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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 | |
|---|---|---|---|---|---|---|
2276
Tootsie Roll Industries
TR
$3.08B
| $319K | ﹤0.01% |
+8,079
| New | +$327K |
|
2277
Verra Mobility
VRRM
$717M
| $319K | ﹤0.01% |
+75,033
| New | +$792K |
|
2278
STAAR Surgical
STAA
$1.31B
| $316K | ﹤0.01% |
+11,034
| New | +$307K |
|
2279
Heritage Insurance Holdings
HRTG
$1.01B
| $316K | ﹤0.01% |
+12,100
| New | +$302K |
|
2280
Shenandoah Telecom
SHEN
$735M
| $315K | ﹤0.01% |
+20,897
| New | +$329K |
|
2281
State Street Health Care Select Sector SPDR ETF
XLV
$43.8B
| $315K | ﹤0.01% |
+1,985
| New | +$295K |
|
2282
Weis Markets
WMK
$1.76B
| $315K | ﹤0.01% |
+4,018
| New | +$295K |
|
2283
Tronox
TROX
$952M
| $315K | ﹤0.01% |
+49,856
| New | +$423K |
|
2284
Cars.com
CARS
$663M
| $315K | ﹤0.01% |
+28,736
| New | +$292K |
|
2285
NB Bancorp
NBBK
$1.01B
| $313K | ﹤0.01% |
+14,800
| New | +$305K |
|
|
SAFE
2286
Safehold
SAFE
$1.08B
| $313K | ﹤0.01% |
+19,891
| New | +$301K |
|
2287
Metallus
MTUS
$904M
| $311K | ﹤0.01% |
+16,613
| New | +$312K |
|
2288
Opko Health
OPK
$1.03B
| $311K | ﹤0.01% |
+206,314
| New | +$263K |
|
2289
Accel Entertainment
ACEL
$1.01B
| $310K | ﹤0.01% |
+24,590
| New | +$298K |
|
2290
Pacira BioSciences
PCRX
$917M
| $308K | ﹤0.01% |
+12,119
| New | +$286K |
|
2291
Geron
GERN
$943M
| $305K | ﹤0.01% |
+239,357
| New | +$337K |
|
2292
SharkNinja
SN
$26.1B
| $305K | ﹤0.01% |
+2,000
| New | +$240K |
|
2293
NETGEAR
NTGR
$656M
| $302K | ﹤0.01% |
+12,946
| New | +$322K |
|
|
LBRX
2294
LB Pharmaceuticals
LBRX
$1.54B
| $302K | ﹤0.01% |
+9,300
| New | +$273K |
|
|
RHLD
2295
Resolute Holdings Management
RHLD
$1.1B
| $302K | ﹤0.01% |
+2,100
| New | +$273K |
|
2296
Five Star Bancorp
FSBC
$1.15B
| $301K | ﹤0.01% |
+6,190
| New | +$261K |
|
2297
Wave Life Sciences
WVE
$1.07B
| $301K | ﹤0.01% |
+51,700
| New | +$343K |
|
2298
Amalgamated Financial
AMAL
$1.53B
| $300K | ﹤0.01% |
+6,527
| New | +$275K |
|
2299
Navient
NAVI
$860M
| $299K | ﹤0.01% |
+35,185
| New | +$296K |
|
|
TBN
2300
Tamboran Resources
TBN
$1.28B
| $299K | ﹤0.01% |
+9,200
| New | +$329K |
|
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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.