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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
- NVIDIA CORPORATION · COM · 67066G104 · shares: $16,156,076,078
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $10,625,474,689
- BROADCOM INC · COM · 11135F101 · shares: $7,396,270,699
- MICROSOFT CORP · COM · 594918104 · shares: $6,928,663,771
- AMAZON COM INC · COM · 023135106 · shares: $5,910,082,831
- APPLE INC · COM · 037833100 · shares: $5,378,820,686
- ELI LILLY & CO · COM · 532457108 · shares: $4,667,180,450
- LAM RESEARCH CORP · COM NEW · 512807306 · shares: $4,283,118,061
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $3,822,882,792
- MICRON TECHNOLOGY INC · COM · 595112103 · shares: $3,525,281,144
Reported holdings
4,567 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ROCKET LAB CORP | COM | 773121108 | — | 177,630 shares | $18,056,090 |
| TFI INTERNATIONAL INC | COM | 87241L109 | — | 125,571 shares | $18,028,228 |
| ISHARES TR | GLOB HLTHCRE ETF | 464287325 | — | 183,020 shares | $18,008,200 |
| ACHIEVE LIFE SCIENCE INC | COM | 004468500 | — | 2,751,032 shares | $17,964,239 |
| PROTARA THERAPEUTICS INC | COM STK | 74365U107 | — | 4,696,709 shares | $17,917,945 |
| SIERRA BANCORP | COM | 82620P102 | — | 438,288 shares | $17,864,619 |
| WESTLAKE CORPORATION | COM | 960413102 | — | 244,059 shares | $17,816,307 |
| CREDICORP LTD | COM | G2519Y108 | — | 45,713 shares | $17,815,706 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 19,032 shares | $17,801,581 |
| AURA BIOSCIENCES INC | COM | 05153U107 | — | 2,500,000 shares | $17,787,500 |
| LIQUIDIA CORPORATION | COM NEW | 53635D202 | — | 222,966 shares | $17,777,079 |
| BOBS DISC FURNITURE INC | COM SHS | 09681N106 | — | 1,123,437 shares | $17,772,773 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 17,527 shares | $17,726,282 |
| KARDIGAN INC | COM | 485925101 | — | 749,703 shares | $17,715,482 |
| GE AEROSPACE | COM NEW | 369604301 | — | 47,316 shares | $17,664,955 |
| CBOE GLOBAL MKTS INC | COM | 12503M108 | — | 72,789 shares | $17,661,017 |
| DATADOG INC | CL A COM | 23804L103 | — | 67,649 shares | $17,613,094 |
| BRIDGEBIO PHARMA INC | COM | 10806X102 | — | 235,331 shares | $17,524,061 |
| CLEAN HARBORS INC | COM | 184496107 | — | 58,620 shares | $17,512,725 |
| CHART INDS INC | COM | 16115Q308 | — | 83,783 shares | $17,509,390 |
| MODINE MFG CO | COM | 607828100 | — | 65,503 shares | $17,489,163 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 104,992 shares | $17,487,992 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 40,144 shares | $17,399,413 |
| WAYFAIR INC | CL A | 94419L101 | — | 187,941 shares | $17,369,507 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 148,221 shares | $17,281,828 |
| ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | — | 109,921 shares | $17,263,643 |
| HOWMET AEROSPACE INC | COM | 443201108 | — | 63,833 shares | $17,162,140 |
| SHORE BANCSHARES INC | COM | 825107105 | — | 745,516 shares | $17,109,592 |
| KLA CORP | COM NEW | 482480100 | — | 56,670 shares | $17,085,438 |
| SS&C TECH HLDGS | COM | 78467J100 | — | 275,220 shares | $17,077,566 |
| ORACLE CORP | COM | 68389X105 | — | 116,148 shares | $17,021,489 |
| PROMIS NEUROSCIENCES INC | COM SHS | 74346M505 | — | 1,292,757 shares | $17,012,682 |
| ELI LILLY & CO | COM | 532457108 | — | 14,179 shares | $17,006,718 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 33,940 shares | $16,993,588 |
| APOGEE THERAPEUTICS INC | COM | 03770N101 | — | 127,880 shares | $16,968,397 |
| RUSH STREET INTERACTIVE INC | COM | 782011100 | — | 570,330 shares | $16,961,614 |
| TOPBUILD COR | COM | 89055F103 | — | 47,749 shares | $16,928,453 |
| GULFPORT ENERGY CORP | COMMON SHARES | 402635502 | — | 99,562 shares | $16,915,790 |
| WEC ENERGY GROUP INC | COM | 92939U106 | — | 144,730 shares | $16,897,951 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 75,825 shares | $16,891,914 |
| ABBVIE INC | COM | 00287Y109 | — | 67,031 shares | $16,867,681 |
| BANK OF AMER CORP | COM | 060505104 | — | 295,918 shares | $16,854,010 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 38,868 shares | $16,842,670 |
| HIGHWOODS PPTYS INC | COM | 431284108 | — | 556,032 shares | $16,779,932 |
| RLI CORP | COM | 749607107 | — | 282,961 shares | $16,714,506 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | — | 52,620 shares | $16,708,166 |
| DISNEY WALT CO | COM | 254687106 | — | 173,166 shares | $16,667,228 |
| GEN DIGITAL INC | COM | 668771108 | — | 668,219 shares | $16,631,971 |
| US BANCORP | COM NEW | 902973304 | — | 275,284 shares | $16,627,154 |
| CURBLINE PPTYS CORP | COM | 23128Q101 | — | 545,868 shares | $16,602,480 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 498,954 shares | $16,597,705 |
| CYTOKINETICS INC | COM NEW | 23282W605 | — | 194,553 shares | $16,573,965 |
| EAGLE MATLS INC | COM | 26969P108 | — | 73,627 shares | $16,566,075 |
| CRANE COMPANY | COMMON STOCK | 224408104 | — | 74,243 shares | $16,565,352 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 39,797 shares | $16,529,883 |
| VISA INC | COM CL A | 92826C839 | — | 47,903 shares | $16,435,040 |
| HF SINCLAIR CORP | COM | 403949100 | — | 235,355 shares | $16,392,476 |
| LPL FINL HLDGS INC | COM | 50212V100 | — | 58,129 shares | $16,374,079 |
| QUALYS INC | COM | 74758T303 | — | 118,948 shares | $16,354,161 |
| CMS ENERGY CORP | COM | 125896100 | — | 213,692 shares | $16,350,643 |
| META PLATFORMS INC | CL A | 30303M102 | — | 28,886 shares | $16,271,195 |
| VIA TRANSN INC | COM CL A | 92556W104 | — | 896,606 shares | $16,264,433 |
| SUNBELT RENTALS HOLDINGS INC | SHS | 866966104 | — | 221,835 shares | $16,184,845 |
| SELECT SECTOR SPDR TR | ST STR SVC ETF | 81369Y852 | — | 150,686 shares | $16,145,866 |
| D R HORTON INC | COM | 23331A109 | — | 98,855 shares | $16,098,295 |
| AMGEN INC | COM | 031162100 | — | 44,396 shares | $16,073,794 |
| GATES INDL CORP PLC | ORD SHS | G39108108 | — | 573,834 shares | $16,051,753 |
| MICROSOFT CORP | COM | 594918104 | — | 42,982 shares | $16,033,146 |
| ONTO INNOVATION INC | COM | 683344105 | — | 41,853 shares | $15,839,268 |
| TERADATA CORP DEL | COM | 88076W103 | — | 455,251 shares | $15,774,447 |
| TOAST INC | CL A | 888787108 | — | 564,298 shares | $15,698,770 |
| IRIDIUM COMMUNICATIONS INC | COM | 46269C102 | — | 286,048 shares | $15,689,733 |
| BOYD GROUP SERVICES INC | COM | 103310108 | — | 164,723 shares | $15,590,570 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 24,320 shares | $15,532,333 |
| MEDPACE HLDGS INC | COM | 58506Q109 | — | 29,238 shares | $15,484,152 |
| TRAVERE THERAPEUTICS INC | COM | 89422G107 | — | 272,471 shares | $15,478,742 |
| GE VERNOVA INC | COM | 36828A101 | — | 13,145 shares | $15,443,535 |
| GE VERNOVA INC | COM | 36828A101 | — | 13,127 shares | $15,412,345 |
| HUBBELL INC | COM | 443510607 | — | 29,414 shares | $15,389,552 |
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | — | 211,194 shares | $15,309,077 |
| CMS ENERGY CORP | COM | 125896100 | — | 200,000 shares | $15,300,000 |
| NRG ENERGY INC | COM NEW | 629377508 | — | 104,457 shares | $15,256,718 |
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 17,719 shares | $15,203,965 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 61,068 shares | $15,167,459 |
| CHEVRON CORPORATION | COM | 166764100 | — | 91,485 shares | $15,164,554 |
| HAWKEYE 360 INC | COM SHS | 420201105 | — | 747,173 shares | $15,107,838 |
| DEERE & CO | COM | 244199105 | — | 23,811 shares | $15,093,912 |
| ADEIA INC | COM | 00676P107 | — | 458,262 shares | $15,090,568 |
| HOME DEPOT INC | COM | 437076102 | — | 42,763 shares | $15,066,474 |
| CIMPRESS PLC | SHS EURO | G2143T103 | — | 148,138 shares | $15,065,635 |
| TESLA INC | COM | 88160R101 | — | 35,807 shares | $15,060,424 |
| MAGNOLIA OIL & GAS CORP | CL A | 559663109 | — | 588,011 shares | $15,042,502 |
| FORGENT POWER SOLUTIONS INC | COM SHS CL A | 34631F102 | — | 268,986 shares | $15,025,558 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 103,758 shares | $14,998,738 |
| STRYKER CORPORATION | COM | 863667101 | — | 47,591 shares | $14,983,550 |
| MANCHESTER UTD PLC NEW | ORD CL A | G5784H106 | — | 651,217 shares | $14,932,406 |
| BAKER HUGHES COMPANY | CL A | 05722G100 | — | 268,250 shares | $14,887,875 |
| DYNATRACE INC | COM NEW | 268150109 | — | 337,156 shares | $14,805,767 |
| HOME DEPOT INC | COM | 437076102 | — | 41,864 shares | $14,764,596 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 178,501 shares | $14,753,108 |