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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) |
|---|---|---|---|---|---|
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 69,980 shares | $11,888,202 |
| CONCENTRA GROUP HOLDINGS PAR | COMMON STOCK | 20603L102 | — | 398,714 shares | $11,861,742 |
| TACTILE SYS TECHNOLOGY INC | COM | 87357P100 | — | 397,278 shares | $11,830,939 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 39,745 shares | $11,825,330 |
| CUMMINS INC | COM | 231021106 | — | 16,579 shares | $11,824,309 |
| RTX CORPORATION | COM | 75513E101 | — | 62,205 shares | $11,793,135 |
| CME GROUP INC | COM | 12572Q105 | — | 53,292 shares | $11,768,472 |
| STANDARDAERO INC | COM | 85423L103 | — | 390,844 shares | $11,690,144 |
| BOEING CO | COM | 097023105 | — | 53,970 shares | $11,680,997 |
| WHEATON PRECIOUS METALS CORP | COM | 962879102 | — | 103,809 shares | $11,661,228 |
| TALEN ENERGY CORP | COM | 87422Q109 | — | 30,266 shares | $11,632,911 |
| HENRY JACK & ASSOC INC | COM | 426281101 | — | 84,269 shares | $11,608,549 |
| DIAMONDROCK HOSPITALITY CO | COM | 252784301 | — | 951,549 shares | $11,589,867 |
| HONEYWELL INTL INC | COM | 438516205 | — | 51,616 shares | $11,556,822 |
| TJX COS INC NEW | COM | 872540109 | — | 76,145 shares | $11,536,348 |
| GLOBUS MED INC | CL A | 379577208 | — | 145,986 shares | $11,534,354 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 52,018 shares | $11,500,139 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | — | 34,765 shares | $11,488,442 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | — | 27,628 shares | $11,473,632 |
| COVISTA INC | COM | 00737L103 | — | 91,956 shares | $11,463,235 |
| META PLATFORMS INC | CL A | 30303M102 | — | 20,328 shares | $11,450,559 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 40,702 shares | $11,448,862 |
| WOODWARD INC | COM | 980745103 | — | 26,839 shares | $11,422,813 |
| NIKE INC | CL B | 654106103 | — | 277,176 shares | $11,379,461 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 19,564 shares | $11,364,923 |
| ALLIANT ENERGY CORP | COM | 018802108 | — | 148,906 shares | $11,359,994 |
| SANMINA CORP | COM | 801056102 | — | 44,872 shares | $11,356,206 |
| ORACLE CORP | COM | 68389X105 | — | 77,254 shares | $11,332,776 |
| ROYAL BK CDA | COM | 780087102 | — | 54,665 shares | $11,303,771 |
| GILDAN ACTIVEWEAR INC | COM | 375916103 | — | 218,889 shares | $11,294,666 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 45,813 shares | $11,280,077 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 | — | 101,191 shares | $11,269,642 |
| BECTON DICKINSON & CO | COM | 075887109 | — | 74,347 shares | $11,246,842 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | — | 38,356 shares | $11,233,897 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 96,172 shares | $11,213,174 |
| BRINKER INTL INC | COM | 109641100 | — | 66,397 shares | $11,154,696 |
| JANUS DETROIT STR TR | HENDERSON MID | 47103U720 | — | 350,687 shares | $11,128,351 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | — | 832,503 shares | $11,123,888 |
| MEDLINE INC | COM CL A | 58507V107 | — | 282,211 shares | $11,121,936 |
| DEERE & CO | COM | 244199105 | — | 17,514 shares | $11,109,656 |
| ICU MED INC | COM | 44930G107 | — | 75,665 shares | $11,092,802 |
| URANIUM ENERGY CORP | COM | 916896103 | — | 1,033,748 shares | $11,082,174 |
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | — | 42,369 shares | $11,073,986 |
| DARDEN RESTAURANTS INC | COM | 237194105 | — | 53,741 shares | $11,073,333 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 21,421 shares | $11,036,742 |
| FULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | 35969L108 | — | 1,358,288 shares | $11,028,054 |
| WELLS FARGO & CO | COM | 949746101 | — | 133,354 shares | $11,019,708 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 447,414 shares | $10,977,302 |
| DENISON MINES CORP | COM | 248356107 | — | 3,557,459 shares | $10,918,868 |
| CTS CORP | COM | 126501105 | — | 166,965 shares | $10,884,448 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 | — | 74,442 shares | $10,876,721 |
| INTUIT | COM | 461202103 | — | 41,587 shares | $10,852,128 |
| SILGAN HLDGS INC | COM | 827048109 | — | 233,906 shares | $10,851,423 |
| EOG RES INC | COM | 26875P101 | — | 83,509 shares | $10,834,321 |
| TANGER INC | COM | 875465106 | — | 273,603 shares | $10,808,598 |
| INSPIRED ENTMT INC | COM | 45782N108 | — | 1,303,940 shares | $10,757,505 |
| EURONET WORLDWIDE INC | COM | 298736109 | — | 145,819 shares | $10,673,137 |
| FREEPORT MCMORAN INC | CL B | 35671D857 | — | 169,699 shares | $10,672,370 |
| CEREBRAS SYSTEMS INC | COM CL A | 15675D103 | — | 48,255 shares | $10,664,355 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 10,895 shares | $10,654,602 |
| ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | — | 403,963 shares | $10,644,425 |
| MODERNA INC | COM | 60770K107 | — | 151,972 shares | $10,638,800 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 50,898 shares | $10,636,410 |
| VERALTO CORP | COM SHS | 92338C103 | — | 119,846 shares | $10,627,943 |
| PG&E CORP | PFD CONV SER A | 69331C306 | — | 255,190 shares | $10,619,732 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 33,740 shares | $10,614,098 |
| VAXCYTE INC | COM | 92243G108 | — | 181,763 shares | $10,565,883 |
| TRINET GROUP INC | COM | 896288107 | — | 213,374 shares | $10,559,879 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 59,204 shares | $10,551,929 |
| NICOLET BANKSHARES INC | COM | 65406E102 | — | 63,741 shares | $10,542,124 |
| AT&T INC | COM | 00206R102 | — | 508,848 shares | $10,525,521 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | — | 79,225 shares | $10,523,457 |
| LEGENCE CORP | CL A | 52476L109 | — | 123,187 shares | $10,499,228 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | — | 415,110 shares | $10,485,679 |
| RACKSPACE TECHNOLOGY INC | COM | 750102105 | — | 1,602,104 shares | $10,461,739 |
| VAXCYTE INC | COM | 92243G108 | — | 179,089 shares | $10,410,444 |
| BLOCK H & R INC | COM | 093671105 | — | 272,719 shares | $10,385,140 |
| ENTEGRIS INC | COM | 29362U104 | — | 57,619 shares | $10,364,193 |
| AST SPACEMOBILE INC | COM CL A | 00217D100 | — | 116,584 shares | $10,359,595 |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | — | 400,547 shares | $10,347,384 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 111,510 shares | $10,281,780 |
| CITIGROUP INC | COM NEW | 172967424 | — | 73,332 shares | $10,263,180 |
| LINDE PLC | SHS | G54950103 | — | 19,779 shares | $10,262,730 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 83,185 shares | $10,240,905 |
| FREEPORT MCMORAN INC | CL B | 35671D857 | — | 162,845 shares | $10,239,278 |
| BLACKROCK INC | COM | 09290D101 | — | 10,657 shares | $10,236,102 |
| NEXTPOWER INC | CLASS A COM | 65290E101 | — | 85,633 shares | $10,202,316 |
| JANUS DETROIT STR TR | HEND EQ HIGH ETF | 47103U654 | — | 400,000 shares | $10,143,520 |
| TRANSUNION | COM | 89400J107 | — | 140,300 shares | $10,121,242 |
| COSTAR GROUP INC | COM | 22160N109 | — | 357,371 shares | $10,120,747 |
| BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | 05946K101 | — | 402,776 shares | $10,093,660 |
| NAPCO SEC TECHNOLOGIES INC | COM | 630402105 | — | 264,460 shares | $10,044,191 |
| GUARDANT HEALTH INC | COM | 40131M109 | — | 66,779 shares | $10,018,853 |
| ARGENX SE | SPONSORED ADR | 04016X101 | — | 10,783 shares | $10,004,144 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 96,224 shares | $10,003,447 |
| FIRSTSERVICE CORP NEW | COM | 33767E202 | — | 70,351 shares | $9,997,581 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 15,639 shares | $9,988,082 |
| DANAHER CORP DEL | COM | 235851102 | — | 52,302 shares | $9,962,485 |
| ACADIAN ASSET MANAGEMENT INC | COM | 10948W103 | — | 139,113 shares | $9,949,362 |
| US FOODS HLDG CORP | COM | 912008109 | — | 96,973 shares | $9,919,853 |