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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) |
|---|---|---|---|---|---|
| EXELON CORP | COM | 30161N101 | — | 172,855 shares | $8,058,500 |
| GUARDANT HEALTH INC | COM | 40131M109 | — | 53,692 shares | $8,052,189 |
| COCA-COLA FEMSA SAB DE CV | SPONS ADS REP | 191241108 | — | 75,696 shares | $8,040,099 |
| SOLARIS RES INC | COM NEW | 83419D201 | — | 964,923 shares | $8,031,617 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | — | 58,645 shares | $8,030,666 |
| MCDONALDS CORP | COM | 580135101 | — | 29,714 shares | $8,028,574 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 47,231 shares | $8,026,672 |
| RBC BEARINGS INC | COM | 75524B104 | — | 12,468 shares | $8,023,968 |
| TARGET CORP | COM | 87612E106 | — | 61,304 shares | $8,006,915 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 76,403 shares | $7,940,939 |
| EAST WEST BANCORP INC | COM | 27579R104 | — | 61,513 shares | $7,939,483 |
| MEDLINE INC | COM CL A | 58507V107 | — | 201,281 shares | $7,938,523 |
| BWX TECHNOLOGIES INC | COM | 05605H100 | — | 40,660 shares | $7,914,266 |
| CSX CORP | COM | 126408103 | — | 165,586 shares | $7,867,819 |
| REPLIGEN CORP | COM | 759916109 | — | 57,668 shares | $7,866,763 |
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 | — | 70,376 shares | $7,863,462 |
| CAE INC | COM | 124765108 | — | 313,861 shares | $7,855,592 |
| PEPSICO INC | COM | 713448108 | — | 58,001 shares | $7,853,625 |
| SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | — | 68,384 shares | $7,825,355 |
| DOLLAR TREE INC | COM | 256746108 | — | 64,673 shares | $7,822,199 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 89,103 shares | $7,816,561 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 15,539 shares | $7,780,300 |
| GENERAC HLDGS INC | COM | 368736104 | — | 26,489 shares | $7,751,079 |
| VERISK ANALYTICS INC | COM | 92345Y106 | — | 43,165 shares | $7,749,412 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 45,269 shares | $7,734,661 |
| DEVON ENERGY CORP NEW | COM | 25179M103 | — | 186,878 shares | $7,721,799 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 20,569 shares | $7,718,106 |
| EQT CORP | COM | 26884L109 | — | 144,818 shares | $7,699,367 |
| ANGLOGOLD ASHANTI PLC | COM SHS | G0378L100 | — | 94,791 shares | $7,668,040 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 30,866 shares | $7,664,336 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 180,511 shares | $7,638,323 |
| DEERE & CO | COM | 244199105 | — | 12,042 shares | $7,633,484 |
| PRAXIS PRECISION MEDICINES I | COM NEW | 74006W207 | — | 22,655 shares | $7,584,667 |
| MYR GROUP INC | COM | 55405W104 | — | 15,117 shares | $7,564,547 |
| LOGITECH INTL S A | SHS | H50430232 | — | 80,484 shares | $7,558,188 |
| WINGSTOP INC | COM | 974155103 | — | 43,563 shares | $7,553,795 |
| ROYAL GOLD INC | COM | 780287108 | — | 37,767 shares | $7,540,559 |
| COCA-COLA EUROPACIFIC PARTNE | SHS | G25839104 | — | 75,070 shares | $7,512,255 |
| UDR INC | COM | 902653104 | — | 188,050 shares | $7,510,717 |
| DOMINION ENERGY INC | COM | 25746U109 | — | 109,931 shares | $7,507,188 |
| APTARGROUP INC | COM | 038336103 | — | 59,803 shares | $7,487,336 |
| SHIFT4 PMTS INC | 6 SER A CNV PREF | 82452J307 | — | 120,400 shares | $7,459,382 |
| TOTALENERGIES SE | ACT | F92124100 | — | 95,820 shares | $7,451,620 |
| TOTALENERGIES SE | ACT | F92124100 | — | 95,819 shares | $7,451,543 |
| BOEING CO | COM | 097023105 | — | 34,387 shares | $7,442,550 |
| SEA LTD | SPONSORD ADS | 81141R100 | — | 77,592 shares | $7,433,668 |
| CAVCO INDS INC DEL | COM | 149568107 | — | 12,094 shares | $7,432,228 |
| ROIVANT SCIENCES LTD | SHS | G76279101 | — | 209,278 shares | $7,411,580 |
| JANUS DETROIT STR TR | HEND GLOB AR ETF | 47103U670 | — | 200,620 shares | $7,400,471 |
| WESCO INTL INC | COM | 95082P105 | — | 21,423 shares | $7,398,969 |
| WALKER & DUNLOP INC | COM | 93148P102 | — | 135,026 shares | $7,385,774 |
| EATON CORP PLC | SHS | G29183103 | — | 17,323 shares | $7,380,031 |
| ITRON INC | COM | 465741106 | — | 85,264 shares | $7,377,705 |
| BUNGE GLOBAL SA | COM SHS | H11356104 | — | 69,111 shares | $7,370,904 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 19,002 shares | $7,349,024 |
| CONSENSUS CLOUD SOLUTIONS IN | COM | 20848V105 | — | 191,491 shares | $7,305,382 |
| FORTINET INC | COM | 34959E109 | — | 47,557 shares | $7,304,517 |
| HOST HOTELS & RESORTS INC | COM | 44107P104 | — | 307,966 shares | $7,297,254 |
| STERIS PLC | SHS USD | G8473T100 | — | 34,576 shares | $7,279,742 |
| CALIFORNIA RES CORP | COM STOCK | 13057Q305 | — | 137,668 shares | $7,279,231 |
| ECOLAB INC | COM | 278865100 | — | 26,041 shares | $7,255,283 |
| SITIME CORP | COM | 82982T106 | — | 9,643 shares | $7,196,041 |
| ASTRAZENECA PLC | ORD | G0593M107 | — | 38,398 shares | $7,186,398 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 32,064 shares | $7,179,290 |
| ALBEMARLE CORP | COM | 012653101 | — | 53,103 shares | $7,164,657 |
| TERRENO RLTY CORP | COM | 88146M101 | — | 110,413 shares | $7,155,244 |
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | — | 37,986 shares | $7,106,231 |
| TJX COS INC NEW | COM | 872540109 | — | 46,901 shares | $7,105,736 |
| HELIX ENERGY SOLUTIONS GRP I | COM | 42330P107 | — | 812,052 shares | $7,097,334 |
| REALTY INCOME CORP | COM | 756109104 | — | 114,146 shares | $7,072,486 |
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | — | 59,616 shares | $7,045,121 |
| DOORDASH INC | CL A | 25809K105 | — | 38,132 shares | $7,036,498 |
| ANALOG DEVICES INC | COM | 032654105 | — | 17,707 shares | $7,032,689 |
| TALEN ENERGY CORP | COM | 87422Q109 | — | 18,289 shares | $7,032,029 |
| MONOLITHIC PWR SYS INC | COM | 609839105 | — | 5,068 shares | $6,999,542 |
| CALUMET INC | COM | 131428104 | — | 194,137 shares | $6,992,815 |
| DISNEY WALT CO | COM | 254687106 | — | 72,512 shares | $6,977,467 |
| UNION PAC CORP | COM | 907818108 | — | 25,635 shares | $6,966,696 |
| CARLISLE COS INC | COM | 142339100 | — | 19,195 shares | $6,962,711 |
| WELLTOWER INC | COM | 95040Q104 | — | 30,694 shares | $6,961,860 |
| GLOBAL E ONLINE LTD | SHS | M5216V106 | — | 199,572 shares | $6,931,136 |
| CARGURUS INC | COM CL A | 141788109 | — | 203,235 shares | $6,928,281 |
| ECOLAB INC | COM | 278865100 | — | 24,838 shares | $6,917,259 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 20,077 shares | $6,906,789 |
| ADOBE INC | COM | 00724F101 | — | 33,660 shares | $6,898,449 |
| ONEOK INC NEW | COM | 682680103 | — | 79,296 shares | $6,893,994 |
| JANUS DETROIT STR TR | HENDRSN SHRT ETF | 47103U886 | — | 140,853 shares | $6,882,782 |
| OWENS CORNING NEW | COM | 690742101 | — | 43,302 shares | $6,879,605 |
| DOUGLAS DYNAMICS INC | COM | 25960R105 | — | 127,421 shares | $6,874,363 |
| OSCAR HEALTH INC | CL A | 687793109 | — | 240,343 shares | $6,854,582 |
| EUPRAXIA PHARMACEUTICALS INC | COM | 29842P105 | — | 1,046,000 shares | $6,851,300 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 55,028 shares | $6,847,684 |
| AMERICAN HOMES 4 RENT | CL A | 02665T306 | — | 203,779 shares | $6,835,767 |
| SEMTECH CORP | COM | 816850101 | — | 42,185 shares | $6,831,650 |
| COGENT BIOSCIENCES INC | COM | 19240Q201 | — | 175,905 shares | $6,808,184 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 73,494 shares | $6,776,514 |
| DYCOM INDS INC | COM | 267475101 | — | 13,356 shares | $6,760,206 |
| MIDDLESEX WTR CO | COM | 596680108 | — | 120,373 shares | $6,760,148 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 74,399 shares | $6,746,129 |
| VISTA ENERGY S.A.B. DE C.V. | SPONSORED ADS | 92837L109 | — | 105,527 shares | $6,732,402 |