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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 | |
|---|---|---|---|---|---|---|---|
201
Coca-Cola
KO
$427B
| $227M | 0.09% |
+2,788,107
| New | +$220M |
2026 Q2
0 quarters
|
|
202
Veralto
VLTO
$28.8B
| $226M | 0.09% |
+2,542,908
| New | +$221M |
2026 Q2
0 quarters
|
|
203
Jabil
JBL
$26.2B
| $225M | 0.09% |
+584,704
| New | +$202M |
2026 Q2
0 quarters
|
|
204
Dynatrace
DT
$12.9B
| $225M | 0.09% |
+5,131,981
| New | +$200M |
2026 Q2
0 quarters
|
|
205
CRH
CRH
$62B
| $223M | 0.09% |
+2,079,712
| New | +$229M |
2026 Q2
0 quarters
|
|
206
CoStar Group
CSGP
$12.5B
| $222M | 0.09% |
+7,832,860
| New | +$269M |
2026 Q2
0 quarters
|
|
207
Blackstone
BX
$95B
| $221M | 0.09% |
+1,882,354
| New | +$226M |
2026 Q2
0 quarters
|
|
208
Linde
LIN
$242B
| $216M | 0.09% |
+416,960
| New | +$211M |
2026 Q2
0 quarters
|
|
209
Sensient Technologies
SXT
$4.97B
| $211M | 0.09% |
+1,713,595
| New | +$191M |
2026 Q2
0 quarters
|
|
210
Cardinal Health
CAH
$65B
| $210M | 0.09% |
+883,308
| New | +$184M |
2026 Q2
0 quarters
|
|
211
Arxis Inc
ARXS
$23B
| $208M | 0.08% |
+4,516,959
| New | +$176M |
2026 Q2
0 quarters
|
|
212
Constellation Brands
STZ
$24.6B
| $208M | 0.08% |
+1,494,348
| New | +$222M |
2026 Q2
0 quarters
|
|
213
Dell
DELL
$219B
| $208M | 0.08% |
+481,087
| New | +$139M |
2026 Q2
0 quarters
|
|
214
Nike
NKE
$56.4B
| $207M | 0.08% |
+5,031,518
| New | +$221M |
2026 Q2
0 quarters
|
|
215
RTX Corp
RTX
$268B
| $206M | 0.08% |
+1,085,844
| New | +$199M |
2026 Q2
0 quarters
|
|
216
Nextpower Inc. Common Stock
NXT
$14.3B
| $203M | 0.08% |
+1,705,478
| New | +$210M |
2026 Q2
0 quarters
|
|
217
Stride
LRN
$3.19B
| $200M | 0.08% |
+2,315,672
| New | +$213M |
2026 Q2
0 quarters
|
|
218
INNIO N.V.
INIO
$10.9B
| $199M | 0.08% |
+5,029,815
| New | +$179M |
2026 Q2
0 quarters
|
|
219
Welltower
WELL
$179B
| $198M | 0.08% |
+874,893
| New | +$185M |
2026 Q2
0 quarters
|
|
220
OSI Systems
OSIS
$3.03B
| $198M | 0.08% |
+905,925
| New | +$222M |
2026 Q2
0 quarters
|
|
221
Bel Fuse Inc Class B
BELFB
$3.26B
| $196M | 0.08% |
+590,030
| New | +$159M |
2026 Q2
0 quarters
|
|
222
Tesla
TSLA
$1.54T
| $196M | 0.08% |
+466,647
| New | +$186M |
2026 Q2
0 quarters
|
|
223
Spyre Therapeutics
SYRE
$9.9B
| $196M | 0.08% |
+2,206,936
| New | +$161M |
2026 Q2
0 quarters
|
|
224
Charles Schwab
SCHW
$160B
| $195M | 0.08% |
+2,113,238
| New | +$193M |
2026 Q2
0 quarters
|
|
225
AXIS Capital
AXS
$7.8B
| $195M | 0.08% |
+1,813,893
| New | +$182M |
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.