Jupiter Topco LLC
- SEC CIK
- 0002146052
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC
- Positions
- 2,461
- No filing for Q1 2026
- Total value
- $245.38B
- No filing for Q1 2026
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA CORPORATION COM | Stock | 80,761,806 | $16.16B | 6.58% | +80,761,806 | New | View |
| GOOGALPHABET INC CAP STK CL C | Stock | 30,072,304 | $10.63B | 4.33% | +30,072,304 | New | View |
| AVGOBROADCOM INC COM | Stock | 19,583,057 | $7.4B | 3.01% | +19,583,057 | New | View |
| MSFTMICROSOFT CORP COM | Stock | 18,575,933 | $6.93B | 2.82% | +18,575,933 | New | View |
| AMZNAMAZON COM INC COM | Stock | 24,799,242 | $5.91B | 2.41% | +24,799,242 | New | View |
| AAPLAPPLE INC COM | Stock | 18,591,210 | $5.38B | 2.19% | +18,591,210 | New | View |
| LLYELI LILLY & CO COM | Stock | 3,891,118 | $4.67B | 1.90% | +3,891,118 | New | View |
| LRCXLAM RESEARCH CORP COM NEW | Stock | 9,884,116 | $4.28B | 1.75% | +9,884,116 | New | View |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 8,008,470 | $3.82B | 1.56% | +8,008,470 | New | View |
| MUMICRON TECHNOLOGY INC COM | Stock | 3,055,874 | $3.53B | 1.44% | +3,055,874 | New | View |
| KLACKLA CORP | COM NEW | 11,157,974 | $3.37B | 1.37% | +11,157,974 | New | View |
| METAMETA PLATFORMS INC CL A | Stock | 5,234,900 | $2.95B | 1.20% | +5,234,900 | New | View |
| GEVGE VERNOVA INC COM | Stock | 2,018,612 | $2.37B | 0.97% | +2,018,612 | New | View |
| ARGXARGENX SE | SPONSORED ADR | 2,474,015 | $2.3B | 0.94% | +2,474,015 | New | View |
| FLEXFLEX LTD ORD | Stock | 14,079,718 | $2.28B | 0.93% | +14,079,718 | New | View |
| AZNASTRAZENECA PLC ORD | ADR | 11,866,013 | $2.22B | 0.91% | +11,866,013 | New | View |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 3,589,211 | $2.08B | 0.85% | +3,589,211 | New | View |
| HWMHOWMET AEROSPACE INC COM | Stock | 7,680,827 | $2.07B | 0.84% | +7,680,827 | New | View |
| MAMASTERCARD INCORPORATED CL A | Stock | 3,981,858 | $2.04B | 0.83% | +3,981,858 | New | View |
| ETNEATON CORP PLC SHS | Stock | 4,783,133 | $2.04B | 0.83% | +4,783,133 | New | View |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 4,859,820 | $2.02B | 0.82% | +4,859,820 | New | View |
| RVMDREVOLUTION MEDICINES INC | COM | 10,736,145 | $2.01B | 0.82% | +10,736,145 | New | View |
| SPCXSPACE EXPLORATION TECHN CORP | CLASS A COM STK | 11,565,429 | $1.98B | 0.81% | +11,565,429 | New | View |
| JNJJOHNSON & JOHNSON COM | Stock | 7,746,487 | $1.97B | 0.80% | +7,746,487 | New | View |
| ORCLORACLE CORP COM | Stock | 12,732,052 | $1.87B | 0.76% | +12,732,052 | New | View |
| DDOGDATADOG INC | CL A COM | 6,943,522 | $1.81B | 0.74% | +6,943,522 | New | View |
| FERGFERGUSON ENTERPRISES INC | COMMON STOCK NEW | 7,538,616 | $1.79B | 0.73% | +7,538,616 | New | View |
| LITELUMENTUM HLDGS INC | COM | 1,889,608 | $1.62B | 0.66% | +1,889,608 | New | View |
| APHAMPHENOL CORP NEW | CL A | 9,077,181 | $1.6B | 0.65% | +9,077,181 | New | View |
| DASHDOORDASH INC CL A | Stock | 8,491,335 | $1.57B | 0.64% | +8,491,335 | New | View |
| ABBVABBVIE INC COM | Stock | 6,201,973 | $1.56B | 0.64% | +6,201,973 | New | View |
| STXSEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 1,608,436 | $1.55B | 0.63% | +1,608,436 | New | View |
| AMATAPPLIED MATLS INC COM | Stock | 2,091,340 | $1.51B | 0.62% | +2,091,340 | New | View |
| DHRDANAHER CORP DEL COM | Stock | 7,645,709 | $1.46B | 0.59% | +7,645,709 | New | View |
| VVISA INC COM CL A | Stock | 4,183,906 | $1.44B | 0.58% | +4,183,906 | New | View |
| GEGE AEROSPACE COM NEW | Stock | 3,435,406 | $1.28B | 0.52% | +3,435,406 | New | View |
| JPMJPMORGAN CHASE & CO COM | Stock | 3,892,479 | $1.27B | 0.52% | +3,892,479 | New | View |
| ONON SEMICONDUCTOR CORP COM | Stock | 13,427,527 | $1.27B | 0.52% | +13,427,527 | New | View |
| LPLALPL FINL HLDGS INC | COM | 4,198,356 | $1.18B | 0.48% | +4,198,356 | New | View |
| PRAXPRAXIS PRECISION MEDICINES I | COM NEW | 3,421,374 | $1.15B | 0.47% | +3,421,374 | New | View |
| ANETARISTA NETWORKS INC COM SHS | Stock | 6,485,473 | $1.1B | 0.45% | +6,485,473 | New | View |
| GOOGLALPHABET INC CAP STK CL A | Stock | 2,963,318 | $1.06B | 0.43% | +2,963,318 | New | View |
| BBIOBRIDGEBIO PHARMA INC | COM | 14,110,278 | $1.05B | 0.43% | +14,110,278 | New | View |
| PCVXVAXCYTE INC | COM | 17,965,847 | $1.04B | 0.43% | +17,965,847 | New | View |
| ARMKARAMARK | COM | 18,302,356 | $1.04B | 0.42% | +18,302,356 | New | View |
| MDGLMADRIGAL PHARMACEUTICALS INC | COM | 1,936,099 | $1.04B | 0.42% | +1,936,099 | New | View |
| TDYTELEDYNE TECHNOLOGIES INC | COM | 1,540,313 | $1.03B | 0.42% | +1,540,313 | New | View |
| APGAPI GROUP CORP | COM STK | 23,581,036 | $998.63M | 0.41% | +23,581,036 | New | View |
| ASNDASCENDIS PHARMA A/S | ORD SHS | 3,648,772 | $973.38M | 0.40% | +3,648,772 | New | View |
| RVTYREVVITY INC | COM | 8,637,614 | $961.02M | 0.39% | +8,637,614 | New | View |
| PGRPROGRESSIVE CORP COM | Stock | 4,281,720 | $935.17M | 0.38% | +4,281,720 | New | View |
| SPOTSPOTIFY TECHNOLOGY S A SHS | Stock | 2,022,091 | $928.68M | 0.38% | +2,022,091 | New | View |
| MELIMERCADOLIBRE INC | COM | 540,293 | $917.12M | 0.37% | +540,293 | New | View |
| BABOEING CO COM | Stock | 4,212,507 | $911.88M | 0.37% | +4,212,507 | New | View |
| TTETOTALENERGIES SE | ACT | 11,591,965 | $901.49M | 0.37% | +11,591,965 | New | View |
| JBHTHUNT J B TRANS SVCS INC | COM | 3,079,671 | $891.35M | 0.36% | +3,079,671 | New | View |
| SNOWSNOWFLAKE INC COM SHS | Stock | 3,459,150 | $880.2M | 0.36% | +3,459,150 | New | View |
| FWONKLIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 9,066,013 | $862.54M | 0.35% | +9,066,013 | New | View |
| TTTRANE TECHNOLOGIES PLC | SHS | 1,748,566 | $858.79M | 0.35% | +1,748,566 | New | View |
| LNTALLIANT ENERGY CORP COM | Stock | 10,977,426 | $837.47M | 0.34% | +10,977,426 | New | View |
| AXPAMERICAN EXPRESS CO COM | Stock | 2,382,750 | $805.97M | 0.33% | +2,382,750 | New | View |
| BSXBOSTON SCIENTIFIC CORP COM | Stock | 18,822,853 | $803.36M | 0.33% | +18,822,853 | New | View |
| TJXTJX COS INC NEW COM | Stock | 5,302,446 | $803.32M | 0.33% | +5,302,446 | New | View |
| ISRGINTUITIVE SURGICAL INC | COM NEW | 1,908,424 | $758.92M | 0.31% | +1,908,424 | New | View |
| PNCPNC FINL SVCS GROUP INC COM | Stock | 3,074,194 | $756.88M | 0.31% | +3,074,194 | New | View |
| NXPINXP SEMICONDUCTORS N V | COM | 2,641,698 | $742.39M | 0.30% | +2,641,698 | New | View |
| MSMORGAN STANLEY COM NEW | Stock | 3,551,238 | $742.32M | 0.30% | +3,551,238 | New | View |
| FCXFREEPORT MCMORAN INC CL B | Stock | 11,765,253 | $739.89M | 0.30% | +11,765,253 | New | View |
| ABTABBOTT LABORATORIES COM | Stock | 8,075,934 | $732.79M | 0.30% | +8,075,934 | New | View |
| PMPHILIP MORRIS INTL INC COM | Stock | 4,015,688 | $726.46M | 0.30% | +4,015,688 | New | View |
| NBISNEBIUS GROUP N.V. SHS CLASS A | Stock | 2,586,119 | $714.2M | 0.29% | +2,586,119 | New | View |
| NFLXNETFLIX INC. COM | Stock | 9,710,107 | $693.26M | 0.28% | +9,710,107 | New | View |
| DEDEERE & CO COM | Stock | 1,090,450 | $691.68M | 0.28% | +1,090,450 | New | View |
| MIRMMIRUM PHARMACEUTICALS INC | COM | 5,909,184 | $691.67M | 0.28% | +5,909,184 | New | View |
| CDNSCADENCE DESIGN SYSTEM INC COM | Stock | 1,835,098 | $688.75M | 0.28% | +1,835,098 | New | View |
| DISDISNEY WALT CO COM | Stock | 7,142,995 | $687.5M | 0.28% | +7,142,995 | New | View |
| SYKSTRYKER CORPORATION COM | Stock | 2,164,836 | $681.58M | 0.28% | +2,164,836 | New | View |
| GKOSGLAUKOS CORP | COM | 4,862,894 | $679.61M | 0.28% | +4,862,894 | New | View |
| CVXCHEVRON CORPORATION COM | Stock | 4,078,078 | $675.99M | 0.28% | +4,078,078 | New | View |
| HLTHILTON WORLDWIDE HLDGS INC | COM | 2,008,827 | $663.88M | 0.27% | +2,008,827 | New | View |
| HDHOME DEPOT INC COM | Stock | 1,861,035 | $656.19M | 0.27% | +1,861,035 | New | View |
| GMEDGLOBUS MED INC CL A | Stock | 8,200,423 | $647.93M | 0.26% | +8,200,423 | New | View |
| TVTXTRAVERE THERAPEUTICS INC | COM | 11,324,191 | $643.3M | 0.26% | +11,324,191 | New | View |
| ADIANALOG DEVICES INC COM | Stock | 1,614,474 | $641.21M | 0.26% | +1,614,474 | New | View |
| GSGOLDMAN SACHS GROUP INC COM | Stock | 633,635 | $640.84M | 0.26% | +633,635 | New | View |
| DKNGDRAFTKINGS INC NEW COM CL A | Stock | 25,274,243 | $638.44M | 0.26% | +25,274,243 | New | View |
| VRTXVERTEX PHARMACEUTICALS INC COM | Stock | 1,259,997 | $625.8M | 0.26% | +1,259,997 | New | View |
| MDLNMEDLINE INC | COM CL A | 15,858,400 | $625.44M | 0.25% | +15,858,400 | New | View |
| WATWATERS CORP | COM | 1,663,601 | $623.92M | 0.25% | +1,663,601 | New | View |
| RCLROYAL CARIBBEAN GROUP | COM | 1,881,240 | $597.35M | 0.24% | +1,881,240 | New | View |
| MNSTMONSTER BEVERAGE CORP NEW | COM | 6,170,193 | $593.08M | 0.24% | +6,170,193 | New | View |
| PTCTPTC THERAPEUTICS INC | COM | 7,236,402 | $590.18M | 0.24% | +7,236,402 | New | View |
| ORLYOREILLY AUTOMOTIVE INC COM | Stock | 6,295,569 | $579.76M | 0.24% | +6,295,569 | New | View |
| AEEAMEREN CORP | COM | 5,115,469 | $578.25M | 0.24% | +5,115,469 | New | View |
| CPCANADIAN PACIFIC KANSAS CITY | COM | 6,654,647 | $576.69M | 0.24% | +6,654,647 | New | View |
| LNTHLANTHEUS HLDGS INC COM | Stock | 5,188,416 | $575.63M | 0.23% | +5,188,416 | New | View |
| GILGILDAN ACTIVEWEAR INC COM | Stock | 11,111,694 | $573.36M | 0.23% | +11,111,694 | New | View |
| GLWCORNING INC | COM | 2,210,653 | $564.65M | 0.23% | +2,210,653 | New | View |
| WEXWEX INC | COM | 3,967,061 | $559.71M | 0.23% | +3,967,061 | New | View |
| TELTE CONNECTIVITY PLC ORD SHS | Stock | 2,749,063 | $554.32M | 0.23% | +2,749,063 | New | View |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | 2,461 | $245.38B | – | SEC |