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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 | |
|---|---|---|---|---|---|---|---|
2301
HealthStream
HSTM
$856M
| $298K | ﹤0.01% |
+10,946
| New | +$256K |
2026 Q2
0 quarters
|
|
2302
Equity Bancshares
EQBK
$1.02B
| $297K | ﹤0.01% |
+6,061
| New | +$280K |
2026 Q2
0 quarters
|
|
2303
Gold.com Inc
GOLD
$1.06B
| $296K | ﹤0.01% |
+7,115
| New | +$306K |
2026 Q2
0 quarters
|
|
2304
First Community Bankshares
FCBC
$861M
| $296K | ﹤0.01% |
+6,662
| New | +$286K |
2026 Q2
0 quarters
|
|
2305
iRadimed
IRMD
$1.09B
| $296K | ﹤0.01% |
+3,100
| New | +$282K |
2026 Q2
0 quarters
|
|
2306
Oppenheimer Holdings
OPY
$956M
| $295K | ﹤0.01% |
+2,800
| New | +$285K |
2026 Q2
0 quarters
|
|
2307
SunCoke Energy
SXC
$895M
| $294K | ﹤0.01% |
+36,545
| New | +$282K |
2026 Q2
0 quarters
|
|
2308
LegalZoom.com
LZ
$824M
| $294K | ﹤0.01% |
+48,043
| New | +$295K |
2026 Q2
0 quarters
|
|
2309
Franklin BSP Realty Trust
FBRT
$465M
| $294K | ﹤0.01% |
+36,116
| New | +$314K |
2026 Q2
0 quarters
|
|
2310
Onterris Inc
ONT
$817M
| $294K | ﹤0.01% |
+14,523
| New | +$271K |
2026 Q2
0 quarters
|
|
2311
Hallador Energy
HNRG
$504M
| $294K | ﹤0.01% |
+16,900
| New | +$291K |
2026 Q2
0 quarters
|
|
2312
Sturm, Ruger & Co
RGR
$806M
| $293K | ﹤0.01% |
+7,748
| New | +$312K |
2026 Q2
0 quarters
|
|
2313
Cogent Communications
CCOI
$205M
| $293K | ﹤0.01% |
+21,111
| New | +$389K |
2026 Q2
0 quarters
|
|
2314
EverQuote
EVER
$1B
| $293K | ﹤0.01% |
+12,300
| New | +$225K |
2026 Q2
0 quarters
|
|
2315
Capital City Bank Group
CCBG
$873M
| $292K | ﹤0.01% |
+5,913
| New | +$274K |
2026 Q2
0 quarters
|
|
2316
PAR Technology
PAR
$930M
| $292K | ﹤0.01% |
+16,771
| New | +$242K |
2026 Q2
0 quarters
|
|
2317
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$1.09B
| $291K | ﹤0.01% |
+13,507
| New | +$379K |
2026 Q2
0 quarters
|
|
2318
National Presto Industries
NPK
$993M
| $291K | ﹤0.01% |
+2,329
| New | +$316K |
2026 Q2
0 quarters
|
|
2319
Infleqtion Inc
INFQ
$1.91B
| $291K | ﹤0.01% |
+21,800
| New | +$300K |
2026 Q2
0 quarters
|
|
2320
Flowco Holdings
FLOC
$957M
| $290K | ﹤0.01% |
+13,600
| New | +$325K |
2026 Q2
0 quarters
|
|
2321
Omeros
OMER
$1.27B
| $290K | ﹤0.01% |
+30,500
| New | +$363K |
2026 Q2
0 quarters
|
|
2322
Rapid7
RPD
$988M
| $290K | ﹤0.01% |
+35,852
| New | +$238K |
2026 Q2
0 quarters
|
|
2323
U-Haul Holding Co
UHAL
$10.7B
| $288K | ﹤0.01% |
+4,400
| New | +$241K |
2026 Q2
0 quarters
|
|
2324
Kestra Medical Technologies
KMTS
$1.71B
| $287K | ﹤0.01% |
+11,300
| New | +$237K |
2026 Q2
0 quarters
|
|
2325
CNB Financial Corp
CCNE
$1.05B
| $287K | ﹤0.01% |
+8,500
| New | +$264K |
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.