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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 | |
|---|---|---|---|---|---|---|
2426
Grid Dynamics Holdings
GDYN
$629M
| $161K | ﹤0.01% |
+28,370
| New | +$176K |
|
2427
Arhaus
ARHS
$1.39B
| $158K | ﹤0.01% |
+18,800
| New | +$131K |
|
|
RPC
2428
Ridgepost Capital
RPC
$956M
| $157K | ﹤0.01% |
+20,000
| New | +$159K |
|
2429
Oric Pharmaceuticals
ORIC
$1.44B
| $156K | ﹤0.01% |
+14,400
| New | +$131K |
|
2430
Latham Group
SWIM
$861M
| $153K | ﹤0.01% |
+23,563
| New | +$132K |
|
2431
Eve Holding
EVEX
$951M
| $150K | ﹤0.01% |
+59,457
| New | +$171K |
|
2432
Ginkgo Bioworks
DNA
$457M
| $144K | ﹤0.01% |
+14,534
| New | +$122K |
|
2433
Liberty Latin America Class A
LILA
$1.69B
| $142K | ﹤0.01% |
+18,115
| New | +$101K |
|
2434
Krispy Kreme
DNUT
$578M
| $138K | ﹤0.01% |
+38,936
| New | +$139K |
|
|
OPTU
2435
Optimum Communications Inc
OPTU
$251M
| $136K | ﹤0.01% |
+94,299
| New | +$117K |
|
2436
Savers
SVV
$1.63B
| $126K | ﹤0.01% |
+12,500
| New | +$108K |
|
2437
Compass Therapeutics
CMPX
$405M
| $121K | ﹤0.01% |
+55,600
| New | +$164K |
|
2438
Sable Offshore Corp
SOC
$796M
| $118K | ﹤0.01% |
+38,500
| New | +$490K |
|
2439
Hertz
HTZ
$798M
| $111K | ﹤0.01% |
+49,039
| New | +$268K |
|
2440
N-able
NABL
$650M
| $109K | ﹤0.01% |
+29,693
| New | +$123K |
|
2441
Microvast
MVST
$322M
| $109K | ﹤0.01% |
+91,811
| New | +$141K |
|
2442
Petco
WOOF
$805M
| $104K | ﹤0.01% |
+38,265
| New | +$106K |
|
2443
Gogo Inc
GOGO
$383M
| $101K | ﹤0.01% |
+32,562
| New | +$133K |
|
2444
Sasol
SSL
$7.39B
| $98K | ﹤0.01% |
+10,000
| New | +$126K |
|
2445
GoodRx Holdings
GDRX
$1.27B
| $93.3K | ﹤0.01% |
+32,452
| New | +$82.5K |
|
2446
Granite Ridge Resources
GRNT
$674M
| $82.4K | ﹤0.01% |
+18,700
| New | +$98.1K |
|
2447
Embecta
EMBC
$289M
| $78K | ﹤0.01% |
+23,972
| New | +$131K |
|
2448
Sharplink Inc
SBET
$1.36B
| $60.3K | ﹤0.01% |
+12,519
| New | +$80K |
|
|
GME.WS
2449
GameStop Corp Warrants
GME.WS
| $51.2K | ﹤0.01% |
+18,090
| New | +$61.2K |
|
2450
Grab Holdings Warrant
GRABW
$572K
| $17.5K | ﹤0.01% |
+403,754
| New | +$24.6K |
|
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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.