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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
  1. NVIDIA CORPORATION · COM · 67066G104 · shares: $16,156,076,078
  2. ALPHABET INC · CAP STK CL C · 02079K107 · shares: $10,625,474,689
  3. BROADCOM INC · COM · 11135F101 · shares: $7,396,270,699
  4. MICROSOFT CORP · COM · 594918104 · shares: $6,928,663,771
  5. AMAZON COM INC · COM · 023135106 · shares: $5,910,082,831
  6. APPLE INC · COM · 037833100 · shares: $5,378,820,686
  7. ELI LILLY & CO · COM · 532457108 · shares: $4,667,180,450
  8. LAM RESEARCH CORP · COM NEW · 512807306 · shares: $4,283,118,061
  9. TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $3,822,882,792
  10. MICRON TECHNOLOGY INC · COM · 595112103 · shares: $3,525,281,144

Reported holdings

4,567 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
NVIDIA CORPORATIONCOM67066G104 — 69,579,331 shares $13,921,857,320
ALPHABET INCCAP STK CL C02079K107 — 27,378,540 shares $9,673,663,960
BROADCOM INCCOM11135F101 — 16,853,558 shares $6,366,345,277
MICROSOFT CORPCOM594918104 — 15,612,646 shares $5,823,803,003
AMAZON COM INCCOM023135106 — 20,310,482 shares $4,840,741,613
ELI LILLY & COCOM532457108 — 3,650,834 shares $4,378,938,964
APPLE INCCOM037833100 — 14,771,021 shares $4,274,126,875
LAM RESEARCH CORPCOM NEW512807306 — 9,503,137 shares $4,118,003,846
KLA CORPCOM NEW482480100 — 10,384,853 shares $3,133,213,994
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS874039100 — 6,262,751 shares $2,990,796,454
MICRON TECHNOLOGY INCCOM595112103 — 2,350,033 shares $2,712,626,361
META PLATFORMS INCCL A30303M102 — 4,278,881 shares $2,410,241,888
GE VERNOVA INCCOM36828A101 — 1,980,748 shares $2,327,071,673
ARGENX SESPONSORED ADR04016X101 — 2,298,269 shares $2,132,505,095
HOWMET AEROSPACE INCCOM443201108 — 7,517,375 shares $2,021,135,176
EATON CORP PLCSHSG29183103 — 4,631,143 shares $1,973,414,630
REVOLUTION MEDICINES INCCOM76155X100 — 10,478,476 shares $1,962,107,285
SPACE EXPLORATION TECHN CORPCLASS A COM STK84615Q103 — 11,469,058 shares $1,959,594,280
UNITEDHEALTH GROUP INCCOM91324P102 — 4,686,175 shares $1,947,704,628
FLEX LTDORDY2573F102 — 11,547,040 shares $1,871,428,713
DATADOG INCCL A COM23804L103 — 6,839,996 shares $1,780,854,001
JOHNSON & JOHNSONCOM478160104 — 7,007,090 shares $1,779,591,134
MASTERCARD INCORPORATEDCL A57636Q104 — 3,354,103 shares $1,722,665,044
ORACLE CORPCOM68389X105 — 11,713,857 shares $1,716,692,610
FERGUSON ENTERPRISES INCCOMMON STOCK NEW31488V107 — 7,161,314 shares $1,699,751,898
LUMENTUM HLDGS INCCOM55024U109 — 1,864,961 shares $1,600,249,061
ADVANCED MICRO DEVICES INCCOM007903107 — 2,719,261 shares $1,579,645,828
NVIDIA CORPORATIONCOM67066G104 — 7,804,119 shares $1,559,028,852
DOORDASH INCCL A25809K105 — 8,191,929 shares $1,511,656,955
DANAHER CORP DELCOM235851102 — 7,360,217 shares $1,401,962,057
SEAGATE TECHNOLOGY HLDNGS PLORD SHSG7997R103 — 1,421,611 shares $1,371,843,497
ABBVIE INCCOM00287Y109 — 5,421,629 shares $1,364,298,929
ASTRAZENECA PLCORDG0593M107 — 6,956,489 shares $1,301,952,109
VISA INCCOM CL A92826C839 — 3,774,396 shares $1,294,945,901
AMPHENOL CORPCL A032095101 — 7,265,264 shares $1,281,011,350
GE AEROSPACECOM NEW369604301 — 3,230,448 shares $1,207,315,424
LPL FINL HLDGS INCCOM50212V100 — 3,978,182 shares $1,120,575,795
ON SEMICONDUCTOR CORPCOM682189105 — 11,806,783 shares $1,116,213,234
PRAXIS PRECISION MEDICINES ICOM NEW74006W207 — 3,330,559 shares $1,115,583,505
JPMORGAN CHASE & COCOM46625H100 — 3,343,715 shares $1,094,495,552
BRIDGEBIO PHARMA INCCOM10806X102 — 13,724,900 shares $1,022,061,963
APPLIED MATLS INCCOM038222105 — 1,412,450 shares $1,021,201,363
VAXCYTE INCCOM92243G108 — 17,531,066 shares $1,019,081,437
MADRIGAL PHARMACEUTICALS INCCOM558868105 — 1,895,240 shares $1,017,709,256
ARAMARKCOM03852U106 — 17,088,644 shares $972,343,871
TELEDYNE TECHNOLOGIES INCCOM879360105 — 1,434,272 shares $956,515,995
ASCENDIS PHARMA A/SORD SHSK08588103 — 3,556,954 shares $948,888,913
REVVITY INCCOM714046109 — 8,103,166 shares $901,558,231
ASTRAZENECA PLCORDG0593M107 — 4,790,439 shares $897,920,731
BOEING COCOM097023105 — 4,084,348 shares $884,138,123
AMAZON COM INCCOM023135106 — 3,657,418 shares $871,251,829
APPLE INCCOM037833100 — 2,940,648 shares $850,317,776
HUNT J B TRANS SVCS INCCOM445658107 — 2,920,682 shares $845,333,080
API GROUP CORPCOM STK00187Y100 — 19,756,964 shares $836,707,415
LIBERTY MEDIA CORP DELCOM LBTY ONE S C531229755 — 8,685,748 shares $826,362,116
BROADCOM INCCOM11135F101 — 2,145,000 shares $809,297,775
ARISTA NETWORKS INCCOM SHS040413205 — 4,755,883 shares $807,929,412
ALLIANT ENERGY CORPCOM018802108 — 10,301,968 shares $785,937,159
TJX COS INC NEWCOM872540109 — 5,100,673 shares $772,752,678
BOSTON SCIENTIFIC CORPCOM101137107 — 18,040,204 shares $769,955,057
PROGRESSIVE CORPCOM743315103 — 3,511,100 shares $766,962,108
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS874039100 — 1,590,159 shares $757,877,731
TRANE TECHNOLOGIES PLCSHSG8994E103 — 1,532,048 shares $752,481,050
ALPHABET INCCAP STK CL C02079K107 — 2,105,931 shares $744,109,660
AMERICAN EXPRESS COCOM025816109 — 2,131,540 shares $720,993,607
TOTALENERGIES SEACTF92124100 — 9,192,924 shares $714,904,814
SNOWFLAKE INCCOM SHS833445109 — 2,764,585 shares $703,586,861
NXP SEMICONDUCTORS N VCOMN6596X109 — 2,471,528 shares $694,573,436
MICROSOFT CORPCOM594918104 — 1,856,438 shares $692,145,062
ABBOTT LABORATORIESCOM002824100 — 7,582,395 shares $688,026,622
MERCADOLIBRE INCCOM58733R102 — 405,245 shares $687,861,433
PNC FINL SVCS GROUP INCCOM693475105 — 2,785,785 shares $685,906,535
MIRUM PHARMACEUTICALS INCCOM604749101 — 5,734,461 shares $671,218,387
NEBIUS GROUP N.V.SHS CLASS AN97284108 — 2,427,998 shares $670,540,183
ALPHABET INCCAP STK CL A02079K305 — 1,873,847 shares $669,160,133
CADENCE DESIGN SYSTEM INCCOM127387108 — 1,779,054 shares $667,714,544
PHILIP MORRIS INTL INCCOM718172109 — 3,684,118 shares $666,493,822
INTUITIVE SURGICAL INCCOM NEW46120E602 — 1,642,159 shares $653,054,232
STRYKER CORPORATIONCOM863667101 — 2,071,537 shares $652,203,176
DEERE & COCOM244199105 — 1,026,662 shares $651,235,141
MICRON TECHNOLOGY INCCOM595112103 — 564,912 shares $650,301,273
GLAUKOS CORPCOM377322102 — 4,571,362 shares $638,873,789
DISNEY WALT COCOM254687106 — 6,609,333 shares $636,148,363
FREEPORT MCMORAN INCCL B35671D857 — 10,095,616 shares $634,908,397
MORGAN STANLEYCOM NEW617446448 — 3,036,617 shares $634,773,081
TRAVERE THERAPEUTICS INCCOM89422G107 — 11,039,056 shares $627,101,041
DRAFTKINGS INC NEWCOM CL A26142V105 — 24,666,165 shares $623,077,780
ANALOG DEVICES INCCOM032654105 — 1,513,959 shares $601,299,080
MEDLINE INCCOM CL A58507V107 — 15,226,321 shares $600,520,469
GLOBUS MED INCCL A379577208 — 7,522,109 shares $594,321,913
WATERS CORPCOM941848103 — 1,571,883 shares $589,519,076
PTC THERAPEUTICS INCCOM69366J200 — 7,076,322 shares $577,125,024
MONSTER BEVERAGE CORP NEWCOM61174X109 — 5,960,616 shares $572,931,818
GOLDMAN SACHS GROUP INCCOM38141G104 — 565,729 shares $572,161,618
CHEVRON CORPORATIONCOM166764100 — 3,435,469 shares $569,464,468
ROYAL CARIBBEAN GROUPCOMV7780T103 — 1,780,142 shares $565,248,553
VERTEX PHARMACEUTICALS INCCOM92532F100 — 1,130,695 shares $561,598,516
OREILLY AUTOMOTIVE INCCOM67103H107 — 6,074,648 shares $559,414,328
AMEREN CORPCOM023608102 — 4,857,324 shares $549,072,004
GILDAN ACTIVEWEAR INCCOM375916103 — 10,443,093 shares $538,863,607