Jupiter Topco LLC 13F Holdings · Q2 2026
Jupiter Topco LLC reported 2,456 securities worth $245.38B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (6.58%), GOOG (4.33%), AVGO (3.01%). Among its top 25 positions this quarter: 25 new.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $16.16B | 6.58% | 80.8M | New |
| 2 | GOOG | ALPHABET INC | $10.63B | 4.33% | 30.1M | New |
| 3 | AVGO | BROADCOM INC | $7.40B | 3.01% | 19.6M | New |
| 4 | MSFT | MICROSOFT CORP | $6.93B | 2.82% | 18.6M | New |
| 5 | AMZN | AMAZON COM INC | $5.91B | 2.41% | 24.8M | New |
| 6 | AAPL | APPLE INC | $5.38B | 2.19% | 18.6M | New |
| 7 | LLY | ELI LILLY & CO | $4.67B | 1.90% | 3.9M | New |
| 8 | LRCX | LAM RESEARCH CORP | $4.28B | 1.75% | 9.9M | New |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.82B | 1.56% | 8.0M | New |
| 10 | MU | MICRON TECHNOLOGY INC | $3.53B | 1.44% | 3.1M | New |
| 11 | KLAC | KLA CORP | $3.37B | 1.37% | 11.2M | New |
| 12 | META | META PLATFORMS INC | $2.95B | 1.20% | 5.2M | New |
| 13 | GEV | GE VERNOVA INC | $2.37B | 0.97% | 2.0M | New |
| 14 | ARGX | ARGENX SE | $2.30B | 0.94% | 2.5M | New |
| 15 | FLEX | FLEX LTD | $2.28B | 0.93% | 14.1M | New |
| 16 | AZN | ASTRAZENECA PLC | $2.22B | 0.91% | 11.9M | New |
| 17 | AMD | ADVANCED MICRO DEVICES INC | $2.08B | 0.85% | 3.6M | New |
| 18 | HWM | HOWMET AEROSPACE INC | $2.07B | 0.84% | 7.7M | New |
| 19 | ETN | EATON CORP PLC | $2.04B | 0.83% | 4.8M | New |
| 20 | MA | MASTERCARD INCORPORATED | $2.04B | 0.83% | 4.0M | New |
| 21 | RVMD | REVOLUTION MEDICINES INC | $2.01B | 0.82% | 10.7M | New |
| 22 | UNH | UNITEDHEALTH GROUP INC | $2.02B | 0.82% | 4.9M | New |
| 23 | SPCX | SPACE EXPLORATION TECHN CORP | $1.98B | 0.81% | 11.6M | New |
| 24 | JNJ | JOHNSON & JOHNSON | $1.97B | 0.80% | 7.7M | New |
| 25 | ORCL | ORACLE CORP | $1.87B | 0.76% | 12.7M | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR