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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
  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)
JANUS DETROIT STR TRJANUS HENDERSON47103U696 — 450,603 shares $14,737,377
DANAHER CORP DELCOM235851102 — 77,220 shares $14,708,866
TE CONNECTIVITY PLCORD SHSG87052109 — 72,664 shares $14,649,789
ACI WORLDWIDE INCCOM004498101 — 290,871 shares $14,627,903
COREWEAVE INCCOM CL A21873S108 — 146,899 shares $14,620,214
PROTAGONIST THERAPEUTICS INCCOM74366E102 — 119,259 shares $14,617,814
EATON CORP PLCSHSG29183103 — 34,295 shares $14,613,785
MID-AMER APT CMNTYS INCCOM59522J103 — 105,167 shares $14,612,424
PROCTER & GAMBLE COCOM742718109 — 99,426 shares $14,562,429
PARKER-HANNIFIN CORPCOM701094104 — 14,867 shares $14,541,710
COCA COLA COCOM191216100 — 178,662 shares $14,513,608
RESTAURANT BRANDS INTL INCCOM76131D103 — 200,114 shares $14,510,266
COMMUNITY TR BANCORP INCCOM204149108 — 199,635 shares $14,445,589
ASCENDIS PHARMA A/SORD SHSK08588103 — 54,099 shares $14,430,394
BANCORP INC DELCOM05969A105 — 230,108 shares $14,414,245
STANTEC INCCOM85472N109 — 209,116 shares $14,409,183
APPLE INCCOM037833100 — 49,790 shares $14,407,234
ACCENTURE PLC IRELANDSHS CLASS AG1151C101 — 115,407 shares $14,357,208
ILLUMINA INCCOM452327109 — 81,491 shares $14,328,563
CME GROUP INCCOM12572Q105 — 64,788 shares $14,301,627
TRANE TECHNOLOGIES PLCSHSG8994E103 — 28,924 shares $14,206,312
MORNINGSTAR INCCOM617700109 — 90,901 shares $14,186,873
BRIGHTSPRING HEALTH SVCS INCCOM10950A106 — 203,380 shares $14,183,721
STERIS PLCSHS USDG8473T100 — 67,308 shares $14,173,046
ASURE SOFTWARE INCCOM04649U102 — 1,782,905 shares $14,156,266
INMODE LTDSHSM5425M103 — 966,020 shares $14,123,212
MERCK & CO INCCOM58933Y105 — 109,344 shares $14,039,770
CONSTELLIUM SECL A SHSF21107101 — 437,157 shares $13,932,194
ICU MED INCCOM44930G107 — 94,902 shares $13,912,633
VERACYTE INCCOM92337F107 — 235,480 shares $13,829,740
TORONTO DOMINION BK ONTCOM NEW891160509 — 113,292 shares $13,757,048
CHEVRON CORPORATIONCOM166764100 — 82,698 shares $13,708,434
FTAI AVIATION LTDSHSG3730V105 — 50,667 shares $13,706,944
COCA COLA CONS INCCOM191098102 — 71,484 shares $13,647,725
SPDR GOLD TRGOLD SHS78463V107 — 37,018 shares $13,636,691
GE VERNOVA INCCOM36828A101 — 11,592 shares $13,610,109
UNITEDHEALTH GROUP INCCOM91324P102 — 32,673 shares $13,579,879
ABBOTT LABORATORIESCOM002824100 — 149,525 shares $13,567,899
AERCAP HOLDINGS NVSHSN00985106 — 92,903 shares $13,555,012
STONEX GROUP INCCOM861896108 — 113,803 shares $13,485,656
MCDONALDS CORPCOM580135101 — 49,880 shares $13,477,327
VICTORY CAP HLDGS INC DELCOM CL A92645B103 — 160,272 shares $13,472,464
ASTRAZENECA PLCORDG0593M107 — 71,561 shares $13,422,969
LIVERAMP HLDGS INCCOM53815P108 — 356,142 shares $13,405,185
SAMSARA INCCOM CL A79589L106 — 409,059 shares $13,265,783
GILEAD SCIENCES INCCOM375558103 — 104,841 shares $13,239,321
DYCOM INDS INCCOM267475101 — 26,181 shares $13,236,852
CELLEBRITE DI LTDORDINARY SHARESM2197Q107 — 905,283 shares $13,217,132
CAMECO CORPCOM13321L108 — 129,722 shares $13,212,881
ROYAL BK CDACOM780087102 — 63,756 shares $13,183,631
NETFLIX INC.COM64110L106 — 183,882 shares $13,125,497
CROWDSTRIKE HLDGS INCCL A22788C105 — 17,207 shares $13,123,005
MKS INC.COM55306N104 — 29,470 shares $13,106,783
PEPSICO INCCOM713448108 — 96,414 shares $13,054,938
CARPENTER TECHNOLOGY CORPCOM144285103 — 21,117 shares $13,013,457
KORNIT DIGITAL LTDSHSM6372Q113 — 800,000 shares $13,000,000
CACI INTL INCCL A127190304 — 28,060 shares $12,995,584
CARLSMED INCCOM14280C105 — 1,251,616 shares $12,991,774
DIGITALBRIDGE GROUP INCCL A NEW25401T603 — 823,151 shares $12,985,207
GOLDMAN SACHS GROUP INCCOM38141G104 — 12,826 shares $12,971,190
OMEGA HEALTHCARE INVS INCCOM681936100 — 270,468 shares $12,905,285
HOWMET AEROSPACE INCCOM443201108 — 47,983 shares $12,900,709
OREILLY AUTOMOTIVE INCCOM67103H107 — 139,245 shares $12,823,072
UNION PAC CORPCOM907818108 — 47,023 shares $12,790,256
CREDO TECHNOLOGY GROUP HOLDIORDINARY SHARESG25457105 — 46,856 shares $12,742,481
MARSH & MCLENNAN COS INCCOM571748102 — 76,435 shares $12,739,421
PUBLIC STORAGECOM74460D109 — 40,000 shares $12,726,295
SALESFORCE INCCOM79466L302 — 80,901 shares $12,678,805
AZZ INCCOM002474104 — 81,699 shares $12,667,430
CDW CORPCOM12514G108 — 89,500 shares $12,587,280
MIRION TECHNOLOGIES INCCOM CL A60471A101 — 697,067 shares $12,498,951
JANUS DETROIT STR TRHEND CORP BD ETF47103U779 — 302,292 shares $12,471,057
RENTOKIL INITIAL PLCSPONSORED ADR760125104 — 435,113 shares $12,448,583
DUKE ENERGY CORP NEWCOM NEW26441C204 — 98,311 shares $12,444,206
PALO ALTO NETWORKS INCCOM697435105 — 36,503 shares $12,435,477
MONSTER BEVERAGE CORP NEWCOM61174X109 — 129,368 shares $12,434,852
STANDARDAERO INCCOM85423L103 — 413,698 shares $12,373,224
MCDONALDS CORPCOM580135101 — 45,762 shares $12,369,926
PTC THERAPEUTICS INCCOM69366J200 — 149,897 shares $12,225,861
BRINKS COCOM109696104 — 129,280 shares $12,215,667
REVVITY INCCOM714046109 — 109,734 shares $12,206,733
EVERPURE INCCL A74624M102 — 154,889 shares $12,203,704
CARMAX INCCOM143130102 — 230,604 shares $12,196,646
NETSTREIT CORPCOM64119V303 — 575,957 shares $12,184,237
PROGYNY INCCOM74340E103 — 421,637 shares $12,155,795
REVOLUTION MEDICINES INCCOM76155X100 — 64,840 shares $12,143,235
PAN AMERN SILVER CORPCOM697900108 — 270,921 shares $12,138,219
BURLINGTON STORES INCCOM122017106 — 38,305 shares $12,135,024
NVENT ELEC PLCSHSG6700G107 — 71,278 shares $12,093,382
COOPER COS INCCOM216648501 — 167,576 shares $12,016,875
ROYAL CARIBBEAN GROUPCOMV7780T103 — 37,807 shares $12,004,857
WENDYS COCOM95058W100 — 1,447,848 shares $12,002,660
PAN AMERN SILVER CORPCOM697900108 — 269,125 shares $12,001,169
EXZEO GROUP INCCOM SHS30234F101 — 711,303 shares $11,999,682
TEXAS INSTRS INCCOM882508104 — 40,189 shares $11,976,322
HEWLETT PACKARD ENTERPRISE CCOM42824C109 — 264,930 shares $11,950,992
TJX COS INC NEWCOM872540109 — 78,727 shares $11,927,141
ATI INCCOM01741R102 — 60,508 shares $11,923,706
EVOMMUNE INCCOM SHS30054Y107 — 896,700 shares $11,917,143
HAEMONETICS CORP MASSCOM405024100 — 158,685 shares $11,901,375