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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 | |
|---|---|---|---|---|---|---|
2326
Sprinklr
CXM
$1.61B
| $286K | ﹤0.01% |
+55,415
| New | +$295K |
|
2327
AMERISAFE
AMSF
$513M
| $286K | ﹤0.01% |
+8,435
| New | +$267K |
|
2328
Root
ROOT
$797M
| $284K | ﹤0.01% |
+5,068
| New | +$270K |
|
2329
Sinclair Inc
SBGI
$1.07B
| $281K | ﹤0.01% |
+19,754
| New | +$284K |
|
|
SION
2330
Sionna Therapeutics
SION
$292M
| $281K | ﹤0.01% |
+6,400
| New | +$256K |
|
2331
Asana
ASAN
$2.11B
| $280K | ﹤0.01% |
+40,021
| New | +$269K |
|
|
NXRT
2332
NexPoint Residential Trust
NXRT
$626M
| $280K | ﹤0.01% |
+10,010
| New | +$279K |
|
|
NIQ
2333
NIQ Global Intelligence PLC
NIQ
$5.15B
| $279K | ﹤0.01% |
+29,800
| New | +$288K |
|
|
ALX
2334
Alexander's
ALX
$1.38B
| $277K | ﹤0.01% |
+1,003
| New | +$250K |
|
2335
Washington Trust Bancorp
WASH
$767M
| $276K | ﹤0.01% |
+7,562
| New | +$253K |
|
|
ARX
2336
Accelerant Holdings
ARX
$4.27B
| $276K | ﹤0.01% |
+23,500
| New | +$330K |
|
2337
American Public Education
APEI
$828M
| $274K | ﹤0.01% |
+5,100
| New | +$280K |
|
2338
Kura Oncology
KURA
$966M
| $273K | ﹤0.01% |
+24,922
| New | +$235K |
|
2339
Target Hospitality
TH
$1.74B
| $270K | ﹤0.01% |
+13,295
| New | +$222K |
|
2340
ThredUp
TDUP
$403M
| $269K | ﹤0.01% |
+39,322
| New | +$184K |
|
|
JCAP
2341
Jefferson Capital
JCAP
$1.38B
| $268K | ﹤0.01% |
+13,800
| New | +$257K |
|
2342
Phibro Animal Health
PAHC
$1.39B
| $267K | ﹤0.01% |
+8,512
| New | +$359K |
|
2343
Amplitude
AMPL
$1.63B
| $266K | ﹤0.01% |
+34,774
| New | +$240K |
|
2344
Rush Enterprises Class B
RUSHB
$9.37B
| $264K | ﹤0.01% |
+3,454
| New | +$241K |
|
2345
iShares S&P 500 Growth ETF
IVW
$77.6B
| $263K | ﹤0.01% |
+1,910
| New | +$252K |
|
2346
Vanguard Morningstar Growth ETF
VUG
$230B
| $258K | ﹤0.01% |
+2,995
| New | +$252K |
|
|
NB
2347
NioCorp Developments
NB
$744M
| $257K | ﹤0.01% |
+53,400
| New | +$292K |
|
2348
Liberty Broadband Class A
LBRDA
$5.21B
| $256K | ﹤0.01% |
+7,700
| New | +$300K |
|
2349
Atlanticus Holdings
ATLC
$1.56B
| $255K | ﹤0.01% |
+2,500
| New | +$203K |
|
2350
Phreesia
PHR
$759M
| $253K | ﹤0.01% |
+24,531
| New | +$228K |
|
Similar funds
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.