Alafolio
Manager Profile

Jupiter Topco LLC

Diversified · Technology 32%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

Portfolio Value

$245.4B

Latest reported 13F value

Holdings

4567

Distinct positions in last filing

Top Position

NVIDIA Corp

Latest disclosed holding

Top 4

NVDA GOOG AVGO MSFT AMZN

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Technology
31.8%
Healthcare
18.4%
Industrials
10.4%
Communication Services
7.9%
Consumer Cyclical
6.8%
Financial Services
6%
Utilities
1.4%
Energy
1.2%
Basic Materials
1.1%
Consumer Defensive
1.1%
Real Estate
0.9%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
NVIDIA Corp

Shares: 69.6M

13.9B

Position Value
2
Alphabet Inc

Shares: 27.4M

9.7B

Position Value
3
Broadcom Inc

Shares: 16.9M

6.4B

Position Value
4
Microsoft Corp

Shares: 15.6M

5.8B

Position Value
5
Amazon.com Inc

Shares: 20.3M

4.8B

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID