← Back to Discover

Jupiter Topco LLC

Period ended Jun 30, 2026 · Latest filing Aug 14, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Jun 30, 2026: $245,375,381,802

More quarters will appear as history becomes available.

Top holdings

Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. NVIDIA CORPORATION · COM · 67066G104 · shares: $16,156,076,078
  2. ALPHABET INC · CAP STK CL C · 02079K107 · shares: $10,625,474,689
  3. BROADCOM INC · COM · 11135F101 · shares: $7,396,270,699
  4. MICROSOFT CORP · COM · 594918104 · shares: $6,928,663,771
  5. AMAZON COM INC · COM · 023135106 · shares: $5,910,082,831
  6. APPLE INC · COM · 037833100 · shares: $5,378,820,686
  7. ELI LILLY & CO · COM · 532457108 · shares: $4,667,180,450
  8. LAM RESEARCH CORP · COM NEW · 512807306 · shares: $4,283,118,061
  9. TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $3,822,882,792
  10. MICRON TECHNOLOGY INC · COM · 595112103 · shares: $3,525,281,144

Reported holdings

4,567 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
ROCKET LAB CORPCOM773121108 — 177,630 shares $18,056,090
TFI INTERNATIONAL INCCOM87241L109 — 125,571 shares $18,028,228
ISHARES TRGLOB HLTHCRE ETF464287325 — 183,020 shares $18,008,200
ACHIEVE LIFE SCIENCE INCCOM004468500 — 2,751,032 shares $17,964,239
PROTARA THERAPEUTICS INCCOM STK74365U107 — 4,696,709 shares $17,917,945
SIERRA BANCORPCOM82620P102 — 438,288 shares $17,864,619
WESTLAKE CORPORATIONCOM960413102 — 244,059 shares $17,816,307
CREDICORP LTDCOMG2519Y108 — 45,713 shares $17,815,706
COSTCO WHOLESALE CORPORATIONCOM22160K105 — 19,032 shares $17,801,581
AURA BIOSCIENCES INCCOM05153U107 — 2,500,000 shares $17,787,500
LIQUIDIA CORPORATIONCOM NEW53635D202 — 222,966 shares $17,777,079
BOBS DISC FURNITURE INCCOM SHS09681N106 — 1,123,437 shares $17,772,773
GOLDMAN SACHS GROUP INCCOM38141G104 — 17,527 shares $17,726,282
KARDIGAN INCCOM485925101 — 749,703 shares $17,715,482
GE AEROSPACECOM NEW369604301 — 47,316 shares $17,664,955
CBOE GLOBAL MKTS INCCOM12503M108 — 72,789 shares $17,661,017
DATADOG INCCL A COM23804L103 — 67,649 shares $17,613,094
BRIDGEBIO PHARMA INCCOM10806X102 — 235,331 shares $17,524,061
CLEAN HARBORS INCCOM184496107 — 58,620 shares $17,512,725
CHART INDS INCCOM16115Q308 — 83,783 shares $17,509,390
MODINE MFG COCOM607828100 — 65,503 shares $17,489,163
MARSH & MCLENNAN COS INCCOM571748102 — 104,992 shares $17,487,992
LAM RESEARCH CORPCOM NEW512807306 — 40,144 shares $17,399,413
WAYFAIR INCCL A94419L101 — 187,941 shares $17,369,507
PALANTIR TECHNOLOGIES INCCL A69608A108 — 148,221 shares $17,281,828
ADVANCED DRAIN SYS INC DELCOM00790R104 — 109,921 shares $17,263,643
HOWMET AEROSPACE INCCOM443201108 — 63,833 shares $17,162,140
SHORE BANCSHARES INCCOM825107105 — 745,516 shares $17,109,592
KLA CORPCOM NEW482480100 — 56,670 shares $17,085,438
SS&C TECH HLDGSCOM78467J100 — 275,220 shares $17,077,566
ORACLE CORPCOM68389X105 — 116,148 shares $17,021,489
PROMIS NEUROSCIENCES INCCOM SHS74346M505 — 1,292,757 shares $17,012,682
ELI LILLY & COCOM532457108 — 14,179 shares $17,006,718
THERMO FISHER SCIENTIFIC INCCOM883556102 — 33,940 shares $16,993,588
APOGEE THERAPEUTICS INCCOM03770N101 — 127,880 shares $16,968,397
RUSH STREET INTERACTIVE INCCOM782011100 — 570,330 shares $16,961,614
TOPBUILD CORCOM89055F103 — 47,749 shares $16,928,453
GULFPORT ENERGY CORPCOMMON SHARES402635502 — 99,562 shares $16,915,790
WEC ENERGY GROUP INCCOM92939U106 — 144,730 shares $16,897,951
WASTE MGMT INC DELCOM94106L109 — 75,825 shares $16,891,914
ABBVIE INCCOM00287Y109 — 67,031 shares $16,867,681
BANK OF AMER CORPCOM060505104 — 295,918 shares $16,854,010
LAM RESEARCH CORPCOM NEW512807306 — 38,868 shares $16,842,670
HIGHWOODS PPTYS INCCOM431284108 — 556,032 shares $16,779,932
RLI CORPCOM749607107 — 282,961 shares $16,714,506
ROYAL CARIBBEAN GROUPCOMV7780T103 — 52,620 shares $16,708,166
DISNEY WALT COCOM254687106 — 173,166 shares $16,667,228
GEN DIGITAL INCCOM668771108 — 668,219 shares $16,631,971
US BANCORPCOM NEW902973304 — 275,284 shares $16,627,154
CURBLINE PPTYS CORPCOM23128Q101 — 545,868 shares $16,602,480
ISHARES BITCOIN TRUST ETFSHS BEN INT46438F101 — 498,954 shares $16,597,705
CYTOKINETICS INCCOM NEW23282W605 — 194,553 shares $16,573,965
EAGLE MATLS INCCOM26969P108 — 73,627 shares $16,566,075
CRANE COMPANYCOMMON STOCK224408104 — 74,243 shares $16,565,352
UNITEDHEALTH GROUP INCCOM91324P102 — 39,797 shares $16,529,883
VISA INCCOM CL A92826C839 — 47,903 shares $16,435,040
HF SINCLAIR CORPCOM403949100 — 235,355 shares $16,392,476
LPL FINL HLDGS INCCOM50212V100 — 58,129 shares $16,374,079
QUALYS INCCOM74758T303 — 118,948 shares $16,354,161
CMS ENERGY CORPCOM125896100 — 213,692 shares $16,350,643
META PLATFORMS INCCL A30303M102 — 28,886 shares $16,271,195
VIA TRANSN INCCOM CL A92556W104 — 896,606 shares $16,264,433
SUNBELT RENTALS HOLDINGS INCSHS866966104 — 221,835 shares $16,184,845
SELECT SECTOR SPDR TRST STR SVC ETF81369Y852 — 150,686 shares $16,145,866
D R HORTON INCCOM23331A109 — 98,855 shares $16,098,295
AMGEN INCCOM031162100 — 44,396 shares $16,073,794
GATES INDL CORP PLCORD SHSG39108108 — 573,834 shares $16,051,753
MICROSOFT CORPCOM594918104 — 42,982 shares $16,033,146
ONTO INNOVATION INCCOM683344105 — 41,853 shares $15,839,268
TERADATA CORP DELCOM88076W103 — 455,251 shares $15,774,447
TOAST INCCL A888787108 — 564,298 shares $15,698,770
IRIDIUM COMMUNICATIONS INCCOM46269C102 — 286,048 shares $15,689,733
BOYD GROUP SERVICES INCCOM103310108 — 164,723 shares $15,590,570
WESTERN DIGITAL CORPCOM958102105 — 24,320 shares $15,532,333
MEDPACE HLDGS INCCOM58506Q109 — 29,238 shares $15,484,152
TRAVERE THERAPEUTICS INCCOM89422G107 — 272,471 shares $15,478,742
GE VERNOVA INCCOM36828A101 — 13,145 shares $15,443,535
GE VERNOVA INCCOM36828A101 — 13,127 shares $15,412,345
HUBBELL INCCOM443510607 — 29,414 shares $15,389,552
RESTAURANT BRANDS INTL INCCOM76131D103 — 211,194 shares $15,309,077
CMS ENERGY CORPCOM125896100 — 200,000 shares $15,300,000
NRG ENERGY INCCOM NEW629377508 — 104,457 shares $15,256,718
LUMENTUM HLDGS INCCOM55024U109 — 17,719 shares $15,203,965
CONSTELLATION ENERGY CORPCOM21037T109 — 61,068 shares $15,167,459
CHEVRON CORPORATIONCOM166764100 — 91,485 shares $15,164,554
HAWKEYE 360 INCCOM SHS420201105 — 747,173 shares $15,107,838
DEERE & COCOM244199105 — 23,811 shares $15,093,912
ADEIA INCCOM00676P107 — 458,262 shares $15,090,568
HOME DEPOT INCCOM437076102 — 42,763 shares $15,066,474
CIMPRESS PLCSHS EUROG2143T103 — 148,138 shares $15,065,635
TESLA INCCOM88160R101 — 35,807 shares $15,060,424
MAGNOLIA OIL & GAS CORPCL A559663109 — 588,011 shares $15,042,502
FORGENT POWER SOLUTIONS INCCOM SHS CL A34631F102 — 268,986 shares $15,025,558
BANK OF NY MELLON CORPCOM064058100 — 103,758 shares $14,998,738
STRYKER CORPORATIONCOM863667101 — 47,591 shares $14,983,550
MANCHESTER UTD PLC NEWORD CL AG5784H106 — 651,217 shares $14,932,406
BAKER HUGHES COMPANYCL A05722G100 — 268,250 shares $14,887,875
DYNATRACE INCCOM NEW268150109 — 337,156 shares $14,805,767
HOME DEPOT INCCOM437076102 — 41,864 shares $14,764,596
VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870 — 178,501 shares $14,753,108