
$5.21B
| $1.09M | ﹤0.01% |
+16,000
| New | +$942K |
2026 Q2
0 quarters
|
|
1767
Astronics
ATRO
$2.54B
| $1.09M | ﹤0.01% |
+13,400
| New | +$915K |
2026 Q2
0 quarters
|
|
1768
Magna International
MGA
$16B
| $1.09M | ﹤0.01% |
+16,554
| New | +$1.03M |
2026 Q2
0 quarters
|
|
1769
Universal Technical Institute
UTI
$1.21B
| $1.09M | ﹤0.01% |
+25,399
| New | +$976K |
2026 Q2
0 quarters
|
|
1770
Reliance Steel & Aluminium
RS
$21.8B
| $1.08M | ﹤0.01% |
+2,899
| New | +$1.06M |
2026 Q2
0 quarters
|
|
1771
DELISTED
Supernus Pharmaceuticals
SUPN
| $1.08M | ﹤0.01% |
+23,254
| New | +$1.12M |
2026 Q2
0 quarters
|
|
1772
Happen Inc
HAPN
$1.79B
| $1.08M | ﹤0.01% |
+52,095
| New | +$887K |
2026 Q2
0 quarters
|
|
1773
Prestige Consumer Healthcare
PBH
$2.19B
| $1.07M | ﹤0.01% |
+22,589
| New | +$1.16M |
2026 Q2
0 quarters
|
|
1774
Sunstone Hotel Investors
SHO
$2.26B
| $1.07M | ﹤0.01% |
+93,188
| New | +$978K |
2026 Q2
0 quarters
|
|
1775
Minerals Technologies
MTX
$1.91B
| $1.06M | ﹤0.01% |
+14,325
| New | +$1.08M |
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.