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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 | |
|---|---|---|---|---|---|---|---|
176
Verisk Analytics
VRSK
$26.7B
| $266M | 0.11% |
+1,483,091
| New | +$261M |
2026 Q2
0 quarters
|
|
177
Definium Therapeutics
DFTX
$4.39B
| $264M | 0.11% |
+5,615,645
| New | +$139M |
2026 Q2
0 quarters
|
|
178
Vistra
VST
$45.1B
| $262M | 0.11% |
+1,652,733
| New | +$256M |
2026 Q2
0 quarters
|
|
179
Broadridge
BR
$21.8B
| $262M | 0.11% |
+1,912,032
| New | +$289M |
2026 Q2
0 quarters
|
|
180
Protagonist Therapeutics
PTGX
$8.55B
| $261M | 0.11% |
+2,129,780
| New | +$222M |
2026 Q2
0 quarters
|
|
181
Emerson Electric
EMR
$91.3B
| $260M | 0.11% |
+1,819,736
| New | +$256M |
2026 Q2
0 quarters
|
|
182
MACOM Technology Solutions
MTSI
$17.7B
| $257M | 0.1% |
+674,790
| New | +$224M |
2026 Q2
0 quarters
|
|
183
Cogent Biosciences
COGT
$4.97B
| $256M | 0.1% |
+6,624,848
| New | +$232M |
2026 Q2
0 quarters
|
|
184
Abivax
ABVX
$7.67B
| $255M | 0.1% |
+1,913,933
| New | +$217M |
2026 Q2
0 quarters
|
|
185
ASML
ASML
$576B
| $253M | 0.1% |
+127,399
| New | +$203M |
2026 Q2
0 quarters
|
|
186
Vanguard Total International Stock ETF
VXUS
$161B
| $253M | 0.1% |
+2,961,440
| New | +$248M |
2026 Q2
0 quarters
|
|
187
Xenon Pharmaceuticals
XENE
$3.98B
| $253M | 0.1% |
+4,186,519
| New | +$232M |
2026 Q2
0 quarters
|
|
188
Ecolab
ECL
$86.7B
| $252M | 0.1% |
+903,516
| New | +$238M |
2026 Q2
0 quarters
|
|
189
Casey's General Stores
CASY
$26.3B
| $247M | 0.1% |
+310,752
| New | +$250M |
2026 Q2
0 quarters
|
|
190
Edgewise Therapeutics
EWTX
$5.03B
| $247M | 0.1% |
+6,075,331
| New | +$209M |
2026 Q2
0 quarters
|
|
191
Qualcomm
QCOM
$185B
| $246M | 0.1% |
+1,333,568
| New | +$249M |
2026 Q2
0 quarters
|
|
192
CarMax
KMX
$7.55B
| $246M | 0.1% |
+4,645,036
| New | +$202M |
2026 Q2
0 quarters
|
|
193
Legence Corp
LGN
$2.69B
| $246M | 0.1% |
+2,882,048
| New | +$235M |
2026 Q2
0 quarters
|
|
194
iShares Core MSCI International Developed Markets ETF
IDEV
$34.1B
| $246M | 0.1% |
+2,758,894
| New | +$244M |
2026 Q2
0 quarters
|
|
195
CBRE Group
CBRE
$38.4B
| $242M | 0.1% |
+1,792,910
| New | +$247M |
2026 Q2
0 quarters
|
|
196
Willis Towers Watson
WTW
$30.9B
| $239M | 0.1% |
+916,295
| New | +$245M |
2026 Q2
0 quarters
|
|
197
FirstService
FSV
$6.47B
| $239M | 0.1% |
+1,680,486
| New | +$233M |
2026 Q2
0 quarters
|
|
198
Surgery Partners
SGRY
$3.53B
| $233M | 0.1% |
+13,882,155
| New | +$195M |
2026 Q2
0 quarters
|
|
199
iShares MSCI USA Quality Factor ETF
QUAL
$48.6B
| $232M | 0.09% |
+4,228,064
| New | +$222M |
2026 Q2
0 quarters
|
|
200
Cisco
CSCO
$377B
| $228M | 0.09% |
+1,945,554
| New | +$203M |
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.