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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) |
|---|---|---|---|---|---|
| CONCENTRA GROUP HOLDINGS PAR | COMMON STOCK | 20603L102 | — | 51,011 shares | $1,518,597 |
| ONDAS INC | COM NEW | 68236H204 | — | 183,900 shares | $1,518,095 |
| PENSKE AUTOMOTIVE GRP INC | COM | 70959W103 | — | 8,472 shares | $1,517,716 |
| ATMOS ENERGY CORP | COM | 049560105 | — | 8,799 shares | $1,516,112 |
| SELECTIVE INS GROUP INC | COM | 816300107 | — | 15,628 shares | $1,516,072 |
| YETI HLDGS INC | COM | 98585X104 | — | 30,517 shares | $1,513,185 |
| RED ROCK RESORTS INC | CL A | 75700L108 | — | 23,236 shares | $1,512,083 |
| DIANTHUS THERAPEUTICS INC | COM | 252828108 | — | 15,500 shares | $1,511,483 |
| PALATIN TECHNOLOGIES INC | COM NEW | 696077601 | — | 140,000 shares | $1,510,600 |
| FTAI AVIATION LTD | SHS | G3730V105 | — | 5,580 shares | $1,509,892 |
| KROGER CO | COM | 501044101 | — | 27,184 shares | $1,509,663 |
| LINCOLN ELEC HLDGS INC | COM | 533900106 | — | 5,685 shares | $1,509,424 |
| NASDAQ INC | COM | 631103108 | — | 19,147 shares | $1,508,975 |
| UNITED AIRLS HLDGS INC | COM | 910047109 | — | 11,072 shares | $1,505,737 |
| HARTFORD INSURANCE GROUP INC | COM | 416515104 | — | 11,351 shares | $1,504,235 |
| WD 40 CO | COM | 929236107 | — | 6,164 shares | $1,502,906 |
| PULTE GROUP INC | COM | 745867101 | — | 10,937 shares | $1,500,064 |
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | — | 86,400 shares | $1,498,608 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 16,344 shares | $1,498,418 |
| SEA LTD | SPONSORD ADS | 81141R100 | — | 15,646 shares | $1,498,183 |
| ILLUMINA INC | COM | 452327109 | — | 8,517 shares | $1,497,842 |
| INSIGHT ENTERPRISES INC | COM | 45765U103 | — | 12,274 shares | $1,496,753 |
| XOMETRY INC | CLASS A COM | 98423F109 | — | 15,488 shares | $1,494,902 |
| CROWN CASTLE INC | COM | 22822V101 | — | 19,735 shares | $1,493,643 |
| WATERS CORP | COM | 941848103 | — | 3,977 shares | $1,492,668 |
| NISOURCE INC | COM | 65473P105 | — | 31,353 shares | $1,490,678 |
| TELEPHONE & DATA SYS INC | COM NEW | 879433829 | — | 40,234 shares | $1,489,262 |
| DOVER CORP | COM | 260003108 | — | 6,632 shares | $1,487,922 |
| ADEIA INC | COM | 00676P107 | — | 45,163 shares | $1,487,895 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | — | 8,464 shares | $1,487,675 |
| NICOLET BANKSHARES INC | COM | 65406E102 | — | 8,987 shares | $1,487,663 |
| EXPAND ENERGY CORPORATION | COM | 165167735 | — | 16,309 shares | $1,487,218 |
| PEPSICO INC | COM | 713448108 | — | 10,978 shares | $1,486,421 |
| CANADIAN IMPERIAL BANK OF CO | COM | 136069101 | — | 12,903 shares | $1,485,323 |
| PHINIA INC | COMMON STOCK | 71880K101 | — | 18,000 shares | $1,484,190 |
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | — | 3,900 shares | $1,483,443 |
| CORTEVA INC | COM | 22052L104 | — | 17,509 shares | $1,482,837 |
| COPART INC | COM | 217204106 | — | 52,525 shares | $1,481,730 |
| HEICO CORP NEW | CL A | 422806208 | — | 5,743 shares | $1,480,775 |
| EQT CORP | COM | 26884L109 | — | 27,821 shares | $1,479,103 |
| CARDINAL HEALTH INC | COM | 14149Y108 | — | 6,218 shares | $1,477,148 |
| POST HLDGS INC | COM | 737446104 | — | 16,719 shares | $1,474,699 |
| PARK NATL CORP | COM | 700658107 | — | 8,028 shares | $1,469,967 |
| INTERNATIONAL SEAWAYS INC | COM | Y41053102 | — | 19,175 shares | $1,468,326 |
| SUNBELT RENTALS HOLDINGS INC | SHS | 866966104 | — | 20,053 shares | $1,463,045 |
| PENGUIN SOLUTIONS INC | COM | 706915105 | — | 19,238 shares | $1,462,665 |
| HUMANA INC | COM | 444859102 | — | 3,682 shares | $1,462,564 |
| OSI SYSTEMS INC | COM | 671044105 | — | 6,671 shares | $1,458,948 |
| SBA COMMUNICATIONS CORP | CL A | 78410G104 | — | 8,268 shares | $1,458,310 |
| REGENCY CTRS CORP | COM | 758849103 | — | 18,269 shares | $1,456,770 |
| DTE ENERGY CO | COM | 233331107 | — | 9,541 shares | $1,453,619 |
| OPTION CARE HEALTH INC | COM NEW | 68404L201 | — | 69,239 shares | $1,452,288 |
| PDF SOLUTIONS INC | COM | 693282105 | — | 20,508 shares | $1,451,761 |
| PATTERSON-UTI ENERGY INC | COM | 703481101 | — | 157,921 shares | $1,449,715 |
| AVISTA CORP | COM | 05379B107 | — | 35,430 shares | $1,449,264 |
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | — | 11,737 shares | $1,447,055 |
| LXP INDUSTRIAL TRUST | COM | 529043408 | — | 26,868 shares | $1,446,439 |
| PPG INDS INC | COM | 693506107 | — | 11,930 shares | $1,446,214 |
| TWILIO INC | CL A | 90138F102 | — | 7,004 shares | $1,445,521 |
| NMI HLDGS INC | COM | 629209305 | — | 35,174 shares | $1,445,476 |
| CENTENE CORP DEL | COM | 15135B101 | — | 22,504 shares | $1,444,194 |
| NATIONAL HEALTH INVS INC | COM | 63633D104 | — | 18,909 shares | $1,442,662 |
| FIRST INTST BANCSYSTEM INC | COM | 32055Y201 | — | 37,395 shares | $1,441,764 |
| CHEMOURS CO | COM | 163851108 | — | 70,089 shares | $1,437,876 |
| HINGE HEALTH INC | CL A | 433313103 | — | 17,290 shares | $1,436,194 |
| TRANSALTA CORP | COM | 89346D107 | — | 104,287 shares | $1,433,729 |
| AMENTUM HOLDINGS INC | COM | 023939101 | — | 69,400 shares | $1,433,457 |
| IPG PHOTONICS CORP | COM | 44980X109 | — | 12,206 shares | $1,432,313 |
| HUNTINGTON BANCSHARES INC | COM | 446150104 | — | 80,746 shares | $1,432,030 |
| PULTE GROUP INC | COM | 745867101 | — | 10,440 shares | $1,431,898 |
| LANTHEUS HLDGS INC | COM | 516544103 | — | 12,901 shares | $1,431,237 |
| CREDIT ACCEP CORP MICH | COM | 225310101 | — | 2,248 shares | $1,430,830 |
| MUELLER INDS INC | COM | 624756102 | — | 11,639 shares | $1,430,782 |
| RENTOKIL INITIAL PLC | SPONSORED ADR | 760125104 | — | 49,998 shares | $1,430,443 |
| MADISON SQUARE GARDEN ENTMT | COM CL A | 558256103 | — | 17,644 shares | $1,427,664 |
| QNITY ELECTRONICS INC | COMMON STOCK | 74743L100 | — | 8,738 shares | $1,427,003 |
| BANK HAWAII CORP | COM | 062540109 | — | 17,501 shares | $1,426,594 |
| LEONARDO DRS INC | COM | 52661A108 | — | 33,329 shares | $1,423,148 |
| CHEFS WHSE INC | COM | 163086101 | — | 14,800 shares | $1,422,576 |
| OCCIDENTAL PETE CORP | COM | 674599105 | — | 29,270 shares | $1,421,498 |
| BEST BUY INC | COM | 086516101 | — | 18,737 shares | $1,421,295 |
| FULLER H B CO | COM | 359694106 | — | 24,342 shares | $1,419,991 |
| VERSIGENT PLC | ORDINARY SHARES | G9600F104 | — | 33,759 shares | $1,418,722 |
| CROWN HLDGS INC | COM | 228368106 | — | 12,682 shares | $1,418,101 |
| PARAMOUNT SKYDANCE CORP | COM CL B | 69932A204 | — | 143,413 shares | $1,413,335 |
| BILL HOLDINGS INC | COM | 090043100 | — | 39,000 shares | $1,410,435 |
| CINEMARK HLDGS INC | COM | 17243V102 | — | 44,411 shares | $1,409,827 |
| RUSH STREET INTERACTIVE INC | COM | 782011100 | — | 47,292 shares | $1,407,646 |
| ERASCA INC | COM | 29479A108 | — | 76,600 shares | $1,404,078 |
| HOME DEPOT INC | COM | 437076102 | — | 3,981 shares | $1,404,019 |
| CORPAY INC | COM SHS | 219948106 | — | 4,212 shares | $1,403,712 |
| INGERSOLL RAND INC | COM | 45687V106 | — | 17,104 shares | $1,402,442 |
| TOWNEBANK PORTSMOUTH VA | COM | 89214P109 | — | 38,663 shares | $1,402,114 |
| GRIFFON CORP | COM | 398433102 | — | 14,370 shares | $1,401,147 |
| ASSURED GUARANTY LTD | COM | G0585R106 | — | 17,465 shares | $1,400,955 |
| DELEK US HLDGS INC NEW | COM | 24665A103 | — | 27,564 shares | $1,400,665 |
| MARRIOTT VACATIONS WORLDWIDE | COM | 57164Y107 | — | 13,729 shares | $1,399,466 |
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 | — | 132,265 shares | $1,398,702 |
| CUSHMAN AND WAKEFIELD LTD | COMMON SHARES | G2717C106 | — | 104,360 shares | $1,397,902 |
| LINDE PLC | SHS | G54950103 | — | 2,687 shares | $1,394,259 |