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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 | |
|---|---|---|---|---|---|---|
76
Walt Disney
DIS
$184B
| $688M | 0.28% |
+7,142,995
| New | +$728M |
|
77
Stryker
SYK
$130B
| $682M | 0.28% |
+2,164,836
| New | +$682M |
|
78
Glaukos
GKOS
$10.9B
| $680M | 0.28% |
+4,862,894
| New | +$615M |
|
79
Chevron
CVX
$392B
| $676M | 0.28% |
+4,078,078
| New | +$759M |
|
80
Hilton Worldwide
HLT
$73.6B
| $664M | 0.27% |
+2,008,827
| New | +$660M |
|
81
Home Depot
HD
$338B
| $656M | 0.27% |
+1,861,035
| New | +$605M |
|
82
Globus Medical
GMED
$11.5B
| $648M | 0.26% |
+8,200,423
| New | +$697M |
|
83
Travere Therapeutics
TVTX
$5.86B
| $643M | 0.26% |
+11,324,191
| New | +$502M |
|
84
Analog Devices
ADI
$190B
| $641M | 0.26% |
+1,614,474
| New | +$639M |
|
85
Goldman Sachs
GS
$303B
| $641M | 0.26% |
+633,635
| New | +$618M |
|
86
DraftKings
DKNG
$13B
| $638M | 0.26% |
+25,274,243
| New | +$623M |
|
87
Vertex Pharmaceuticals
VRTX
$128B
| $626M | 0.26% |
+1,259,997
| New | +$558M |
|
|
MDLN
88
Medline Inc
MDLN
$31.4B
| $625M | 0.25% |
+15,858,400
| New | +$639M |
|
89
Waters Corp
WAT
$40.5B
| $624M | 0.25% |
+1,663,601
| New | +$567M |
|
90
Royal Caribbean
RCL
$81.6B
| $597M | 0.24% |
+1,881,240
| New | +$526M |
|
91
Monster Beverage
MNST
$91.7B
| $593M | 0.24% |
+12,340,386
| New | +$519M |
|
92
PTC Therapeutics
PTCT
$5.98B
| $590M | 0.24% |
+7,236,402
| New | +$523M |
|
93
O'Reilly Automotive
ORLY
$73.7B
| $580M | 0.24% |
+6,295,569
| New | +$574M |
|
94
Ameren
AEE
$30.4B
| $578M | 0.24% |
+5,115,469
| New | +$565M |
|
95
Canadian Pacific Kansas City
CP
$82.2B
| $577M | 0.24% |
+6,654,647
| New | +$570M |
|
96
Lantheus
LNTH
$6.59B
| $576M | 0.23% |
+5,188,416
| New | +$483M |
|
97
Gildan
GIL
$10.5B
| $573M | 0.23% |
+11,111,694
| New | +$638M |
|
98
Corning
GLW
$143B
| $565M | 0.23% |
+2,210,653
| New | +$402M |
|
99
WEX
WEX
$6.54B
| $560M | 0.23% |
+3,967,061
| New | +$588M |
|
100
TE Connectivity
TEL
$62.6B
| $554M | 0.23% |
+2,749,063
| New | +$586M |
|
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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.