Holders — by stockHoldings — by fund
Jupiter Topco LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2146052
$245.38B
disclosed book value
2,461
positions
6.6%
largest position share
Positions, as of 2026-06-30
top 100 of 2,461 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 80.8M | $16.16B | 6.6% |
| 2 | GOOGALPHABET INC | 30.1M | $10.63B | 4.3% |
| 3 | AVGOBROADCOM INC | 19.6M | $7.40B | 3% |
| 4 | MSFTMICROSOFT CORP | 18.6M | $6.93B | 2.8% |
| 5 | AMZNAMAZON COM INC | 24.8M | $5.91B | 2.4% |
| 6 | AAPLAPPLE INC | 18.6M | $5.38B | 2.2% |
| 7 | LLYELI LILLY & CO | 3.9M | $4.67B | 1.9% |
| 8 | LRCXLAM RESEARCH CORP | 9.9M | $4.28B | 1.7% |
| 9 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 8.0M | $3.82B | 1.6% |
| 10 | MUMICRON TECHNOLOGY INC | 3.1M | $3.53B | 1.4% |
| 11 | KLACKLA CORP | 11.2M | $3.37B | 1.4% |
| 12 | METAMETA PLATFORMS INC | 5.2M | $2.95B | 1.2% |
| 13 | GEVGE VERNOVA INC | 2.0M | $2.37B | 1% |
| 14 | ARGXARGENX SE | 2.5M | $2.30B | 0.9% |
| 15 | FLEX LTD | 14.1M | $2.28B | 0.9% |
| 16 | ASTRAZENECA PLC | 11.9M | $2.22B | 0.9% |
| 17 | AMDADVANCED MICRO DEVICES INC | 3.6M | $2.08B | 0.8% |
| 18 | HWMHOWMET AEROSPACE INC | 7.7M | $2.07B | 0.8% |
| 19 | MAMASTERCARD INCORPORATED | 4.0M | $2.04B | 0.8% |
| 20 | EATON CORP PLC | 4.8M | $2.04B | 0.8% |
| 21 | UNHUNITEDHEALTH GROUP INC | 4.9M | $2.02B | 0.8% |
| 22 | RVMDREVOLUTION MEDICINES INC | 10.7M | $2.01B | 0.8% |
| 23 | SPCXSPACE EXPLORATION TECHN CORP | 11.6M | $1.98B | 0.8% |
| 24 | JNJJOHNSON & JOHNSON | 7.7M | $1.97B | 0.8% |
| 25 | ORCLORACLE CORP | 12.7M | $1.87B | 0.8% |
| 26 | DDOGDATADOG INC | 6.9M | $1.81B | 0.7% |
| 27 | FERGFERGUSON ENTERPRISES INC | 7.5M | $1.79B | 0.7% |
| 28 | LITELUMENTUM HLDGS INC | 1.9M | $1.62B | 0.7% |
| 29 | APHAMPHENOL CORP | 9.1M | $1.60B | 0.7% |
| 30 | DASHDOORDASH INC | 8.5M | $1.57B | 0.6% |
| 31 | ABBVABBVIE INC | 6.2M | $1.56B | 0.6% |
| 32 | SEAGATE TECHNOLOGY HLDNGS PL | 1.6M | $1.55B | 0.6% |
| 33 | AMATAPPLIED MATLS INC | 2.1M | $1.51B | 0.6% |
| 34 | DHRDANAHER CORP DEL | 7.6M | $1.46B | 0.6% |
| 35 | VVISA INC | 4.2M | $1.44B | 0.6% |
| 36 | GEGE AEROSPACE | 3.4M | $1.28B | 0.5% |
| 37 | JPMJPMORGAN CHASE & CO | 3.9M | $1.27B | 0.5% |
| 38 | ONON SEMICONDUCTOR CORP | 13.4M | $1.27B | 0.5% |
| 39 | LPLALPL FINL HLDGS INC | 4.2M | $1.18B | 0.5% |
| 40 | PRAXPRAXIS PRECISION MEDICINES I | 3.4M | $1.15B | 0.5% |
| 41 | ANETARISTA NETWORKS INC | 6.5M | $1.10B | 0.4% |
| 42 | GOOGLALPHABET INC | 3.0M | $1.06B | 0.4% |
| 43 | BBIOBRIDGEBIO PHARMA INC | 14.1M | $1.05B | 0.4% |
| 44 | PCVXVAXCYTE INC | 18.0M | $1.04B | 0.4% |
| 45 | ARMKARAMARK | 18.3M | $1.04B | 0.4% |
| 46 | MDGLMADRIGAL PHARMACEUTICALS INC | 1.9M | $1.04B | 0.4% |
| 47 | TDYTELEDYNE TECHNOLOGIES INC | 1.5M | $1.03B | 0.4% |
| 48 | APGAPI GROUP CORP | 23.6M | $998.6M | 0.4% |
| 49 | ASCENDIS PHARMA A/S | 3.6M | $973.4M | 0.4% |
| 50 | RVTYREVVITY INC | 8.6M | $961.0M | 0.4% |
| 51 | PGRPROGRESSIVE CORP | 4.3M | $935.2M | 0.4% |
| 52 | SPOTIFY TECHNOLOGY S A | 2.0M | $928.7M | 0.4% |
| 53 | MELIMERCADOLIBRE INC | 540,293 | $917.1M | 0.4% |
| 54 | BABOEING CO | 4.2M | $911.9M | 0.4% |
| 55 | TOTALENERGIES SE | 11.6M | $901.5M | 0.4% |
| 56 | JBHTHUNT J B TRANS SVCS INC | 3.1M | $891.3M | 0.4% |
| 57 | SNOWSNOWFLAKE INC | 3.5M | $880.2M | 0.4% |
| 58 | FWONKLIBERTY MEDIA CORP DEL | 9.1M | $862.5M | 0.4% |
| 59 | TRANE TECHNOLOGIES PLC | 1.7M | $858.8M | 0.3% |
| 60 | LNTALLIANT ENERGY CORP | 11.0M | $837.5M | 0.3% |
| 61 | AXPAMERICAN EXPRESS CO | 2.4M | $806.0M | 0.3% |
| 62 | BSXBOSTON SCIENTIFIC CORP | 18.8M | $803.4M | 0.3% |
| 63 | TJXTJX COS INC NEW | 5.3M | $803.3M | 0.3% |
| 64 | ISRGINTUITIVE SURGICAL INC | 1.9M | $758.9M | 0.3% |
| 65 | PNCPNC FINL SVCS GROUP INC | 3.1M | $756.9M | 0.3% |
| 66 | NXP SEMICONDUCTORS N V | 2.6M | $742.4M | 0.3% |
| 67 | MSMORGAN STANLEY | 3.6M | $742.3M | 0.3% |
| 68 | FCXFREEPORT MCMORAN INC | 11.8M | $739.9M | 0.3% |
| 69 | ABTABBOTT LABORATORIES | 8.1M | $732.8M | 0.3% |
| 70 | PMPHILIP MORRIS INTL INC | 4.0M | $726.5M | 0.3% |
| 71 | NEBIUS GROUP N.V. | 2.6M | $714.2M | 0.3% |
| 72 | NFLXNETFLIX INC. | 9.7M | $693.3M | 0.3% |
| 73 | DEDEERE & CO | 1.1M | $691.7M | 0.3% |
| 74 | MIRMMIRUM PHARMACEUTICALS INC | 5.9M | $691.7M | 0.3% |
| 75 | CDNSCADENCE DESIGN SYSTEM INC | 1.8M | $688.7M | 0.3% |
| 76 | DISDISNEY WALT CO | 7.1M | $687.5M | 0.3% |
| 77 | SYKSTRYKER CORPORATION | 2.2M | $681.6M | 0.3% |
| 78 | GKOSGLAUKOS CORP | 4.9M | $679.6M | 0.3% |
| 79 | CVXCHEVRON CORPORATION | 4.1M | $676.0M | 0.3% |
| 80 | HLTHILTON WORLDWIDE HLDGS INC | 2.0M | $663.9M | 0.3% |
| 81 | HDHOME DEPOT INC | 1.9M | $656.2M | 0.3% |
| 82 | GMEDGLOBUS MED INC | 8.2M | $647.9M | 0.3% |
| 83 | TVTXTRAVERE THERAPEUTICS INC | 11.3M | $643.3M | 0.3% |
| 84 | ADIANALOG DEVICES INC | 1.6M | $641.2M | 0.3% |
| 85 | GSGOLDMAN SACHS GROUP INC | 633,635 | $640.8M | 0.3% |
| 86 | DKNGDRAFTKINGS INC NEW | 25.3M | $638.4M | 0.3% |
| 87 | VRTXVERTEX PHARMACEUTICALS INC | 1.3M | $625.8M | 0.3% |
| 88 | MDLNMEDLINE INC | 15.9M | $625.4M | 0.3% |
| 89 | WATWATERS CORP | 1.7M | $623.9M | 0.3% |
| 90 | ROYAL CARIBBEAN GROUP | 1.9M | $597.3M | 0.2% |
| 91 | MNSTMONSTER BEVERAGE CORP NEW | 6.2M | $593.1M | 0.2% |
| 92 | PTCTPTC THERAPEUTICS INC | 7.2M | $590.2M | 0.2% |
| 93 | ORLYOREILLY AUTOMOTIVE INC | 6.3M | $579.8M | 0.2% |
| 94 | AEEAMEREN CORP | 5.1M | $578.3M | 0.2% |
| 95 | CPCANADIAN PACIFIC KANSAS CITY | 6.7M | $576.7M | 0.2% |
| 96 | LNTHLANTHEUS HLDGS INC | 5.2M | $575.6M | 0.2% |
| 97 | GILGILDAN ACTIVEWEAR INC | 11.1M | $573.4M | 0.2% |
| 98 | GLWCORNING INC | 2.2M | $564.7M | 0.2% |
| 99 | WEXWEX INC | 4.0M | $559.7M | 0.2% |
| 100 | TE CONNECTIVITY PLC | 2.7M | $554.3M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.