Jupiter Topco LLC: 13F holdings, Q2 2026
Jupiter Topco LLC reported 2,461 positions worth $245.38B in its Form 13F for Q2 2026, filed 2026-08-14.
Top holdings
| Ticker | Company | Value | % of portfolio | Shares | vs. Q1 2026 |
|---|---|---|---|---|---|
| - | NVIDIA CORPORATION | $16.16B | 6.6% | 80,761,806 | |
| GOOG | ALPHABET INC-CL C | $10.63B | 4.3% | 30,072,304 | |
| AVGO | BROADCOM INC | $7.40B | 3.0% | 19,583,057 | |
| - | MICROSOFT CORP | $6.93B | 2.8% | 18,575,933 | |
| AMZN | AMAZON.COM INC | $5.91B | 2.4% | 24,799,242 | |
| AAPL | APPLE INC | $5.38B | 2.2% | 18,591,210 | |
| LLY | ELI LILLY & CO | $4.67B | 1.9% | 3,891,118 | |
| - | LAM RESEARCH CORP | $4.28B | 1.7% | 9,884,116 | |
| - | TAIWAN SEMICONDUCTOR MANUFAC | $3.82B | 1.6% | 8,008,470 | |
| - | MICRON TECHNOLOGY INC | $3.53B | 1.4% | 3,055,874 | |
| - | KLA CORP | $3.37B | 1.4% | 11,157,974 | |
| META | META PLATFORMS INC | $2.95B | 1.2% | 5,234,900 | |
| - | GE VERNOVA INC | $2.37B | 1.0% | 2,018,612 | |
| ARGX | ARGENX SE - ADR | $2.30B | 0.9% | 2,474,015 | |
| FLEX | FLEXTRONICS INTL LTD | $2.28B | 0.9% | 14,079,718 | |
| - | ASTRAZENECA PLC | $2.22B | 0.9% | 11,866,013 | |
| AMD | ADVANCED MICRO DEVICES | $2.08B | 0.8% | 3,589,211 | |
| - | HOWMET AEROSPACE INC | $2.07B | 0.8% | 7,680,827 | |
| - | MASTERCARD INCORPORATED | $2.04B | 0.8% | 3,981,858 | |
| - | EATON CORP PLC | $2.04B | 0.8% | 4,783,133 | |
| UNH | UNITEDHEALTH GROUP INC | $2.02B | 0.8% | 4,859,820 | |
| RVMD | REVOLUTION MEDICINES INC | $2.01B | 0.8% | 10,736,145 | |
| SPCX | Space Exploration Technologies Corp | $1.98B | 0.8% | 11,565,429 | |
| - | JOHNSON & JOHNSON | $1.97B | 0.8% | 7,746,487 | |
| - | ORACLE CORP | $1.87B | 0.8% | 12,732,052 | |
| DDOG | DATADOG INC - CLASS A | $1.81B | 0.7% | 6,943,522 | |
| - | FERGUSON ENTERPRISES INC | $1.79B | 0.7% | 7,538,616 | |
| - | LUMENTUM HLDGS INC | $1.62B | 0.7% | 1,889,608 | |
| APH | AMPHENOL CORP-CL A | $1.60B | 0.7% | 9,077,181 | |
| DASH | DOORDASH INC - A | $1.57B | 0.6% | 8,491,335 |
Every fund's full quarter-over-quarter changes are in the institutional holdings dataset. Source: SEC Form 13F. Not investment advice.