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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 | |
|---|---|---|---|---|---|---|
51
Progressive
PGR
$122B
| $935M | 0.38% |
+4,281,720
| New | +$863M |
|
52
Spotify
SPOT
$105B
| $929M | 0.38% |
+2,022,091
| New | +$964M |
|
53
Mercado Libre
MELI
$93.5B
| $917M | 0.37% |
+540,293
| New | +$923M |
|
54
Boeing
BA
$183B
| $912M | 0.37% |
+4,212,507
| New | +$937M |
|
55
TotalEnergies
TTE
$196B
| $901M | 0.37% |
+11,591,965
| New | +$1.03B |
|
56
JB Hunt Transport Services
JBHT
$26.3B
| $891M | 0.36% |
+3,079,671
| New | +$791M |
|
57
Snowflake
SNOW
$114B
| $880M | 0.36% |
+3,459,150
| New | +$637M |
|
58
Liberty Media Series C
FWONK
$26B
| $863M | 0.35% |
+9,066,013
| New | +$811M |
|
59
Trane Technologies
TT
$106B
| $859M | 0.35% |
+1,748,566
| New | +$818M |
|
60
Alliant Energy
LNT
$18.3B
| $837M | 0.34% |
+10,977,426
| New | +$800M |
|
61
American Express
AXP
$231B
| $806M | 0.33% |
+2,382,750
| New | +$763M |
|
62
Boston Scientific
BSX
$75.1B
| $803M | 0.33% |
+18,822,853
| New | +$1.02B |
|
63
TJX Companies
TJX
$168B
| $803M | 0.33% |
+5,302,446
| New | +$838M |
|
64
Intuitive Surgical
ISRG
$139B
| $759M | 0.31% |
+1,908,424
| New | +$834M |
|
65
PNC Financial Services
PNC
$103B
| $757M | 0.31% |
+3,074,194
| New | +$688M |
|
66
NXP Semiconductors
NXPI
$59.2B
| $742M | 0.3% |
+2,641,698
| New | +$728M |
|
67
Morgan Stanley
MS
$342B
| $742M | 0.3% |
+3,551,238
| New | +$703M |
|
68
Freeport-McMoran
FCX
$93.1B
| $740M | 0.3% |
+11,765,253
| New | +$756M |
|
69
Abbott
ABT
$193B
| $733M | 0.3% |
+8,075,934
| New | +$737M |
|
70
Philip Morris
PM
$297B
| $726M | 0.3% |
+4,015,688
| New | +$696M |
|
|
NBIS
71
Nebius Group N.V.
NBIS
$75.5B
| $714M | 0.29% |
+2,586,119
| New | +$512M |
|
72
Netflix
NFLX
$325B
| $693M | 0.28% |
+9,710,107
| New | +$855M |
|
73
Deere & Co
DE
$164B
| $692M | 0.28% |
+1,090,450
| New | +$632M |
|
74
Mirum Pharmaceuticals
MIRM
$6.14B
| $692M | 0.28% |
+5,909,184
| New | +$593M |
|
75
Cadence Design Systems
CDNS
$89.5B
| $689M | 0.28% |
+1,835,098
| New | +$643M |
|
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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.