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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 | |
|---|---|---|---|---|---|---|---|
2376
RUM Group Inc
RUM
$2.31B
| $218K | ﹤0.01% |
+34,340
| New | +$244K |
2026 Q2
0 quarters
|
|
2377
Energy Recovery
ERII
$369M
| $218K | ﹤0.01% |
+24,175
| New | +$230K |
2026 Q2
0 quarters
|
|
2378
Ethan Allen Interiors
ETD
$441M
| $216K | ﹤0.01% |
+9,664
| New | +$205K |
2026 Q2
0 quarters
|
|
2379
Mission Produce
AVO
$1.04B
| $215K | ﹤0.01% |
+18,210
| New | +$230K |
2026 Q2
0 quarters
|
|
2380
Allegiant Air
ALGT
$2.52B
| $214K | ﹤0.01% |
+1,821
| New | +$157K |
2026 Q2
0 quarters
|
|
2381
Utz Brands
UTZ
$1.27B
| $212K | ﹤0.01% |
+27,504
| New | +$205K |
2026 Q2
0 quarters
|
|
2382
CorMedix
CRMD
$370M
| $211K | ﹤0.01% |
+26,900
| New | +$213K |
2026 Q2
0 quarters
|
|
2383
SI-BONE Inc
SIBN
$1.06B
| $209K | ﹤0.01% |
+12,782
| New | +$183K |
2026 Q2
0 quarters
|
|
2384
Satellogic
SATL
$509M
| $209K | ﹤0.01% |
+36,500
| New | +$267K |
2026 Q2
0 quarters
|
|
2385
South Plains Financial
SPFI
$804M
| $207K | ﹤0.01% |
+4,800
| New | +$200K |
2026 Q2
0 quarters
|
|
2386
Cannae Holdings
CNNE
$750M
| $206K | ﹤0.01% |
+14,296
| New | +$194K |
2026 Q2
0 quarters
|
|
2387
i3 Verticals
IIIV
$341M
| $205K | ﹤0.01% |
+9,615
| New | +$200K |
2026 Q2
0 quarters
|
|
2388
Corsair Gaming
CRSR
$1.29B
| $205K | ﹤0.01% |
+21,168
| New | +$164K |
2026 Q2
0 quarters
|
|
2389
LendingTree
TREE
$502M
| $204K | ﹤0.01% |
+4,600
| New | +$186K |
2026 Q2
0 quarters
|
|
2390
Gladstone Commercial Corp
GOOD
$484M
| $203K | ﹤0.01% |
+16,535
| New | +$206K |
2026 Q2
0 quarters
|
|
2391
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$1.03B
| $202K | ﹤0.01% |
+2,000
| New | +$184K |
2026 Q2
0 quarters
|
|
2392
Aveanna Healthcare
AVAH
$2.51B
| $202K | ﹤0.01% |
+23,600
| New | +$166K |
2026 Q2
0 quarters
|
|
2393
Sana Biotechnology
SANA
$605M
| $202K | ﹤0.01% |
+58,189
| New | +$187K |
2026 Q2
0 quarters
|
|
2394
Aebi Schmidt Holding AG
AEBI
$804M
| $201K | ﹤0.01% |
+16,072
| New | +$190K |
2026 Q2
0 quarters
|
|
2395
Solid Power
SLDP
$403M
| $201K | ﹤0.01% |
+77,800
| New | +$240K |
2026 Q2
0 quarters
|
|
2396
Zenas BioPharma
ZBIO
$1.9B
| $201K | ﹤0.01% |
+7,900
| New | +$157K |
2026 Q2
0 quarters
|
|
2397
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.69B
| $200K | ﹤0.01% |
+1,948
| New | +$197K |
2026 Q2
0 quarters
|
|
2398
JetBlue
JBLU
$1.42B
| $200K | ﹤0.01% |
+34,995
| New | +$178K |
2026 Q2
0 quarters
|
|
2399
Wealthfront Corp
WLTH
$1.67B
| $199K | ﹤0.01% |
+22,200
| New | +$231K |
2026 Q2
0 quarters
|
|
2400
Coupang
CPNG
$27.2B
| $198K | ﹤0.01% |
+11,427
| New | +$206K |
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.