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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 | |
|---|---|---|---|---|---|---|---|
2176
US Physical Therapy
USPH
$1.49B
| $405K | ﹤0.01% |
+5,888
| New | +$400K |
2026 Q2
0 quarters
|
|
2177
First Financial Corp
THFF
$918M
| $405K | ﹤0.01% |
+5,229
| New | +$361K |
2026 Q2
0 quarters
|
|
2178
Kforce
KFRC
$1B
| $405K | ﹤0.01% |
+8,656
| New | +$353K |
2026 Q2
0 quarters
|
|
2179
Personalis
PSNL
$1.7B
| $405K | ﹤0.01% |
+30,200
| New | +$246K |
2026 Q2
0 quarters
|
|
2180
Republic Bancorp
RBCAA
$1.79B
| $402K | ﹤0.01% |
+4,448
| New | +$352K |
2026 Q2
0 quarters
|
|
2181
Southern Copper
SCCO
$140B
| $402K | ﹤0.01% |
+2,364
| New | +$420K |
2026 Q2
0 quarters
|
|
2182
Diversified Energy Company
DEC
$948M
| $402K | ﹤0.01% |
+29,000
| New | +$439K |
2026 Q2
0 quarters
|
|
2183
National Beverage
FIZZ
$3.49B
| $401K | ﹤0.01% |
+12,850
| New | +$448K |
2026 Q2
0 quarters
|
|
2184
Brown-Forman Class A
BF.A
$14.5B
| $401K | ﹤0.01% |
+14,700
| New | +$404K |
2026 Q2
0 quarters
|
|
2185
AdaptHealth
AHCO
$1.05B
| $399K | ﹤0.01% |
+38,298
| New | +$428K |
2026 Q2
0 quarters
|
|
2186
United States Antimony
UAMY
$462M
| $399K | ﹤0.01% |
+54,900
| New | +$497K |
2026 Q2
0 quarters
|
|
2187
Covenant Logistics
CVLG
$828M
| $397K | ﹤0.01% |
+9,000
| New | +$328K |
2026 Q2
0 quarters
|
|
2188
Eagle Bancorp
EGBN
$1.05B
| $397K | ﹤0.01% |
+13,986
| New | +$375K |
2026 Q2
0 quarters
|
|
2189
Green Plains
GPRE
$941M
| $397K | ﹤0.01% |
+25,800
| New | +$410K |
2026 Q2
0 quarters
|
|
2190
LSI Industries
LYTS
$577M
| $396K | ﹤0.01% |
+14,900
| New | +$344K |
2026 Q2
0 quarters
|
|
2191
Alliance Laundry Holdings
ALH
$4.64B
| $395K | ﹤0.01% |
+14,900
| New | +$372K |
2026 Q2
0 quarters
|
|
2192
DELISTED
Beazer Homes USA
BZH
| $393K | ﹤0.01% |
+14,000
| New | +$331K |
2026 Q2
0 quarters
|
|
2193
Coty
COTY
$3.56B
| $392K | ﹤0.01% |
+180,832
| New | +$390K |
2026 Q2
0 quarters
|
|
2194
Adamas Trust
ADAM
$474M
| $391K | ﹤0.01% |
+41,676
| New | +$358K |
2026 Q2
0 quarters
|
|
2195
Beta Technologies Inc
BETA
$5.48B
| $390K | ﹤0.01% |
+23,300
| New | +$388K |
2026 Q2
0 quarters
|
|
2196
Byline Bancorp
BY
$1.75B
| $390K | ﹤0.01% |
+10,347
| New | +$348K |
2026 Q2
0 quarters
|
|
2197
McEwen Inc
MUX
$733M
| $390K | ﹤0.01% |
+21,500
| New | +$464K |
2026 Q2
0 quarters
|
|
2198
Mercantile Bank Corp
MBWM
$1.06B
| $387K | ﹤0.01% |
+6,739
| New | +$355K |
2026 Q2
0 quarters
|
|
2199
ZoomInfo Technologies
GTM
$968M
| $387K | ﹤0.01% |
+131,932
| New | +$593K |
2026 Q2
0 quarters
|
|
2200
QuinStreet
QNST
$1.09B
| $387K | ﹤0.01% |
+26,431
| New | +$332K |
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.