JUPPITR10 Fund LP

Performance · Inception to date

Methodology outperforms S&P 500 by +3.70%.

Methodology

+14.22% $29,368

S&P 500

+10.52% matched $

Outperformance

1.35× target 3.0×

Methodology NAV

S&P 500

Beat

Drawdown

Phase

Scale

wk 21 · paper

Inception

2026-01-02

147 days

Positions

25 / 25

10 core · 15 sleeve

Cost basis

$25,000

$1,000 per name

Cash

$812

2.8% of capital

xSPI median

7.63

floor 7.50

Locked tier

3 / 25

≥ 8.50 score

Core & Sleeve

Industrial Spine and Tech-Moat Overlay

— Core · Industrial Spine

The Compounding Backbone

+15.73%

Industrials, materials, and energy infrastructure. Cash-flow durable, capex-cycle correlated, dividend-anchored.

Stocks

Cost

$10,000

Allocation

39%

xSPI med.

7.63

— Sleeve · Tech-Moat Overlay

The Asymmetric Layer

+13.22%

Defense primes, healthcare leaders, AI/cybersecurity, and select biotech. Moat-graded, watch-listed quarterly.

Stocks

Cost

$15,000

Allocation

58%

xSPI med.

7.66

Milestones

Months beating S&P

0 of 6 · 0%

/ 6

Trailing rolling window · need a streak.

JANFEBMARAPRMAYJUN

Gain rate · target 66.7%

3 of 4 months · ON PACE

75.0%

/ 66.7%

Rolling 18-month window · need 12 of 18 minimum to advance.

JANAPRJULOCT

Outperformance vs S&P

1.35× of 3.0× · 45.1%

1.35×

/ 3.00×

Cumulative · trending toward the gate.

0× 1.0× 2.0× 3.0× target

Allocation

Six sector buckets · ±5% drift band · cash operational

By Sector

— actuals against drift band

24.2%

7.7%

8.7%

14.3%

23.4%

21.8%

2.8%

Industrials

24.2%

$6,900 · target 20

Materials

7.7%

$2,195 · target 12

Energy

8.7%

$2,479 · target 8

Defense

14.3%

$4,072 · target 16

Healthcare

23.4%

$6,683 · target 24

Tech/AI

21.8%

$6,227 · target 20

Cash

2.8%

$812 · cap 5%

Deployed vs Cash

— operational position

Deployed

$28,556

97.2% · 25 positions

Cash

$812

2.8% · operational

Cash position remains within operational band (target ≤ 5%). Reinvestment cadence runs quarterly against dividend distributions, deferred into existing core names by xSPI rank.

Top Movers

Inception-to-date · all 25 positions · sorted by gain

Holdings · best to worst

All Core Sleeve