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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) |
|---|---|---|---|---|---|
| NETFLIX INC. | COM | 64110L106 | — | 7,455,849 shares | $532,343,988 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | — | 1,604,073 shares | $530,084,295 |
| WEX INC | COM | 96208T104 | — | 3,739,674 shares | $527,630,668 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 2,944,323 shares | $524,796,119 |
| TELEFLEX INCORPORATED | COM | 879369106 | — | 4,119,300 shares | $522,162,691 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | — | 6,014,457 shares | $521,166,285 |
| INGERSOLL RAND INC | COM | 45687V106 | — | 6,305,311 shares | $516,972,436 |
| 3M CO | COM | 88579Y101 | — | 3,158,431 shares | $511,381,582 |
| CORTEVA INC | COM | 22052L104 | — | 5,982,609 shares | $506,667,125 |
| LANTHEUS HLDGS INC | COM | 516544103 | — | 4,479,660 shares | $496,973,618 |
| TFI INTERNATIONAL INC | COM | 87241L109 | — | 3,454,612 shares | $495,978,667 |
| RB GLOBAL INC | COM | 74935Q107 | — | 4,195,680 shares | $488,545,875 |
| SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | — | 10,143,717 shares | $484,261,033 |
| HOME DEPOT INC | COM | 437076102 | — | 1,363,899 shares | $481,019,987 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 4,785,845 shares | $479,925,363 |
| APPLIED MATLS INC | COM | 038222105 | — | 644,590 shares | $466,273,845 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 1,001,572 shares | $459,867,854 |
| META PLATFORMS INC | CL A | 30303M102 | — | 811,140 shares | $456,663,709 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 779,352 shares | $452,406,042 |
| DTE ENERGY CO | COM | 233331107 | — | 2,963,039 shares | $451,478,252 |
| MCDONALDS CORP | COM | 580135101 | — | 1,658,709 shares | $448,365,600 |
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | — | 825,228 shares | $446,944,328 |
| CLEAN HARBORS INC | COM | 184496107 | — | 1,473,407 shares | $440,180,341 |
| RENTOKIL INITIAL PLC | SPONSORED ADR | 760125104 | — | 15,022,413 shares | $429,791,397 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 3,389,410 shares | $428,140,978 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 1,273,870 shares | $426,517,142 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 2,055,328 shares | $412,331,848 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 788,123 shares | $406,064,470 |
| UNION PAC CORP | COM | 907818108 | — | 1,491,175 shares | $405,599,613 |
| FORGENT POWER SOLUTIONS INC | COM SHS CL A | 34631F102 | — | 7,142,884 shares | $399,001,620 |
| PTC INC | COM | 69370C100 | — | 3,496,927 shares | $397,285,903 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 3,801,890 shares | $395,244,478 |
| WAYFAIR INC | CL A | 94419L101 | — | 4,229,889 shares | $390,926,350 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 3,338,889 shares | $389,545,704 |
| ICU MED INC | COM | 44930G107 | — | 2,602,351 shares | $381,504,725 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 12,782,146 shares | $376,178,557 |
| STERIS PLC | SHS USD | G8473T100 | — | 1,779,203 shares | $374,647,141 |
| SPX TECHNOLOGIES INC | COM | 78473E103 | — | 1,522,737 shares | $373,329,430 |
| CIMPRESS PLC | SHS EURO | G2143T103 | — | 3,614,240 shares | $367,568,179 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 2,981,079 shares | $367,000,247 |
| CME GROUP INC | COM | 12572Q105 | — | 1,658,296 shares | $366,200,796 |
| UBS GROUP AG | SHS | H42097107 | — | 7,319,554 shares | $363,559,303 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 3,127,330 shares | $357,084,393 |
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | — | 1,369,897 shares | $357,042,570 |
| HCA HEALTHCARE INC | COM | 40412C101 | — | 913,059 shares | $355,993,191 |
| JANUS DETROIT STR TR | HEND EM DEBT ETF | 47103U738 | — | 6,582,128 shares | $354,151,397 |
| SANDISK CORP | COM | 80004C200 | — | 155,696 shares | $353,657,236 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 1,172,919 shares | $349,400,909 |
| RYANAIR HOLDINGS PLC | SPONSORED ADR | 783513203 | — | 5,385,563 shares | $348,715,236 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | — | 833,977 shares | $346,342,469 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | — | 2,202,837 shares | $345,228,842 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 2,702,883 shares | $342,130,930 |
| STANDARDAERO INC | COM | 85423L103 | — | 11,429,264 shares | $341,849,280 |
| ILLUMINA INC | COM | 452327109 | — | 1,940,959 shares | $341,279,163 |
| LAMAR ADVERTISING CO | CL A | 512816109 | — | 2,178,007 shares | $339,730,363 |
| CORNING INC | COM | 219350105 | — | 1,326,177 shares | $338,745,391 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 3,291,989 shares | $325,841,071 |
| FLEX LTD | ORD | Y2573F102 | — | 1,996,444 shares | $323,598,307 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 343,173 shares | $321,028,769 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 623,797 shares | $312,747,437 |
| ONEOK INC NEW | COM | 682680103 | — | 3,584,697 shares | $311,653,557 |
| MERCK & CO INC | COM | 58933Y105 | — | 2,414,610 shares | $310,277,462 |
| IDEAYA BIOSCIENCES INC | COM | 45166A102 | — | 8,325,400 shares | $310,243,870 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 674,661 shares | $309,929,143 |
| CVS HEALTH CORP | COM | 126650100 | — | 2,945,143 shares | $304,675,202 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 441,653 shares | $303,331,697 |
| JANUS DETROIT STR TR | B-BBB CLO ETF | 47103U753 | — | 6,360,455 shares | $300,781,784 |
| TARGET CORP | COM | 87612E106 | — | 2,294,542 shares | $299,690,241 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 837,970 shares | $299,412,603 |
| AMGEN INC | COM | 031162100 | — | 826,561 shares | $299,301,719 |
| LIGAND PHARMACEUTICALS INC | COM NEW | 53220K504 | — | 941,848 shares | $297,708,734 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 | — | 1,460,680 shares | $294,487,793 |
| AMPHENOL CORP | CL A | 032095101 | — | 1,659,610 shares | $292,663,925 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 1,463,172 shares | $292,301,705 |
| COOPER COS INC | COM | 216648501 | — | 4,058,446 shares | $291,031,287 |
| CDW CORP | COM | 12514G108 | — | 2,022,023 shares | $284,377,376 |
| UL SOLUTIONS INC | CLASS A COM SHS | 903731107 | — | 2,760,161 shares | $281,149,999 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 821,148 shares | $279,740,489 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 2,037,333 shares | $278,727,548 |
| CBOE GLOBAL MKTS INC | COM | 12503M108 | — | 1,134,790 shares | $275,379,470 |
| INSMED INC | COM PAR $.01 | 457669307 | — | 2,579,765 shares | $275,069,129 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 1,612,379 shares | $274,015,749 |
| STRUCTURE THERAPEUTICS INC | SPONSORED ADS | 86366E106 | — | 5,049,980 shares | $271,061,096 |
| BURLINGTON STORES INC | COM | 122017106 | — | 845,107 shares | $267,729,905 |
| DYNE THERAPEUTICS INC | COM | 26818M108 | — | 11,903,968 shares | $264,549,174 |
| DEFINIUM THERAPEUTICS INC | COM SHS | 24477V105 | — | 5,552,693 shares | $261,043,867 |
| TRANSUNION | COM | 89400J107 | — | 3,556,869 shares | $256,592,530 |
| VISTRA CORP | COM | 92840M102 | — | 1,608,842 shares | $255,207,764 |
| ABIVAX SA | SPONSORED ADS | 00370M103 | — | 1,909,022 shares | $254,478,040 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 127,397 shares | $253,462,858 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 2,961,440 shares | $253,173,506 |
| XENON PHARMACEUTICALS INC | COM | 98420N105 | — | 4,136,909 shares | $249,679,086 |
| COGENT BIOSCIENCES INC | COM | 19240Q201 | — | 6,439,233 shares | $249,238,734 |
| ISHARES TR | CORE MSCI INTL | 46435G326 | — | 2,758,894 shares | $245,569,823 |
| PROTAGONIST THERAPEUTICS INC | COM | 74366E102 | — | 2,001,105 shares | $245,267,449 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | — | 1,777,632 shares | $243,446,720 |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | — | 1,058,047 shares | $242,872,231 |
| EDGEWISE THERAPEUTICS INC | COM | 28036F105 | — | 5,955,456 shares | $242,073,801 |
| QUALCOMM INC | COM | 747525103 | — | 1,288,180 shares | $238,029,900 |
| TEXAS INSTRS INC | COM | 882508104 | — | 794,644 shares | $236,803,912 |