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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) |
|---|---|---|---|---|---|
| QORVO INC | COM | 74736K101 | — | 568,187 shares | $52,975,123 |
| SERVICETITAN INC | SHS CL A | 81764X103 | — | 744,499 shares | $52,643,524 |
| BIOAGE LABS INC | COM | 09077V100 | — | 2,144,633 shares | $52,597,124 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 728,634 shares | $52,530,868 |
| WAYSTAR HLDG CORP | COM | 946784105 | — | 2,555,791 shares | $52,470,389 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 154,438 shares | $52,239,426 |
| ENTERGY CORP NEW | COM | 29364G103 | — | 449,922 shares | $51,678,041 |
| SILGAN HLDGS INC | COM | 827048109 | — | 1,113,911 shares | $51,674,331 |
| GLOBAL PMTS INC | COM | 37940X102 | — | 712,000 shares | $51,662,720 |
| KIRBY CORP | COM | 497266106 | — | 379,956 shares | $51,662,617 |
| BROADCOM INC | COM | 11135F101 | — | 136,497 shares | $51,561,742 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 209,489 shares | $51,541,626 |
| PROGRESSIVE CORP | COM | 743315103 | — | 235,927 shares | $51,492,247 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | — | 145,163 shares | $51,470,445 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 53,260 shares | $51,375,662 |
| SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | — | 448,367 shares | $51,297,668 |
| TESLA INC | COM | 88160R101 | — | 121,950 shares | $51,259,853 |
| CHEWY INC | CL A | 16679L109 | — | 2,600,701 shares | $51,103,775 |
| JACOBS SOLUTIONS INC | COM | 46982L108 | — | 404,883 shares | $50,997,191 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | — | 573,633 shares | $50,789,467 |
| CENTENE CORP DEL | COM | 15135B101 | — | 787,946 shares | $50,578,323 |
| FABRINET | SHS | G3323L100 | — | 89,843 shares | $50,498,953 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | — | 211,489 shares | $50,192,684 |
| HENRY JACK & ASSOC INC | COM | 426281101 | — | 362,495 shares | $49,930,061 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | — | 450,924 shares | $49,182,281 |
| HEICO CORP NEW | CL A | 422806208 | — | 190,530 shares | $49,126,255 |
| FRANKLIN TEMPLETON ETF TR | FTSE UNTD KGDM | 35473P678 | — | 1,387,486 shares | $48,964,381 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 99,701 shares | $48,951,840 |
| ON SEMICONDUCTOR CORP | COM | 682189105 | — | 514,583 shares | $48,648,677 |
| EVEREST GROUP LTD | COM | G3223R108 | — | 135,951 shares | $48,565,776 |
| EXELIXIS INC | COM | 30161Q104 | — | 888,184 shares | $48,352,477 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | — | 145,400 shares | $48,065,605 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 1,132,256 shares | $47,911,413 |
| FERVO ENERGY CO | CL A COM | 31556C106 | — | 1,630,364 shares | $47,655,540 |
| REPLIGEN CORP | COM | 759916109 | — | 345,274 shares | $47,109,185 |
| FOX CORP | CL B COM | 35137L204 | — | 999,716 shares | $46,826,697 |
| ZURN ELKAY WATER SOLNS CORP | COM | 98983L108 | — | 906,138 shares | $45,797,056 |
| STANTEC INC | COM | 85472N109 | — | 663,973 shares | $45,751,425 |
| INTEL CORP | COM | 458140100 | — | 326,628 shares | $45,562,973 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 226,515 shares | $45,424,186 |
| ONEMAIN HLDGS INC | COM | 68268W103 | — | 744,144 shares | $45,372,145 |
| RYDER SYS INC | COM | 783549108 | — | 171,638 shares | $45,290,798 |
| EVERCORE INC | CLASS A | 29977A105 | — | 132,403 shares | $45,230,623 |
| CARDINAL HEALTH INC | COM | 14149Y108 | — | 189,447 shares | $45,005,977 |
| CONTINEUM THERAPEUTICS INC | CL A | 21217B100 | — | 2,734,836 shares | $44,769,265 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 38,677 shares | $44,644,474 |
| PAYLOCITY HLDG CORP | COM | 70438V106 | — | 425,654 shares | $44,502,037 |
| COMFORT SYS USA INC | COM | 199908104 | — | 22,421 shares | $44,437,301 |
| BALL CORP | COM | 058498106 | — | 710,073 shares | $44,308,555 |
| GLACIER BANCORP INC NEW | COM | 37637Q105 | — | 859,025 shares | $44,308,510 |
| CISCO SYS INC | COM | 17275R102 | — | 375,728 shares | $44,099,195 |
| GPGI INC | COM CL A | 20459V105 | — | 2,770,328 shares | $43,909,699 |
| CATERPILLAR INC | COM | 149123101 | — | 41,240 shares | $43,901,217 |
| HUBBELL INC | COM | 443510607 | — | 83,600 shares | $43,739,935 |
| SEPTERNA INC | COM | 81734D104 | — | 1,307,500 shares | $43,722,800 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 297,181 shares | $43,526,615 |
| SELECTIVE INS GROUP INC | COM | 816300107 | — | 446,529 shares | $43,317,778 |
| BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | — | 609,576 shares | $43,206,749 |
| REVVITY INC | COM | 714046109 | — | 387,978 shares | $43,166,432 |
| HARTFORD INSURANCE GROUP INC | COM | 416515104 | — | 324,658 shares | $43,023,678 |
| HALOZYME THERAPEUTICS INC | COM | 40637H109 | — | 549,347 shares | $42,997,390 |
| ATLANTA BRAVES HLDGS INC | COM SER C | 047726302 | — | 827,801 shares | $42,962,872 |
| EATON CORP PLC | SHS | G29183103 | — | 100,372 shares | $42,760,981 |
| NOVANTA INC | COM | 67000B104 | — | 263,091 shares | $42,683,884 |
| GRAND CANYON ED INC | COM | 38526M106 | — | 298,182 shares | $42,663,974 |
| BLACKBAUD INC | COM | 09227Q100 | — | 1,440,322 shares | $42,662,338 |
| ALPHABET INC | DEP SHS RP1/20 B | 02079K602 | — | 843,782 shares | $42,609,521 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | — | 359,764 shares | $42,564,382 |
| LPL FINL HLDGS INC | COM | 50212V100 | — | 150,611 shares | $42,424,106 |
| AKTIS ONCOLOGY INC | COM | 01021M104 | — | 1,314,267 shares | $42,358,825 |
| TERADYNE INC | COM | 880770102 | — | 87,487 shares | $42,329,710 |
| GRANITESHARES GOLD TR | SHS BEN INT | 38748G101 | — | 1,069,738 shares | $42,287,312 |
| LINCOLN ELEC HLDGS INC | COM | 533900106 | — | 158,951 shares | $42,203,080 |
| ELI LILLY & CO | COM | 532457108 | — | 35,166 shares | $42,185,837 |
| SERVICENOW INC | COM | 81762P102 | — | 424,691 shares | $42,161,218 |
| HUNT J B TRANS SVCS INC | COM | 445658107 | — | 145,317 shares | $42,059,099 |
| FEDERAL SIGNAL CORP | COM | 313855108 | — | 327,385 shares | $42,025,167 |
| PPL CORP | COM | 69351T106 | — | 1,146,069 shares | $41,659,608 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 117,724 shares | $41,595,421 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 71,034 shares | $41,234,527 |
| RENTOKIL INITIAL PLC | SPONSORED ADR | 760125104 | — | 1,438,890 shares | $41,162,463 |
| COLLIERS INTL GROUP INC | SUB VTG SHS | 194693107 | — | 436,848 shares | $40,971,974 |
| DOORDASH INC | CL A | 25809K105 | — | 221,466 shares | $40,867,121 |
| LIVANOVA PLC | SHS | G5509L101 | — | 494,737 shares | $40,682,224 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 85,163 shares | $40,589,112 |
| INSULET CORP | COM | 45784P101 | — | 266,041 shares | $40,504,939 |
| GLOBUS MED INC | CL A | 379577208 | — | 511,399 shares | $40,421,095 |
| SOLID BIOSCIENCES INC | COM NEW | 83422E204 | — | 4,043,605 shares | $40,375,396 |
| VALVOLINE INC | COM | 92047W101 | — | 1,019,976 shares | $40,329,851 |
| ON SEMICONDUCTOR CORP | COM | 682189105 | — | 424,645 shares | $40,155,112 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 220,163 shares | $39,815,378 |
| PROLOGIS INC. | COM | 74340W103 | — | 293,437 shares | $39,739,076 |
| LANDSTAR SYS INC | COM | 515098101 | — | 191,958 shares | $39,698,834 |
| SUNCOR ENERGY INC NEW | COM | 867224107 | — | 736,629 shares | $39,615,406 |
| STAG INDUSTRIAL INC | COM | 85254J102 | — | 1,032,824 shares | $39,309,281 |
| 1ST SOURCE CORP | COM | 336901103 | — | 481,186 shares | $39,286,083 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 78,081 shares | $39,070,952 |
| VONTIER CORPORATION | COM | 928881101 | — | 1,340,612 shares | $38,877,748 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 118,791 shares | $38,877,325 |
| CBRE GROUP INC | CL A | 12504L109 | — | 287,130 shares | $38,676,442 |