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JTL
Jupiter Topco LLC 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 | |
|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$5.45T
| $16.2B | 6.58% |
+80,761,806
| New | +$16.6B |
|
|
2
Alphabet (Google) Class C
GOOG
$4.2T
| $10.6B | 4.33% |
+30,072,304
| New | +$10.7B |
|
|
3
Broadcom
AVGO
$1.87T
| $7.4B | 3.01% |
+19,583,057
| New | +$7.85B |
|
|
4
Microsoft
MSFT
$3.68T
| $6.93B | 2.82% |
+18,575,933
| New | +$7.52B |
|
|
5
Amazon
AMZN
$2.83T
| $5.91B | 2.41% |
+24,799,242
| New | +$6.22B |
|
6
Apple
AAPL
$4.46T
| $5.38B | 2.19% |
+18,591,210
| New | +$5.32B |
|
7
Eli Lilly
LLY
$1.05T
| $4.67B | 1.9% |
+3,891,118
| New | +$3.98B |
|
8
Lam Research
LRCX
$416B
| $4.28B | 1.75% |
+9,884,116
| New | +$3B |
|
9
TSMC
TSM
$2.21T
| $3.82B | 1.56% |
+8,008,470
| New | +$3.25B |
|
10
Micron Technology
MU
$1.1T
| $3.53B | 1.44% |
+3,055,874
| New | +$2.29B |
|
11
KLA
KLAC
$266B
| $3.37B | 1.37% |
+11,157,974
| New | +$2.22B |
|
12
Meta Platforms (Facebook)
META
$1.5T
| $2.95B | 1.2% |
+5,234,900
| New | +$3.2B |
|
13
GE Vernova
GEV
$283B
| $2.37B | 0.97% |
+2,018,612
| New | +$2.06B |
|
14
argenx
ARGX
$53.3B
| $2.3B | 0.94% |
+2,474,015
| New | +$2.04B |
|
15
Flex
FLEX
$46.6B
| $2.28B | 0.93% |
+14,079,718
| New | +$1.71B |
|
16
AstraZeneca
AZN
$243B
| $2.22B | 0.91% |
+11,866,013
| New | +$2.23B |
|
17
Advanced Micro Devices
AMD
$840B
| $2.08B | 0.85% |
+3,589,211
| New | +$1.47B |
|
18
Howmet Aerospace
HWM
$115B
| $2.07B | 0.84% |
+7,680,827
| New | +$1.97B |
|
19
Mastercard
MA
$499B
| $2.04B | 0.83% |
+3,981,858
| New | +$1.99B |
|
20
Eaton
ETN
$175B
| $2.04B | 0.83% |
+4,783,133
| New | +$1.93B |
|
21
UnitedHealth
UNH
$361B
| $2.02B | 0.82% |
+4,859,820
| New | +$1.8B |
|
22
Revolution Medicines
RVMD
$43.7B
| $2.01B | 0.82% |
+10,736,145
| New | +$1.57B |
|
|
SPCX
23
SpaceX
SPCX
$1.85T
| $1.98B | 0.81% |
+11,565,429
| New | +$1.96B |
|
24
Johnson & Johnson
JNJ
$627B
| $1.97B | 0.8% |
+7,746,487
| New | +$1.81B |
|
25
Oracle
ORCL
$434B
| $1.87B | 0.76% |
+12,732,052
| New | +$2.31B |
|
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Jupiter Topco LLC's Q2 2026 Portfolio in Review
Q2 2026 is the first quarter with a 13F filing on record for Jupiter Topco LLC, 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 LLC's largest Q2 2026 buy was NVIDIA: 80,761,806 shares worth $16.2B.
- Jupiter Topco LLC's ten largest holdings make up 28% of its $245B portfolio in Q2 2026.
- Jupiter Topco LLC disclosed 2,461 positions in Q2 2026, its first 13F filing on record.
Based on Jupiter Topco LLC's 13F filing for Q2 2026, filed 14 Aug 2026.