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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) |
|---|---|---|---|---|---|
| SIMPSON MFG INC | COM | 829073105 | — | 18,295 shares | $3,831,613 |
| HARTFORD INSURANCE GROUP INC | COM | 416515104 | — | 28,879 shares | $3,828,345 |
| MANULIFE FINL CORP | COM | 56501R106 | — | 94,473 shares | $3,827,168 |
| D R HORTON INC | COM | 23331A109 | — | 23,477 shares | $3,823,125 |
| ONEOK INC NEW | COM | 682680103 | — | 43,944 shares | $3,820,711 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 2,866 shares | $3,815,434 |
| COMPASS INC | CL A | 20464U100 | — | 309,514 shares | $3,814,760 |
| VARONIS SYS INC | COM | 922280102 | — | 90,866 shares | $3,812,737 |
| AUTOZONE INC | COM | 053332102 | — | 1,194 shares | $3,811,254 |
| MOOG INC | CL A | 615394202 | — | 8,983 shares | $3,807,355 |
| VALARIS LTD | CL A | G9460G101 | — | 52,390 shares | $3,804,824 |
| DARLING INGREDIENTS INC | COM | 237266101 | — | 69,600 shares | $3,802,596 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 14,862 shares | $3,779,184 |
| EBAY INC. | COM | 278642103 | — | 33,741 shares | $3,770,725 |
| CANADIAN NAT RES LTD MED TER | COM | 136385101 | — | 95,219 shares | $3,769,134 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 16,827 shares | $3,767,649 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 10,160 shares | $3,764,077 |
| STONEX GROUP INC | COM | 861896108 | — | 31,645 shares | $3,749,616 |
| EMCOR GROUP INC | COM | 29084Q100 | — | 4,513 shares | $3,745,248 |
| CORCEPT THERAPEUTICS INC | COM | 218352102 | — | 43,080 shares | $3,744,083 |
| PLANET LABS PBC | COM CL A | 72703X106 | — | 112,838 shares | $3,736,630 |
| PHILLIPS 66 | COM | 718546104 | — | 22,094 shares | $3,734,991 |
| IDACORP INC | COM | 451107106 | — | 24,657 shares | $3,727,029 |
| AGNICO EAGLE MINES LTD | COM | 008474108 | — | 23,999 shares | $3,726,478 |
| DATADOG INC | CL A COM | 23804L103 | — | 14,287 shares | $3,718,477 |
| 3M CO | COM | 88579Y101 | — | 22,930 shares | $3,715,119 |
| FIRST INDL RLTY TR INC | COM | 32054K103 | — | 60,571 shares | $3,714,517 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 10,486 shares | $3,713,250 |
| FACTSET RESH SYS INC | COM | 303075105 | — | 16,105 shares | $3,710,995 |
| FRANCO NEV CORP | COM | 351858105 | — | 17,776 shares | $3,705,407 |
| CATALYST PHARMACEUTICALS INC | COM | 14888U101 | — | 117,892 shares | $3,705,346 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 9,566 shares | $3,699,651 |
| AFFILIATED MANAGERS GROUP | COM | 008252108 | — | 10,930 shares | $3,699,313 |
| CLOUDFLARE INC | CL A COM | 18915M107 | — | 15,059 shares | $3,699,168 |
| WILLIAMS COS INC | COM | 969457100 | — | 49,729 shares | $3,696,605 |
| FIRSTCASH HOLDINGS INC | COM | 33768G107 | — | 17,069 shares | $3,693,049 |
| MARATHON PETE CORP | COM | 56585A102 | — | 14,430 shares | $3,686,360 |
| REALTY INCOME CORP | COM | 756109104 | — | 59,481 shares | $3,685,740 |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | — | 77,000 shares | $3,684,065 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 10,689 shares | $3,677,176 |
| MANHATTAN ASSOCIATES INC | COM | 562750109 | — | 26,388 shares | $3,676,508 |
| MAXLINEAR INC | COM | 57776J100 | — | 28,661 shares | $3,669,468 |
| TEREX CORP NEW | COM | 880779103 | — | 50,651 shares | $3,668,399 |
| THE BALDWIN INSURANCE GRP IN | COM CL A | 05589G102 | — | 137,343 shares | $3,650,577 |
| BENCHMARK ELECTRS INC | COM | 08160H101 | — | 36,787 shares | $3,629,773 |
| PLEXUS CORP | COM | 729132100 | — | 12,081 shares | $3,629,434 |
| ADOBE INC | COM | 00724F101 | — | 17,704 shares | $3,628,346 |
| T-MOBILE US INC | COM | 872590104 | — | 21,635 shares | $3,627,540 |
| MATCH GROUP INC NEW | COM | 57667L107 | — | 95,263 shares | $3,624,281 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | — | 30,579 shares | $3,618,260 |
| ZOETIS INC | CL A | 98978V103 | — | 50,334 shares | $3,617,001 |
| UNITED RENTALS INC | COM | 911363109 | — | 3,190 shares | $3,612,978 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 2,126 shares | $3,609,183 |
| SCHEIN HENRY INC | COM | 806407102 | — | 43,166 shares | $3,604,577 |
| WILEY JOHN & SONS INC | CL A | 968223206 | — | 74,238 shares | $3,601,285 |
| RALLIANT CORP | COM | 750940108 | — | 48,700 shares | $3,587,973 |
| PRUDENTIAL FINL INC | COM | 744320102 | — | 33,205 shares | $3,582,487 |
| AXCELIS TECHNOLOGIES INC | COM NEW | 054540208 | — | 18,893 shares | $3,579,279 |
| YUM BRANDS INC | COM | 988498101 | — | 22,386 shares | $3,578,514 |
| VIPER ENERGY INC | CL A | 64361Q101 | — | 84,225 shares | $3,571,982 |
| IDEXX LABS INC | COM | 45168D104 | — | 6,786 shares | $3,571,506 |
| COMMERCE BANCSHARES INC | COM | 200525103 | — | 61,742 shares | $3,566,218 |
| CONSOLIDATED EDISON INC | COM | 209115104 | — | 32,112 shares | $3,553,032 |
| TARGA RES CORP | COM | 87612G101 | — | 13,254 shares | $3,551,476 |
| MP MATERIALS CORP | COM CL A | 553368101 | — | 63,268 shares | $3,545,855 |
| BLACKSTONE INC | COM | 09260D107 | — | 30,135 shares | $3,542,068 |
| CIENA CORP | COM NEW | 171779309 | — | 7,208 shares | $3,537,146 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 13,077 shares | $3,536,871 |
| TG THERAPEUTICS INC | COM | 88322Q108 | — | 64,331 shares | $3,534,345 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 21,218 shares | $3,534,176 |
| NUTRIEN LTD | COM | 67077M108 | — | 56,090 shares | $3,528,850 |
| ALKERMES PLC | SHS | G01767105 | — | 67,273 shares | $3,524,769 |
| PARSONS CORP DEL | COM | 70202L102 | — | 67,049 shares | $3,512,697 |
| ENTERGY CORP NEW | COM | 29364G103 | — | 30,513 shares | $3,504,571 |
| IMPINJ INC | COM | 453204109 | — | 24,441 shares | $3,498,607 |
| URANIUM ENERGY CORP | COM | 916896103 | — | 325,906 shares | $3,495,342 |
| ENPRO INC | COM | 29355X107 | — | 9,261 shares | $3,494,129 |
| KADANT INC | COM | 48282T104 | — | 11,085 shares | $3,488,339 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 13,367 shares | $3,480,566 |
| HEXCEL CORP NEW | COM | 428291108 | — | 34,757 shares | $3,480,218 |
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | — | 30,825 shares | $3,475,211 |
| CIPHER DIGITAL INC | COM | 17253J106 | — | 141,828 shares | $3,472,659 |
| DOORDASH INC | CL A | 25809K105 | — | 18,813 shares | $3,471,187 |
| HONEYWELL INTL INC | COM | 438516205 | — | 15,493 shares | $3,468,418 |
| CARTER BANKSHARES INC | COM NEW | 146103106 | — | 101,719 shares | $3,459,463 |
| COHERENT CORP | COM | 19247G107 | — | 8,770 shares | $3,458,055 |
| EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | — | 50,914 shares | $3,457,824 |
| HANOVER INS GROUP INC | COM | 410867105 | — | 16,126 shares | $3,454,431 |
| VERICEL CORP | COM | 92346J108 | — | 77,636 shares | $3,454,026 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | — | 37,857 shares | $3,451,423 |
| RIGEL PHARMACEUTICALS INC | COM | 766559702 | — | 88,198 shares | $3,450,306 |
| CIRRUS LOGIC INC | COM | 172755100 | — | 23,206 shares | $3,444,699 |
| MANULIFE FINL CORP | COM | 56501R106 | — | 84,968 shares | $3,442,114 |
| AGNICO EAGLE MINES LTD | COM | 008474108 | — | 22,160 shares | $3,440,229 |
| HUT 8 CORP | COM | 44812J104 | — | 29,769 shares | $3,436,682 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | — | 101,039 shares | $3,435,831 |
| VAXCYTE INC | COM | 92243G108 | — | 59,038 shares | $3,431,879 |
| EASTMAN CHEM CO | COM | 277432100 | — | 51,042 shares | $3,419,559 |
| REXFORD INDL RLTY INC | COM | 76169C100 | — | 102,083 shares | $3,419,270 |
| EVERUS CONSTR GROUP | COM | 300426103 | — | 20,594 shares | $3,417,677 |