← Back to Discover
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) |
|---|---|---|---|---|---|
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 78,250 shares | $38,419,577 |
| ARAMARK | COM | 03852U106 | — | 675,172 shares | $38,417,287 |
| BOX INC | CL A | 10316T104 | — | 1,446,019 shares | $38,398,817 |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 | — | 57,305 shares | $38,216,705 |
| QNITY ELECTRONICS INC | COMMON STOCK | 74743L100 | — | 233,439 shares | $38,122,923 |
| INNODATA INC | COM NEW | 457642205 | — | 504,180 shares | $38,105,924 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 37,553 shares | $37,978,100 |
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | — | 658,396 shares | $37,674,796 |
| AXALTA COATING SYS LTD | COM | G0750C108 | — | 1,096,695 shares | $37,534,333 |
| HAMILTON LANE INC | CL A | 407497106 | — | 474,559 shares | $37,409,486 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | — | 133,083 shares | $37,400,315 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 | — | 385,765 shares | $37,203,177 |
| ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | — | 236,561 shares | $37,152,894 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | — | 105,717 shares | $37,008,347 |
| CARDINAL HEALTH INC | COM | 14149Y108 | — | 155,668 shares | $36,980,490 |
| OMEGA HEALTHCARE INVS INC | COM | 681936100 | — | 772,340 shares | $36,849,653 |
| API GROUP CORP | COM STK | 00187Y100 | — | 869,453 shares | $36,821,335 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 683,441 shares | $36,639,299 |
| WALMART INC | COM | 931142103 | — | 322,445 shares | $36,502,386 |
| KINIKSA PHARMACEUTICALS INTL | ORD SHS CL A | G52694109 | — | 568,398 shares | $36,335,857 |
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | — | 120,453 shares | $36,262,932 |
| GE AEROSPACE | COM NEW | 369604301 | — | 96,823 shares | $36,147,899 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 83,317 shares | $36,103,756 |
| AMETEK INC | COM | 031100100 | — | 148,335 shares | $35,872,595 |
| ARCUTIS BIOTHERAPEUTICS INC | COM | 03969K108 | — | 1,365,335 shares | $35,805,910 |
| HAMILTON LANE INC | CL A | 407497106 | — | 453,395 shares | $35,741,128 |
| MARKEL GROUP INC | COM | 570535104 | — | 18,302 shares | $35,731,452 |
| ALLIANT ENERGY CORP | COM | 018802108 | — | 467,901 shares | $35,696,167 |
| EXPAND ENERGY CORPORATION | COM | 165167735 | — | 390,497 shares | $35,609,421 |
| CAVCO INDS INC DEL | COM | 149568107 | — | 57,818 shares | $35,522,223 |
| PENUMBRA INC | COM | 70975L107 | — | 112,357 shares | $35,477,160 |
| ALIBABA GROUP HLDG LTD | NOTE 0.500% 6/0 | 01609WBG6 | — | 30,000,000 shares | $35,430,000 |
| HELIOS TECHNOLOGIES INC | COM | 42328H109 | — | 394,438 shares | $35,203,592 |
| XCEL ENERGY INC | COM | 98389B100 | — | 436,513 shares | $35,027,986 |
| KLA CORP | COM NEW | 482480100 | — | 115,854 shares | $34,954,310 |
| ITRON INC | COM | 465741106 | — | 400,913 shares | $34,691,002 |
| KLA CORP | COM NEW | 482480100 | — | 114,738 shares | $34,617,602 |
| S&P GLOBAL INC | COM | 78409V104 | — | 84,609 shares | $34,411,749 |
| RYMAN HOSPITALITY PPTYS INC | COM | 78377T107 | — | 267,547 shares | $34,395,149 |
| TOLL BROTHERS INC | COM | 889478103 | — | 208,606 shares | $34,367,839 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | — | 118,084 shares | $34,314,026 |
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | — | 289,985 shares | $34,279,127 |
| FORGENT POWER SOLUTIONS INC | COM SHS CL A | 34631F102 | — | 609,769 shares | $34,082,868 |
| UMB FINL CORP | COM | 902788108 | — | 238,162 shares | $34,002,367 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | — | 142,715 shares | $33,936,020 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 151,952 shares | $33,851,239 |
| CSW INDUSTRIALS INC | COM | 126402106 | — | 121,489 shares | $33,810,389 |
| AMAZON COM INC | COM | 023135106 | — | 141,826 shares | $33,802,809 |
| COMMERCIAL METALS CO | COM | 201723103 | — | 536,951 shares | $33,693,675 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 70,397 shares | $33,619,495 |
| JABIL INC | COM | 466313103 | — | 86,983 shares | $33,530,207 |
| SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | — | 700,869 shares | $33,459,486 |
| ALLY FINL INC | COM | 02005N100 | — | 727,489 shares | $33,428,120 |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | — | 821,349 shares | $33,363,196 |
| LKQ CORP | COM | 501889208 | — | 1,261,252 shares | $33,208,765 |
| ARLO TECHNOLOGIES INC | COM | 04206A101 | — | 2,458,291 shares | $33,137,763 |
| BUSINESS FIRST BANCSHARES IN | COM | 12326C105 | — | 1,078,198 shares | $33,133,025 |
| BENITEC BIOPHARMA INC | COM NEW | 08205P209 | — | 2,478,547 shares | $33,113,388 |
| ETSY INC | NOTE 1.000% 6/1 | 29786AAQ9 | — | 28,500,000 shares | $33,108,450 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 66,094 shares | $33,062,863 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 | — | 250,274 shares | $32,934,807 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 78,749 shares | $32,708,791 |
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | — | 289,572 shares | $32,621,974 |
| ELI LILLY & CO | COM | 532457108 | — | 27,163 shares | $32,580,117 |
| CRITEO S A | SPONS ADS | 226718104 | — | 1,784,972 shares | $32,575,739 |
| SPROUTS FMRS MKT INC | COM | 85208M102 | — | 384,750 shares | $32,540,250 |
| LOAR HOLDINGS INC | COM SHS | 53947R105 | — | 402,972 shares | $32,483,573 |
| JANUS LIVING INC | CL A-1 | 471024109 | — | 1,129,570 shares | $32,438,655 |
| PIPER SANDLER COMPANIES | COM NEW | 724078209 | — | 447,436 shares | $32,367,520 |
| MID-AMER APT CMNTYS INC | COM | 59522J103 | — | 232,053 shares | $32,242,487 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 365,806 shares | $32,090,331 |
| LIVERAMP HLDGS INC | COM | 53815P108 | — | 850,653 shares | $32,014,344 |
| TWILIO INC | CL A | 90138F102 | — | 154,903 shares | $31,961,136 |
| FULTON FINL CORP PA | COM | 360271100 | — | 1,316,752 shares | $31,852,231 |
| GLAUKOS CORP | COM | 377322102 | — | 227,868 shares | $31,842,661 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 | — | 113,598 shares | $31,807,440 |
| RAMBUS INC DEL | COM | 750917106 | — | 239,546 shares | $31,797,336 |
| DONALDSON INC | COM | 257651109 | — | 352,962 shares | $31,685,399 |
| BOOT BARN HLDGS INC | COM | 099406100 | — | 192,253 shares | $31,581,400 |
| ADT INC DEL | COM | 00090Q103 | — | 4,821,907 shares | $31,318,542 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | — | 254,358 shares | $31,298,752 |
| QUANTINUUM INC | CL A COM | 74768A104 | — | 382,072 shares | $31,230,565 |
| TERRENO RLTY CORP | COM | 88146M101 | — | 480,586 shares | $31,142,747 |
| CELSIUS HLDGS INC | COM NEW | 15118V207 | — | 1,060,106 shares | $31,045,152 |
| CLOUDFLARE INC | CL A COM | 18915M107 | — | 126,530 shares | $31,035,278 |
| VOYAGER TECHNOLOGIES INC | COM CL A | 92892B103 | — | 959,424 shares | $30,941,424 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | — | 111,876 shares | $30,892,320 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 | — | 137,591 shares | $30,787,266 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | — | 320,507 shares | $30,493,036 |
| QUAKER HOUGHTON | COM | 747316107 | — | 191,359 shares | $30,401,204 |
| REGAL REXNORD CORPORATION | COM | 758750103 | — | 127,012 shares | $30,252,988 |
| BROADCOM INC | COM | 11135F101 | — | 79,849 shares | $30,162,960 |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 | — | 45,212 shares | $30,153,269 |
| ASTERA LABS INC | COM | 04626A103 | — | 62,420 shares | $30,150,108 |
| INVIVYD INC | COM | 00534A102 | — | 34,173,104 shares | $30,048,410 |
| ALPHABET INC | DEP SHS RP1/20 B | 02079K602 | — | 594,678 shares | $29,956,904 |
| CURBLINE PPTYS CORP | COM | 23128Q101 | — | 982,026 shares | $29,884,454 |
| VERISK ANALYTICS INC | COM | 92345Y106 | — | 165,930 shares | $29,772,820 |
| COLLIERS INTL GROUP INC | SUB VTG SHS | 194693107 | — | 317,144 shares | $29,733,278 |
| APPLIED AEROSPACE & DEFENSE | COMMON STOCK | 03815J107 | — | 1,302,263 shares | $29,665,551 |