Jupiter Topco LLC reported 2,322 positions worth $239.46B for the quarter ended Jun 30, 2026. Its largest holding is Nvidia Corp at 6.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 80.76M | $16.16B | 6.75% | – | – | – | 0.33% |
| 2 | GOOG Alphabet Inc. | Technology | 30.07M | $10.63B | 4.44% | – | – | – | 0.54% |
| 3 | AVGO Broadcom Inc. | Technology | 19.58M | $7.40B | 3.09% | – | – | – | 0.41% |
| 4 | MSFT Microsoft Corp | Technology | 18.58M | $6.93B | 2.89% | – | – | – | 0.25% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 24.80M | $5.91B | 2.47% | – | – | – | 0.23% |
| 6 | AAPL Apple Inc. | Technology | 18.59M | $5.38B | 2.25% | – | – | – | 0.13% |
| 7 | LLY ELI LILLY & Co | Healthcare | 3.89M | $4.67B | 1.95% | – | – | – | 0.41% |
| 8 | LRCX Lam Research Corp | Technology | 9.88M | $4.28B | 1.79% | – | – | – | 0.79% |
| 9 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 8.01M | $3.82B | 1.6% | – | – | – | 0.15% |
| 10 | MU Micron Technology Inc | Technology | 3.06M | $3.53B | 1.47% | – | – | – | 0.27% |
| 11 | KLAC Kla Corp | Technology | 11.16M | $3.37B | 1.41% | – | – | – | 0.85% |
| 12 | META Meta Platforms, Inc. | Technology | 5.23M | $2.95B | 1.23% | – | – | – | 0.24% |
| 13 | GEV GE Vernova Inc. | Industrials | 2.02M | $2.37B | 0.99% | – | – | – | 0.75% |
| 14 | ARGX Argenx Se | Healthcare | 2.47M | $2.30B | 0.959% | – | – | – | 4.04% |
| 15 | FLEX Flex Ltd. | Technology | 14.08M | $2.28B | 0.953% | – | – | – | 3.81% |
Tip. Select a row to see that position’s full history at Jupiter Topco.
As of its Q2 2026 13F filing, Jupiter Topco LLC’s five largest positions were Nvidia Corp (NVDA) at 6.7%, Alphabet Inc. (GOOG) at 4.4%, Broadcom Inc. (AVGO) at 3.1%, Microsoft Corp (MSFT) at 2.9%, Amazon Com Inc (AMZN) at 2.5% of the reported portfolio.
Jupiter Topco LLC reported a 13F portfolio worth $239.46B across 2,322 positions for Q2 2026.
From the Form 13F-HR reports Jupiter Topco LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.