Jupiter Topco Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-06-30
Reported value
$245.38B
Q ending 2026-06-30
Prior quarter
–
Q ending 2026-03-31
Change
– QoQ
Positions
2,461
reported holdings
Largest positions
Top 100 of 2,461 reported positions by value, Q ending 2026-06-30. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $16.16B | 80.8M |
| Alphabet Inc | GOOG | Shares | $10.63B | 30.1M |
| Broadcom Inc | AVGO | Shares | $7.40B | 19.6M |
| Microsoft Corp | MSFT | Shares | $6.93B | 18.6M |
| Amazon Com Inc | AMZN | Shares | $5.91B | 24.8M |
| Apple Inc | AAPL | Shares | $5.38B | 18.6M |
| Eli Lilly & Co | LLY | Shares | $4.67B | 3.9M |
| Lam Research Corp | LRCX | Shares | $4.28B | 9.9M |
| Taiwan Semiconductor Manufac | TSM | Shares | $3.82B | 8.0M |
| Micron Technology Inc | MU | Shares | $3.53B | 3.1M |
| Kla Corp | KLAC | Shares | $3.37B | 11.2M |
| Meta Platforms Inc | META | Shares | $2.95B | 5.2M |
| Ge Vernova Inc | GEV | Shares | $2.37B | 2.0M |
| Argenx Se | ARGX | Shares | $2.30B | 2.5M |
| Flex Ltd | Shares | $2.28B | 14.1M | |
| Astrazeneca Plc | Shares | $2.22B | 11.9M | |
| Advanced Micro Devices Inc | AMD | Shares | $2.08B | 3.6M |
| Howmet Aerospace Inc | HWM | Shares | $2.07B | 7.7M |
| Mastercard Incorporated | MA | Shares | $2.04B | 4.0M |
| Eaton Corp Plc | Shares | $2.04B | 4.8M | |
| Unitedhealth Group Inc | UNH | Shares | $2.02B | 4.9M |
| Revolution Medicines Inc | RVMD | Shares | $2.01B | 10.7M |
| Space Exploration Techn Corp | SPCX | Shares | $1.98B | 11.6M |
| Johnson & Johnson | JNJ | Shares | $1.97B | 7.7M |
| Oracle Corp | ORCL | Shares | $1.87B | 12.7M |
| Datadog Inc | DDOG | Shares | $1.81B | 6.9M |
| Ferguson Enterprises Inc | FERG | Shares | $1.79B | 7.5M |
| Lumentum Hldgs Inc | LITE | Shares | $1.62B | 1.9M |
| Amphenol Corp | APH | Shares | $1.60B | 9.1M |
| Doordash Inc | DASH | Shares | $1.57B | 8.5M |
| Abbvie Inc | ABBV | Shares | $1.56B | 6.2M |
| Seagate Technology Hldngs Pl | Shares | $1.55B | 1.6M | |
| Applied Matls Inc | AMAT | Shares | $1.51B | 2.1M |
| Danaher Corp Del | DHR | Shares | $1.46B | 7.6M |
| Visa Inc | V | Shares | $1.44B | 4.2M |
| Ge Aerospace | GE | Shares | $1.28B | 3.4M |
| Jpmorgan Chase & Co | JPM | Shares | $1.27B | 3.9M |
| On Semiconductor Corp | ON | Shares | $1.27B | 13.4M |
| Lpl Finl Hldgs Inc | LPLA | Shares | $1.18B | 4.2M |
| Praxis Precision Medicines I | PRAX | Shares | $1.15B | 3.4M |
| Arista Networks Inc | ANET | Shares | $1.10B | 6.5M |
| Alphabet Inc | GOOGL | Shares | $1.06B | 3.0M |
| Bridgebio Pharma Inc | BBIO | Shares | $1.05B | 14.1M |
| Vaxcyte Inc | PCVX | Shares | $1.04B | 18.0M |
| Aramark | ARMK | Shares | $1.04B | 18.3M |
| Madrigal Pharmaceuticals Inc | MDGL | Shares | $1.04B | 1.9M |
| Teledyne Technologies Inc | TDY | Shares | $1.03B | 1.5M |
| Api Group Corp | APG | Shares | $998.6M | 23.6M |
| Ascendis Pharma A/S | Shares | $973.4M | 3.6M | |
| Revvity Inc | RVTY | Shares | $961.0M | 8.6M |
| Progressive Corp | PGR | Shares | $935.2M | 4.3M |
| Spotify Technology S A | Shares | $928.7M | 2.0M | |
| Mercadolibre Inc | MELI | Shares | $917.1M | 540K |
| Boeing Co | BA | Shares | $911.9M | 4.2M |
| Totalenergies Se | Shares | $901.5M | 11.6M | |
| Hunt J B Trans Svcs Inc | JBHT | Shares | $891.3M | 3.1M |
| Snowflake Inc | SNOW | Shares | $880.2M | 3.5M |
| Liberty Media Corp Del | FWONK | Shares | $862.5M | 9.1M |
| Trane Technologies Plc | Shares | $858.8M | 1.7M | |
| Alliant Energy Corp | LNT | Shares | $837.5M | 11.0M |
| American Express Co | AXP | Shares | $806.0M | 2.4M |
| Boston Scientific Corp | BSX | Shares | $803.4M | 18.8M |
| Tjx Cos Inc New | TJX | Shares | $803.3M | 5.3M |
| Intuitive Surgical Inc | ISRG | Shares | $758.9M | 1.9M |
| Pnc Finl Svcs Group Inc | PNC | Shares | $756.9M | 3.1M |
| Nxp Semiconductors N V | Shares | $742.4M | 2.6M | |
| Morgan Stanley | MS | Shares | $742.3M | 3.6M |
| Freeport Mcmoran Inc | FCX | Shares | $739.9M | 11.8M |
| Abbott Laboratories | ABT | Shares | $732.8M | 8.1M |
| Philip Morris Intl Inc | PM | Shares | $726.5M | 4.0M |
| Nebius Group N.V. | Shares | $714.2M | 2.6M | |
| Netflix Inc. | NFLX | Shares | $693.3M | 9.7M |
| Deere & Co | DE | Shares | $691.7M | 1.1M |
| Mirum Pharmaceuticals Inc | MIRM | Shares | $691.7M | 5.9M |
| Cadence Design System Inc | CDNS | Shares | $688.7M | 1.8M |
| Disney Walt Co | DIS | Shares | $687.5M | 7.1M |
| Stryker Corporation | SYK | Shares | $681.6M | 2.2M |
| Glaukos Corp | GKOS | Shares | $679.6M | 4.9M |
| Chevron Corporation | CVX | Shares | $676.0M | 4.1M |
| Hilton Worldwide Hldgs Inc | HLT | Shares | $663.9M | 2.0M |
| Home Depot Inc | HD | Shares | $656.2M | 1.9M |
| Globus Med Inc | GMED | Shares | $647.9M | 8.2M |
| Travere Therapeutics Inc | TVTX | Shares | $643.3M | 11.3M |
| Analog Devices Inc | ADI | Shares | $641.2M | 1.6M |
| Goldman Sachs Group Inc | GS | Shares | $640.8M | 634K |
| Draftkings Inc New | DKNG | Shares | $638.4M | 25.3M |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $625.8M | 1.3M |
| Medline Inc | MDLN | Shares | $625.4M | 15.9M |
| Waters Corp | WAT | Shares | $623.9M | 1.7M |
| Royal Caribbean Group | Shares | $597.3M | 1.9M | |
| Monster Beverage Corp New | MNST | Shares | $593.1M | 6.2M |
| Ptc Therapeutics Inc | PTCT | Shares | $590.2M | 7.2M |
| Oreilly Automotive Inc | ORLY | Shares | $579.8M | 6.3M |
| Ameren Corp | AEE | Shares | $578.3M | 5.1M |
| Canadian Pacific Kansas City | CP | Shares | $576.7M | 6.7M |
| Lantheus Hldgs Inc | LNTH | Shares | $575.6M | 5.2M |
| Gildan Activewear Inc | GIL | Shares | $573.4M | 11.1M |
| Corning Inc | GLW | Shares | $564.7M | 2.2M |
| Wex Inc | WEX | Shares | $559.7M | 4.0M |
| Te Connectivity Plc | Shares | $554.3M | 2.7M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.