Jupiter Topco LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Jupiter Topco LLC reported 2,448 stock positions worth $245.2 billion. Its top holding was Nvidia (NVDA) at 6.6% of the portfolio, followed by Alphabet Class C (GOOG, 4.3%) and Broadcom (AVGO, 3.0%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002146052
- Portfolio Value
- $245.2B (Q2 2026)
- SEC Filing
- 0001085146-26-000611 ↗ filed Aug 14, 2026
Holdings 2,448 stocks · $245.2B
| NVDA Nvidia Corp. | 6.59% | 80,761,806 | $16.2B | — |
| GOOG Alphabet Inc. Class C | 4.33% | 30,072,304 | $10.6B | — |
| AVGO Broadcom Inc. | 3.02% | 19,583,057 | $7.4B | — |
| MSFT Microsoft Corp. | 2.83% | 18,575,933 | $6.9B | — |
| AMZN Amazon.com Inc. | 2.41% | 24,799,242 | $5.9B | — |
| AAPL Apple Inc. | 2.19% | 18,591,210 | $5.4B | — |
| LLY Eli Lilly & Co. | 1.90% | 3,891,118 | $4.7B | — |
| LRCX Lam Research Corp. | 1.75% | 9,884,116 | $4.3B | — |
| TSM Taiwan Semiconductor-SP ADR | 1.56% | 8,008,470 | $3.8B | — |
| MU Micron Technology Inc. | 1.44% | 3,055,874 | $3.5B | — |
| KLAC KLA Corp. | 1.37% | 11,157,974 | $3.4B | — |
| META Meta Platforms Inc. Class A | 1.20% | 5,234,900 | $2.9B | — |
| GEV GE Vernova Inc. | 0.97% | 2,018,612 | $2.4B | — |
| ARGX Argenx SE - ADR | 0.94% | 2,474,015 | $2.3B | — |
| FLEX Flex Ltd. | 0.93% | 14,079,718 | $2.3B | — |
| AZN Astrazeneca PLC | 0.91% | 11,866,013 | $2.2B | — |
| AMD Advanced Micro Devices | 0.85% | 3,589,211 | $2.1B | — |
| HWM Howmet Aerospace Inc. | 0.84% | 7,680,827 | $2.1B | — |
| MA Mastercard Inc. Class A | 0.83% | 3,981,858 | $2.0B | — |
| ETN Eaton Corp. PLC | 0.83% | 4,783,133 | $2.0B | — |
| UNH Unitedhealth Group Inc. | 0.82% | 4,859,820 | $2.0B | — |
| RVMD Revolution Medicines Inc. | 0.82% | 10,736,145 | $2.0B | — |
| SPCX Space Exploration Techn Class A | 0.81% | 11,565,429 | $2.0B | — |
| JNJ Johnson & Johnson | 0.80% | 7,746,487 | $2.0B | — |
| ORCL Oracle Corp. | 0.76% | 12,732,052 | $1.9B | — |
| DDOG Datadog Inc. Class A | 0.74% | 6,943,522 | $1.8B | — |
| FERG Ferguson Enterprises Inc. | 0.73% | 7,538,616 | $1.8B | — |
| LITE Lumentum Holdings Inc. | 0.66% | 1,889,608 | $1.6B | — |
| APH Amphenol Corp. Class A | 0.65% | 9,077,181 | $1.6B | — |
| DASH DoorDash Inc. Class A | 0.64% | 8,491,335 | $1.6B | — |
| ABBV Abbvie Inc. | 0.64% | 6,201,973 | $1.6B | — |
| STX Seagate Technology Holdings | 0.63% | 1,608,436 | $1.6B | — |
| AMAT Applied Materials Inc. | 0.62% | 2,091,340 | $1.5B | — |
| DHR Danaher Corp. | 0.59% | 7,645,709 | $1.5B | — |
| V Visa Inc. Class A | 0.59% | 4,183,906 | $1.4B | — |
| GE General Electric filed as GE AEROSPACE | 0.52% | 3,435,406 | $1.3B | — |
| JPM JPMorgan Chase & Co. | 0.52% | 3,892,479 | $1.3B | — |
| ON On Semiconductor | 0.52% | 13,427,527 | $1.3B | — |
| LPLA LPL Financial Holdings Inc. | 0.48% | 4,198,356 | $1.2B | — |
| PRAX Praxis Precision Medicines I | 0.47% | 3,421,374 | $1.1B | — |
| ANET Arista Networks Inc. | 0.45% | 6,485,473 | $1.1B | — |
| GOOGL Alphabet Inc. Class A | 0.43% | 2,963,318 | $1.1B | — |
| BBIO Bridgebio Pharma Inc. | 0.43% | 14,110,278 | $1.1B | — |
| PCVX Vaxcyte Inc. | 0.43% | 17,965,847 | $1.0B | — |
| ARMK Aramark | 0.42% | 18,302,356 | $1.0B | — |
| MDGL Madrigal Pharmaceuticals Inc. | 0.42% | 1,936,099 | $1.0B | — |
| TDY Teledyne Technologies Inc. | 0.42% | 1,540,313 | $1.0B | — |
| APG Api Group Corp. | 0.41% | 23,581,036 | $998.6M | — |
| ASND Ascendis Pharma A/S | 0.40% | 3,648,772 | $973.4M | — |
| RVTY Revvity Inc. | 0.39% | 8,637,614 | $961.0M | — |
| PGR Progressive Corp. | 0.38% | 4,281,720 | $935.2M | — |
| SPOT Spotify Technology SA | 0.38% | 2,022,091 | $928.7M | — |
| MELI MercadoLibre Inc. | 0.37% | 540,293 | $917.1M | — |
| BA The Boeing Co. | 0.37% | 4,212,507 | $911.9M | — |
| TTE Totalenergies SE | 0.37% | 11,591,965 | $901.5M | — |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.36% | 3,079,671 | $891.3M | — |
| SNOW Snowflake Inc. | 0.36% | 3,459,150 | $880.2M | — |
| FWONK Liberty Media Corp. Class C | 0.35% | 9,066,013 | $862.5M | — |
| TT Trane Technologies PLC | 0.35% | 1,748,566 | $858.8M | — |
| LNT Alliant Energy Corp. | 0.34% | 10,977,426 | $837.5M | — |
| AXP American Express Co. | 0.33% | 2,382,750 | $806.0M | — |
| BSX Boston Scientific Corp. | 0.33% | 18,822,853 | $803.4M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.33% | 5,302,446 | $803.3M | — |
| ISRG Intuitive Surgical Inc. | 0.31% | 1,908,424 | $758.9M | — |
| PNC PNC Financial Services Group | 0.31% | 3,074,194 | $756.9M | — |
| NXPI NXP Semiconductors NV | 0.30% | 2,641,698 | $742.4M | — |
| MS Morgan Stanley | 0.30% | 3,551,238 | $742.3M | — |
| FCX Freeport-McMoran Inc. | 0.30% | 11,765,253 | $739.9M | — |
| ABT Abbott Laboratories | 0.30% | 8,075,934 | $732.8M | — |
| PM Philip Morris International | 0.30% | 4,015,688 | $726.5M | — |
| NBIS Nebius Group NV | 0.29% | 2,586,119 | $714.2M | — |
| NFLX Netflix Inc. | 0.28% | 9,710,107 | $693.3M | — |
| DE Deere & Co. | 0.28% | 1,090,450 | $691.7M | — |
| MIRM Mirum Pharmaceuticals Inc. | 0.28% | 5,909,184 | $691.7M | — |
| CDNS Cadence Design SYS Inc. | 0.28% | 1,835,098 | $688.7M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.28% | 7,142,995 | $687.5M | — |
| SYK Stryker Corp. | 0.28% | 2,164,836 | $681.6M | — |
| GKOS Glaukos Corp. | 0.28% | 4,862,894 | $679.6M | — |
| CVX Chevron Corp. | 0.28% | 4,078,078 | $676.0M | — |
| HLT Hilton Worldwide Holdings Inc. | 0.27% | 2,008,827 | $663.9M | — |
| HD Home Depot Inc. | 0.27% | 1,861,035 | $656.2M | — |
| GMED Globus Medical Inc. Class A | 0.26% | 8,200,423 | $647.9M | — |
| TVTX Travere Therapeutics Inc. | 0.26% | 11,324,191 | $643.3M | — |
| ADI Analog Devices Inc. | 0.26% | 1,614,474 | $641.2M | — |
| GS Goldman Sachs Group Inc. | 0.26% | 633,635 | $640.8M | — |
| DKNG Draftkings Inc. Class A | 0.26% | 25,274,243 | $638.4M | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.26% | 1,259,997 | $625.8M | — |
| MDLN Medline Inc. Class A | 0.26% | 15,858,400 | $625.4M | — |
| WAT Waters Corp. | 0.25% | 1,663,601 | $623.9M | — |
| RCL Royal Caribbean Cruises Ltd. | 0.24% | 1,881,240 | $597.3M | — |
| MNST Monster Beverage Corp. | 0.24% | 6,170,193 | $593.1M | — |
| PTCT PTC Therapeutics Inc. | 0.24% | 7,236,402 | $590.2M | — |
| ORLY O'reilly Automotive Inc. | 0.24% | 6,295,569 | $579.8M | — |
| AEE Ameren Corporation | 0.24% | 5,115,469 | $578.3M | — |
| CP Canadian Pacific Kansas City | 0.24% | 6,654,647 | $576.7M | — |
| LNTH Lantheus Holdings Inc. | 0.23% | 5,188,416 | $575.6M | — |
| GIL Gildan Activewear Inc. | 0.23% | 11,111,694 | $573.4M | — |
| GLW Corning Inc. | 0.23% | 2,210,653 | $564.7M | — |
| WEX Wex Inc. | 0.23% | 3,967,061 | $559.7M | — |
| TEL Te Connectivity PLC | 0.23% | 2,749,063 | $554.3M | — |
Other holdings (13): bonds, preferreds, convertibles and warrants · $128.4M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ALPHABET INC (GOOGL 6.25 05/15/29 B) | DEP SHS RP1/20 B | 1,446,118 | $73.0M | — |
| ORACLE CORP (ORCL 6.5 01/15/29 D) | 6.5 DEP CUM SR D | 519,600 | $23.4M | — |
| PG&E CORP (PCG 6 12/01/27 A) | PFD CONV SER A | 255,190 | $10.6M | — |
| NEXTERA ENERGY INC (NEE 7.375 02/15/29) | UNIT 02/15/2029 | 191,400 | $9.2M | — |
| SHIFT4 PAYMENTS INC (FOUR 6 05/01/28) | 6 SER A CNV PREF | 120,400 | $7.5M | — |
| NOVANTA INC (NOVT 6.5 11/01/28) | UNIT 11/01/2028 | 46,020 | $3.1M | — |
| PPL CORPORATION (PPL 7 02/15/29) | UNIT 02/15/2029 | 18,650 | $913K | — |
| BRUKER CORP (BRKR 6.375 09/01/28) | 6.375 PREF SER A | 1,480 | $661K | — |
| GME.WS Gamestop Corp. | *W EXP 10/30/202 | 18,090 | $51K | — |
| GRABW Grab Holdings Ltd.-CW 26 | *W EXP 99/99/999 | 403,754 | $17K | — |
| OPENW Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | 13,235 | $7K | — |
| OPENL Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | 13,235 | $4K | — |
| OPENZ Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | 13,235 | $3K | — |
Total filed on the 13F, all lines: $245.4B.
Portfolio Sells Q2 2026
No earlier filing to compare with.
Portfolio Buys Q2 2026
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,448 | $245.2B | NVDA, GOOG, AVGO, MSFT, AMZN |