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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) |
|---|---|---|---|---|---|
| 4D MOLECULAR THERAPEUTICS IN | COM | 35104E100 | — | 5,729,027 shares | $76,236,078 |
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | — | 495,595 shares | $75,821,079 |
| ISHARES TR | MBS ETF | 464288588 | — | 801,475 shares | $75,757,099 |
| VALMONT INDS INC | COM | 920253101 | — | 130,279 shares | $75,307,839 |
| GARMIN LTD | SHS | H2906T109 | — | 316,751 shares | $75,241,107 |
| VERISK ANALYTICS INC | COM | 92345Y106 | — | 416,731 shares | $74,774,409 |
| CBRE GROUP INC | CL A | 12504L109 | — | 553,959 shares | $74,637,177 |
| BROADCOM INC | COM | 11135F101 | — | 195,014 shares | $73,577,807 |
| DEXCOM INC | COM | 252131107 | — | 1,087,414 shares | $73,237,419 |
| POWELL INDS INC | COM | 739128106 | — | 255,163 shares | $73,082,365 |
| CHEVRON CORPORATION | COM | 166764100 | — | 439,016 shares | $72,773,487 |
| COCA COLA CO | COM | 191216100 | — | 893,767 shares | $72,605,162 |
| LAMAR ADVERTISING CO | CL A | 512816109 | — | 465,059 shares | $72,559,234 |
| S&P GLOBAL INC | COM | 78409V104 | — | 177,744 shares | $72,291,943 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 194,827 shares | $72,201,011 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 203,458 shares | $71,889,850 |
| GLOBAL E ONLINE LTD | SHS | M5216V106 | — | 2,058,928 shares | $71,506,580 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 164,943 shares | $71,490,420 |
| COLLEGIUM PHARMACEUTICAL INC | COM | 19459J104 | — | 1,970,127 shares | $71,338,084 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | — | 213,248 shares | $70,494,249 |
| PALOMAR HLDGS INC | COM | 69753M105 | — | 556,700 shares | $70,361,313 |
| CVS HEALTH CORP | COM | 126650100 | — | 679,170 shares | $70,249,949 |
| ACM RESH INC | COM CL A | 00108J109 | — | 553,768 shares | $70,209,476 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | — | 778,509 shares | $69,660,985 |
| HEARTFLOW INC | COM | 42238D107 | — | 2,365,761 shares | $69,411,487 |
| HEALTHEQUITY INC | COM | 42226A107 | — | 765,233 shares | $69,115,845 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 | — | 307,119 shares | $68,718,553 |
| LANTHEUS HLDGS INC | COM | 516544103 | — | 618,057 shares | $68,592,116 |
| TELUS CORPORATION | COM | 87971M103 | — | 6,441,459 shares | $68,193,827 |
| ANTERIX INC | COM | 03676C100 | — | 662,151 shares | $68,161,824 |
| TC ENERGY CORP | COM | 87807B107 | — | 1,025,769 shares | $67,907,615 |
| CATALYST PHARMACEUTICALS INC | COM | 14888U101 | — | 2,159,930 shares | $67,897,284 |
| MICROSOFT CORP | COM | 594918104 | — | 181,736 shares | $67,791,163 |
| ENTEGRIS INC | COM | 29362U104 | — | 375,532 shares | $67,543,186 |
| KLA CORP | COM NEW | 482480100 | — | 223,025 shares | $67,240,292 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 333,226 shares | $66,675,190 |
| MCKESSON CORP | COM | 58155Q103 | — | 88,134 shares | $66,531,034 |
| NEXTPOWER INC | CLASS A COM | 65290E101 | — | 557,640 shares | $66,464,868 |
| ATS CORPORATION | COM | 00217Y104 | — | 2,301,708 shares | $66,321,082 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 454,649 shares | $65,745,053 |
| ALUMIS INC | COM | 022307102 | — | 2,326,122 shares | $65,422,181 |
| RTX CORPORATION | COM | 75513E101 | — | 344,912 shares | $65,390,142 |
| API GROUP CORP | COM STK | 00187Y100 | — | 1,543,700 shares | $65,360,388 |
| BROADCOM INC | COM | 11135F101 | — | 173,139 shares | $65,325,138 |
| CEREBRAS SYSTEMS INC | COM CL A | 15675D103 | — | 295,166 shares | $65,227,259 |
| F5 INC | COM | 315616102 | — | 155,949 shares | $64,888,040 |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | — | 282,173 shares | $64,737,541 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 522,181 shares | $64,272,758 |
| LAZARD INC | COM | 52110M109 | — | 1,531,979 shares | $64,251,199 |
| AMAZON COM INC | COM | 023135106 | — | 268,205 shares | $63,923,980 |
| PDF SOLUTIONS INC | COM | 693282105 | — | 894,404 shares | $63,314,859 |
| BECTON DICKINSON & CO | COM | 075887109 | — | 414,061 shares | $62,660,057 |
| HALOZYME THERAPEUTICS INC | COM | 40637H109 | — | 799,496 shares | $62,572,594 |
| PARABILIS MEDICINES INC | COM | 698955101 | — | 2,290,054 shares | $62,532,669 |
| AGREE RLTY CORP | COM | 008492100 | — | 820,686 shares | $62,162,130 |
| WEC ENERGY GROUP INC | COM | 92939U106 | — | 528,862 shares | $61,755,246 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 53,174 shares | $61,212,651 |
| PALOMAR HLDGS INC | COM | 69753M105 | — | 484,060 shares | $61,210,361 |
| ELI LILLY & CO | COM | 532457108 | — | 50,865 shares | $61,018,521 |
| BANK OF AMER CORP | COM | 060505104 | — | 1,070,116 shares | $60,973,300 |
| ENPRO INC | COM | 29355X107 | — | 161,505 shares | $60,876,080 |
| MIRION TECHNOLOGIES INC | COM CL A | 60471A101 | — | 3,376,003 shares | $60,531,734 |
| ON SEMICONDUCTOR CORP | COM | 682189105 | — | 639,447 shares | $60,478,691 |
| MOONLAKE IMMUNOTHERAPEUTICS | CLASS A ORD | 61559X104 | — | 3,066,806 shares | $59,710,713 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | — | 1,175,630 shares | $59,357,552 |
| CHURCHILL DOWNS INC | COM | 171484108 | — | 659,951 shares | $59,159,234 |
| KODIAK SCIENCES INC | COM | 50015M109 | — | 1,512,006 shares | $58,960,674 |
| DAMORA THERAPEUTICS INC | COM NEW | 36322Q206 | — | 2,266,404 shares | $58,858,512 |
| API GROUP CORP | COM STK | 00187Y100 | — | 1,388,033 shares | $58,772,896 |
| STOKE THERAPEUTICS INC | COM | 86150R107 | — | 1,795,508 shares | $58,740,044 |
| T-MOBILE US INC | COM | 872590104 | — | 349,884 shares | $58,682,622 |
| WABTEC | COM | 929740108 | — | 217,014 shares | $58,480,068 |
| CATERPILLAR INC | COM | 149123101 | — | 54,251 shares | $57,771,873 |
| TECHNIPFMC PLC | COM | G87110105 | — | 868,829 shares | $57,633,476 |
| NEW YORK TIMES CO MTN BE | CL A | 650111107 | — | 820,523 shares | $57,424,262 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 685,262 shares | $56,767,104 |
| XCEL ENERGY INC | COM | 98389B100 | — | 706,714 shares | $56,749,117 |
| BEL FUSE INC | CL B | 077347300 | — | 169,720 shares | $56,523,548 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 49,078 shares | $56,496,385 |
| SPS COMM INC | COM | 78463M107 | — | 984,427 shares | $56,260,215 |
| MUELLER WTR PRODS INC | COM SER A | 624758108 | — | 2,174,018 shares | $56,165,640 |
| OVID THERAPEUTICS INC | COM | 690469101 | — | 20,741,234 shares | $55,897,626 |
| BANCORP INC DEL | COM | 05969A105 | — | 889,127 shares | $55,694,915 |
| WELLTOWER INC | COM | 95040Q104 | — | 244,986 shares | $55,574,263 |
| WALKER & DUNLOP INC | COM | 93148P102 | — | 1,014,959 shares | $55,518,257 |
| ATMUS FILTRATION TECHNOLOGIE | COM | 04956D107 | — | 1,087,775 shares | $55,514,100 |
| STRIDE INC | COM | 86333M108 | — | 638,567 shares | $55,081,603 |
| APPLE INC | COM | 037833100 | — | 190,012 shares | $54,981,872 |
| TOWNEBANK PORTSMOUTH VA | COM | 89214P109 | — | 1,516,856 shares | $54,970,861 |
| ANDERSONS INC | COM | 034164103 | — | 798,215 shares | $54,609,750 |
| ARGENX SE | SPONSORED ADR | 04016X101 | — | 58,777 shares | $54,562,690 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 397,912 shares | $54,297,082 |
| MEDPACE HLDGS INC | COM | 58506Q109 | — | 101,710 shares | $53,917,485 |
| UNION PAC CORP | COM | 907818108 | — | 198,397 shares | $53,917,361 |
| META PLATFORMS INC | CL A | 30303M102 | — | 95,665 shares | $53,858,438 |
| NAPCO SEC TECHNOLOGIES INC | COM | 630402105 | — | 1,417,748 shares | $53,811,002 |
| PUBLIC STORAGE | COM | 74460D109 | — | 168,898 shares | $53,738,559 |
| EYEPOINT INC | COM NEW | 30233G209 | — | 3,734,981 shares | $53,391,553 |
| ENANTA PHARMACEUTICALS INC | COM | 29251M106 | — | 3,654,920 shares | $53,252,184 |
| TOLL BROTHERS INC | COM | 889478103 | — | 321,985 shares | $53,067,764 |