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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 | |
|---|---|---|---|---|---|---|---|
1976
Progress Software
PRGS
$1.79B
| $648K | ﹤0.01% |
+19,257
| New | +$570K |
2026 Q2
0 quarters
|
|
1977
FMC
FMC
$810M
| $640K | ﹤0.01% |
+55,700
| New | +$777K |
2026 Q2
0 quarters
|
|
1978
AtriCure
ATRC
$2.89B
| $640K | ﹤0.01% |
+22,883
| New | +$644K |
2026 Q2
0 quarters
|
|
1979
Gibraltar Industries
ROCK
$902M
| $638K | ﹤0.01% |
+14,146
| New | +$554K |
2026 Q2
0 quarters
|
|
1980
Flowers Foods
FLO
$1.17B
| $638K | ﹤0.01% |
+80,703
| New | +$646K |
2026 Q2
0 quarters
|
|
1981
Alpha and Omega Semiconductor
AOSL
$825M
| $638K | ﹤0.01% |
+13,485
| New | +$541K |
2026 Q2
0 quarters
|
|
1982
DELISTED
Apollo Commercial Real Estate
ARI
| $636K | ﹤0.01% |
+59,476
| New | +$648K |
2026 Q2
0 quarters
|
|
1983
Hamilton Insurance Group
HG
$3.78B
| $635K | ﹤0.01% |
+18,696
| New | +$586K |
2026 Q2
0 quarters
|
|
1984
Innoviva
INVA
$1.35B
| $633K | ﹤0.01% |
+27,858
| New | +$638K |
2026 Q2
0 quarters
|
|
1985
Fluence Energy
FLNC
$670M
| $632K | ﹤0.01% |
+31,783
| New | +$591K |
2026 Q2
0 quarters
|
|
1986
G-III Apparel Group
GIII
$1.36B
| $632K | ﹤0.01% |
+18,731
| New | +$591K |
2026 Q2
0 quarters
|
|
1987
State Street SPDR S&P 500 ETF Trust
SPY
$800B
| $631K | ﹤0.01% |
+845
| New | +$613K |
2026 Q2
0 quarters
|
|
1988
Lindsay Corp
LNN
$1.09B
| $627K | ﹤0.01% |
+5,067
| New | +$566K |
2026 Q2
0 quarters
|
|
1989
Herbalife
HLF
$1.67B
| $624K | ﹤0.01% |
+47,505
| New | +$655K |
2026 Q2
0 quarters
|
|
1990
Mobileye
MBLY
$4.73B
| $624K | ﹤0.01% |
+64,400
| New | +$574K |
2026 Q2
0 quarters
|
|
1991
AMC Entertainment Holdings
AMC
$2.9B
| $623K | ﹤0.01% |
+327,274
| New | +$563K |
2026 Q2
0 quarters
|
|
1992
Lightwave Logic
LWLG
$495M
| $621K | ﹤0.01% |
+65,700
| New | +$770K |
2026 Q2
0 quarters
|
|
1993
Guardian Pharmacy Services
GRDN
$3.14B
| $620K | ﹤0.01% |
+14,800
| New | +$573K |
2026 Q2
0 quarters
|
|
1994
Rogers Communications
RCI
$18B
| $619K | ﹤0.01% |
+19,000
| New | +$685K |
2026 Q2
0 quarters
|
|
1995
Adient
ADNT
$1.2B
| $619K | ﹤0.01% |
+33,651
| New | +$719K |
2026 Q2
0 quarters
|
|
1996
Sonic Automotive
SAH
$1.88B
| $618K | ﹤0.01% |
+7,288
| New | +$560K |
2026 Q2
0 quarters
|
|
1997
Nuvation Bio
NUVB
$1.41B
| $615K | ﹤0.01% |
+108,400
| New | +$530K |
2026 Q2
0 quarters
|
|
1998
Old Second Bancorp
OSBC
$1.24B
| $612K | ﹤0.01% |
+26,232
| New | +$561K |
2026 Q2
0 quarters
|
|
1999
Teladoc Health
TDOC
$1.6B
| $607K | ﹤0.01% |
+71,575
| New | +$476K |
2026 Q2
0 quarters
|
|
2000
Integra LifeSciences
IART
$1.12B
| $607K | ﹤0.01% |
+33,756
| New | +$472K |
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.