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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 | |
|---|---|---|---|---|---|---|---|
1851
Liberty Global Class A
LBTYA
$3.58B
| $864K | ﹤0.01% |
+76,000
| New | +$908K |
2026 Q2
0 quarters
|
|
1852
Vanguard Total World Stock ETF
VT
$82.9B
| $863K | ﹤0.01% |
+5,500
| New | +$839K |
2026 Q2
0 quarters
|
|
1853
Syndax Pharmaceuticals
SNDX
$851M
| $860K | ﹤0.01% |
+39,335
| New | +$818K |
2026 Q2
0 quarters
|
|
1854
Quantum Computing Inc
QUBT
$1.26B
| $852K | ﹤0.01% |
+87,818
| New | +$854K |
2026 Q2
0 quarters
|
|
1855
Disc Medicine
IRON
$3.64B
| $844K | ﹤0.01% |
+11,555
| New | +$794K |
2026 Q2
0 quarters
|
|
1856
S&T Bancorp
STBA
$1.8B
| $840K | ﹤0.01% |
+17,119
| New | +$771K |
2026 Q2
0 quarters
|
|
1857
DELISTED
Select Medical
SEM
| $839K | ﹤0.01% |
+50,821
| New | +$837K |
2026 Q2
0 quarters
|
|
1858
Huntsman Corp
HUN
$1.67B
| $838K | ﹤0.01% |
+78,929
| New | +$1.09M |
2026 Q2
0 quarters
|
|
1859
Gorman-Rupp
GRC
$1.84B
| $837K | ﹤0.01% |
+9,114
| New | +$692K |
2026 Q2
0 quarters
|
|
1860
IMAX
IMAX
$2.67B
| $836K | ﹤0.01% |
+20,968
| New | +$804K |
2026 Q2
0 quarters
|
|
1861
American Superconductor
AMSC
$1.17B
| $836K | ﹤0.01% |
+20,134
| New | +$910K |
2026 Q2
0 quarters
|
|
1862
Sarepta Therapeutics
SRPT
$1.72B
| $831K | ﹤0.01% |
+46,265
| New | +$875K |
2026 Q2
0 quarters
|
|
1863
Ellington Financial
EFC
$1.44B
| $824K | ﹤0.01% |
+60,497
| New | +$801K |
2026 Q2
0 quarters
|
|
1864
ADMA Biologics
ADMA
$3.03B
| $822K | ﹤0.01% |
+98,261
| New | +$896K |
2026 Q2
0 quarters
|
|
1865
Armour Residential REIT
ARR
$1.69B
| $822K | ﹤0.01% |
+47,088
| New | +$810K |
2026 Q2
0 quarters
|
|
1866
Check Point Software Technologies
CHKP
$15B
| $816K | ﹤0.01% |
+6,206
| New | +$807K |
2026 Q2
0 quarters
|
|
1867
Perpetua Resources
PPTA
$2.22B
| $814K | ﹤0.01% |
+39,250
| New | +$1.06M |
2026 Q2
0 quarters
|
|
1868
Intellia Therapeutics
NTLA
$1.36B
| $812K | ﹤0.01% |
+47,957
| New | +$671K |
2026 Q2
0 quarters
|
|
1869
Recursion Pharmaceuticals
RXRX
$1.99B
| $810K | ﹤0.01% |
+220,309
| New | +$733K |
2026 Q2
0 quarters
|
|
1870
Northwest Natural Holdings
NWN
$2.2B
| $808K | ﹤0.01% |
+16,471
| New | +$844K |
2026 Q2
0 quarters
|
|
1871
Federal Agricultural Mortgage
AGM
$1.93B
| $805K | ﹤0.01% |
+4,036
| New | +$707K |
2026 Q2
0 quarters
|
|
1872
Goodyear
GT
$1.19B
| $805K | ﹤0.01% |
+121,841
| New | +$784K |
2026 Q2
0 quarters
|
|
1873
Nelnet
NNI
$4.46B
| $801K | ﹤0.01% |
+6,007
| New | +$796K |
2026 Q2
0 quarters
|
|
1874
Innovative Industrial Properties
IIPR
$1.46B
| $801K | ﹤0.01% |
+12,925
| New | +$726K |
2026 Q2
0 quarters
|
|
1875
Monarch Casino & Resort
MCRI
$1.95B
| $800K | ﹤0.01% |
+6,072
| New | +$708K |
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.