Funds › Jupiter Topco LLC
Jupiter Topco LLC
13F for Q2 2026, filed Aug 14, 2026. 2,461 positions worth $245.4B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | |||
|---|---|---|---|---|---|
| 1 | NVDA NVIDIA Corporation | 80.76M | $16.2B | 6.6% | 13F ↗ |
| 2 | GOOG Alphabet Inc. Class C | 30.07M | $10.6B | 4.3% | 13F ↗ |
| 3 | AVGO Broadcom Inc. | 19.58M | $7.4B | 3.0% | 13F ↗ |
| 4 | MSFT Microsoft Corporation | 18.58M | $6.9B | 2.8% | 13F ↗ |
| 5 | AMZN Amazon.com, Inc. | 24.80M | $5.9B | 2.4% | 13F ↗ |
| 6 | AAPL Apple Inc. | 18.59M | $5.4B | 2.2% | 13F ↗ |
| 7 | LLY Eli Lilly and Company | 3.89M | $4.7B | 1.9% | 13F ↗ |
| 8 | LRCX Lam Research Corporation | 9.88M | $4.3B | 1.7% | 13F ↗ |
| 9 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 8.01M | $3.8B | 1.6% | 13F ↗ |
| 10 | MU Micron Technology, Inc. | 3.06M | $3.5B | 1.4% | 13F ↗ |
| 11 | KLAC KLA Corporation | 11.16M | $3.4B | 1.4% | 13F ↗ |
| 12 | META Meta Platforms, Inc. | 5.23M | $2.9B | 1.2% | 13F ↗ |
| 13 | GEV GE Vernova Inc. | 2.02M | $2.4B | 1.0% | 13F ↗ |
| 14 | ARGX argenx SE · ADR | 2.47M | $2.3B | 0.9% | 13F ↗ |
| 15 | FLEX Flex Ltd. | 14.08M | $2.3B | 0.9% | 13F ↗ |
| 16 | AZN AstraZeneca PLC | 11.87M | $2.2B | 0.9% | 13F ↗ |
| 17 | AMD Advanced Micro Devices, Inc. | 3.59M | $2.1B | 0.8% | 13F ↗ |
| 18 | HWM Howmet Aerospace Inc. | 7.68M | $2.1B | 0.8% | 13F ↗ |
| 19 | MA Mastercard Incorporated | 3.98M | $2.0B | 0.8% | 13F ↗ |
| 20 | ETN Eaton Corporation, PLC | 4.78M | $2.0B | 0.8% | 13F ↗ |
| 21 | UNH UnitedHealth Group Incorporated | 4.86M | $2.0B | 0.8% | 13F ↗ |
| 22 | RVMD Revolution Medicines, Inc. | 10.74M | $2.0B | 0.8% | 13F ↗ |
| 23 | SPCX Space Exploration Technologies Corp. | 11.57M | $2.0B | 0.8% | 13F ↗ |
| 24 | JNJ Johnson & Johnson | 7.75M | $2.0B | 0.8% | 13F ↗ |
| 25 | ORCL Oracle Corporation | 12.73M | $1.9B | 0.8% | 13F ↗ |
| 26 | DDOG Datadog, Inc. | 6.94M | $1.8B | 0.7% | 13F ↗ |
| 27 | FERG Ferguson Enterprises Inc. | 7.54M | $1.8B | 0.7% | 13F ↗ |
| 28 | LITE Lumentum Holdings Inc. | 1.89M | $1.6B | 0.7% | 13F ↗ |
| 29 | APH Amphenol Corporation | 9.08M | $1.6B | 0.7% | 13F ↗ |
| 30 | DASH DoorDash, Inc. | 8.49M | $1.6B | 0.6% | 13F ↗ |
| 31 | ABBV AbbVie Inc. | 6.20M | $1.6B | 0.6% | 13F ↗ |
| 32 | STX Seagate Technology Holdings PLC | 1.61M | $1.6B | 0.6% | 13F ↗ |
| 33 | AMAT Applied Materials, Inc. | 2.09M | $1.5B | 0.6% | 13F ↗ |
| 34 | DHR Danaher Corporation | 7.65M | $1.5B | 0.6% | 13F ↗ |
| 35 | V Visa Inc. | 4.18M | $1.4B | 0.6% | 13F ↗ |
| 36 | GE GE Aerospace | 3.44M | $1.3B | 0.5% | 13F ↗ |
| 37 | JPM JPMorgan Chase & Co. | 3.89M | $1.3B | 0.5% | 13F ↗ |
| 38 | ON ON Semiconductor Corporation | 13.43M | $1.3B | 0.5% | 13F ↗ |
| 39 | LPLA LPL Financial Holdings Inc. | 4.20M | $1.2B | 0.5% | 13F ↗ |
| 40 | PRAX Praxis Precision Medicines, Inc. | 3.42M | $1.1B | 0.5% | 13F ↗ |
| 41 | ANET Arista Networks, Inc. | 6.49M | $1.1B | 0.4% | 13F ↗ |
| 42 | GOOGL Alphabet Inc. Class A | 2.96M | $1.1B | 0.4% | 13F ↗ |
| 43 | BBIO BridgeBio Pharma, Inc. | 14.11M | $1.1B | 0.4% | 13F ↗ |
| 44 | PCVX Vaxcyte, Inc. | 17.97M | $1.0B | 0.4% | 13F ↗ |
| 45 | ARMK Aramark | 18.30M | $1.0B | 0.4% | 13F ↗ |
| 46 | MDGL Madrigal Pharmaceuticals, Inc. | 1.94M | $1.0B | 0.4% | 13F ↗ |
| 47 | TDY Teledyne Technologies Incorporated | 1.54M | $1.0B | 0.4% | 13F ↗ |
| 48 | APG APi Group Corporation | 23.58M | $998.6M | 0.4% | 13F ↗ |
| 49 | ASND Ascendis Pharma A/S | 3.65M | $973.4M | 0.4% | 13F ↗ |
| 50 | RVTY Revvity, Inc. | 8.64M | $961.0M | 0.4% | 13F ↗ |
Changes since the previous quarter
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We don't have this fund's 13F for the quarter ending Mar 31, 2026, so there is nothing to compare with.
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Reported value by quarter
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
| Quarter | Filed | Form | Positions | Reported value | Status | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | 13F-HR | 2,461 | $245.4B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer