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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 | |
|---|---|---|---|---|---|---|
326
Powell Industries
POWL
$7.78B
| $93.8M | 0.04% |
+327,667
| New | +$88.9M |
|
327
Wintrust Financial
WTFC
$11B
| $92.7M | 0.04% |
+576,999
| New | +$86.8M |
|
328
Agree Realty
ADC
$9.3B
| $92.1M | 0.04% |
+1,216,172
| New | +$92.2M |
|
329
eBay
EBAY
$45.9B
| $91.3M | 0.04% |
+817,341
| New | +$87.2M |
|
|
SW
330
Smurfit Westrock
SW
$25.8B
| $91M | 0.04% |
+1,967,204
| New | +$81.2M |
|
331
Cencora
COR
$59.9B
| $90.9M | 0.04% |
+321,072
| New | +$92.6M |
|
332
Invesco NASDAQ 100 ETF
QQQM
$104B
| $90.6M | 0.04% |
+298,981
| New | +$84.7M |
|
333
Carlisle Companies
CSL
$14.7B
| $90.4M | 0.04% |
+249,295
| New | +$87.3M |
|
334
Regeneron Pharmaceuticals
REGN
$82.7B
| $90.3M | 0.04% |
+144,821
| New | +$98.6M |
|
335
Shift4
FOUR
$3.58B
| $89.9M | 0.04% |
+1,847,588
| New | +$79.9M |
|
336
Liberty Media Series A
FWONA
$23.9B
| $89.5M | 0.04% |
+1,022,027
| New | +$84.1M |
|
337
Olema Pharmaceuticals
OLMA
$930M
| $88.8M | 0.04% |
+7,094,413
| New | +$95M |
|
338
Neurocrine Biosciences
NBIX
$15.5B
| $88.7M | 0.04% |
+526,341
| New | +$78.1M |
|
339
Toll Brothers
TOL
$13.9B
| $88.6M | 0.04% |
+537,935
| New | +$76.5M |
|
340
Ceco Environmental
CECO
$4.66B
| $86.2M | 0.04% |
+949,904
| New | +$75.1M |
|
341
NewAmsterdam Pharma
NAMS
$3.23B
| $86M | 0.04% |
+2,535,682
| New | +$83.6M |
|
342
Vanguard Morningstar Small-Cap ETF
VB
$83.6B
| $85.3M | 0.03% |
+281,530
| New | +$80.7M |
|
|
BNY
343
Bank of New York Mellon
BNY
$111B
| $84.8M | 0.03% |
+586,127
| New | +$80.1M |
|
344
Humana
HUM
$46.7B
| $84.3M | 0.03% |
+212,346
| New | +$60.5M |
|
345
Global E Online
GLBE
$7.12B
| $83.7M | 0.03% |
+2,409,716
| New | +$76.2M |
|
346
Wabtec
WAB
$50.5B
| $83.5M | 0.03% |
+309,793
| New | +$81.9M |
|
347
Atmus Filtration Technologies
ATMU
$4.16B
| $83.2M | 0.03% |
+1,631,709
| New | +$88.6M |
|
348
Walmart Inc
WMT
$917B
| $82.2M | 0.03% |
+726,389
| New | +$90.2M |
|
349
Marriott International
MAR
$93B
| $81.9M | 0.03% |
+220,930
| New | +$81.5M |
|
350
ExxonMobil
XOM
$658B
| $81.1M | 0.03% |
+594,395
| New | +$89M |
|
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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.