Jupiter Topco LLC 13F 持仓 · 2026年Q2
Jupiter Topco 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 2,456 只证券，申报市值合计 2,453.75 亿美元。前几大持仓：NVDA（6.58%）、GOOG（4.33%）、AVGO（3.01%）。本季前 25 大持仓中：新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $16.16B | 6.58% | 80.8M | 新建仓 |
| 2 | GOOG | ALPHABET INC | $10.63B | 4.33% | 30.1M | 新建仓 |
| 3 | AVGO | BROADCOM INC | $7.40B | 3.01% | 19.6M | 新建仓 |
| 4 | MSFT | MICROSOFT CORP | $6.93B | 2.82% | 18.6M | 新建仓 |
| 5 | AMZN | AMAZON COM INC | $5.91B | 2.41% | 24.8M | 新建仓 |
| 6 | AAPL | APPLE INC | $5.38B | 2.19% | 18.6M | 新建仓 |
| 7 | LLY | ELI LILLY & CO | $4.67B | 1.90% | 3.9M | 新建仓 |
| 8 | LRCX | LAM RESEARCH CORP | $4.28B | 1.75% | 9.9M | 新建仓 |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.82B | 1.56% | 8.0M | 新建仓 |
| 10 | MU | MICRON TECHNOLOGY INC | $3.53B | 1.44% | 3.1M | 新建仓 |
| 11 | KLAC | KLA CORP | $3.37B | 1.37% | 11.2M | 新建仓 |
| 12 | META | META PLATFORMS INC | $2.95B | 1.20% | 5.2M | 新建仓 |
| 13 | GEV | GE VERNOVA INC | $2.37B | 0.97% | 2.0M | 新建仓 |
| 14 | ARGX | ARGENX SE | $2.30B | 0.94% | 2.5M | 新建仓 |
| 15 | FLEX | FLEX LTD | $2.28B | 0.93% | 14.1M | 新建仓 |
| 16 | AZN | ASTRAZENECA PLC | $2.22B | 0.91% | 11.9M | 新建仓 |
| 17 | AMD | ADVANCED MICRO DEVICES INC | $2.08B | 0.85% | 3.6M | 新建仓 |
| 18 | HWM | HOWMET AEROSPACE INC | $2.07B | 0.84% | 7.7M | 新建仓 |
| 19 | ETN | EATON CORP PLC | $2.04B | 0.83% | 4.8M | 新建仓 |
| 20 | MA | MASTERCARD INCORPORATED | $2.04B | 0.83% | 4.0M | 新建仓 |
| 21 | RVMD | REVOLUTION MEDICINES INC | $2.01B | 0.82% | 10.7M | 新建仓 |
| 22 | UNH | UNITEDHEALTH GROUP INC | $2.02B | 0.82% | 4.9M | 新建仓 |
| 23 | SPCX | SPACE EXPLORATION TECHN CORP | $1.98B | 0.81% | 11.6M | 新建仓 |
| 24 | JNJ | JOHNSON & JOHNSON | $1.97B | 0.80% | 7.7M | 新建仓 |
| 25 | ORCL | ORACLE CORP | $1.87B | 0.76% | 12.7M | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR