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JT
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
94.91%
Top 10 Holdings %
Top 10 Hldgs %
28%
Holding
2,461
New
2,461
Increased
–
Reduced
–
Closed
–
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 | 12.62% |
| 4 | Communication Services | 8.25% |
| 5 | Consumer Discretionary | 7.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2126
Compass Minerals
CMP
$1.11B
| $461K | ﹤0.01% |
+14,815
| New | +$419K |
|
2127
Schrodinger
SDGR
$1.32B
| $460K | ﹤0.01% |
+28,299
| New | +$379K |
|
2128
Orrstown Financial Services
ORRF
$852M
| $458K | ﹤0.01% |
+11,200
| New | +$422K |
|
2129
PureCycle Technologies
PCT
$1.4B
| $458K | ﹤0.01% |
+56,328
| New | +$505K |
|
2130
Adtran
ADTN
$684M
| $457K | ﹤0.01% |
+32,900
| New | +$513K |
|
2131
Heritage Financial
HFWA
$1.22B
| $454K | ﹤0.01% |
+15,340
| New | +$422K |
|
2132
Pinnacle Financial Partners Inc
PNFP
$16.3B
| $454K | ﹤0.01% |
+4,500
| New | +$432K |
|
2133
Barrett Business Services
BBSI
$781M
| $454K | ﹤0.01% |
+12,776
| New | +$401K |
|
|
CIM
2134
Chimera Investment
CIM
$988M
| $452K | ﹤0.01% |
+33,861
| New | +$453K |
|
|
FIGR
2135
Figure Technology Solutions
FIGR
$7.03B
| $451K | ﹤0.01% |
+14,700
| New | +$491K |
|
2136
Lucid Motors
LCID
$2.45B
| $451K | ﹤0.01% |
+67,686
| New | +$437K |
|
|
JBGS
2137
JBG SMITH
JBGS
$672M
| $451K | ﹤0.01% |
+30,662
| New | +$454K |
|
2138
Tandem Diabetes Care
TNDM
$1.58B
| $450K | ﹤0.01% |
+29,811
| New | +$521K |
|
|
DMC
2139
Del Monte Corp
DMC
$1.43B
| $450K | ﹤0.01% |
+16,133
| New | +$567K |
|
2140
TriMas Corp
TRS
$1.4B
| $449K | ﹤0.01% |
+9,961
| New | +$396K |
|
2141
Deluxe
DLX
$1.1B
| $448K | ﹤0.01% |
+18,772
| New | +$489K |
|
2142
Burke & Herbert Financial Services Corp
BHRB
$1.48B
| $446K | ﹤0.01% |
+6,200
| New | +$401K |
|
|
BKV
2143
BKV Corp
BKV
$2.93B
| $446K | ﹤0.01% |
+16,300
| New | +$449K |
|
2144
Kosmos Energy
KOS
$1.51B
| $445K | ﹤0.01% |
+211,288
| New | +$588K |
|
2145
Evolv Technologies
EVLV
$1.05B
| $442K | ﹤0.01% |
+76,231
| New | +$478K |
|
2146
TFS Financial
TFSL
$4.95B
| $440K | ﹤0.01% |
+24,830
| New | +$387K |
|
2147
Virtus Investment Partners
VRTS
$1.13B
| $439K | ﹤0.01% |
+3,054
| New | +$431K |
|
|
TIC
2148
TIC Solutions Inc
TIC
$2.15B
| $438K | ﹤0.01% |
+54,065
| New | +$456K |
|
2149
Azenta
AZTA
$1.46B
| $435K | ﹤0.01% |
+17,049
| New | +$382K |
|
2150
Pennant Group
PNTG
$1.37B
| $435K | ﹤0.01% |
+11,779
| New | +$385K |
|
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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.