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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 | |
|---|---|---|---|---|---|---|
2201
Grocery Outlet
GO
$1.1B
| $387K | ﹤0.01% |
+38,749
| New | +$319K |
|
2202
Xencor
XNCR
$1.74B
| $386K | ﹤0.01% |
+23,986
| New | +$300K |
|
2203
Hovnanian Enterprises
HOV
$785M
| $385K | ﹤0.01% |
+2,700
| New | +$309K |
|
2204
Artivion
AORT
$1.42B
| $384K | ﹤0.01% |
+17,038
| New | +$477K |
|
2205
BrightView Holdings
BV
$1.09B
| $384K | ﹤0.01% |
+27,074
| New | +$340K |
|
2206
Safety Insurance
SAFT
$1.52B
| $381K | ﹤0.01% |
+5,098
| New | +$372K |
|
2207
Columbia Financial
CLBK
$1.23B
| $381K | ﹤0.01% |
+17,955
| New | +$349K |
|
2208
UWM Holdings
UWMC
$2.55B
| $378K | ﹤0.01% |
+166,113
| New | +$516K |
|
|
INVX
2209
Innovex International
INVX
$2.18B
| $377K | ﹤0.01% |
+15,221
| New | +$414K |
|
2210
Concentrix
CNXC
$1.49B
| $376K | ﹤0.01% |
+16,774
| New | +$437K |
|
|
WSR
2211
DELISTED
Whitestone REIT
WSR
| $376K | ﹤0.01% |
+19,815
| New | +$372K |
|
2212
PC Connection
CNXN
$2.05B
| $376K | ﹤0.01% |
+5,138
| New | +$343K |
|
2213
iShares Global Industrials ETF
EXI
$1.49B
| $375K | ﹤0.01% |
+1,870
| New | +$363K |
|
2214
BCE
BCE
$21.9B
| $375K | ﹤0.01% |
+17,398
| New | +$417K |
|
2215
Liberty Latin America Class C
LILAK
$1.66B
| $375K | ﹤0.01% |
+48,132
| New | +$349K |
|
2216
Certara
CERT
$1.22B
| $373K | ﹤0.01% |
+57,014
| New | +$321K |
|
2217
CONMED
CNMD
$1.51B
| $371K | ﹤0.01% |
+11,359
| New | +$409K |
|
|
NNE
2218
Nano Nuclear Energy
NNE
$1.06B
| $370K | ﹤0.01% |
+17,517
| New | +$431K |
|
2219
Trupanion
TRUP
$1.34B
| $370K | ﹤0.01% |
+14,940
| New | +$363K |
|
2220
indie Semiconductor
INDI
$995M
| $366K | ﹤0.01% |
+81,482
| New | +$325K |
|
2221
Peapack-Gladstone Financial
PGC
$828M
| $366K | ﹤0.01% |
+7,719
| New | +$326K |
|
2222
CVR Energy
CVI
$3.54B
| $362K | ﹤0.01% |
+13,150
| New | +$418K |
|
2223
Unitil
UTL
$995M
| $362K | ﹤0.01% |
+6,858
| New | +$356K |
|
2224
Revolve Group
RVLV
$1.68B
| $362K | ﹤0.01% |
+15,788
| New | +$349K |
|
2225
World Acceptance Corp
WRLD
$908M
| $362K | ﹤0.01% |
+1,611
| New | +$259K |
|
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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.