Jupiter Topco LLC

CIK 2146052 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Jupiter Topco LLC reported 2,461 US-listed holdings worth $245.38 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: NVIDIA Corp. (6.6%), Alphabet Inc. (4.3%) and Broadcom Inc. (3.0%).

Reported holdings$245.38B

Positions2,461

The largest ten28.0%of its reported holdings

Latest 13FQ2 2026filed 14 August 2026

Where the money is

The 14 largest of its 2,461 positions, each sized by its share of the reported holdings.

What it holds

Company	Shares	Value	Of its book
NVIDIA Corp. NVDA	80,761,806	$16.16 billion	6.58%
Alphabet Inc. GOOG	30,072,304	$10.63 billion	4.33%
Broadcom Inc. AVGO	19,583,057	$7.40 billion	3.01%
Microsoft Corp. MSFT	18,575,933	$6.93 billion	2.82%
Amazon.com Inc. AMZN	24,799,242	$5.91 billion	2.41%
Apple Inc. AAPL	18,591,210	$5.38 billion	2.19%
Eli Lilly & Co. LLY	3,891,118	$4.67 billion	1.90%
Lam Research Corp. LRCX	9,884,116	$4.28 billion	1.75%
Taiwan Semiconductor Manufacturing Company Limited TSM	8,008,470	$3.82 billion	1.56%
Micron Technology Inc. MU	3,055,874	$3.53 billion	1.44%
KLA Corp. KLAC	11,157,974	$3.37 billion	1.37%
Meta Platforms, Inc. META	5,234,900	$2.95 billion	1.20%
GE Vernova Inc. GEV	2,018,612	$2.37 billion	0.97%
argenx SE ARGX	2,474,015	$2.30 billion	0.94%
Flex Ltd. FLEX	14,079,718	$2.28 billion	0.93%
AstraZeneca PLC AZN	11,866,013	$2.22 billion	0.91%
Advanced Micro Devices Inc. AMD	3,589,211	$2.08 billion	0.85%
Howmet Aerospace Inc. HWM	7,680,827	$2.07 billion	0.84%
Mastercard Inc. MA	3,981,858	$2.04 billion	0.83%
Eaton Corp. plc ETN	4,783,133	$2.04 billion	0.83%
UnitedHealth Group Inc. UNH	4,859,820	$2.02 billion	0.82%
Revolution Medicines, Inc. RVMD	10,736,145	$2.01 billion	0.82%
Space Exploration Techn Corp. Class A Com STK SPCX	11,565,429	$1.98 billion	0.81%
Johnson & Johnson JNJ	7,746,487	$1.97 billion	0.80%
Oracle Corp. ORCL	12,732,052	$1.87 billion	0.76%
Datadog, Inc. DDOG	6,943,522	$1.81 billion	0.74%
Ferguson Enterprises Inc. FERG	7,538,616	$1.79 billion	0.73%
Lumentum Holdings Inc. LITE	1,889,608	$1.62 billion	0.66%
Amphenol Corp. APH	9,077,181	$1.60 billion	0.65%
DoorDash, Inc. DASH	8,491,335	$1.57 billion	0.64%
AbbVie Inc. ABBV	6,201,973	$1.56 billion	0.64%
Seagate Technology Holdings plc STX	1,608,436	$1.55 billion	0.63%
Applied Materials Inc. AMAT	2,091,340	$1.51 billion	0.62%
Danaher Corp. DHR	7,645,709	$1.46 billion	0.59%
Visa Inc. V	4,183,906	$1.44 billion	0.58%
General Electric Co. GE	3,435,406	$1.28 billion	0.52%
JPMorgan Chase & Co. JPM	3,892,479	$1.27 billion	0.52%
ON Semiconductor Corp. ON	13,427,527	$1.27 billion	0.52%
LPL Finl Hldgs Inc. LPLA	4,198,356	$1.18 billion	0.48%
Praxis Precision Medicines I PRAX	3,421,374	$1.15 billion	0.47%
Arista Networks, Inc. ANET	6,485,473	$1.10 billion	0.45%
Alphabet Inc. GOOGL	2,963,318	$1.06 billion	0.43%
Bridgebio Pharma Inc. BBIO	14,110,278	$1.05 billion	0.43%
Vaxcyte Inc. PCVX	17,965,847	$1.04 billion	0.43%
Aramark ARMK	18,302,356	$1.04 billion	0.42%
Madrigal Pharmaceuticals Inc. MDGL	1,936,099	$1.04 billion	0.42%
Teledyne Technologies Inc. TDY	1,540,313	$1.03 billion	0.42%
APi Group Corp. APG	23,581,036	$998.6 million	0.41%
Ascendis Pharma A/s ASND	3,648,772	$973.4 million	0.40%
Revvity, Inc. RVTY	8,637,614	$961.0 million	0.39%
Progressive Corp. PGR	4,281,720	$935.2 million	0.38%
Spotify Technology S.A. SPOT	2,022,091	$928.7 million	0.38%
MercadoLibre, Inc. MELI	540,293	$917.1 million	0.37%
Boeing Co. BA	4,212,507	$911.9 million	0.37%
TotalEnergies SE TTE	11,591,965	$901.5 million	0.37%
J.B. Hunt Transport Services, Inc. JBHT	3,079,671	$891.3 million	0.36%
Snowflake Inc. SNOW	3,459,150	$880.2 million	0.36%
Liberty Media Corp. Del FWONK	9,066,013	$862.5 million	0.35%
Trane Technologies plc TT	1,748,566	$858.8 million	0.35%
Alliant Energy Corp. LNT	10,977,426	$837.5 million	0.34%
American Express Co. AXP	2,382,750	$806.0 million	0.33%
Boston Scientific Corp. BSX	18,822,853	$803.4 million	0.33%
TJX Companies Inc. TJX	5,302,446	$803.3 million	0.33%
Intuitive Surgical Inc. ISRG	1,908,424	$758.9 million	0.31%
PNC Financial Services Group, Inc. PNC	3,074,194	$756.9 million	0.31%
NXP Semiconductors N.V. NXPI	2,641,698	$742.4 million	0.30%
Morgan Stanley MS	3,551,238	$742.3 million	0.30%
Freeport-McMoRan Inc. FCX	11,765,253	$739.9 million	0.30%
Abbott Laboratories ABT	8,075,934	$732.8 million	0.30%
Philip Morris International Inc. PM	4,015,688	$726.5 million	0.30%
Yandex N V NBIS	2,586,119	$714.2 million	0.29%
Netflix Inc. NFLX	9,710,107	$693.3 million	0.28%
Deere & Co. DE	1,090,450	$691.7 million	0.28%
Mirum Pharmaceuticals Inc. MIRM	5,909,184	$691.7 million	0.28%
Cadence Design Systems Inc. CDNS	1,835,098	$688.7 million	0.28%
Walt Disney Co. DIS	7,142,995	$687.5 million	0.28%
Stryker Corp. SYK	2,164,836	$681.6 million	0.28%
Glaukos Corp. GKOS	4,862,894	$679.6 million	0.28%
Chevron Corp. CVX	4,078,078	$676.0 million	0.28%
Hilton Worldwide Holdings Inc. HLT	2,008,827	$663.9 million	0.27%
Home Depot, Inc. HD	1,861,035	$656.2 million	0.27%
Globus Medical Inc. GMED	8,200,423	$647.9 million	0.26%
Travere Therapeutics Inc. TVTX	11,324,191	$643.3 million	0.26%
Analog Devices Inc. ADI	1,614,474	$641.2 million	0.26%
Goldman Sachs Group Inc. GS	633,635	$640.8 million	0.26%
Draftkings Inc. New DKNG	25,274,243	$638.4 million	0.26%
Vertex Pharmaceuticals Inc. VRTX	1,259,997	$625.8 million	0.26%
Medline Inc. MDLN	15,858,400	$625.4 million	0.25%
Waters Corp. WAT	1,663,601	$623.9 million	0.25%
Royal Caribbean Cruises Ltd. RCL	1,881,240	$597.3 million	0.24%
Monster Beverage Corp. MNST	6,170,193	$593.1 million	0.24%
PTC Therapeutics, Inc. PTCT	7,236,402	$590.2 million	0.24%
O'Reilly Automotive, Inc. ORLY	6,295,569	$579.8 million	0.24%
Ameren Corp. AEE	5,115,469	$578.3 million	0.24%
Canadian Pacific Kansas City LT CP	6,654,647	$576.7 million	0.24%
Lantheus Holdings, Inc. LNTH	5,188,416	$575.6 million	0.23%
Gildan Activewear Inc. GIL	11,111,694	$573.4 million	0.23%
Corning Inc. GLW	2,210,653	$564.7 million	0.23%
WEX Inc. WEX	3,967,061	$559.7 million	0.23%
TE Connectivity plc TEL	2,749,063	$554.3 million	0.23%
Booking Holdings Inc. BKNG	3,088,838	$550.6 million	0.22%
Teleflex Inc. TFX	4,342,512	$550.5 million	0.22%
Ingersoll Rand Inc. IR	6,679,206	$547.6 million	0.22%
Corteva, Inc. CTVA	6,426,384	$544.2 million	0.22%
Sensata Technologies Holding plc ST	10,925,289	$521.6 million	0.21%
3M Co. MMM	3,218,003	$521.0 million	0.21%
Tfi Intl Inc. TFII	3,588,905	$515.3 million	0.21%
RB Global Inc. RBA	4,421,743	$514.9 million	0.21%
Merck & Co., Inc. MRK	3,901,539	$501.2 million	0.20%
Robinhood Markets, Inc. HOOD	4,916,257	$493.0 million	0.20%
Rentokil Initial PLC RTO	16,957,699	$485.2 million	0.20%
McDonald's Corp. MCD	1,784,065	$482.2 million	0.20%
Union Pacific Corp. UNP	1,762,230	$479.3 million	0.20%
Clean Harbors Inc. CLH	1,598,574	$477.6 million	0.19%
DTE Energy Co. DTE	3,132,273	$477.3 million	0.19%
Intercontinental Exchange, Inc. ICE	3,850,472	$474.0 million	0.19%
Forgent Power Solutions Inc FPS	8,457,260	$472.5 million	0.19%
SPX Technologies, Inc. SPXC	1,898,958	$465.6 million	0.19%
Capital One Financial Corp. COF	2,314,665	$464.3 million	0.19%
Motorola Solutions, Inc. MSI	1,103,655	$458.4 million	0.19%
United Therapeutics Corp. UTHR	831,129	$450.1 million	0.18%
Gilead Sciences, Inc. GILD	3,546,841	$448.0 million	0.18%
Arthur J. Gallagher & Co. AJG	1,940,663	$445.4 million	0.18%
Vertiv Holdings Co. VRT	1,317,408	$441.1 million	0.18%
AppLovin Corp. APP	831,237	$428.3 million	0.17%
ConocoPhillips COP	4,116,578	$428.0 million	0.17%
Lamar Advertising Co. LAMR	2,724,525	$425.0 million	0.17%
Texas Instruments Inc. TXN	1,418,674	$422.8 million	0.17%
Palantir Technologies Inc. PLTR	3,621,397	$422.5 million	0.17%
PTC Inc. PTC	3,684,121	$418.6 million	0.17%
Wayfair Inc. W	4,469,109	$413.0 million	0.17%
ICU Medical Inc. ICUI	2,781,620	$407.8 million	0.17%
Steris plc STE	1,887,828	$397.5 million	0.16%
CME Group Inc. CME	1,791,092	$395.5 million	0.16%
Sterling Infrastructure, Inc. STRL	470,643	$395.1 million	0.16%
Cimpress PLC CMPR	3,774,708	$383.9 million	0.16%
Tower Semiconductor Ltd TSEM	1,464,914	$381.8 million	0.16%
Marvell Technology, Inc. MRVL	1,278,184	$380.7 million	0.16%
CVS Health Corp. CVS	3,677,824	$380.5 million	0.16%
Ryanair Holdings PLC RYAAY	5,860,443	$379.5 million	0.15%
Costco Wholesale Corp. COST	404,467	$378.4 million	0.15%
Schwab US Large Cap SCHX	12,782,146	$376.2 million	0.15%
Shopify Inc. SHOP	3,279,616	$374.5 million	0.15%
UBS Group AG UBS	7,482,210	$371.6 million	0.15%
HCA Healthcare, Inc. HCA	951,903	$371.1 million	0.15%
StandardAero, Inc. SARO	12,265,391	$366.9 million	0.15%
Duke Energy Corp. DUK	2,871,434	$363.5 million	0.15%
Illumina, Inc. ILMN	2,039,763	$358.7 million	0.15%
Uber Technologies, Inc. UBER	4,963,711	$358.0 million	0.15%
Janus Detroit STR Trust JEMB	6,634,105	$356.9 million	0.15%
Sandisk Corp. SNDK	155,696	$353.7 million	0.14%
Novartis AG NVS	2,221,362	$348.1 million	0.14%
McKesson Corp. MCK	459,652	$347.1 million	0.14%
Medtronic plc MDT	4,391,694	$343.5 million	0.14%
Thermo Fisher Scientific Inc. TMO	673,276	$337.5 million	0.14%
Ligand Pharmaceuticals Inc. LGND	1,040,578	$328.9 million	0.13%
iShares Trust AGG	3,291,989	$325.8 million	0.13%
ONEOK Inc. OKE	3,735,988	$324.8 million	0.13%
Keysight Technologies, Inc. KEYS	927,278	$324.5 million	0.13%
Amgen Inc. AMGN	893,898	$323.7 million	0.13%
Target Corp. TGT	2,450,125	$320.0 million	0.13%
Ideaya Biosciences Inc. IDYA	8,579,881	$319.7 million	0.13%
UL Solutions Inc. ULS	3,042,429	$309.9 million	0.13%
Cooper Companies, Inc. COO	4,254,267	$305.1 million	0.12%
Cboe Global Markets, Inc. CBOE	1,256,527	$304.9 million	0.12%
Vanguard S&P 500 VOO	441,653	$303.3 million	0.12%
Janus Detroit STR Trust JBBB	6,395,351	$302.4 million	0.12%
CDW Corp. CDW	2,133,623	$300.1 million	0.12%
American Electric Power Co. Inc. AEP	2,149,485	$294.1 million	0.12%
Palo Alto Networks Inc. PANW	857,804	$292.2 million	0.12%
Burlington Stores, Inc. BURL	894,021	$283.2 million	0.12%
TransUnion TRU	3,885,385	$280.3 million	0.11%
Structure Therapeutics Inc. GPCR	5,204,212	$279.3 million	0.11%
Insmed Inc. INSM	2,605,181	$277.8 million	0.11%
Dyne Therapeutics Inc. DYN	11,997,738	$266.6 million	0.11%
Verisk Analytics, Inc. VRSK	1,483,091	$266.2 million	0.11%
Definium Therapeutics Inc. DFTX	5,615,645	$264.0 million	0.11%
Vistra Corp. VST	1,652,733	$262.2 million	0.11%
Broadridge Financial Solutions, Inc. BR	1,912,032	$261.9 million	0.11%
Protagonist Therapeutics, Inc. PTGX	2,129,780	$261.0 million	0.11%
Emerson Electric Co. EMR	1,819,736	$260.5 million	0.11%
Macom Technology Solutions Holdings, Inc. MTSI	674,790	$256.6 million	0.10%
Cogent Biosciences Inc. COGT	6,624,848	$256.4 million	0.10%
Abivax SA ABVX	1,913,933	$255.1 million	0.10%
ASML Holding N.V. ASML	127,399	$253.5 million	0.10%
Vanguard Star FDS VXUS	2,961,440	$253.2 million	0.10%
Xenon Pharmaceuticals Inc. XENE	4,186,519	$252.7 million	0.10%
Ecolab Inc. ECL	903,516	$251.7 million	0.10%
Casey's General Stores, Inc. CASY	310,752	$247.0 million	0.10%
Edgewise Therapeutics Inc. EWTX	6,075,331	$246.9 million	0.10%
Qualcomm Inc. QCOM	1,333,568	$246.4 million	0.10%
Carmax Inc. KMX	4,645,036	$245.7 million	0.10%
Legence Corp. LGN	2,882,048	$245.6 million	0.10%
iShares Trust IDEV	2,758,894	$245.6 million	0.10%
CBRE Group, Inc. CBRE	1,792,910	$241.6 million	0.10%
Willis Towers Watson plc WTW	916,295	$239.5 million	0.10%
Firstservice Corp. New FSV	1,680,486	$238.8 million	0.10%
Surgery Partners Inc. SGRY	13,882,155	$233.2 million	0.10%
iShares Edge MSCI USA Quality F QUAL	1,057,016	$231.9 million	0.09%
Cisco Systems, Inc. CSCO	1,945,554	$228.5 million	0.09%
Coca-Cola Co. KO	2,788,107	$226.6 million	0.09%
Veralto Corp. VLTO	2,542,908	$225.5 million	0.09%
Jabil Inc. JBL	584,704	$225.4 million	0.09%
Dynatrace, Inc. DT	5,131,981	$225.3 million	0.09%
CRH Public Ltd. Co. CRH	2,079,712	$222.6 million	0.09%
Costar Group, Inc. CSGP	7,832,860	$221.8 million	0.09%
Blackstone Inc. BX	1,882,354	$221.5 million	0.09%
Linde plc LIN	416,960	$216.3 million	0.09%
Sensient Technologies Corp. SXT	1,713,595	$211.3 million	0.09%
Cardinal Health Inc. CAH	883,308	$209.8 million	0.09%
Arxis Inc. ARXS	4,516,959	$208.4 million	0.08%
Constellation Brands, Inc. STZ	1,494,348	$207.8 million	0.08%
Dell Technologies Inc. DELL	481,087	$207.6 million	0.08%
Nike, Inc. NKE	5,031,518	$206.5 million	0.08%
RTX Corp. RTX	1,085,844	$206.0 million	0.08%
Nextpower Inc. NXT	1,705,478	$203.3 million	0.08%
Stride, Inc. LRN	2,315,672	$199.7 million	0.08%
Innio NV INIO	5,029,815	$198.9 million	0.08%
Welltower Inc. WELL	874,893	$198.5 million	0.08%
OSI Systems Inc. OSIS	905,925	$198.1 million	0.08%
Bel Fuse Inc. BELFB	590,030	$196.5 million	0.08%
Tesla, Inc. TSLA	466,647	$196.2 million	0.08%
Spyre Therapeutics Inc. SYRE	2,206,936	$195.9 million	0.08%
Charles Schwab Corp. SCHW	2,113,238	$195.0 million	0.08%
Axis Cap Hldgs Ltd AXS	1,813,893	$194.9 million	0.08%
Ziff Davis, Inc. ZD	3,587,806	$187.9 million	0.08%
Comfort Systems USA Inc. FIX	93,950	$186.1 million	0.08%
Canadian Natural Resources Limited CNQ	4,701,821	$185.8 million	0.08%
Verizon Communications Inc. VZ	4,352,698	$184.3 million	0.08%
Descartes Sys Group Inc. DSGX	2,624,926	$181.7 million	0.07%
Teradyne, Inc. TER	371,884	$179.9 million	0.07%
Ss&c Technologies Hldgs Inc. SSNC	2,874,073	$178.3 million	0.07%
Tarsus Pharmaceuticals Inc. TARS	2,808,796	$176.8 million	0.07%
iShares Inc. EMXC	1,714,300	$175.4 million	0.07%
Zurn Elkay Water Solutions Corp. ZWS	3,409,405	$172.3 million	0.07%
Crinetics Pharmaceuticals in CRNX	4,557,689	$170.5 million	0.07%
iShares Trust IEF	1,787,909	$169.1 million	0.07%
Procter & Gamble Co. PG	1,149,302	$168.5 million	0.07%
Teva Pharmaceutical Industries Ltd. TEVA	4,954,629	$167.9 million	0.07%
Onemain Hldgs Inc. OMF	2,722,474	$166.1 million	0.07%
Core & Main, Inc. CNM	3,409,409	$164.5 million	0.07%
Magnolia Oil & Gas Corp. MGY	6,427,893	$164.4 million	0.07%
Ares Management Corp. ARES	1,473,100	$164.0 million	0.07%
Cae Inc. CAE	6,509,035	$162.9 million	0.07%
Cognex Corp. CGNX	2,228,089	$161.4 million	0.07%
Bank of America Corp. BAC	2,806,686	$159.9 million	0.07%
Apogee Therapeutics Inc. APGE	1,193,626	$158.4 million	0.06%
Ferrari N.V. RACE	427,097	$158.4 million	0.06%
Dollar Tree, Inc. DLTR	1,306,484	$158.0 million	0.06%
Tango Therapeutics Inc. TNGX	5,056,352	$158.0 million	0.06%
BlackRock ETF Trust II CLOA	3,029,436	$157.3 million	0.06%
Southern Co. SO	1,642,660	$157.2 million	0.06%
Prologis, Inc. PLD	1,142,765	$154.8 million	0.06%
Elevance Health, Inc. ELV	394,480	$152.6 million	0.06%
iShares Trust IAGG	2,995,885	$151.6 million	0.06%
Amcor plc AMCR	3,453,356	$149.7 million	0.06%
ServiceNow, Inc. NOW	1,504,497	$149.4 million	0.06%
Gates Industrial Corp. Ltd. GTES	5,338,369	$149.3 million	0.06%
Sotera Health Co. SHC	8,402,106	$149.1 million	0.06%
Wingstop Inc. WING	850,244	$147.4 million	0.06%
Perimeter Solutions Inc PRM	4,125,974	$147.1 million	0.06%
Fabrinet FN	253,829	$142.7 million	0.06%
Crown Holdings, Inc. CCK	1,264,157	$141.4 million	0.06%
STMicroelectronics N.V. STM	1,883,844	$141.1 million	0.06%
Saia Inc. SAIA	334,749	$141.0 million	0.06%
Jade Biosciences Inc. JBIO	6,273,262	$139.4 million	0.06%
Zoetis Inc. ZTS	1,937,891	$139.3 million	0.06%
Tyra Biosciences Inc. TYRA	4,352,448	$139.2 million	0.06%
EOG Resources Inc. EOG	1,071,335	$139.0 million	0.06%
Digital Realty Trust, Inc. DLR	762,850	$137.0 million	0.06%
Palomar Holdings, Inc. PLMR	1,045,459	$132.2 million	0.05%
Oruka Therapeutics Inc. ORKA	1,375,844	$131.0 million	0.05%
Teck Resources Ltd TECK	2,197,436	$130.8 million	0.05%
Pfizer Inc. PFE	5,389,638	$129.7 million	0.05%
ITT Inc. ITT	646,609	$127.9 million	0.05%
Biohaven Ltd BHVN	8,584,675	$127.9 million	0.05%
Caterpillar Inc. CAT	119,462	$127.2 million	0.05%
Aurora Innovation Inc. AUR	18,217,970	$124.2 million	0.05%
Modine Manufacturing Co MOD	463,924	$123.9 million	0.05%
Scholar Rock Holding Corporation SRRK	2,242,106	$123.3 million	0.05%
Monopar Therapeutics Inc. MNPR	1,312,129	$121.7 million	0.05%
Ast Spacemobile Inc. ASTS	1,342,127	$119.3 million	0.05%
Vanguard Value ETF VTV	538,421	$117.3 million	0.05%
Lennar Corp. LEN	1,296,787	$117.3 million	0.05%
Centerpoint Energy Inc. CNP	2,648,666	$116.6 million	0.05%
Equinix Inc. EQIX	110,963	$115.7 million	0.05%
Nexstar Media Group, Inc. NXST	643,935	$115.0 million	0.05%
Frontdoor, Inc. FTDR	1,467,368	$113.9 million	0.05%
S&P Global Inc. SPGI	278,294	$113.2 million	0.05%
Edwards Lifesciences Corp. EW	1,240,222	$112.2 million	0.05%
Roivant Sciences Ltd. ROIV	3,159,678	$111.9 million	0.05%
Sempra SRE	1,195,168	$110.8 million	0.05%
Aptiv plc APTV	1,798,294	$110.5 million	0.05%
Flutter Entertainment plc FLUT	1,071,931	$109.1 million	0.04%
Synopsys Inc. SNPS	244,023	$108.8 million	0.04%
Halozyme Therapeutics, Inc. HALO	1,348,843	$105.6 million	0.04%
Caci International Inc. CACI	227,230	$105.3 million	0.04%
Invesco Exch Traded FD Trust II PZA	4,466,587	$105.1 million	0.04%
Simon Property Group Inc. SPG	462,314	$103.4 million	0.04%
Coca-Cola Europacific Partners plc CCEP	1,029,834	$103.3 million	0.04%

Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported; the largest 300 here.

Change is shares against its 13F for the quarter before.