Jupiter Topco LLC 13F holdings

Name: Jupiter Topco LLC 13F holdings, Q2 2026
Creator: WaveMan
License: https://wave-man.com/terms

Jupiter Topco LLC reported 2,373 positions with a total reported value of $245.4B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: NVDA NVIDIA CORPORATION (6.6%), GOOGL ALPHABET INC (4.8%), AVGO BROADCOM INC (3.0%), MSFT MICROSOFT CORP (2.8%), AMZN AMAZON COM INC (2.4%). We hold no 13F from this filer for the prior quarter (2026-03-31), so new positions and exits are not counted. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.

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Top holdings

25 largest of 2,373 positions · reported value as of 2026-06-30

Holding	Shares	Reported value	% of portfolio
NVDA NVIDIA CORPORATION	80,761,806	$16.2B	6.6%
GOOGL ALPHABET INC	34,481,740	$11.8B	4.8%
AVGO BROADCOM INC	19,583,057	$7.4B	3.0%
MSFT MICROSOFT CORP	18,575,933	$6.9B	2.8%
AMZN AMAZON COM INC	24,799,242	$5.9B	2.4%
AAPL APPLE INC	18,591,210	$5.4B	2.2%
LLY ELI LILLY & CO	3,891,118	$4.7B	1.9%
LRCX LAM RESEARCH CORP	9,884,116	$4.3B	1.7%
TSM TAIWAN SEMICONDUCTOR MANUFAC	8,008,470	$3.8B	1.6%
MU MICRON TECHNOLOGY INC	3,055,874	$3.5B	1.4%
KLAC KLA CORP	11,157,974	$3.4B	1.4%
META META PLATFORMS INC	5,234,900	$2.9B	1.2%
GEV GE VERNOVA INC	2,018,612	$2.4B	1.0%
ARGX ARGENX SE	2,474,015	$2.3B	0.9%
FLEX FLEX LTD	14,079,718	$2.3B	0.9%
AZN ASTRAZENECA PLC	11,866,013	$2.2B	0.9%
AMD ADVANCED MICRO DEVICES INC	3,589,211	$2.1B	0.8%
HWM HOWMET AEROSPACE INC	7,680,827	$2.1B	0.8%
MA MASTERCARD INCORPORATED	3,981,858	$2.0B	0.8%
ETN EATON CORP PLC	4,783,133	$2.0B	0.8%
UNH UNITEDHEALTH GROUP INC	4,859,820	$2.0B	0.8%
RVMD REVOLUTION MEDICINES INC	14,326,145	$2.0B	0.8%
SPCX SPACE EXPLORATION TECHN CORP	11,565,429	$2.0B	0.8%
JNJ JOHNSON & JOHNSON	7,746,487	$2.0B	0.8%
ORCL ORACLE CORP	13,251,652	$1.9B	0.8%

SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES

New positions this quarter

Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30

We hold no 13F from this filer for 2026-03-31, so nothing can be compared.

Sold out

Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31

We hold no 13F from this filer for 2026-03-31, so nothing can be compared.

Biggest increases and decreases

Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30

Increases

We hold no 13F from this filer for 2026-03-31, so nothing can be compared.

Decreases

We hold no 13F from this filer for 2026-03-31, so nothing can be compared.

CIK 2146052 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY

More 13F data

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Source: U.S. Securities and Exchange Commission (EDGAR) and other official government data · Updated 2026-10-12 · For informational purposes only, not investment advice.
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