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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 | |
|---|---|---|---|---|---|---|---|
2401
Aimco
AIV
$212M
| $195K | ﹤0.01% |
+65,830
| New | +$252K |
2026 Q2
0 quarters
|
|
2402
Ramaco Resources Class A
METC
$436M
| $195K | ﹤0.01% |
+14,700
| New | +$214K |
2026 Q2
0 quarters
|
|
2403
Arvinas
ARVN
$447M
| $194K | ﹤0.01% |
+23,365
| New | +$218K |
2026 Q2
0 quarters
|
|
2404
Energy Vault
NRGV
$705M
| $193K | ﹤0.01% |
+41,207
| New | +$184K |
2026 Q2
0 quarters
|
|
2405
AGNT Inc
AGNT
$466M
| $188K | ﹤0.01% |
+34,871
| New | +$192K |
2026 Q2
0 quarters
|
|
2406
Tilray
TLRY
$359M
| $188K | ﹤0.01% |
+41,939
| New | +$240K |
2026 Q2
0 quarters
|
|
2407
TPG RE Finance Trust
TRTX
$491M
| $188K | ﹤0.01% |
+22,444
| New | +$187K |
2026 Q2
0 quarters
|
|
2408
Serve Robotics
SERV
$229M
| $187K | ﹤0.01% |
+28,400
| New | +$237K |
2026 Q2
0 quarters
|
|
2409
Frontier Group Holdings
ULCC
$1.75B
| $186K | ﹤0.01% |
+23,582
| New | +$122K |
2026 Q2
0 quarters
|
|
2410
Atrium Therapeutics
RNA
$128M
| $186K | ﹤0.01% |
+13,833
| New | +$181K |
2026 Q2
0 quarters
|
|
2411
Grindr
GRND
$2.62B
| $183K | ﹤0.01% |
+12,700
| New | +$164K |
2026 Q2
0 quarters
|
|
2412
Trilogy Metals
TMQ
$352M
| $182K | ﹤0.01% |
+51,800
| New | +$213K |
2026 Q2
0 quarters
|
|
2413
Vital Farms
VITL
$389M
| $180K | ﹤0.01% |
+15,485
| New | +$173K |
2026 Q2
0 quarters
|
|
2414
Hagerty
HGTY
$1.95B
| $178K | ﹤0.01% |
+14,933
| New | +$160K |
2026 Q2
0 quarters
|
|
2415
RPC Inc
RES
$1.28B
| $178K | ﹤0.01% |
+30,555
| New | +$213K |
2026 Q2
0 quarters
|
|
2416
Shutterstock
SSTK
$108M
| $176K | ﹤0.01% |
+12,618
| New | +$199K |
2026 Q2
0 quarters
|
|
2417
CytomX Therapeutics
CTMX
$445M
| $175K | ﹤0.01% |
+46,700
| New | +$178K |
2026 Q2
0 quarters
|
|
2418
MediaAlpha
MAX
$871M
| $174K | ﹤0.01% |
+13,862
| New | +$131K |
2026 Q2
0 quarters
|
|
2419
ARS Pharmaceuticals
SPRY
$391M
| $173K | ﹤0.01% |
+21,600
| New | +$186K |
2026 Q2
0 quarters
|
|
2420
NerdWallet
NRDS
$473M
| $170K | ﹤0.01% |
+18,400
| New | +$172K |
2026 Q2
0 quarters
|
|
2421
Nextdoor Holdings, Inc. Class A Common Stock
NXDR
$789M
| $170K | ﹤0.01% |
+75,170
| New | +$140K |
2026 Q2
0 quarters
|
|
2422
Arcos Dorados Holdings
ARCO
$1.52B
| $169K | ﹤0.01% |
+21,018
| New | +$182K |
2026 Q2
0 quarters
|
|
2423
Forward Air
FWRD
$587M
| $167K | ﹤0.01% |
+12,347
| New | +$184K |
2026 Q2
0 quarters
|
|
2424
DELISTED
Olaplex Holdings
OLPX
| $165K | ﹤0.01% |
+80,797
| New | +$165K |
2026 Q2
0 quarters
|
|
2425
Richtech Robotics
RR
$170M
| $164K | ﹤0.01% |
+77,500
| New | +$188K |
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.