Jupiter Topco LLC
- SEC CIK
- 0002146052
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only.
- Positions
- 2,461
- No filing for Q1 2026
- Portfolio value
- $245.4B
- No filing for Q1 2026
Jupiter Topco LLC did not file a 13F for Q1 2026, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 80,761,806 | $16.2B | 6.6% | – | – | History |
| GOOGAlphabet Inc. | Stock | 30,072,304 | $10.6B | 4.3% | – | – | History |
| AVGOBroadcom Inc. | Stock | 19,583,057 | $7.40B | 3.0% | – | – | History |
| MSFTMicrosoft Corp | Stock | 18,575,933 | $6.93B | 2.8% | – | – | History |
| AMZNAmazon Com Inc | Stock | 24,799,242 | $5.91B | 2.4% | – | – | History |
| AAPLApple Inc. | Stock | 18,591,210 | $5.38B | 2.2% | – | – | History |
| LLYEli Lilly & Co | Stock | 3,891,118 | $4.67B | 1.9% | – | – | History |
| LRCXLam Research Corp | Stock | 9,884,116 | $4.28B | 1.7% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 8,008,470 | $3.82B | 1.6% | – | – | History |
| MUMicron Technology Inc | Stock | 3,055,874 | $3.53B | 1.4% | – | – | History |
| KLACKLA Corp | COM NEW | 11,157,974 | $3.37B | 1.4% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 5,234,900 | $2.95B | 1.2% | – | – | History |
| GEVGE Vernova Inc. | Stock | 2,018,612 | $2.37B | 1.0% | – | – | History |
| ARGXArgenx SE | SPONSORED ADR | 2,474,015 | $2.30B | 0.9% | – | – | History |
| FLEXFlex Ltd. | Stock | 14,079,718 | $2.28B | 0.9% | – | – | History |
| AZNAstraZeneca PLC | ADR | 11,866,013 | $2.22B | 0.9% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 3,589,211 | $2.08B | 0.8% | – | – | History |
| HWMHowmet Aerospace Inc. | Stock | 7,680,827 | $2.07B | 0.8% | – | – | History |
| MAMastercard Inc | Stock | 3,981,858 | $2.04B | 0.8% | – | – | History |
| ETNEaton Corp plc | Stock | 4,783,133 | $2.04B | 0.8% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 4,859,820 | $2.02B | 0.8% | – | – | History |
| RVMDRevolution Medicines, Inc. | COM | 10,736,145 | $2.01B | 0.8% | – | – | History |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 11,565,429 | $1.98B | 0.8% | – | – | History |
| JNJJohnson & Johnson | Stock | 7,746,487 | $1.97B | 0.8% | – | – | History |
| ORCLOracle Corp | Stock | 12,732,052 | $1.87B | 0.8% | – | – | History |
| DDOGDatadog, Inc. | CL A COM | 6,943,522 | $1.81B | 0.7% | – | – | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 7,538,616 | $1.79B | 0.7% | – | – | History |
| LITELumentum Holdings Inc. | COM | 1,889,608 | $1.62B | 0.7% | – | – | History |
| APHAmphenol Corp | CL A | 9,077,181 | $1.60B | 0.7% | – | – | History |
| DASHDoorDash, Inc. | Stock | 8,491,335 | $1.57B | 0.6% | – | – | History |
| ABBVAbbVie Inc. | Stock | 6,201,973 | $1.56B | 0.6% | – | – | History |
| STXSeagate Technology Holdings plc | ORD SHS | 1,608,436 | $1.55B | 0.6% | – | – | History |
| AMATApplied Materials Inc | Stock | 2,091,340 | $1.51B | 0.6% | – | – | History |
| DHRDanaher Corp | Stock | 7,645,709 | $1.46B | 0.6% | – | – | History |
| VVisa Inc. | Stock | 4,183,906 | $1.44B | 0.6% | – | – | History |
| GEGeneral Electric Co | Stock | 3,435,406 | $1.28B | 0.5% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 3,892,479 | $1.27B | 0.5% | – | – | History |
| ONOn Semiconductor Corp | Stock | 13,427,527 | $1.27B | 0.5% | – | – | History |
| LPLALPL Financial Holdings Inc. | COM | 4,198,356 | $1.18B | 0.5% | – | – | History |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 3,421,374 | $1.15B | 0.5% | – | – | History |
| ANETArista Networks, Inc. | Stock | 6,485,473 | $1.10B | 0.4% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 2,963,318 | $1.06B | 0.4% | – | – | History |
| BBIOBridgeBio Pharma, Inc. | COM | 14,110,278 | $1.05B | 0.4% | – | – | History |
| PCVXVaxcyte, Inc. | COM | 17,965,847 | $1.04B | 0.4% | – | – | History |
| ARMKAramark | COM | 18,302,356 | $1.04B | 0.4% | – | – | History |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,936,099 | $1.04B | 0.4% | – | – | History |
| TDYTeledyne Technologies Inc | COM | 1,540,313 | $1.03B | 0.4% | – | – | History |
| APGAPi Group Corp | COM STK | 23,581,036 | $998.6M | 0.4% | – | – | History |
| ASNDAscendis Pharma A/S | ORD SHS | 3,648,772 | $973.4M | 0.4% | – | – | History |
| RVTYRevvity, Inc. | COM | 8,637,614 | $961.0M | 0.4% | – | – | History |
| PGRProgressive Corp | Stock | 4,281,720 | $935.2M | 0.4% | – | – | History |
| SPOTSpotify Technology S.A. | Stock | 2,022,091 | $928.7M | 0.4% | – | – | History |
| MELIMercadolibre Inc | COM | 540,293 | $917.1M | 0.4% | – | – | History |
| BABoeing Co | Stock | 4,212,507 | $911.9M | 0.4% | – | – | History |
| TTETotalEnergies SE | ACT | 11,591,965 | $901.5M | 0.4% | – | – | History |
| JBHTHunt J B Transport Services Inc | COM | 3,079,671 | $891.3M | 0.4% | – | – | History |
| SNOWSnowflake Inc. | Stock | 3,459,150 | $880.2M | 0.4% | – | – | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 9,066,013 | $862.5M | 0.4% | – | – | History |
| TTTrane Technologies plc | SHS | 1,748,566 | $858.8M | 0.3% | – | – | History |
| LNTAlliant Energy Corp | Stock | 10,977,426 | $837.5M | 0.3% | – | – | History |
| AXPAmerican Express Co | Stock | 2,382,750 | $806.0M | 0.3% | – | – | History |
| BSXBoston Scientific Corp | Stock | 18,822,853 | $803.4M | 0.3% | – | – | History |
| TJXTJX Companies Inc | Stock | 5,302,446 | $803.3M | 0.3% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,908,424 | $758.9M | 0.3% | – | – | History |
| PNCPNC Financial Services Group, Inc. | Stock | 3,074,194 | $756.9M | 0.3% | – | – | History |
| NXPINXP Semiconductors N.V. | COM | 2,641,698 | $742.4M | 0.3% | – | – | History |
| MSMorgan Stanley | Stock | 3,551,238 | $742.3M | 0.3% | – | – | History |
| FCXFreeport-McMoran Inc | Stock | 11,765,253 | $739.9M | 0.3% | – | – | History |
| ABTAbbott Laboratories | Stock | 8,075,934 | $732.8M | 0.3% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 4,015,688 | $726.5M | 0.3% | – | – | History |
| NBISNebius Group N.V. | Stock | 2,586,119 | $714.2M | 0.3% | – | – | History |
| NFLXNetflix Inc | Stock | 9,710,107 | $693.3M | 0.3% | – | – | History |
| DEDeere & Co | Stock | 1,090,450 | $691.7M | 0.3% | – | – | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 5,909,184 | $691.7M | 0.3% | – | – | History |
| CDNSCadence Design Systems Inc | Stock | 1,835,098 | $688.7M | 0.3% | – | – | History |
| DISWalt Disney Co | Stock | 7,142,995 | $687.5M | 0.3% | – | – | History |
| SYKStryker Corp | Stock | 2,164,836 | $681.6M | 0.3% | – | – | History |
| GKOSGLAUKOS Corp | COM | 4,862,894 | $679.6M | 0.3% | – | – | History |
| CVXChevron Corp | Stock | 4,078,078 | $676.0M | 0.3% | – | – | History |
| HLTHilton Worldwide Holdings Inc. | COM | 2,008,827 | $663.9M | 0.3% | – | – | History |
| HDHome Depot, Inc. | Stock | 1,861,035 | $656.2M | 0.3% | – | – | History |
| GMEDGlobus Medical Inc | Stock | 8,200,423 | $647.9M | 0.3% | – | – | History |
| TVTXTravere Therapeutics, Inc. | COM | 11,324,191 | $643.3M | 0.3% | – | – | History |
| ADIAnalog Devices Inc | Stock | 1,614,474 | $641.2M | 0.3% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 633,635 | $640.8M | 0.3% | – | – | History |
| DKNGDraftKings Inc. | Stock | 25,274,243 | $638.4M | 0.3% | – | – | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,259,997 | $625.8M | 0.3% | – | – | History |
| MDLNMedline Inc. | COM CL A | 15,858,400 | $625.4M | 0.3% | – | – | History |
| WATWaters Corp | COM | 1,663,601 | $623.9M | 0.3% | – | – | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,881,240 | $597.3M | 0.2% | – | – | History |
| MNSTMonster Beverage Corp | COM | 6,170,193 | $593.1M | 0.2% | – | – | History |
| PTCTPTC Therapeutics, Inc. | COM | 7,236,402 | $590.2M | 0.2% | – | – | History |
| ORLYO Reilly Automotive Inc | Stock | 6,295,569 | $579.8M | 0.2% | – | – | History |
| AEEAmeren Corp | COM | 5,115,469 | $578.3M | 0.2% | – | – | History |
| CPCanadian Pacific Kansas City Ltd | COM | 6,654,647 | $576.7M | 0.2% | – | – | History |
| LNTHLantheus Holdings, Inc. | Stock | 5,188,416 | $575.6M | 0.2% | – | – | History |
| GILGildan Activewear Inc. | Stock | 11,111,694 | $573.4M | 0.2% | – | – | History |
| GLWCorning Inc | COM | 2,210,653 | $564.7M | 0.2% | – | – | History |
| WEXWEX Inc. | COM | 3,967,061 | $559.7M | 0.2% | – | – | History |
| TELTE Connectivity plc | Stock | 2,749,063 | $554.3M | 0.2% | – | – | History |