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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) |
|---|---|---|---|---|---|
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 15,493 shares | $3,417,136 |
| DREAM FINDERS HOMES INC | COM CL A | 26154D100 | — | 197,895 shares | $3,415,976 |
| KRYSTAL BIOTECH INC | COM | 501147102 | — | 9,191 shares | $3,415,697 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 31,787 shares | $3,413,129 |
| APTARGROUP INC | COM | 038336103 | — | 27,227 shares | $3,410,590 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 24,910 shares | $3,406,941 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 13,679 shares | $3,396,632 |
| EVERSOURCE ENERGY | COM | 30040W108 | — | 46,981 shares | $3,394,142 |
| UGI CORP NEW | COM | 902681105 | — | 98,107 shares | $3,389,106 |
| GENERAL MTRS CO | COM | 37045V100 | — | 43,971 shares | $3,388,625 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | — | 10,671 shares | $3,388,309 |
| THE TRADE DESK INC | COM CL A | 88339J105 | — | 187,494 shares | $3,385,204 |
| INVITATION HOMES INC | COM | 46187W107 | — | 111,936 shares | $3,383,266 |
| XP INC | CL A | G98239109 | — | 207,699 shares | $3,377,642 |
| SLIDE INS HLDGS INC | COM | 831349105 | — | 174,363 shares | $3,377,411 |
| JBT MAREL CORPORATION | COM | 477839104 | — | 23,275 shares | $3,376,388 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 36,672 shares | $3,376,208 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | — | 10,194 shares | $3,369,882 |
| PG&E CORP | COM | 69331C108 | — | 199,831 shares | $3,360,158 |
| JEFFERIES FINANCIAL GROUP IN | COM | 47233W109 | — | 67,014 shares | $3,352,375 |
| FIFTH THIRD BANCORP | COM | 316773100 | — | 59,454 shares | $3,349,936 |
| MYR GROUP INC | COM | 55405W104 | — | 6,690 shares | $3,346,505 |
| BWX TECHNOLOGIES INC | COM | 05605H100 | — | 17,184 shares | $3,344,866 |
| QXO INC | COM NEW | 82846H405 | — | 192,715 shares | $3,340,715 |
| SILICON LABORATORIES INC | COM | 826919102 | — | 15,286 shares | $3,340,067 |
| OKLO INC | COM CL A | 02156V109 | — | 63,800 shares | $3,337,378 |
| PAGERDUTY INC | COM | 69553P100 | — | 345,180 shares | $3,330,987 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 33,139 shares | $3,323,179 |
| FIRST SOLAR INC | COM | 336433107 | — | 14,077 shares | $3,320,201 |
| INTERDIGITAL INC | COM | 45867G101 | — | 11,718 shares | $3,315,608 |
| HOULIHAN LOKEY INC | CL A | 441593100 | — | 24,694 shares | $3,314,058 |
| ANTERO MIDSTREAM CORP | COM | 03676B102 | — | 145,476 shares | $3,311,761 |
| PROSPERITY BANCSHARES INC | COM | 743606105 | — | 45,220 shares | $3,305,808 |
| NORTHROP GRUMMAN CORP | COM | 666807102 | — | 6,490 shares | $3,303,183 |
| AMERIPRISE FINL INC | COM | 03076C106 | — | 7,205 shares | $3,301,727 |
| POOL CORP | COM | 73278L105 | — | 15,320 shares | $3,292,421 |
| AMERICAN TOWER CORP | COM | 03027X100 | — | 20,128 shares | $3,291,632 |
| BRINKER INTL INC | COM | 109641100 | — | 19,540 shares | $3,286,335 |
| DAVITA INC | COM | 23918K108 | — | 14,769 shares | $3,285,881 |
| LUMEN TECHNOLOGIES INC | COM | 550241103 | — | 427,500 shares | $3,285,338 |
| STAG INDUSTRIAL INC | COM | 85254J102 | — | 86,263 shares | $3,285,326 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 9,946 shares | $3,284,418 |
| UNIVERSAL HLTH SVCS INC | CL B | 913903100 | — | 22,086 shares | $3,284,078 |
| TETRA TECH INC NEW | COM | 88162G103 | — | 113,556 shares | $3,279,497 |
| ASTERA LABS INC | COM | 04626A103 | — | 6,800 shares | $3,277,396 |
| EMERSON ELEC CO | COM | 291011104 | — | 22,900 shares | $3,276,647 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 35,581 shares | $3,275,765 |
| CIENA CORP | COM NEW | 171779309 | — | 6,674 shares | $3,275,099 |
| LIBERTY ENERGY INC | COM CL A | 53115L104 | — | 124,915 shares | $3,270,275 |
| KODIAK GAS SVCS INC | COM | 50012A108 | — | 43,481 shares | $3,268,249 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | — | 13,654 shares | $3,264,330 |
| CANADIAN NATL RY CO | COM | 136375102 | — | 27,319 shares | $3,262,851 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 26,194 shares | $3,258,665 |
| TETRA TECH INC NEW | COM | 88162G103 | — | 112,766 shares | $3,257,810 |
| AUTOLIV INC | COM | 052800109 | — | 27,979 shares | $3,251,020 |
| CME GROUP INC | COM | 12572Q105 | — | 14,716 shares | $3,248,483 |
| WEX INC | COM | 96208T104 | — | 23,010 shares | $3,243,950 |
| RHYTHM PHARMACEUTICALS INC | COM | 76243J105 | — | 29,065 shares | $3,226,796 |
| MOSAIC CO | COM | 61945C103 | — | 151,903 shares | $3,219,584 |
| KINSALE CAP GROUP INC | COM | 49714P108 | — | 9,734 shares | $3,211,490 |
| EOG RES INC | COM | 26875P101 | — | 24,717 shares | $3,206,784 |
| VALLEY NATL BANCORP | COM | 919794107 | — | 218,706 shares | $3,205,136 |
| CAMECO CORP | COM | 13321L108 | — | 31,352 shares | $3,194,808 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 6,950 shares | $3,192,726 |
| TERADYNE INC | COM | 880770102 | — | 6,593 shares | $3,188,737 |
| CORE SCIENTIFIC INC NEW | COM | 21874A106 | — | 124,370 shares | $3,182,628 |
| LAMAR ADVERTISING CO | CL A | 512816109 | — | 20,363 shares | $3,176,221 |
| COHERENT CORP | COM | 19247G107 | — | 8,045 shares | $3,172,184 |
| BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | — | 52,300 shares | $3,171,472 |
| WYNN RESORTS LTD | COM | 983134107 | — | 32,650 shares | $3,170,642 |
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | — | 19,745 shares | $3,168,579 |
| NATIONAL FUEL GAS CO | COM | 636180101 | — | 41,034 shares | $3,167,620 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 25,711 shares | $3,164,638 |
| WATERS CORP | COM | 941848103 | — | 8,417 shares | $3,159,111 |
| CAVA GROUP INC | COM | 148929102 | — | 40,200 shares | $3,157,107 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | — | 42,348 shares | $3,156,408 |
| LANDSTAR SYS INC | COM | 515098101 | — | 15,247 shares | $3,154,223 |
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 3,676 shares | $3,153,438 |
| SEA LTD | SPONSORD ADS | 81141R100 | — | 32,919 shares | $3,152,159 |
| THE CIGNA GROUP | COM | 125523100 | — | 11,431 shares | $3,151,012 |
| CINTAS CORP | COM | 172908105 | — | 18,519 shares | $3,149,434 |
| SMITH A O CORP | COM | 831865209 | — | 50,179 shares | $3,146,725 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 34,300 shares | $3,143,081 |
| SYNOPSYS INC | COM | 871607107 | — | 7,041 shares | $3,139,265 |
| FLUOR CORP | COM | 343412102 | — | 59,902 shares | $3,139,164 |
| STEEL DYNAMICS INC | COM | 858119100 | — | 13,679 shares | $3,138,510 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | — | 11,179 shares | $3,137,889 |
| DEVON ENERGY CORP NEW | COM | 25179M103 | — | 75,920 shares | $3,136,635 |
| NOVANTA INC | UNIT 11/01/2028 | 67000B203 | — | 46,020 shares | $3,130,971 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | — | 32,565 shares | $3,129,659 |
| CRH PLC | ORD | G25508105 | — | 29,172 shares | $3,121,842 |
| BLOCK INC | CL A | 852234103 | — | 41,049 shares | $3,121,366 |
| LEAR CORP | COM NEW | 521865204 | — | 23,263 shares | $3,116,195 |
| ARCOSA INC | COM | 039653100 | — | 21,444 shares | $3,114,205 |
| ECOLAB INC | COM | 278865100 | — | 11,168 shares | $3,110,232 |
| COMMERCIAL METALS CO | COM | 201723103 | — | 49,523 shares | $3,106,825 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 30,890 shares | $3,097,649 |
| AVNET INC | COM | 053807103 | — | 34,863 shares | $3,096,706 |
| MAPLEBEAR INC | COM | 565394103 | — | 65,368 shares | $3,094,194 |
| RH | COM | 74967X103 | — | 18,761 shares | $3,090,500 |