Jupiter Topco LLC — 13F Holdings & Portfolio
CIK 2146052 · latest 13F-HR filed 2026-08-14
Jupiter Topco LLC manages $245.38B in 13F-reported U.S. long-equity assets across 4,567 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (5.67%), GOOG (3.94%), AVGO (2.59%).
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-14
no prior filing cached
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Jupiter Topco LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $13.92B | 5.67% | 69,579,331 | SH |
| 2 | ALPHABET INC | GOOG | 02079K107 | $9.67B | 3.94% | 27,378,540 | SH |
| 3 | BROADCOM INC | AVGO | 11135F101 | $6.37B | 2.59% | 16,853,558 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $5.82B | 2.37% | 15,612,646 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $4.84B | 1.97% | 20,310,482 | SH |
| 6 | ELI LILLY & CO | LLY | 532457108 | $4.38B | 1.78% | 3,650,834 | SH |
| 7 | APPLE INC | AAPL | 037833100 | $4.27B | 1.74% | 14,771,021 | SH |
| 8 | LAM RESEARCH CORP | LRCX | 512807306 | $4.12B | 1.68% | 9,503,137 | SH |
| 9 | KLA CORP | KLAC | 482480100 | $3.13B | 1.28% | 10,384,853 | SH |
| 10 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $2.99B | 1.22% | 6,262,751 | SH |
| 11 | MICRON TECHNOLOGY INC | MU | 595112103 | $2.71B | 1.11% | 2,350,033 | SH |
| 12 | META PLATFORMS INC | META | 30303M102 | $2.41B | 0.98% | 4,278,881 | SH |
| 13 | GE VERNOVA INC | GEV | 36828A101 | $2.33B | 0.95% | 1,980,748 | SH |
| 14 | ARGENX SE | ARGX | 04016X101 | $2.13B | 0.87% | 2,298,269 | SH |
| 15 | HOWMET AEROSPACE INC | HWM | 443201108 | $2.02B | 0.82% | 7,517,375 | SH |
| 16 | EATON CORP PLC | ETN | G29183103 | $1.97B | 0.80% | 4,631,143 | SH |
| 17 | REVOLUTION MEDICINES INC | RVMD | 76155X100 | $1.96B | 0.80% | 10,478,476 | SH |
| 18 | SPACE EXPLORATION TECHN CORP | SPCX | 84615Q103 | $1.96B | 0.80% | 11,469,058 | SH |
| 19 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $1.95B | 0.79% | 4,686,175 | SH |
| 20 | FLEX LTD | FLEX | Y2573F102 | $1.87B | 0.76% | 11,547,040 | SH |
| 21 | DATADOG INC | DDOG | 23804L103 | $1.78B | 0.73% | 6,839,996 | SH |
| 22 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.78B | 0.73% | 7,007,090 | SH |
| 23 | MASTERCARD INCORPORATED | MA | 57636Q104 | $1.72B | 0.70% | 3,354,103 | SH |
| 24 | ORACLE CORP | ORCL | 68389X105 | $1.72B | 0.70% | 11,713,857 | SH |
| 25 | FERGUSON ENTERPRISES INC | FERG | 31488V107 | $1.70B | 0.69% | 7,161,314 | SH |
| 26 | LUMENTUM HLDGS INC | LITE | 55024U109 | $1.60B | 0.65% | 1,864,961 | SH |
| 27 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $1.58B | 0.64% | 2,719,261 | SH |
| 28 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.56B | 0.64% | 7,804,119 | SH |
| 29 | DOORDASH INC | DASH | 25809K105 | $1.51B | 0.62% | 8,191,929 | SH |
| 30 | DANAHER CORP DEL | DHR | 235851102 | $1.40B | 0.57% | 7,360,217 | SH |
| 31 | SEAGATE TECHNOLOGY HLDNGS PL | STX | G7997R103 | $1.37B | 0.56% | 1,421,611 | SH |
| 32 | ABBVIE INC | ABBV | 00287Y109 | $1.36B | 0.56% | 5,421,629 | SH |
| 33 | ASTRAZENECA PLC | AZN | G0593M107 | $1.30B | 0.53% | 6,956,489 | SH |
| 34 | VISA INC | V | 92826C839 | $1.29B | 0.53% | 3,774,396 | SH |
| 35 | AMPHENOL CORP | APH | 032095101 | $1.28B | 0.52% | 7,265,264 | SH |
| 36 | GE AEROSPACE | GE | 369604301 | $1.21B | 0.49% | 3,230,448 | SH |
| 37 | LPL FINL HLDGS INC | LPLA | 50212V100 | $1.12B | 0.46% | 3,978,182 | SH |
| 38 | ON SEMICONDUCTOR CORP | ON | 682189105 | $1.12B | 0.45% | 11,806,783 | SH |
| 39 | PRAXIS PRECISION MEDICINES I | PRAX | 74006W207 | $1.12B | 0.45% | 3,330,559 | SH |
| 40 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.09B | 0.45% | 3,343,715 | SH |
| 41 | BRIDGEBIO PHARMA INC | BBIO | 10806X102 | $1.02B | 0.42% | 13,724,900 | SH |
| 42 | APPLIED MATLS INC | AMAT | 038222105 | $1.02B | 0.42% | 1,412,450 | SH |
| 43 | VAXCYTE INC | PCVX | 92243G108 | $1.02B | 0.42% | 17,531,066 | SH |
| 44 | MADRIGAL PHARMACEUTICALS INC | MDGL | 558868105 | $1.02B | 0.41% | 1,895,240 | SH |
| 45 | ARAMARK | ARMK | 03852U106 | $972.3M | 0.40% | 17,088,644 | SH |
| 46 | TELEDYNE TECHNOLOGIES INC | TDY | 879360105 | $956.5M | 0.39% | 1,434,272 | SH |
| 47 | ASCENDIS PHARMA A/S | ASND | K08588103 | $948.9M | 0.39% | 3,556,954 | SH |
| 48 | REVVITY INC | RVTY | 714046109 | $901.6M | 0.37% | 8,103,166 | SH |
| 49 | ASTRAZENECA PLC | AZN | G0593M107 | $897.9M | 0.37% | 4,790,439 | SH |
| 50 | BOEING CO | BA | 097023105 | $884.1M | 0.36% | 4,084,348 | SH |
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