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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) |
|---|---|---|---|---|---|
| UPSTART HLDGS INC | COM | 91680M107 | — | 36,427 shares | $1,290,973 |
| PATRICK INDS INC | COM | 703343103 | — | 14,365 shares | $1,288,612 |
| NATIONAL HEALTHCARE CORP | COM | 635906100 | — | 6,097 shares | $1,288,174 |
| HNI CORP | COM | 404251100 | — | 31,801 shares | $1,284,919 |
| RXO INC | COMMON STOCK | 74982T103 | — | 46,537 shares | $1,283,723 |
| ROBLOX CORP | CL A | 771049103 | — | 23,599 shares | $1,283,668 |
| AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | — | 74,598 shares | $1,283,459 |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 | — | 1,923 shares | $1,283,247 |
| AMRIZE LTD | SHS | H2927K103 | — | 24,078 shares | $1,282,876 |
| ICICI BANK LIMITED | ADR | 45104G104 | — | 44,166 shares | $1,282,360 |
| ARCHER AVIATION INC | COM CL A | 03945R102 | — | 270,700 shares | $1,280,411 |
| QUEST DIAGNOSTICS INC | COM | 74834L100 | — | 6,038 shares | $1,278,879 |
| FEDERAL RLTY INVT TR NEW | SH BEN INT NEW | 313745101 | — | 10,355 shares | $1,278,221 |
| HARLEY DAVIDSON INC | COM | 412822108 | — | 52,099 shares | $1,275,123 |
| ACUSHNET HLDGS CORP | COM | 005098108 | — | 10,756 shares | $1,274,102 |
| MAXIMUS INC | COM | 577933104 | — | 23,701 shares | $1,274,047 |
| F5 INC | COM | 315616102 | — | 3,059 shares | $1,272,804 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | — | 8,693 shares | $1,270,873 |
| BOISE CASCADE CO DEL | COM | 09739D100 | — | 16,356 shares | $1,270,371 |
| ON SEMICONDUCTOR CORP | COM | 682189105 | — | 13,425 shares | $1,269,200 |
| OKTA INC | CL A | 679295105 | — | 9,300 shares | $1,268,753 |
| AMERICAN AIRLINES GROUP INC | COM | 02376R102 | — | 70,158 shares | $1,268,106 |
| TRINITY INDS INC | COM | 896522109 | — | 36,616 shares | $1,266,731 |
| CONSTRUCTION PARTNERS INC | COM CL A | 21044C107 | — | 10,650 shares | $1,264,901 |
| ROBERT HALF INC. | COM | 770323103 | — | 41,200 shares | $1,263,810 |
| CALIFORNIA WTR SVC GROUP | COM | 130788102 | — | 25,873 shares | $1,259,627 |
| HUBBELL INC | COM | 443510607 | — | 2,407 shares | $1,259,354 |
| DTE ENERGY CO | COM | 233331107 | — | 8,250 shares | $1,256,929 |
| BANC OF CALIFORNIA INC | COM | 05990K106 | — | 61,448 shares | $1,256,304 |
| GLOBAL PMTS INC | COM | 37940X102 | — | 17,308 shares | $1,255,609 |
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | — | 37,048 shares | $1,255,371 |
| SUN LIFE FINANCIAL INC. | COM | 866796105 | — | 15,946 shares | $1,251,506 |
| CBRE GROUP INC | CL A | 12504L109 | — | 9,275 shares | $1,249,250 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | — | 19,517 shares | $1,248,795 |
| CALLAWAY GOLF CO | COM | 131193104 | — | 66,381 shares | $1,247,299 |
| SEMPRA | COM | 816851109 | — | 13,442 shares | $1,246,208 |
| AGILYSYS INC | COM | 00847J105 | — | 11,910 shares | $1,244,297 |
| CUSTOMERS BANCORP INC | COM | 23204G100 | — | 15,722 shares | $1,244,160 |
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | — | 4,759 shares | $1,243,622 |
| ROBLOX CORP | CL A | 771049103 | — | 22,850 shares | $1,242,926 |
| FRESHPET INC | COM | 358039105 | — | 21,019 shares | $1,242,433 |
| BEL FUSE INC | CL B | 077347300 | — | 3,728 shares | $1,241,573 |
| ONESPAWORLD HOLDINGS LIMITED | COM | P73684113 | — | 43,944 shares | $1,241,418 |
| STEPSTONE GROUP INC | COM CL A | 85914M107 | — | 29,998 shares | $1,239,967 |
| CASEYS GEN STORES INC | COM | 147528103 | — | 1,560 shares | $1,239,420 |
| PEABODY ENGR CORP | COM | 704551100 | — | 53,614 shares | $1,238,751 |
| KINETIK HOLDINGS INC | COM NEW CL A | 02215L209 | — | 25,606 shares | $1,238,178 |
| AMEREN CORP | COM | 023608102 | — | 10,949 shares | $1,238,168 |
| INTUITIVE MACHINES INC | CLASS A COM | 46125A100 | — | 57,900 shares | $1,237,613 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | 78468R663 | — | 13,483 shares | $1,235,605 |
| LAUDER ESTEE COS INC | CL A | 518439104 | — | 15,647 shares | $1,235,565 |
| SEZZLE INC | COM | 78435P105 | — | 7,200 shares | $1,234,404 |
| HELIOS TECHNOLOGIES INC | COM | 42328H109 | — | 13,807 shares | $1,234,001 |
| ARCBEST CORP | COM | 03937C105 | — | 8,567 shares | $1,230,393 |
| FASTLY INC | CL A | 31188V100 | — | 67,050 shares | $1,230,368 |
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | — | 14,260 shares | $1,228,713 |
| DYNEX CAP INC | COM | 26817Q886 | — | 93,708 shares | $1,228,043 |
| MAGNOLIA OIL & GAS CORP | CL A | 559663109 | — | 47,721 shares | $1,220,703 |
| HALLIBURTON CO | COM | 406216101 | — | 35,966 shares | $1,220,506 |
| ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 | — | 36,543 shares | $1,219,988 |
| ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | — | 25,901 shares | $1,219,937 |
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | — | 10,303 shares | $1,217,918 |
| SUNOCOCORP LLC | COM SHS LLC | 86765Q106 | — | 18,000 shares | $1,217,250 |
| PEGASYSTEMS INC | COM | 705573103 | — | 40,615 shares | $1,216,825 |
| ISHARES TR | MSCI INTL QUALTY | 46434V456 | — | 24,519 shares | $1,214,906 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 | — | 14,900 shares | $1,214,723 |
| BERKLEY W R CORP | COM | 084423102 | — | 17,184 shares | $1,211,558 |
| KEYCORP | COM | 493267108 | — | 52,495 shares | $1,210,797 |
| IDEX CORP | COM | 45167R104 | — | 5,333 shares | $1,210,324 |
| TOLL BROTHERS INC | COM | 889478103 | — | 7,344 shares | $1,209,924 |
| BLACKSTONE MORTGAGE TRUST IN | COM CL A | 09257W100 | — | 71,330 shares | $1,209,757 |
| ALLY FINL INC | COM | 02005N100 | — | 26,292 shares | $1,208,117 |
| A10 NETWORKS INC | COM | 002121101 | — | 32,278 shares | $1,206,390 |
| ASHLAND INC | COM | 044186104 | — | 18,286 shares | $1,205,870 |
| GENUINE PARTS CO | COM | 372460105 | — | 10,215 shares | $1,205,523 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 20,826 shares | $1,204,576 |
| ISHARES TR | CORE 60 BALA ETF | 464289867 | — | 17,289 shares | $1,201,629 |
| LPL FINL HLDGS INC | COM | 50212V100 | — | 4,264 shares | $1,201,084 |
| CHURCH & DWIGHT CO INC | COM | 171340102 | — | 12,398 shares | $1,200,808 |
| SS&C TECH HLDGS | COM | 78467J100 | — | 19,349 shares | $1,200,605 |
| PROVIDENT FINL SVCS INC | COM | 74386T105 | — | 50,763 shares | $1,200,291 |
| KINDER MORGAN INC DEL | COM | 49456B101 | — | 37,532 shares | $1,199,898 |
| HERSHEY CO | COM | 427866108 | — | 6,840 shares | $1,199,633 |
| INVENTRUST PPTYS CORP | COM NEW | 46124J201 | — | 33,872 shares | $1,199,577 |
| LINEAGE INC | COM | 53566V106 | — | 27,678 shares | $1,196,797 |
| KENNAMETAL INC | COM | 489170100 | — | 34,064 shares | $1,194,454 |
| TEXTRON INC | COM | 883203101 | — | 13,020 shares | $1,193,869 |
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | — | 15,060 shares | $1,192,978 |
| FIRST MERCHANTS CORP | COM | 320817109 | — | 27,284 shares | $1,192,720 |
| CDW CORP | COM | 12514G108 | — | 8,466 shares | $1,190,955 |
| LOEWS CORP | COM | 540424108 | — | 10,505 shares | $1,189,481 |
| LKQ CORP | COM | 501889208 | — | 44,965 shares | $1,183,928 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | — | 18,492 shares | $1,183,673 |
| ARCUTIS BIOTHERAPEUTICS INC | COM | 03969K108 | — | 45,100 shares | $1,182,748 |
| WASTE CONNECTIONS INC | COM | 94106B101 | — | 7,085 shares | $1,180,999 |
| INCYTE CORP | COM | 45337C102 | — | 10,412 shares | $1,180,513 |
| PARSONS CORP DEL | COM | 70202L102 | — | 22,526 shares | $1,179,236 |
| PENNYMAC FINL SVCS INC NEW | COM | 70932M107 | — | 13,514 shares | $1,176,461 |
| COCA-COLA EUROPACIFIC PARTNE | SHS | G25839104 | — | 11,758 shares | $1,176,262 |
| ILLUMINA INC | COM | 452327109 | — | 6,688 shares | $1,176,185 |