JUPPITR10 Fund LP

Performance · Inception to date

Methodology outperforms S&P 500 by +5.10%.

Methodology

+12.76% $29,002

S&P 500

+7.66% matched $

Outperformance

1.67× target 3.0×

Methodology NAV

S&P 500

Beat

Drawdown

Phase

Scale

wk 22 · paper

Inception

2026-01-02

154 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

+16.20%

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

Stocks

Cost

$10,000

Allocation

40%

xSPI med.

7.63

— Sleeve · Tech-Moat Overlay

The Asymmetric Layer

+10.47%

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

Stocks

Cost

$15,000

Allocation

57%

xSPI med.

7.66

Milestones

Months beating S&P

1 of 6 · 17%

/ 6

Trailing rolling window · need a streak.

JANFEBMARAPRMAYJUL

Gain rate · target 66.7%

4 of 5 months · ON PACE

80.0%

/ 66.7%

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

JANAPRJULOCT

Outperformance vs S&P

1.67× of 3.0× · 55.5%

1.67×

/ 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

24.5%

7.9%

8.9%

14.3%

23.9%

20.5%

2.8%

Industrials

24.5%

$6,893 · target 20

Materials

7.9%

$2,218 · target 12

Energy

8.9%

$2,508 · target 8

Defense

14.3%

$4,040 · target 16

Healthcare

23.9%

$6,748 · target 24

Tech/AI

20.5%

$5,782 · target 20

Cash

2.8%

$812 · cap 5%

Deployed vs Cash

— operational position

Deployed

$28,190

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