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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 | |
|---|---|---|---|---|---|---|---|
1826
PPL Corp Corporate Units
PPLC
| $913K | ﹤0.01% |
+18,650
| New | +$923K |
2026 Q2
0 quarters
|
|
1827
Interface
TILE
$1.79B
| $912K | ﹤0.01% |
+25,431
| New | +$742K |
2026 Q2
0 quarters
|
|
1828
Neogen
NEOG
$2.45B
| $911K | ﹤0.01% |
+101,525
| New | +$932K |
2026 Q2
0 quarters
|
|
1829
Select Water Solutions
WTTR
$2.24B
| $911K | ﹤0.01% |
+45,569
| New | +$798K |
2026 Q2
0 quarters
|
|
1830
H2O America
HTO
$3.32B
| $908K | ﹤0.01% |
+14,947
| New | +$867K |
2026 Q2
0 quarters
|
|
1831
Alpha Metallurgical Resources
AMR
$1.95B
| $903K | ﹤0.01% |
+5,465
| New | +$1.04M |
2026 Q2
0 quarters
|
|
1832
PACS Group
PACS
$7.67B
| $899K | ﹤0.01% |
+21,100
| New | +$759K |
2026 Q2
0 quarters
|
|
1833
Redwire
RDW
$1.93B
| $894K | ﹤0.01% |
+73,100
| New | +$965K |
2026 Q2
0 quarters
|
|
1834
SmartStop Self Storage REIT
SMA
$2.29B
| $888K | ﹤0.01% |
+27,312
| New | +$866K |
2026 Q2
0 quarters
|
|
1835
City Holding Co
CHCO
$2.01B
| $888K | ﹤0.01% |
+6,700
| New | +$841K |
2026 Q2
0 quarters
|
|
1836
Clover Health Investments
CLOV
$2.66B
| $885K | ﹤0.01% |
+169,300
| New | +$575K |
2026 Q2
0 quarters
|
|
1837
Omnicell
OMCL
$1.61B
| $883K | ﹤0.01% |
+21,267
| New | +$857K |
2026 Q2
0 quarters
|
|
1838
Agios Pharmaceuticals
AGIO
$1.89B
| $883K | ﹤0.01% |
+23,797
| New | +$722K |
2026 Q2
0 quarters
|
|
1839
UFP Technologies
UFPT
$2.36B
| $882K | ﹤0.01% |
+3,331
| New | +$724K |
2026 Q2
0 quarters
|
|
1840
Greif
GEF
$4.03B
| $880K | ﹤0.01% |
+11,805
| New | +$792K |
2026 Q2
0 quarters
|
|
1841
Photronics
PLAB
$1.63B
| $879K | ﹤0.01% |
+27,002
| New | +$1.14M |
2026 Q2
0 quarters
|
|
1842
NeoGenomics
NEO
$2.07B
| $877K | ﹤0.01% |
+60,110
| New | +$580K |
2026 Q2
0 quarters
|
|
1843
Dentsply Sirona
XRAY
$1.83B
| $872K | ﹤0.01% |
+82,200
| New | +$898K |
2026 Q2
0 quarters
|
|
1844
Skyward Specialty Insurance
SKWD
$2.8B
| $870K | ﹤0.01% |
+14,900
| New | +$703K |
2026 Q2
0 quarters
|
|
1845
Pediatrix Medical
MD
$2.45B
| $868K | ﹤0.01% |
+34,264
| New | +$780K |
2026 Q2
0 quarters
|
|
1846
GlobalFoundries
GFS
$23.1B
| $868K | ﹤0.01% |
+10,527
| New | +$736K |
2026 Q2
0 quarters
|
|
1847
LandBridge Corporation
LB
$2.17B
| $867K | ﹤0.01% |
+10,925
| New | +$750K |
2026 Q2
0 quarters
|
|
1848
Relay Therapeutics
RLAY
$4B
| $866K | ﹤0.01% |
+46,273
| New | +$672K |
2026 Q2
0 quarters
|
|
1849
CNH Industrial
CNH
$19.1B
| $865K | ﹤0.01% |
+77,075
| New | +$820K |
2026 Q2
0 quarters
|
|
1850
First Commonwealth Financial
FCF
$2.03B
| $864K | ﹤0.01% |
+42,460
| New | +$802K |
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.