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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) |
|---|---|---|---|---|---|
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 79,158 shares | $5,706,896 |
| FORMFACTOR INC | COM | 346375108 | — | 35,569 shares | $5,692,463 |
| CUBESMART | COM | 229663109 | — | 142,437 shares | $5,668,280 |
| PENUMBRA INC | COM | 70975L107 | — | 17,918 shares | $5,655,727 |
| JATT II ACQUISITION CORP | ORD SHS | G50765109 | — | 500,000 shares | $5,652,500 |
| DRIVEN BRANDS HLDGS INC | COM | 26210V102 | — | 405,288 shares | $5,649,319 |
| INTEGER HLDGS CORP | COM | 45826H109 | — | 60,300 shares | $5,635,035 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 11,339 shares | $5,630,210 |
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | — | 21,351 shares | $5,622,039 |
| CF INDUSTRIES HOLD | COM | 125269100 | — | 51,935 shares | $5,620,852 |
| DATADOG INC | CL A COM | 23804L103 | — | 21,590 shares | $5,619,229 |
| EQUITY LIFESTYLE PROPERTIES | COM | 29472R108 | — | 87,000 shares | $5,610,141 |
| THE CIGNA GROUP | COM | 125523100 | — | 20,331 shares | $5,604,342 |
| GPGI INC | COM CL A | 20459V105 | — | 353,136 shares | $5,598,439 |
| IAMGOLD CORP | COM | 450913108 | — | 353,004 shares | $5,591,583 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 20,616 shares | $5,575,906 |
| ELANCO ANIMAL HEALTH INC | COM | 28414H103 | — | 226,000 shares | $5,566,380 |
| ZIFF DAVIS INC | COM | 48123V102 | — | 106,035 shares | $5,552,917 |
| JANUS DETROIT STR TR | HENDERSON US EQT | 47103U639 | — | 200,000 shares | $5,540,720 |
| CVS HEALTH CORP | COM | 126650100 | — | 53,511 shares | $5,534,910 |
| ENBRIDGE INC | COM | 29250N105 | — | 101,991 shares | $5,530,028 |
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 499049104 | — | 71,000 shares | $5,527,350 |
| APPLIED INDL TECHNOLOGIES IN | COM | 03820C105 | — | 16,332 shares | $5,526,667 |
| KYNDRYL HLDGS INC | COMMON STOCK | 50155Q100 | — | 487,546 shares | $5,514,145 |
| ALLY FINL INC | COM | 02005N100 | — | 119,817 shares | $5,507,388 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 8,612 shares | $5,500,655 |
| NEXTNAV INC | COMMON STOCK | 65345N106 | — | 308,068 shares | $5,492,852 |
| RUBRIK INC. | CL A | 781154109 | — | 68,144 shares | $5,468,897 |
| PACCAR INC | COM | 693718108 | — | 45,489 shares | $5,462,547 |
| NNN REIT INC | COM | 637417106 | — | 117,221 shares | $5,455,465 |
| NORTHWESTERN ENERGY GROUP IN | COM NEW | 668074305 | — | 76,104 shares | $5,451,710 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 27,155 shares | $5,445,528 |
| LOWES COS INC | COM | 548661107 | — | 24,682 shares | $5,439,049 |
| PROGRESSIVE CORP | COM | 743315103 | — | 24,823 shares | $5,417,744 |
| T-MOBILE US INC | COM | 872590104 | — | 32,286 shares | $5,413,394 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 75,190 shares | $5,409,545 |
| IONIS PHARMACEUTICALS INC | COM | 462222100 | — | 68,191 shares | $5,407,887 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 4,062 shares | $5,407,639 |
| DIGITALOCEAN HLDGS INC | COM | 25402D102 | — | 34,376 shares | $5,399,610 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 126,371 shares | $5,393,514 |
| BLOOMIN BRANDS INC | COM | 094235108 | — | 589,707 shares | $5,389,922 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 16,293 shares | $5,380,356 |
| STEPSTONE GROUP INC | COM CL A | 85914M107 | — | 130,016 shares | $5,377,462 |
| MOOG INC | CL A | 615394202 | — | 12,670 shares | $5,374,044 |
| FIRST HORIZON CORPORATION | COM | 320517105 | — | 208,906 shares | $5,359,483 |
| CHUBB LIMITED | COM | H1467J104 | — | 15,699 shares | $5,347,472 |
| KONTOOR BRANDS INC | COM | 50050N103 | — | 64,068 shares | $5,339,427 |
| UNIFIRST CORP MASS | COM | 904708104 | — | 20,162 shares | $5,336,176 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 92,213 shares | $5,331,295 |
| UNITED RENTALS INC | COM | 911363109 | — | 4,700 shares | $5,323,197 |
| DANAHER CORP DEL | COM | 235851102 | — | 27,964 shares | $5,321,969 |
| SMUCKER J M CO | COM NEW | 832696405 | — | 47,117 shares | $5,307,023 |
| AGNC INVT CORP | COM | 00123Q104 | — | 486,442 shares | $5,299,786 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 5,416 shares | $5,296,496 |
| PROLOGIS INC. | COM | 74340W103 | — | 38,846 shares | $5,260,720 |
| MOLINA HEALTHCARE INC | COM | 60855R100 | — | 23,000 shares | $5,259,985 |
| CORTEVA INC | COM | 22052L104 | — | 61,793 shares | $5,231,086 |
| DARLING INGREDIENTS INC | COM | 237266101 | — | 95,771 shares | $5,231,012 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 15,591 shares | $5,216,125 |
| WW GRAINGER INC | COM | 384802104 | — | 3,833 shares | $5,211,558 |
| GODADDY INC | CL A | 380237107 | — | 61,347 shares | $5,205,600 |
| NORTHRIM BANCORP INC | COM | 666762109 | — | 187,522 shares | $5,201,860 |
| ALIGN TECHNOLOGY INC | COM | 016255101 | — | 30,791 shares | $5,194,442 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 56,583 shares | $5,184,983 |
| BANK NOVA SCOTIA B C | COM | 064149107 | — | 59,673 shares | $5,182,417 |
| MARZETTI COMPANY | COM | 513847103 | — | 45,301 shares | $5,171,562 |
| LINDE PLC | SHS | G54950103 | — | 9,964 shares | $5,170,021 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 89,522 shares | $5,156,915 |
| CLOUDFLARE INC | CL A COM | 18915M107 | — | 20,987 shares | $5,155,352 |
| SOUTHERN CO | COM | 842587107 | — | 53,852 shares | $5,153,098 |
| BJS WHSL CLUB HLDGS INC | COM | 05550J101 | — | 58,833 shares | $5,132,885 |
| KAISER ALUMINIUM CORPORATION | COM PAR $0.01 | 483007704 | — | 26,170 shares | $5,119,637 |
| RANGE RES CORP | COM | 75281A109 | — | 137,603 shares | $5,117,456 |
| APA CORPORATION | COM | 03743Q108 | — | 156,789 shares | $5,103,482 |
| VULCAN MATLS CO | COM | 929160109 | — | 17,268 shares | $5,092,592 |
| HUT 8 CORP | COM | 44812J104 | — | 44,000 shares | $5,079,580 |
| STARBUCKS CORP | COM | 855244109 | — | 49,629 shares | $5,070,099 |
| BAXTER INTL INC | COM | 071813109 | — | 237,683 shares | $5,066,213 |
| NEXGEN ENERGY LTD | COM | 65340P106 | — | 539,350 shares | $5,063,675 |
| THE BALDWIN INSURANCE GRP IN | COM CL A | 05589G102 | — | 190,017 shares | $5,050,499 |
| TECK RESOURCES LTD | CL B | 878742204 | — | 84,758 shares | $5,040,774 |
| BANK NOVA SCOTIA B C | COM | 064149107 | — | 58,008 shares | $5,037,817 |
| LITTELFUSE INC | COM | 537008104 | — | 11,051 shares | $5,033,454 |
| HUNTINGTON INGALLS INDS INC | COM | 446413106 | — | 17,949 shares | $5,027,605 |
| CRINETICS PHARMACEUTICALS IN | COM | 22663K107 | — | 134,340 shares | $5,026,323 |
| LIBERTY GLOBAL LTD | COM CL C | G61188127 | — | 456,300 shares | $5,023,863 |
| CHARLES RIV LABS INTL INC | COM | 159864107 | — | 22,078 shares | $5,000,998 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 40,191 shares | $4,990,750 |
| HASBRO INC | COM | 418056107 | — | 60,405 shares | $4,988,245 |
| REVOLUTION MEDICINES INC | COM | 76155X100 | — | 26,582 shares | $4,978,277 |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | — | 57,188 shares | $4,977,644 |
| FIRSTENERGY CORP | COM | 337932107 | — | 104,548 shares | $4,970,212 |
| STRUCTURE THERAPEUTICS INC | SPONSORED ADS | 86366E106 | — | 92,532 shares | $4,966,303 |
| SOLVENTUM CORP | COM SHS | 83444M101 | — | 64,372 shares | $4,965,334 |
| RYANAIR HOLDINGS PLC | SPONSORED ADR | 783513203 | — | 76,682 shares | $4,965,160 |
| NCINO INC | COM | 63947X101 | — | 303,137 shares | $4,956,290 |
| BAKER HUGHES COMPANY | CL A | 05722G100 | — | 89,391 shares | $4,955,837 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 9,596 shares | $4,942,132 |
| PUBLIC SVC ENTERPRISE GROUP | COM | 744573106 | — | 60,863 shares | $4,939,337 |
| MEDLINE INC | COM CL A | 58507V107 | — | 125,226 shares | $4,938,913 |