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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 | |
|---|---|---|---|---|---|---|---|
1901
Cellectar Biosciences
CLRB
$11.4M
| $759K | ﹤0.01% |
+274,156
| New | +$767K |
2026 Q2
0 quarters
|
|
1902
Marqeta
MQ
$1.89B
| $759K | ﹤0.01% |
+46,800
| New | +$760K |
2026 Q2
0 quarters
|
|
1903
Lindblad Expeditions
LIND
$2.27B
| $759K | ﹤0.01% |
+26,866
| New | +$568K |
2026 Q2
0 quarters
|
|
1904
Evertec
EVTC
$1.93B
| $758K | ﹤0.01% |
+27,262
| New | +$725K |
2026 Q2
0 quarters
|
|
1905
Vera Therapeutics
VERA
$2.03B
| $758K | ﹤0.01% |
+17,658
| New | +$658K |
2026 Q2
0 quarters
|
|
1906
Lakeland Financial Corp
LKFN
$1.54B
| $756K | ﹤0.01% |
+12,248
| New | +$738K |
2026 Q2
0 quarters
|
|
1907
Spectrum Brands
SPB
$2.02B
| $756K | ﹤0.01% |
+8,808
| New | +$713K |
2026 Q2
0 quarters
|
|
1908
Northern Oil and Gas
NOG
$2.66B
| $756K | ﹤0.01% |
+41,620
| New | +$987K |
2026 Q2
0 quarters
|
|
1909
Celcuity
CELC
$3.15B
| $754K | ﹤0.01% |
+7,200
| New | +$831K |
2026 Q2
0 quarters
|
|
1910
Freshworks
FRSH
$3.32B
| $753K | ﹤0.01% |
+74,386
| New | +$662K |
2026 Q2
0 quarters
|
|
1911
TriCo Bancshares
TCBK
$1.66B
| $753K | ﹤0.01% |
+13,970
| New | +$707K |
2026 Q2
0 quarters
|
|
1912
Huron Consulting
HURN
$2.68B
| $752K | ﹤0.01% |
+8,351
| New | +$957K |
2026 Q2
0 quarters
|
|
1913
iShares 1-3 Year Treasury Bond ETF
SHY
$27.4B
| $742K | ﹤0.01% |
+9,038
| New | +$743K |
2026 Q2
0 quarters
|
|
1914
Liberty Live Group Series A
LLYVA
$9.45B
| $740K | ﹤0.01% |
+7,300
| New | +$691K |
2026 Q2
0 quarters
|
|
1915
Reynolds Consumer Products
REYN
$5.23B
| $738K | ﹤0.01% |
+27,487
| New | +$612K |
2026 Q2
0 quarters
|
|
1916
ManpowerGroup
MAN
$2.17B
| $733K | ﹤0.01% |
+21,696
| New | +$664K |
2026 Q2
0 quarters
|
|
1917
Firefly Aerospace
FLY
$4.33B
| $732K | ﹤0.01% |
+24,900
| New | +$931K |
2026 Q2
0 quarters
|
|
1918
BigBear.ai
BBAI
$919M
| $732K | ﹤0.01% |
+199,700
| New | +$799K |
2026 Q2
0 quarters
|
|
1919
Amprius Technologies
AMPX
$1.16B
| $732K | ﹤0.01% |
+52,803
| New | +$946K |
2026 Q2
0 quarters
|
|
1920
German American Bancorp
GABC
$1.87B
| $729K | ﹤0.01% |
+15,347
| New | +$675K |
2026 Q2
0 quarters
|
|
1921
Harmonic Inc
HLIT
$1.11B
| $725K | ﹤0.01% |
+44,438
| New | +$567K |
2026 Q2
0 quarters
|
|
1922
Carlyle Group
CG
$14.1B
| $723K | ﹤0.01% |
+17,173
| New | +$807K |
2026 Q2
0 quarters
|
|
|
SILA
1923
DELISTED
Sila Realty Trust
SILA
| $723K | ﹤0.01% |
+23,800
| New | +$696K |
2026 Q2
0 quarters
|
|
1924
Establishment Labs
ESTA
$2.11B
| $719K | ﹤0.01% |
+8,376
| New | +$602K |
2026 Q2
0 quarters
|
|
1925
Braze
BRZE
$5.3B
| $716K | ﹤0.01% |
+33,004
| New | +$735K |
2026 Q2
0 quarters
|
|
Similar funds
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.