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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) |
|---|---|---|---|---|---|
| GRANITE CONSTR INC | COM | 387328107 | — | 19,524 shares | $3,090,063 |
| MIDDLEBY CORP | COM | 596278101 | — | 17,950 shares | $3,088,567 |
| MESA LABS INC | COM | 59064R109 | — | 30,996 shares | $3,085,652 |
| HORMEL FOODS CORP | COM | 440452100 | — | 124,313 shares | $3,084,827 |
| ARCHROCK INC | COM | 03957W106 | — | 75,698 shares | $3,082,801 |
| CANADIAN NATL RY CO | COM | 136375102 | — | 25,686 shares | $3,067,813 |
| KIMBERLY-CLARK CORP | COM | 494368103 | — | 27,936 shares | $3,065,976 |
| MOODYS CORP | COM | 615369105 | — | 6,757 shares | $3,062,441 |
| SYSCO CORP | COM | 871829107 | — | 36,546 shares | $3,053,601 |
| AVANTOR INC | COM | 05352A100 | — | 307,978 shares | $3,047,442 |
| AXON ENTERPRISE INC | COM | 05464C101 | — | 5,437 shares | $3,047,139 |
| REPUBLIC SVCS INC | COM | 760759100 | — | 14,299 shares | $3,045,901 |
| AGCO CORP | COM | 001084102 | — | 25,380 shares | $3,040,397 |
| IES HOLDINGS INC | COM | 44951W106 | — | 4,142 shares | $3,039,462 |
| NOV INC | COM | 62955J103 | — | 163,778 shares | $3,038,901 |
| QNITY ELECTRONICS INC | COMMON STOCK | 74743L100 | — | 18,587 shares | $3,037,580 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 22,101 shares | $3,022,754 |
| INTUIT | COM | 461202103 | — | 11,561 shares | $3,016,843 |
| KULICKE & SOFFA INDS INC | COM | 501242101 | — | 22,545 shares | $3,016,408 |
| MOSAIC CO | COM | 61945C103 | — | 141,981 shares | $3,009,287 |
| TORONTO DOMINION BK ONT | COM NEW | 891160509 | — | 24,780 shares | $3,006,152 |
| HCA HEALTHCARE INC | COM | 40412C101 | — | 7,696 shares | $3,000,555 |
| OSCAR HEALTH INC | CL A | 687793109 | — | 104,988 shares | $2,995,833 |
| EAGLE MATLS INC | COM | 26969P108 | — | 13,279 shares | $2,989,302 |
| FLEX LTD | ORD | Y2573F102 | — | 18,438 shares | $2,988,615 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | — | 10,800 shares | $2,982,204 |
| SUNCOR ENERGY INC NEW | COM | 867224107 | — | 55,455 shares | $2,980,965 |
| ORMAT TECHNOLOGIES INC | COM | 686688102 | — | 27,333 shares | $2,979,160 |
| CARMAX INC | COM | 143130102 | — | 56,300 shares | $2,977,707 |
| F N B CORP | COM | 302520101 | — | 155,971 shares | $2,977,486 |
| LKQ CORP | COM | 501889208 | — | 112,841 shares | $2,970,539 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | — | 4,761 shares | $2,969,079 |
| NETAPP INC | COM | 64110D104 | — | 19,164 shares | $2,964,767 |
| REVVITY INC | COM | 714046109 | — | 26,617 shares | $2,960,210 |
| DEFINIUM THERAPEUTICS INC | COM SHS | 24477V105 | — | 62,952 shares | $2,958,744 |
| SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | — | 61,907 shares | $2,956,678 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | — | 22,221 shares | $2,950,615 |
| WASTE CONNECTIONS INC | COM | 94106B101 | — | 17,676 shares | $2,945,869 |
| VISHAY INTERTECHNOLOGY INC | COM | 928298108 | — | 54,712 shares | $2,942,411 |
| FEDEX CORP | COM | 31428X106 | — | 9,403 shares | $2,942,246 |
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | — | 49,555 shares | $2,940,841 |
| DEUTSCHE BK AG | NAMEN AKT | D18190898 | — | 86,652 shares | $2,935,901 |
| HEALTHCARE RLTY TR | CL A COM | 42226K105 | — | 145,123 shares | $2,928,582 |
| STRUCTURE THERAPEUTICS INC | SPONSORED ADS | 86366E106 | — | 54,531 shares | $2,927,224 |
| CONAGRA BRANDS INC | COM | 205887102 | — | 217,333 shares | $2,922,042 |
| HIMS & HERS HEALTH INC | COM CL A | 433000106 | — | 84,178 shares | $2,918,030 |
| GLACIER BANCORP INC NEW | COM | 37637Q105 | — | 56,277 shares | $2,903,612 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | — | 18,525 shares | $2,901,756 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 | — | 12,941 shares | $2,895,743 |
| HARMONY BIOSCIENCES HLDGS IN | COM | 413197104 | — | 79,470 shares | $2,893,503 |
| MADISON SQUARE GRDN SPRT COR | CL A | 55825T103 | — | 7,188 shares | $2,888,390 |
| SLB LIMITED | COM STK | 806857108 | — | 62,136 shares | $2,887,149 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 57,949 shares | $2,886,729 |
| CAL MAINE FOODS INC | COM NEW | 128030202 | — | 35,769 shares | $2,880,835 |
| MACYS INC | COM | 55616P104 | — | 122,217 shares | $2,880,044 |
| ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | — | 61,056 shares | $2,877,569 |
| VORNADO RLTY TR | SH BEN INT | 929042109 | — | 73,120 shares | $2,876,906 |
| PAYPAL HLDGS INC | COM | 70450Y103 | — | 66,532 shares | $2,870,523 |
| RIGETTI COMPUTING INC | COMMON STOCK | 76655K103 | — | 148,543 shares | $2,869,851 |
| MERCURY SYS INC | COM | 589378108 | — | 23,484 shares | $2,869,627 |
| COGENT BIOSCIENCES INC | NOTE 1.625%11/1 | 19240QAA0 | — | 2,310,000 shares | $2,867,285 |
| PARK HOTELS & RESORTS INC | COM | 700517105 | — | 200,898 shares | $2,863,801 |
| VOYAGER TECHNOLOGIES INC | COM CL A | 92892B103 | — | 88,793 shares | $2,863,781 |
| ENPHASE ENERGY INC | COM | 29355A107 | — | 58,138 shares | $2,861,843 |
| LITHIA MTRS INC | COM | 536797103 | — | 9,836 shares | $2,860,555 |
| JANUS HENDERSON GROUP PLC | ORD SHS | G4474Y214 | — | 55,020 shares | $2,860,215 |
| FIRST AMERN FINL CORP | COM | 31847R102 | — | 41,644 shares | $2,858,236 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | — | 6,871 shares | $2,853,973 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 9,433 shares | $2,853,247 |
| GARRETT MOTION INC | COM | 366505105 | — | 78,600 shares | $2,847,285 |
| DOORDASH INC | CL A | 25809K105 | — | 15,424 shares | $2,845,882 |
| TC ENERGY CORP | COM | 87807B107 | — | 42,749 shares | $2,844,388 |
| MACERICH CO | COM | 554382101 | — | 112,834 shares | $2,843,981 |
| ESSENTIAL PPTYS RLTY TR INC | COM | 29670E107 | — | 95,022 shares | $2,838,307 |
| TOAST INC | CL A | 888787108 | — | 101,873 shares | $2,834,171 |
| CASELLA WASTE SYS INC | CL A | 147448104 | — | 29,192 shares | $2,831,770 |
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | — | 9,392 shares | $2,828,260 |
| CHORD ENERGY CORPORATION | COM NEW | 674215207 | — | 24,700 shares | $2,822,840 |
| UNITED BANKSHARES INC WEST V | COM | 909907107 | — | 61,534 shares | $2,820,411 |
| OR ROYALTIES INC. | COM SHS | 68390D106 | — | 88,612 shares | $2,818,387 |
| CROWN CASTLE INC | COM | 22822V101 | — | 37,207 shares | $2,816,012 |
| PHILLIPS 66 | COM | 718546104 | — | 16,649 shares | $2,814,513 |
| CORE SCIENTIFIC INC NEW | COM | 21874A106 | — | 109,747 shares | $2,809,523 |
| MOHAWK INDS INC | COM | 608190104 | — | 23,130 shares | $2,809,485 |
| JACKSON FINANCIAL INC | COM CL A | 46817M107 | — | 27,417 shares | $2,808,049 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | — | 9,657 shares | $2,803,669 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 8,912 shares | $2,803,582 |
| SM ENERGY COMPANY | COM | 78454L100 | — | 107,345 shares | $2,802,241 |
| JANUS DETROIT STR TR | HEND EM DEBT ETF | 47103U738 | — | 51,977 shares | $2,796,622 |
| SPYRE THERAPEUTICS INC | COM NEW | 00773J202 | — | 31,454 shares | $2,791,385 |
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 3,252 shares | $2,789,712 |
| BARRICK MNG CORP | COM SHS | 06849F108 | — | 75,915 shares | $2,789,103 |
| WHEATON PRECIOUS METALS CORP | COM | 962879102 | — | 24,782 shares | $2,784,769 |
| VSE CORP | COM | 918284100 | — | 12,184 shares | $2,783,130 |
| IES HOLDINGS INC | COM | 44951W106 | — | 3,784 shares | $2,779,953 |
| STEEL DYNAMICS INC | COM | 858119100 | — | 12,086 shares | $2,773,012 |
| XENIA HOTELS & RESORTS INC | COM | 984017103 | — | 136,164 shares | $2,772,299 |
| ATLANTIC UN BANKSHARES CORP | COM | 04911A107 | — | 65,490 shares | $2,771,864 |
| AIRBNB INC | COM CL A | 009066101 | — | 19,326 shares | $2,764,778 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 31,478 shares | $2,762,803 |