# Jupiter Topco LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2146052. Source: https://holderbook.com/funds/2146052-jupiter-topco-llc/

- Reported value: $245.4B
- Positions: 2,461
- Weight of the ten largest: 28.0%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $16.2B | 80,761,806 | 6.6% | 1 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $10.6B | 30,072,304 | 4.3% | 1 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $7.4B | 19,583,057 | 3.0% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $6.9B | 18,575,933 | 2.8% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $5.9B | 24,799,242 | 2.4% | 1 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $5.4B | 18,591,210 | 2.2% | 1 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $4.7B | 3,891,118 | 1.9% | 1 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $4.3B | 9,884,116 | 1.7% | 1 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $3.8B | 8,008,470 | 1.6% | 1 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $3.5B | 3,055,874 | 1.4% | 1 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $3.4B | 11,157,974 | 1.4% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $2.9B | 5,234,900 | 1.2% | 1 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $2.4B | 2,018,612 | 1.0% | 1 |
| ARGENX SE | [ARGX](https://holderbook.com/stocks/ARGX/) | $2.3B | 2,474,015 | 0.9% | 1 |
| FLEX LTD | [FLEX](https://holderbook.com/stocks/FLEX/) | $2.3B | 14,079,718 | 0.9% | 1 |
| ASTRAZENECA PLC | [AZN](https://holderbook.com/stocks/AZN/) | $2.2B | 11,866,013 | 0.9% | 1 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $2.1B | 3,589,211 | 0.8% | 1 |
| HOWMET AEROSPACE INC | [HWM](https://holderbook.com/stocks/HWM/) | $2.1B | 7,680,827 | 0.8% | 1 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $2.0B | 3,981,858 | 0.8% | 1 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $2.0B | 4,783,133 | 0.8% | 1 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $2.0B | 4,859,820 | 0.8% | 1 |
| REVOLUTION MEDICINES INC | [RVMD](https://holderbook.com/stocks/RVMD/) | $2.0B | 10,736,145 | 0.8% | 1 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $2.0B | 11,565,429 | 0.8% | 1 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $2.0B | 7,746,487 | 0.8% | 1 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $1.9B | 12,732,052 | 0.8% | 1 |
| DATADOG INC | [DDOG](https://holderbook.com/stocks/DDOG/) | $1.8B | 6,943,522 | 0.7% | 1 |
| FERGUSON ENTERPRISES INC | [FERG](https://holderbook.com/stocks/FERG/) | $1.8B | 7,538,616 | 0.7% | 1 |
| LUMENTUM HLDGS INC | [LITE](https://holderbook.com/stocks/LITE/) | $1.6B | 1,889,608 | 0.7% | 1 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $1.6B | 9,077,181 | 0.7% | 1 |
| DOORDASH INC | [DASH](https://holderbook.com/stocks/DASH/) | $1.6B | 8,491,335 | 0.6% | 1 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $1.6B | 6,201,973 | 0.6% | 1 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $1.6B | 1,608,436 | 0.6% | 1 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $1.5B | 2,091,340 | 0.6% | 1 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $1.5B | 7,645,709 | 0.6% | 1 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $1.4B | 4,183,906 | 0.6% | 1 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $1.3B | 3,435,406 | 0.5% | 1 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.3B | 3,892,479 | 0.5% | 1 |
| ON SEMICONDUCTOR CORP | [ON](https://holderbook.com/stocks/ON/) | $1.3B | 13,427,527 | 0.5% | 1 |
| LPL FINL HLDGS INC | [LPLA](https://holderbook.com/stocks/LPLA/) | $1.2B | 4,198,356 | 0.5% | 1 |
| PRAXIS PRECISION MEDICINES I | [PRAX](https://holderbook.com/stocks/PRAX/) | $1.1B | 3,421,374 | 0.5% | 1 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $1.1B | 6,485,473 | 0.4% | 1 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.1B | 2,963,318 | 0.4% | 1 |
| BRIDGEBIO PHARMA INC | [BBIO](https://holderbook.com/stocks/BBIO/) | $1.1B | 14,110,278 | 0.4% | 1 |
| VAXCYTE INC | [PCVX](https://holderbook.com/stocks/PCVX/) | $1.0B | 17,965,847 | 0.4% | 1 |
| ARAMARK | [ARMK](https://holderbook.com/stocks/ARMK/) | $1.0B | 18,302,356 | 0.4% | 1 |
| MADRIGAL PHARMACEUTICALS INC | [MDGL](https://holderbook.com/stocks/MDGL/) | $1.0B | 1,936,099 | 0.4% | 1 |
| TELEDYNE TECHNOLOGIES INC | [TDY](https://holderbook.com/stocks/TDY/) | $1.0B | 1,540,313 | 0.4% | 1 |
| API GROUP CORP | [APG](https://holderbook.com/stocks/APG/) | $998.6M | 23,581,036 | 0.4% | 1 |
| ASCENDIS PHARMA A/S | [ASND](https://holderbook.com/stocks/ASND/) | $973.4M | 3,648,772 | 0.4% | 1 |
| REVVITY INC | [RVTY](https://holderbook.com/stocks/RVTY/) | $961.0M | 8,637,614 | 0.4% | 1 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $935.2M | 4,281,720 | 0.4% | 1 |
| SPOTIFY TECHNOLOGY S A | [SPOT](https://holderbook.com/stocks/SPOT/) | $928.7M | 2,022,091 | 0.4% | 1 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $917.1M | 540,293 | 0.4% | 1 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $911.9M | 4,212,507 | 0.4% | 1 |
| TOTALENERGIES SE | [TTE](https://holderbook.com/stocks/TTE/) | $901.5M | 11,591,965 | 0.4% | 1 |
| HUNT J B TRANS SVCS INC | [JBHT](https://holderbook.com/stocks/JBHT/) | $891.3M | 3,079,671 | 0.4% | 1 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $880.2M | 3,459,150 | 0.4% | 1 |
| LIBERTY MEDIA CORP DEL | [FWONK](https://holderbook.com/stocks/FWONK/) | $862.5M | 9,066,013 | 0.4% | 1 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $858.8M | 1,748,566 | 0.3% | 1 |
| ALLIANT ENERGY CORP | [LNT](https://holderbook.com/stocks/LNT/) | $837.5M | 10,977,426 | 0.3% | 1 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $806.0M | 2,382,750 | 0.3% | 1 |
| BOSTON SCIENTIFIC CORP | [BSX](https://holderbook.com/stocks/BSX/) | $803.4M | 18,822,853 | 0.3% | 1 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $803.3M | 5,302,446 | 0.3% | 1 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $758.9M | 1,908,424 | 0.3% | 1 |
| PNC FINL SVCS GROUP INC | [PNC](https://holderbook.com/stocks/PNC/) | $756.9M | 3,074,194 | 0.3% | 1 |
| NXP SEMICONDUCTORS N V | [NXPI](https://holderbook.com/stocks/NXPI/) | $742.4M | 2,641,698 | 0.3% | 1 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $742.3M | 3,551,238 | 0.3% | 1 |
| FREEPORT-MCMORAN INC | [FCX](https://holderbook.com/stocks/FCX/) | $739.9M | 11,765,253 | 0.3% | 1 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $732.8M | 8,075,934 | 0.3% | 1 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $726.5M | 4,015,688 | 0.3% | 1 |
| NEBIUS GROUP N.V. | [NBIS](https://holderbook.com/stocks/NBIS/) | $714.2M | 2,586,119 | 0.3% | 1 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $693.3M | 9,710,107 | 0.3% | 1 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $691.7M | 1,090,450 | 0.3% | 1 |
| MIRUM PHARMACEUTICALS INC | [MIRM](https://holderbook.com/stocks/MIRM/) | $691.7M | 5,909,184 | 0.3% | 1 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $688.7M | 1,835,098 | 0.3% | 1 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $687.5M | 7,142,995 | 0.3% | 1 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $681.6M | 2,164,836 | 0.3% | 1 |
| GLAUKOS CORP | [GKOS](https://holderbook.com/stocks/GKOS/) | $679.6M | 4,862,894 | 0.3% | 1 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $676.0M | 4,078,078 | 0.3% | 1 |
| HILTON WORLDWIDE HLDGS INC | [HLT](https://holderbook.com/stocks/HLT/) | $663.9M | 2,008,827 | 0.3% | 1 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $656.2M | 1,861,035 | 0.3% | 1 |
| GLOBUS MED INC | [GMED](https://holderbook.com/stocks/GMED/) | $647.9M | 8,200,423 | 0.3% | 1 |
| TRAVERE THERAPEUTICS INC | [TVTX](https://holderbook.com/stocks/TVTX/) | $643.3M | 11,324,191 | 0.3% | 1 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $641.2M | 1,614,474 | 0.3% | 1 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $640.8M | 633,635 | 0.3% | 1 |
| DRAFTKINGS INC NEW | [DKNG](https://holderbook.com/stocks/DKNG/) | $638.4M | 25,274,243 | 0.3% | 1 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $625.8M | 1,259,997 | 0.3% | 1 |
| MEDLINE INC | [MDLN](https://holderbook.com/stocks/MDLN/) | $625.4M | 15,858,400 | 0.3% | 1 |
| WATERS CORP | [WAT](https://holderbook.com/stocks/WAT/) | $623.9M | 1,663,601 | 0.3% | 1 |
| ROYAL CARIBBEAN GROUP | [RCL](https://holderbook.com/stocks/RCL/) | $597.3M | 1,881,240 | 0.2% | 1 |
| MONSTER BEVERAGE CORP NEW | [MNST](https://holderbook.com/stocks/MNST/) | $593.1M | 6,170,193 | 0.2% | 1 |
| PTC THERAPEUTICS INC | [PTCT](https://holderbook.com/stocks/PTCT/) | $590.2M | 7,236,402 | 0.2% | 1 |
| OREILLY AUTOMOTIVE INC | [ORLY](https://holderbook.com/stocks/ORLY/) | $579.8M | 6,295,569 | 0.2% | 1 |
| AMEREN CORP | [AEE](https://holderbook.com/stocks/AEE/) | $578.3M | 5,115,469 | 0.2% | 1 |
| CANADIAN PACIFIC KANSAS CITY | [CP](https://holderbook.com/stocks/CP/) | $576.7M | 6,654,647 | 0.2% | 1 |
| LANTHEUS HLDGS INC | [LNTH](https://holderbook.com/stocks/LNTH/) | $575.6M | 5,188,416 | 0.2% | 1 |
| GILDAN ACTIVEWEAR INC | [GIL](https://holderbook.com/stocks/GIL/) | $573.4M | 11,111,694 | 0.2% | 1 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $564.7M | 2,210,653 | 0.2% | 1 |
| WEX INC | [WEX](https://holderbook.com/stocks/WEX/) | $559.7M | 3,967,061 | 0.2% | 1 |
| TE CONNECTIVITY PLC | [TEL](https://holderbook.com/stocks/TEL/) | $554.3M | 2,749,063 | 0.2% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $245.4B | 2,461 |