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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 | |
|---|---|---|---|---|---|---|---|
2026
Rapport Therapeutics
RAPP
$1.55B
| $574K | ﹤0.01% |
+13,800
| New | +$507K |
2026 Q2
0 quarters
|
|
2027
Papa John's
PZZA
$656M
| $574K | ﹤0.01% |
+15,622
| New | +$539K |
2026 Q2
0 quarters
|
|
2028
Live Oak Bancshares
LOB
$1.63B
| $574K | ﹤0.01% |
+14,061
| New | +$526K |
2026 Q2
0 quarters
|
|
2029
Preformed Line Products
PLPC
$1.4B
| $573K | ﹤0.01% |
+1,400
| New | +$491K |
2026 Q2
0 quarters
|
|
2030
Seaboard Corp
SEB
$3.59B
| $573K | ﹤0.01% |
+128
| New | +$670K |
2026 Q2
0 quarters
|
|
2031
GeneDx Holdings
WGS
$1.57B
| $573K | ﹤0.01% |
+8,348
| New | +$474K |
2026 Q2
0 quarters
|
|
2032
Novavax
NVAX
$1.41B
| $573K | ﹤0.01% |
+60,815
| New | +$545K |
2026 Q2
0 quarters
|
|
2033
Intapp
INTA
$3.54B
| $571K | ﹤0.01% |
+22,673
| New | +$517K |
2026 Q2
0 quarters
|
|
2034
AMN Healthcare
AMN
$1.47B
| $570K | ﹤0.01% |
+17,615
| New | +$454K |
2026 Q2
0 quarters
|
|
2035
Scansource
SCSC
$910M
| $569K | ﹤0.01% |
+10,927
| New | +$479K |
2026 Q2
0 quarters
|
|
2036
Sylvamo
SLVM
$1.53B
| $569K | ﹤0.01% |
+15,024
| New | +$610K |
2026 Q2
0 quarters
|
|
2037
MBX Biosciences
MBX
$2.78B
| $568K | ﹤0.01% |
+10,300
| New | +$360K |
2026 Q2
0 quarters
|
|
2038
Universal Corp
UVV
$941M
| $562K | ﹤0.01% |
+10,762
| New | +$573K |
2026 Q2
0 quarters
|
|
2039
Vir Biotechnology
VIR
$1.71B
| $559K | ﹤0.01% |
+54,789
| New | +$521K |
2026 Q2
0 quarters
|
|
2040
DELISTED
BioLife Solutions
BLFS
| $557K | ﹤0.01% |
+19,717
| New | +$461K |
2026 Q2
0 quarters
|
|
2041
American Assets Trust
AAT
$1.33B
| $555K | ﹤0.01% |
+22,453
| New | +$493K |
2026 Q2
0 quarters
|
|
2042
DELISTED
SkyWater Technology
SKYT
| $553K | ﹤0.01% |
+15,900
| New | +$544K |
2026 Q2
0 quarters
|
|
2043
Erie Indemnity
ERIE
$14.4B
| $553K | ﹤0.01% |
+2,309
| New | +$529K |
2026 Q2
0 quarters
|
|
2044
Dillards
DDS
$9.7B
| $553K | ﹤0.01% |
+1,048
| New | +$605K |
2026 Q2
0 quarters
|
|
2045
Buckle
BKE
$2.25B
| $551K | ﹤0.01% |
+13,040
| New | +$645K |
2026 Q2
0 quarters
|
|
2046
Palvella Therapeutics
PVLA
$2.23B
| $551K | ﹤0.01% |
+3,600
| New | +$437K |
2026 Q2
0 quarters
|
|
2047
United Parks & Resorts
PRKS
$1.82B
| $549K | ﹤0.01% |
+11,506
| New | +$446K |
2026 Q2
0 quarters
|
|
2048
Trump Media & Technology Group
DJT
$1.29B
| $549K | ﹤0.01% |
+71,000
| New | +$625K |
2026 Q2
0 quarters
|
|
2049
Comstock Resources
CRK
$4.46B
| $549K | ﹤0.01% |
+36,762
| New | +$562K |
2026 Q2
0 quarters
|
|
2050
Winmark
WINA
$967M
| $546K | ﹤0.01% |
+1,288
| New | +$504K |
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.