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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) |
|---|---|---|---|---|---|
| GRIFFON CORP | COM | 398433102 | — | 235,620 shares | $22,980,019 |
| GENERAL MTRS CO | COM | 37045V100 | — | 297,670 shares | $22,939,939 |
| TANGER INC | COM | 875465106 | — | 577,371 shares | $22,807,059 |
| GE AEROSPACE | COM NEW | 369604301 | — | 60,819 shares | $22,729,885 |
| GATX CORP | COM | 361448103 | — | 128,165 shares | $22,709,556 |
| ETSY INC | COM | 29786A106 | — | 299,401 shares | $22,555,359 |
| AAR CORP | COM | 000361105 | — | 157,557 shares | $22,519,622 |
| FAIR ISAAC CORP | COM | 303250104 | — | 18,837 shares | $22,504,484 |
| IMMUNOCORE HLDGS PLC | ADS | 45258D105 | — | 709,022 shares | $22,504,358 |
| DTE ENERGY CO | COM | 233331107 | — | 147,578 shares | $22,486,460 |
| PALISADE BIO INC | COM | 696389402 | — | 10,689,452 shares | $22,394,402 |
| EOG RES INC | COM | 26875P101 | — | 171,972 shares | $22,311,647 |
| AES CORP | COM | 00130H105 | — | 1,524,008 shares | $22,303,857 |
| WABTEC | COM | 929740108 | — | 82,618 shares | $22,263,485 |
| OWENS CORNING NEW | COM | 690742101 | — | 139,952 shares | $22,246,768 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | — | 92,873 shares | $22,197,576 |
| NUTRIEN LTD | COM | 67077M108 | — | 349,007 shares | $21,959,634 |
| TYLER TECHNOLOGIES INC | COM | 902252105 | — | 75,058 shares | $21,951,463 |
| LUMEXA IMAGING HOLDINGS INC | COM | 550249106 | — | 1,943,236 shares | $21,919,702 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | — | 252,058 shares | $21,840,826 |
| US BANCORP | COM NEW | 902973304 | — | 361,021 shares | $21,811,084 |
| FIRST TRACKS BIOTHERAPEUTICS | ORD SHS | 337185102 | — | 1,084,000 shares | $21,810,080 |
| ENBRIDGE INC | COM | 29250N105 | — | 400,088 shares | $21,688,770 |
| HEALTHCARE SVCS GROUP INC | COM | 421906108 | — | 879,799 shares | $21,607,863 |
| BROADSTONE NET LEASE INC | COM | 11135E203 | — | 1,041,227 shares | $21,522,162 |
| TREVI THERAPEUTICS INC | COM | 89532M101 | — | 1,153,846 shares | $21,496,151 |
| WALMART INC | COM | 931142103 | — | 189,542 shares | $21,457,102 |
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | — | 82,152 shares | $21,412,097 |
| KAILERA THERAPEUTICS INC | COMMON STOCK | 482931102 | — | 970,857 shares | $21,344,291 |
| PRAXIS PRECISION MEDICINES I | COM NEW | 74006W207 | — | 63,475 shares | $21,257,388 |
| DEUTSCHE BK AG | NAMEN AKT | D18190898 | — | 626,827 shares | $21,237,850 |
| ON HLDG AG | NAMEN AKT A | H5919C104 | — | 597,213 shares | $21,153,284 |
| GILDAN ACTIVEWEAR INC | COM | 375916103 | — | 409,796 shares | $21,145,474 |
| CATERPILLAR INC | COM | 149123101 | — | 19,851 shares | $21,131,985 |
| PORCH GROUP INC | COM | 733245104 | — | 1,399,960 shares | $21,055,398 |
| MAYVILLE ENGR CO INC | COM | 578605107 | — | 561,975 shares | $21,051,584 |
| VENTAS INC | COM | 92276F100 | — | 236,657 shares | $21,011,626 |
| LEGENCE CORP | CL A | 52476L109 | — | 245,764 shares | $20,945,985 |
| EQUINIX INC | COM | 29444U700 | — | 20,067 shares | $20,919,714 |
| GRIFOLS S A | SP ADR REP B NVT | 398438408 | — | 2,958,981 shares | $20,905,201 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | — | 142,170 shares | $20,783,832 |
| POWELL INDS INC | COM | 739128106 | — | 72,504 shares | $20,762,245 |
| EQUILLIUM INC | COM | 29446K106 | — | 6,494,571 shares | $20,685,209 |
| CASEYS GEN STORES INC | COM | 147528103 | — | 25,924 shares | $20,603,620 |
| ELECTRONIC ARTS INC | COM | 285512109 | — | 99,895 shares | $20,478,475 |
| AMERIS BANCORP | COM | 03076K108 | — | 226,463 shares | $20,440,550 |
| ENOVA INTL INC | COM | 29357K103 | — | 84,706 shares | $20,391,275 |
| GAMING & LEISURE P | COM | 36467J108 | — | 456,100 shares | $20,319,255 |
| MADDEN STEVEN LTD | COM | 556269108 | — | 482,291 shares | $20,304,451 |
| KLAVIYO INC | COM SER A | 49845K101 | — | 1,343,505 shares | $20,286,926 |
| CISCO SYS INC | COM | 17275R102 | — | 172,700 shares | $20,269,799 |
| REVOLUTION MEDICINES INC | COM | 76155X100 | — | 108,145 shares | $20,251,138 |
| AXIS CAP HLDGS LTD | SHS | G0692U109 | — | 188,406 shares | $20,244,720 |
| FB FINL CORP | COM | 30257X104 | — | 365,651 shares | $20,238,783 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 111,407 shares | $20,154,640 |
| GAMING & LEISURE P | COM | 36467J108 | — | 450,000 shares | $20,038,500 |
| OFG BANCORP | COM | 67103X102 | — | 407,857 shares | $20,013,543 |
| ARGENX SE | SPONSORED ADR | 04016X101 | — | 21,367 shares | $19,823,662 |
| OSI SYSTEMS INC | COM | 671044105 | — | 90,575 shares | $19,810,013 |
| YETI HLDGS INC | COM | 98585X104 | — | 394,615 shares | $19,557,119 |
| CRA INTL INC | COM | 12618T105 | — | 137,322 shares | $19,540,921 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 76,761 shares | $19,494,991 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 65,520 shares | $19,494,166 |
| THOR INDS INC | COM | 885160101 | — | 259,277 shares | $19,487,259 |
| EMERSON ELEC CO | COM | 291011104 | — | 136,074 shares | $19,470,148 |
| PROGRESSIVE CORP | COM | 743315103 | — | 89,106 shares | $19,465,206 |
| ABBVIE INC | COM | 00287Y109 | — | 77,382 shares | $19,438,745 |
| WELLS FARGO & CO | COM | 949746101 | — | 233,623 shares | $19,305,437 |
| PTC INC | COM | 69370C100 | — | 169,874 shares | $19,299,385 |
| SANOFI SA | SPONSORED ADR | 80105N105 | — | 445,307 shares | $18,996,832 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 36,960 shares | $18,976,558 |
| EXELIXIS INC | COM | 30161Q104 | — | 348,209 shares | $18,946,052 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 90,449 shares | $18,907,459 |
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | — | 224,147 shares | $18,856,366 |
| CACTUS INC | CL A | 127203107 | — | 368,039 shares | $18,852,798 |
| MIRUM PHARMACEUTICALS INC | COM | 604749101 | — | 160,984 shares | $18,844,756 |
| M/I HOMES INC | COM | 55305B101 | — | 117,129 shares | $18,833,172 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 439,405 shares | $18,753,805 |
| FULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | 35969L108 | — | 2,309,896 shares | $18,744,806 |
| CALIFORNIA RES CORP | COM STOCK | 13057Q305 | — | 352,651 shares | $18,644,658 |
| AURORA INNOVATION INC | CLASS A COM | 051774107 | — | 2,736,491 shares | $18,628,763 |
| SAIA INC | COM | 78709Y105 | — | 44,216 shares | $18,618,040 |
| FERROVIAL NV | ORD SHS | N3168P101 | — | 271,545 shares | $18,618,032 |
| JACOBS SOLUTIONS INC | COM | 46982L108 | — | 147,424 shares | $18,568,790 |
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | — | 219,573 shares | $18,485,701 |
| CLEAN HARBORS INC | COM | 184496107 | — | 61,852 shares | $18,474,433 |
| GOOSEHEAD INS INC | COM CL A | 38267D109 | — | 380,654 shares | $18,461,719 |
| TAPESTRY INC | COM | 876030107 | — | 125,870 shares | $18,424,851 |
| CHESAPEAKE UTILS CORP | COM | 165303108 | — | 150,071 shares | $18,380,696 |
| LEXEO THERAPEUTICS INC | COM | 52886X107 | — | 3,942,145 shares | $18,350,685 |
| ENERSYS | COM | 29275Y102 | — | 78,390 shares | $18,329,150 |
| FORTUNE BRANDS INNOVATIONS I | COM | 34964C106 | — | 333,746 shares | $18,322,655 |
| LAMB WESTON HLDGS INC | COM | 513272104 | — | 423,032 shares | $18,266,522 |
| ITT INC | COM | 45073V108 | — | 92,331 shares | $18,257,604 |
| CITIGROUP INC | COM NEW | 172967424 | — | 130,327 shares | $18,239,915 |
| ALCON AG | ORD SHS | H01301128 | — | 269,242 shares | $18,228,061 |
| SEZZLE INC | COM | 78435P105 | — | 106,032 shares | $18,198,272 |
| HANOVER INS GROUP INC | COM | 410867105 | — | 84,431 shares | $18,078,366 |
| AMPHENOL CORP | CL A | 032095101 | — | 102,436 shares | $18,061,516 |
| UL SOLUTIONS INC | CLASS A COM SHS | 903731107 | — | 177,290 shares | $18,060,252 |