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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 | |
|---|---|---|---|---|---|---|
1776
Howard Hughes
HHH
$3.98B
| $1.06M | ﹤0.01% |
+14,772
| New | +$961K |
|
1777
Newmark Group
NMRK
$2.76B
| $1.05M | ﹤0.01% |
+69,637
| New | +$1.06M |
|
1778
Levi Strauss
LEVI
$8.68B
| $1.05M | ﹤0.01% |
+42,325
| New | +$954K |
|
1779
First Busey Corp
BUSE
$2.58B
| $1.05M | ﹤0.01% |
+35,489
| New | +$962K |
|
1780
Albany International
AIN
$1.84B
| $1.04M | ﹤0.01% |
+13,989
| New | +$877K |
|
1781
Centuri Holdings
CTRI
$2.38B
| $1.04M | ﹤0.01% |
+34,400
| New | +$1.11M |
|
1782
SoundHound AI
SOUN
$3.3B
| $1.04M | ﹤0.01% |
+160,815
| New | +$1.25M |
|
1783
Workiva
WK
$3.84B
| $1.04M | ﹤0.01% |
+21,367
| New | +$1.1M |
|
1784
Pitney Bowes
PBI
$2.25B
| $1.03M | ﹤0.01% |
+58,932
| New | +$901K |
|
1785
Joby Aviation
JOBY
$7.83B
| $1.03M | ﹤0.01% |
+115,631
| New | +$1.12M |
|
1786
Olin
OLN
$2.18B
| $1.03M | ﹤0.01% |
+51,762
| New | +$1.35M |
|
1787
Dick's Sporting Goods
DKS
$18.1B
| $1.02M | ﹤0.01% |
+4,518
| New | +$998K |
|
1788
Capri Holdings
CPRI
$1.74B
| $1.02M | ﹤0.01% |
+54,946
| New | +$1.05M |
|
1789
Calix
CALX
$2.49B
| $1.02M | ﹤0.01% |
+27,234
| New | +$1.14M |
|
1790
Transmedics
TMDX
$3.07B
| $1.01M | ﹤0.01% |
+15,263
| New | +$1.29M |
|
1791
Lifestance Health
LFST
$4.75B
| $1.01M | ﹤0.01% |
+94,500
| New | +$730K |
|
1792
Encore Capital Group
ECPG
$2.2B
| $1.01M | ﹤0.01% |
+10,790
| New | +$879K |
|
1793
Adaptive Biotechnologies
ADPT
$3.94B
| $1.01M | ﹤0.01% |
+46,900
| New | +$719K |
|
1794
Hawaiian Electric Industries
HE
$2.03B
| $1.01M | ﹤0.01% |
+74,286
| New | +$1.06M |
|
1795
Immunovant
IMVT
$8.64B
| $1M | ﹤0.01% |
+26,031
| New | +$793K |
|
1796
RPM International
RPM
$14.5B
| $1M | ﹤0.01% |
+9,015
| New | +$940K |
|
1797
Banner Corp
BANR
$2.52B
| $1M | ﹤0.01% |
+15,072
| New | +$979K |
|
1798
Protolabs
PRLB
$2.2B
| $996K | ﹤0.01% |
+12,216
| New | +$859K |
|
1799
ePlus
PLUS
$2.31B
| $975K | ﹤0.01% |
+11,708
| New | +$974K |
|
1800
Immunome
IMNM
$3.09B
| $973K | ﹤0.01% |
+45,900
| New | +$982K |
|
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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.