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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)
ULTRA CLEAN HLDGS INCCOM90385V107 — 19,373 shares $2,761,040
ENTERGY CORP NEWCOM29364G103 — 24,038 shares $2,760,885
TAKE-TWO INTERACTIVE SOFTWARCOM874054109 — 11,034 shares $2,757,231
NASDAQ INCCOM631103108 — 34,912 shares $2,751,415
ROSS STORES INCCOM778296103 — 12,925 shares $2,749,988
COMMVAULT SYS INCCOM204166102 — 19,366 shares $2,745,808
MONOLITHIC PWR SYS INCCOM609839105 — 1,988 shares $2,745,677
HUNTINGTON INGALLS INDS INCCOM446413106 — 9,802 shares $2,743,482
ON HLDG AGNAMEN AKT AH5919C104 — 77,420 shares $2,742,216
WABTECCOM929740108 — 10,161 shares $2,738,135
CENTENE CORP DELCOM15135B101 — 42,654 shares $2,737,320
LINCOLN NATL CORP INDCOM534187109 — 77,353 shares $2,736,362
XERIS BIOPHARMA HOLDINGS INCCOM98422E103 — 345,072 shares $2,732,970
TELEFLEX INCORPORATEDCOM879369106 — 21,559 shares $2,732,172
HOME DEPOT INCCOM437076102 — 7,751 shares $2,730,871
CAESARS ENTERTAINMENT INC NECOM12769G100 — 90,412 shares $2,729,990
AMERIS BANCORPCOM03076K108 — 30,176 shares $2,726,854
PAYCHEX INCCOM704326107 — 27,715 shares $2,724,662
SELECTIVE INS GROUP INCCOM816300107 — 28,080 shares $2,724,181
DORIAN LPG LTDSHS USDY2106R110 — 78,248 shares $2,721,465
MSA SAFETY INCCOM553498106 — 15,557 shares $2,718,975
U HAUL HOLDING COMPANYCOM SER N023586506 — 47,100 shares $2,717,435
ELDORADO GOLD CORP NEWCOM284902509 — 87,127 shares $2,713,429
BIOGEN INCCOM09062X103 — 12,495 shares $2,699,295
LIFE TIME GROUP HOLDINGS INCCOMMON STOCK53190C102 — 66,082 shares $2,697,798
MATERION CORPCOM576690101 — 9,063 shares $2,695,246
PRIMO BRANDS CORPORATIONCLASS A COM SHS741623102 — 110,103 shares $2,691,468
AON PLCSHS CL AG0403H108 — 8,105 shares $2,687,577
FIRST ADVANTAGE CORP NEWCOM31846B108 — 148,720 shares $2,684,396
F N B CORPCOM302520101 — 140,546 shares $2,681,618
CARDINAL HEALTH INCCOM14149Y108 — 11,245 shares $2,671,418
KKR & CO INCCOM48251W104 — 29,097 shares $2,669,504
INGERSOLL RAND INCCOM45687V106 — 32,527 shares $2,667,051
TEMPUS AI INCCL A88023B103 — 46,043 shares $2,664,969
CENCORA INCCOM03073E105 — 9,403 shares $2,660,908
LEGGETT & PLATT INCCOM524660107 — 226,854 shares $2,657,595
CONSTRUCTION PARTNERS INCCOM CL A21044C107 — 22,367 shares $2,656,976
BOSTON SCIENTIFIC CORPCOM101137107 — 62,227 shares $2,655,537
GATX CORPCOM361448103 — 14,968 shares $2,653,901
MATERION CORPCOM576690101 — 8,930 shares $2,653,148
CINTAS CORPCOM172908105 — 15,600 shares $2,653,014
ICHOR HOLDINGSSHSG4740B105 — 23,619 shares $2,651,941
COMFORT SYS USA INCCOM199908104 — 1,337 shares $2,648,310
CHEMED CORP NEWCOM16359R103 — 5,673 shares $2,643,278
WEATHERFORD INTL PLCORD SHSG48833118 — 32,412 shares $2,641,902
CONSOLIDATED EDISON INCCOM209115104 — 23,836 shares $2,637,334
FIRSTCASH HOLDINGS INCCOM33768G107 — 12,180 shares $2,634,778
ARCHER DANIELS MIDLAND COCOM039483102 — 34,461 shares $2,632,648
TWIST BIOSCIENCE CORPCOM90184D100 — 25,580 shares $2,632,566
ALLSTATE CORPCOM020002101 — 11,054 shares $2,629,581
SOTERA HEALTH COCOM83601L102 — 148,112 shares $2,628,247
NUVALENT INCCOM670703107 — 21,280 shares $2,628,186
EBAY INC.COM278642103 — 23,508 shares $2,627,137
IQVIA HLDGS INCCOM46266C105 — 13,595 shares $2,625,806
IRON MTN INC DELCOM46284V101 — 20,772 shares $2,623,400
ALLIANT ENERGY CORPCOM018802108 — 34,379 shares $2,622,774
CHENIERE ENERGY INCCOM NEW16411R208 — 10,969 shares $2,622,414
KINDER MORGAN INC DELCOM49456B101 — 81,815 shares $2,615,216
VISTRA CORPCOM92840M102 — 16,470 shares $2,612,224
GXO LOGISTICS INCORPORATEDCOMMON STOCK36262G101 — 51,463 shares $2,610,461
UNIVERSAL DISPLAY CORPCOM91347P105 — 30,126 shares $2,609,665
WW GRAINGER INCCOM384802104 — 1,915 shares $2,603,739
MGIC INVT CORP WISCOM552848103 — 92,217 shares $2,600,058
NVE CORPCOM NEW629445206 — 24,841 shares $2,597,127
DIGITAL RLTY TR INCCOM253868103 — 14,451 shares $2,596,050
SAVARA INCCOM805111101 — 421,411 shares $2,595,892
MATADOR RES COCOM576485205 — 52,102 shares $2,595,461
PPG INDS INCCOM693506107 — 21,364 shares $2,589,851
PORTLAND GEN ELEC COCOM NEW736508847 — 49,897 shares $2,586,411
STARWOOD PPTY TR INCCOM85571B105 — 157,748 shares $2,586,278
TARGET CORPCOM87612E106 — 19,753 shares $2,578,853
ARBUTUS BIOPHARMA CORPCOM03879J100 — 536,523 shares $2,575,310
GALLAGHER ARTHUR J & COCOM363576109 — 11,220 shares $2,574,149
TARGA RES CORPCOM87612G101 — 9,594 shares $2,570,760
TWIST BIOSCIENCE CORPCOM90184D100 — 24,959 shares $2,567,782
HANCOCK WHITNEY CORPORATIONCOM410120109 — 34,197 shares $2,556,055
AFLAC INCCOM001055102 — 21,795 shares $2,555,137
XENON PHARMACEUTICALS INCCOM98420N105 — 42,309 shares $2,553,348
NEWMARKET CORPCOM651587107 — 3,223 shares $2,551,375
CHOICE HOTELS INTL INCCOM169905106 — 23,137 shares $2,551,317
GLAUKOS CORPCOM377322102 — 18,246 shares $2,550,061
CASEYS GEN STORES INCCOM147528103 — 3,207 shares $2,548,892
OCCIDENTAL PETE CORPCOM674599105 — 52,452 shares $2,547,331
LAMB WESTON HLDGS INCCOM513272104 — 59,000 shares $2,546,440
KRATOS DEFENSE & SEC SOLUTIOCOM NEW50077B207 — 51,048 shares $2,545,253
M & T BK CORPCOM55261F104 — 10,687 shares $2,544,788
GRAB HOLDINGS LIMITEDCLASS A ORDG4124C109 — 676,616 shares $2,540,693
NEW JERSEY RES CORPCOM646025106 — 45,299 shares $2,540,141
SMURFIT WESTROCK PLCSHSG8267P108 — 54,809 shares $2,534,094
NU HLDGS LTDORD SHS CL AG6683N103 — 189,600 shares $2,534,004
COHU INCCOM192576106 — 34,281 shares $2,533,709
UNIVERSAL INS HLDGS INCCOM91359V107 — 61,250 shares $2,533,300
INGREDION INCCOM457187102 — 26,662 shares $2,526,358
NORTHERN TR CORPCOM665859104 — 14,527 shares $2,525,083
ROCKET LAB CORPCOM773121108 — 24,849 shares $2,524,161
QIAGEN NVORD SHARESN72482156 — 65,111 shares $2,522,062
CORTEVA INCCOM22052L104 — 29,713 shares $2,515,354
OLD DOMINION FREIGHT LINE INCOM679580100 — 11,614 shares $2,514,896
TXNM ENERGY INCCOM69349H107 — 44,219 shares $2,511,418
RAYONIER INCCOM754907103 — 117,927 shares $2,511,255