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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 | |
|---|---|---|---|---|---|---|---|
1876
Addus HomeCare
ADUS
$2.29B
| $799K | ﹤0.01% |
+7,959
| New | +$751K |
2026 Q2
0 quarters
|
|
1877
Dime Commercial Bancshares
DCOM
$1.85B
| $796K | ﹤0.01% |
+19,564
| New | +$727K |
2026 Q2
0 quarters
|
|
1878
News Corp Class B
NWS
$16B
| $796K | ﹤0.01% |
+28,361
| New | +$843K |
2026 Q2
0 quarters
|
|
1879
Fortrea Holdings
FTRE
$1.95B
| $796K | ﹤0.01% |
+45,700
| New | +$617K |
2026 Q2
0 quarters
|
|
1880
CorVel
CRVL
$4.31B
| $793K | ﹤0.01% |
+12,699
| New | +$740K |
2026 Q2
0 quarters
|
|
1881
Circle Internet Group
CRCL
$16B
| $792K | ﹤0.01% |
+12,646
| New | +$1.23M |
2026 Q2
0 quarters
|
|
1882
Douglas Emmett
DEI
$1.66B
| $789K | ﹤0.01% |
+66,801
| New | +$751K |
2026 Q2
0 quarters
|
|
1883
Alaska Air
ALK
$4.34B
| $788K | ﹤0.01% |
+15,088
| New | +$644K |
2026 Q2
0 quarters
|
|
1884
Triumph Financial Inc
TFIN
$1.43B
| $785K | ﹤0.01% |
+10,269
| New | +$698K |
2026 Q2
0 quarters
|
|
1885
LeMaitre Vascular
LMAT
$1.79B
| $781K | ﹤0.01% |
+8,132
| New | +$834K |
2026 Q2
0 quarters
|
|
1886
Worthington Enterprises
WOR
$2.93B
| $780K | ﹤0.01% |
+14,522
| New | +$809K |
2026 Q2
0 quarters
|
|
1887
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.4B
| $779K | ﹤0.01% |
+10,357
| New | +$776K |
2026 Q2
0 quarters
|
|
1888
Strategic Education
STRA
$1.2B
| $779K | ﹤0.01% |
+10,164
| New | +$804K |
2026 Q2
0 quarters
|
|
1889
uniQure
QURE
$1.67B
| $778K | ﹤0.01% |
+16,900
| New | +$442K |
2026 Q2
0 quarters
|
|
1890
Stewart Information Services
STC
$1.31B
| $777K | ﹤0.01% |
+11,765
| New | +$784K |
2026 Q2
0 quarters
|
|
1891
Global Net Lease
GNL
$1.47B
| $775K | ﹤0.01% |
+86,788
| New | +$812K |
2026 Q2
0 quarters
|
|
1892
Getty Realty Corp
GTY
$1.92B
| $775K | ﹤0.01% |
+23,212
| New | +$770K |
2026 Q2
0 quarters
|
|
1893
Mineralys Therapeutics
MLYS
$1.36B
| $773K | ﹤0.01% |
+28,648
| New | +$786K |
2026 Q2
0 quarters
|
|
1894
Enlight Renewable Energy
ENLT
$9.24B
| $773K | ﹤0.01% |
+8,860
| New | +$781K |
2026 Q2
0 quarters
|
|
1895
T1 Energy
TE
$572M
| $773K | ﹤0.01% |
+81,300
| New | +$578K |
2026 Q2
0 quarters
|
|
1896
Talos Energy
TALO
$2.7B
| $770K | ﹤0.01% |
+59,624
| New | +$889K |
2026 Q2
0 quarters
|
|
1897
National Energy Services Reunited Corp
NESR
$2.16B
| $766K | ﹤0.01% |
+25,600
| New | +$634K |
2026 Q2
0 quarters
|
|
1898
DELISTED
Stellar Bancorp
STEL
| $765K | ﹤0.01% |
+19,495
| New | +$734K |
2026 Q2
0 quarters
|
|
1899
Bank First Corp
BFC
$1.65B
| $764K | ﹤0.01% |
+5,138
| New | +$733K |
2026 Q2
0 quarters
|
|
1900
Allient
ALNT
$1.32B
| $761K | ﹤0.01% |
+7,400
| New | +$571K |
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.