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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 | |
|---|---|---|---|---|---|---|
2351
Amerant Bancorp
AMTB
$1.14B
| $249K | ﹤0.01% |
+9,737
| New | +$227K |
|
2352
Bit Digital
BTBT
$566M
| $247K | ﹤0.01% |
+136,855
| New | +$241K |
|
2353
Hippo Holdings
HIPO
$872M
| $246K | ﹤0.01% |
+8,700
| New | +$231K |
|
|
AEVA
2354
Aeva Technologies
AEVA
$1.62B
| $246K | ﹤0.01% |
+8,554
| New | +$168K |
|
2355
Kodak
KODK
$979M
| $245K | ﹤0.01% |
+26,500
| New | +$291K |
|
2356
ASP Isotopes
ASPI
$538M
| $243K | ﹤0.01% |
+39,000
| New | +$230K |
|
2357
Oxford Industries
OXM
$543M
| $242K | ﹤0.01% |
+6,921
| New | +$288K |
|
2358
Pulse Biosciences
PLSE
$3.18B
| $241K | ﹤0.01% |
+8,700
| New | +$205K |
|
2359
Groupon
GRPN
$875M
| $240K | ﹤0.01% |
+10,000
| New | +$165K |
|
|
BDN
2360
Brandywine Realty Trust
BDN
$532M
| $237K | ﹤0.01% |
+74,935
| New | +$225K |
|
|
RWT
2361
Redwood Trust
RWT
$604M
| $235K | ﹤0.01% |
+49,573
| New | +$269K |
|
|
ABX
2362
Abacus Global Management
ABX
$907M
| $234K | ﹤0.01% |
+21,800
| New | +$199K |
|
2363
Phathom Pharmaceuticals
PHAT
$775M
| $233K | ﹤0.01% |
+21,500
| New | +$245K |
|
|
BFS
2364
Saul Centers
BFS
$860M
| $232K | ﹤0.01% |
+6,193
| New | +$216K |
|
2365
Core Laboratories
CLB
$571M
| $231K | ﹤0.01% |
+19,854
| New | +$283K |
|
2366
MetroCity Bankshares
MCBS
$1.04B
| $230K | ﹤0.01% |
+6,408
| New | +$209K |
|
|
AD
2367
Array Digital Infrastructure
AD
$3.11B
| $229K | ﹤0.01% |
+6,340
| New | +$301K |
|
2368
LSB Industries
LXU
$737M
| $228K | ﹤0.01% |
+21,100
| New | +$282K |
|
2369
FTAI Infrastructure
FIP
$533M
| $228K | ﹤0.01% |
+49,200
| New | +$245K |
|
2370
MakeMyTrip
MMYT
$5.68B
| $226K | ﹤0.01% |
+4,237
| New | +$193K |
|
2371
ArriVent BioPharma
AVBP
$1.46B
| $226K | ﹤0.01% |
+6,500
| New | +$192K |
|
2372
Prime Medicine
PRME
$560M
| $224K | ﹤0.01% |
+60,900
| New | +$202K |
|
2373
Ibotta
IBTA
$783M
| $223K | ﹤0.01% |
+6,500
| New | +$217K |
|
|
NUTX
2374
Nutex Health
NUTX
$1.28B
| $221K | ﹤0.01% |
+1,300
| New | +$165K |
|
2375
Global Industrial
GIC
$1.48B
| $220K | ﹤0.01% |
+6,585
| New | +$209K |
|
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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.