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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) |
|---|---|---|---|---|---|
| ECOLAB INC | COM | 278865100 | — | 841,469 shares | $234,441,881 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 1,057,016 shares | $231,944,943 |
| EMERSON ELEC CO | COM | 291011104 | — | 1,614,298 shares | $231,086,753 |
| CARMAX INC | COM | 143130102 | — | 4,352,212 shares | $230,188,517 |
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | — | 861,550 shares | $225,183,330 |
| SURGERY PARTNERS INC | COM | 86881A100 | — | 13,259,678 shares | $222,762,590 |
| CASEYS GEN STORES INC | COM | 147528103 | — | 280,061 shares | $222,589,682 |
| FIRSTSERVICE CORP NEW | COM | 33767E202 | — | 1,549,235 shares | $220,161,756 |
| CRH PLC | ORD | G25508105 | — | 2,041,402 shares | $218,460,635 |
| CORNING INC | COM | 219350105 | — | 849,174 shares | $216,891,777 |
| LEGENCE CORP | CL A | 52476L109 | — | 2,493,334 shares | $212,503,692 |
| VERALTO CORP | COM SHS | 92338C103 | — | 2,394,765 shares | $212,367,758 |
| MICROSOFT CORP | COM | 594918104 | — | 569,193 shares | $212,215,949 |
| BLACKSTONE INC | COM | 09260D107 | — | 1,800,170 shares | $211,818,487 |
| COSTAR GROUP INC | COM | 22160N109 | — | 7,420,768 shares | $210,156,164 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | — | 1,478,116 shares | $205,591,154 |
| DYNATRACE INC | COM NEW | 268150109 | — | 4,661,700 shares | $204,695,249 |
| ARXIS INC | CL A COM | 04339D105 | — | 4,388,550 shares | $202,487,697 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 1,003,016 shares | $200,372,506 |
| STERLING INFRASTRUCTURE INC | COM | 859241101 | — | 238,084 shares | $199,855,271 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 2,553,616 shares | $199,769,514 |
| LINDE PLC | SHS | G54950103 | — | 384,530 shares | $199,521,081 |
| STERLING INFRASTRUCTURE INC | COM | 859241101 | — | 231,648 shares | $194,436,066 |
| SPYRE THERAPEUTICS INC | COM NEW | 00773J202 | — | 2,175,482 shares | $193,089,973 |
| INNIO NV | ORDINARY SHARES | N52A8C105 | — | 4,856,274 shares | $192,065,637 |
| JABIL INC | COM | 466313103 | — | 493,307 shares | $190,132,850 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | — | 536,420 shares | $187,733,589 |
| NIKE INC | CL B | 654106103 | — | 4,563,303 shares | $187,323,608 |
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | — | 1,502,811 shares | $185,281,568 |
| APPLE INC | COM | 037833100 | — | 639,739 shares | $184,986,929 |
| CANADIAN NAT RES LTD MED TER | COM | 136385101 | — | 4,581,551 shares | $181,036,211 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 412,297 shares | $177,889,848 |
| MERCK & CO INC | COM | 58933Y105 | — | 1,377,585 shares | $176,881,914 |
| OSI SYSTEMS INC | COM | 671044105 | — | 808,679 shares | $176,858,097 |
| ZIFF DAVIS INC | COM | 48123V102 | — | 3,355,967 shares | $175,751,992 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 | — | 1,714,300 shares | $175,374,576 |
| TEXAS INSTRS INC | COM | 882508104 | — | 583,841 shares | $174,025,502 |
| DESCARTES SYS GROUP INC | COM | 249906108 | — | 2,503,472 shares | $173,338,297 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 337,456 shares | $173,261,722 |
| AXIS CAP HLDGS LTD | SHS | G0692U109 | — | 1,610,674 shares | $173,050,815 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 679,703 shares | $172,838,277 |
| TARSUS PHARMACEUTICALS INC | COM | 87650L103 | — | 2,728,674 shares | $171,790,123 |
| TOTALENERGIES SE | ACT | F92124100 | — | 2,207,402 shares | $171,682,990 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 1,833,499 shares | $169,176,961 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 | — | 1,787,909 shares | $169,083,598 |
| CRINETICS PHARMACEUTICALS IN | COM | 22663K107 | — | 4,414,994 shares | $165,170,492 |
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | — | 4,864,550 shares | $164,811,700 |
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | — | 431,951 shares | $164,301,200 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 2,275,873 shares | $164,226,991 |
| CISCO SYS INC | COM | 17275R102 | — | 1,397,126 shares | $164,106,508 |
| COGNEX CORP | COM | 192422103 | — | 2,227,849 shares | $161,407,660 |
| ABBVIE INC | COM | 00287Y109 | — | 635,931 shares | $159,749,047 |
| SS&C TECH HLDGS | COM | 78467J100 | — | 2,570,221 shares | $159,482,213 |
| BLACKROCK ETF TRUST II | ISHARES AAA CLO | 092528504 | — | 3,029,436 shares | $157,258,275 |
| TANGO THERAPEUTICS INC | COM | 87583X109 | — | 5,006,583 shares | $156,434,265 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 338,908 shares | $155,688,504 |
| CAE INC | COM | 124765108 | — | 6,141,908 shares | $153,728,033 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 | — | 757,558 shares | $152,780,510 |
| VERISK ANALYTICS INC | COM | 92345Y106 | — | 850,324 shares | $152,658,659 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 | — | 1,363,740 shares | $151,802,151 |
| ISHARES TR | CORE INTL AGGR | 46435G672 | — | 2,995,885 shares | $151,591,781 |
| CORE & MAIN INC | CL A | 21874C102 | — | 3,089,189 shares | $149,051,989 |
| AMCOR PLC | COM NEW | G0250X149 | — | 3,421,289 shares | $148,329,985 |
| MAGNOLIA OIL & GAS CORP | CL A | 559663109 | — | 5,792,161 shares | $148,163,478 |
| DOLLAR TREE INC | COM | 256746108 | — | 1,219,163 shares | $147,457,773 |
| SOTERA HEALTH CO | COM | 83601L102 | — | 8,253,994 shares | $146,508,416 |
| MCKESSON CORP | COM | 58155Q103 | — | 193,996 shares | $146,445,756 |
| STRIDE INC | COM | 86333M108 | — | 1,662,040 shares | $143,334,330 |
| SOUTHERN CO | COM | 842587107 | — | 1,479,100 shares | $141,564,661 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 365,912 shares | $141,509,777 |
| APOGEE THERAPEUTICS INC | COM | 03770N101 | — | 1,065,746 shares | $141,434,008 |
| HOME DEPOT INC | COM | 437076102 | — | 400,777 shares | $141,203,757 |
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | — | 1,883,844 shares | $141,081,077 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 1,785,240 shares | $139,641,473 |
| WINGSTOP INC | COM | 974155103 | — | 804,873 shares | $139,573,027 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 549,279 shares | $139,519,612 |
| COMFORT SYS USA INC | COM | 199908104 | — | 70,192 shares | $139,036,132 |
| JADE BIOSCIENCES INC | COM NEW | 008064206 | — | 6,244,929 shares | $138,739,588 |
| BEL FUSE INC | CL B | 077347300 | — | 416,582 shares | $138,719,933 |
| NETFLIX INC. | COM | 64110L106 | — | 1,932,268 shares | $137,925,290 |
| COCA COLA CO | COM | 191216100 | — | 1,690,804 shares | $137,411,677 |
| PERIMETER SOLUTIONS INC | COMMON STOCK | 71385M107 | — | 3,853,198 shares | $137,366,509 |
| TYRA BIOSCIENCES INC | COM | 90240B106 | — | 4,271,891 shares | $136,588,150 |
| ELI LILLY & CO | COM | 532457108 | — | 112,911 shares | $135,450,293 |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | — | 589,223 shares | $135,183,183 |
| WELLTOWER INC | COM | 95040Q104 | — | 591,182 shares | $134,097,592 |
| TERADYNE INC | COM | 880770102 | — | 274,576 shares | $132,800,055 |
| GATES INDL CORP PLC | ORD SHS | G39108108 | — | 4,730,566 shares | $132,313,931 |
| FERRARI N V | COM | N3167Y103 | — | 354,992 shares | $131,658,111 |
| MCKESSON CORP | COM | 58155Q103 | — | 172,196 shares | $130,112,441 |
| TESLA INC | COM | 88160R101 | — | 308,890 shares | $129,837,278 |
| ORUKA THERAPEUTICS INC | COM | 687604108 | — | 1,359,347 shares | $129,397,739 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 1,788,285 shares | $128,927,384 |
| RTX CORPORATION | COM | 75513E101 | — | 678,727 shares | $128,774,972 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 3,039,931 shares | $128,710,672 |
| NEXTPOWER INC | CLASS A COM | 65290E101 | — | 1,062,205 shares | $126,604,214 |
| ZURN ELKAY WATER SOLNS CORP | COM | 98983L108 | — | 2,483,540 shares | $125,493,280 |
| CBRE GROUP INC | CL A | 12504L109 | — | 929,135 shares | $125,186,639 |
| ZOETIS INC | CL A | 98978V103 | — | 1,730,862 shares | $124,379,784 |
| CARDINAL HEALTH INC | COM | 14149Y108 | — | 520,730 shares | $123,707,201 |