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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 | |
|---|---|---|---|---|---|---|---|
2076
Farmers National Banc Corp
FMNB
$918M
| $511K | ﹤0.01% |
+34,987
| New | +$493K |
2026 Q2
0 quarters
|
|
2077
Cracker Barrel
CBRL
$1.5B
| $510K | ﹤0.01% |
+9,560
| New | +$331K |
2026 Q2
0 quarters
|
|
2078
USA Today Co
TDAY
$1.05B
| $509K | ﹤0.01% |
+59,500
| New | +$449K |
2026 Q2
0 quarters
|
|
2079
XPLR Infrastructure LP
XIFR
$716M
| $508K | ﹤0.01% |
+43,000
| New | +$481K |
2026 Q2
0 quarters
|
|
2080
Paymentus
PAY
$4.34B
| $508K | ﹤0.01% |
+21,010
| New | +$516K |
2026 Q2
0 quarters
|
|
2081
QuidelOrtho
QDEL
$737M
| $508K | ﹤0.01% |
+28,993
| New | +$383K |
2026 Q2
0 quarters
|
|
2082
Precigen
PGEN
$1.63B
| $507K | ﹤0.01% |
+89,000
| New | +$385K |
2026 Q2
0 quarters
|
|
2083
FirstSun Capital Bancorp
FSUN
$1.76B
| $506K | ﹤0.01% |
+13,034
| New | +$477K |
2026 Q2
0 quarters
|
|
2084
IDT Corp
IDT
$2.06B
| $505K | ﹤0.01% |
+8,681
| New | +$459K |
2026 Q2
0 quarters
|
|
2085
Viridian Therapeutics
VRDN
$3.51B
| $505K | ﹤0.01% |
+27,472
| New | +$443K |
2026 Q2
0 quarters
|
|
2086
AnaptysBio
ANAB
$1.38B
| $504K | ﹤0.01% |
+7,464
| New | +$452K |
2026 Q2
0 quarters
|
|
2087
Pursuit Attractions and Hospitality Inc
PRSU
$1.48B
| $503K | ﹤0.01% |
+8,971
| New | +$396K |
2026 Q2
0 quarters
|
|
2088
Ryerson Holding Corp
RYZ
$1.51B
| $501K | ﹤0.01% |
+20,363
| New | +$538K |
2026 Q2
0 quarters
|
|
2089
Red Cat Holdings
RCAT
$580M
| $501K | ﹤0.01% |
+47,115
| New | +$543K |
2026 Q2
0 quarters
|
|
2090
Upbound Group
UPBD
$1.46B
| $500K | ﹤0.01% |
+23,555
| New | +$440K |
2026 Q2
0 quarters
|
|
2091
Coursera
COUR
$889M
| $499K | ﹤0.01% |
+88,341
| New | +$502K |
2026 Q2
0 quarters
|
|
2092
Upwork
UPWK
$1.25B
| $493K | ﹤0.01% |
+59,070
| New | +$559K |
2026 Q2
0 quarters
|
|
2093
Piedmont Realty Trust
PDM
$1.24B
| $493K | ﹤0.01% |
+53,902
| New | +$444K |
2026 Q2
0 quarters
|
|
2094
Gentherm
THRM
$1.58B
| $492K | ﹤0.01% |
+14,391
| New | +$463K |
2026 Q2
0 quarters
|
|
2095
Capitol Federal Financial
CFFN
$1.04B
| $489K | ﹤0.01% |
+57,510
| New | +$449K |
2026 Q2
0 quarters
|
|
2096
British American Tobacco
BTI
$133B
| $489K | ﹤0.01% |
+7,919
| New | +$478K |
2026 Q2
0 quarters
|
|
2097
Marten Transport
MRTN
$982M
| $489K | ﹤0.01% |
+28,133
| New | +$447K |
2026 Q2
0 quarters
|
|
2098
Worthington Steel
WS
$1.95B
| $488K | ﹤0.01% |
+14,521
| New | +$557K |
2026 Q2
0 quarters
|
|
2099
Seneca Foods Class A
SENEA
$1.19B
| $487K | ﹤0.01% |
+2,802
| New | +$416K |
2026 Q2
0 quarters
|
|
2100
Liquidity Services
LQDT
$1.42B
| $487K | ﹤0.01% |
+12,456
| New | +$441K |
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.