13F INSTITUTION · CIK 0002146052 · 2026-Q2 · filed Aug 14, 2026
JU
Jupiter Topco
JUPITER TOPCO LLC
$245.4B
13F long value · 2026-Q2 Positions2461
CategoryAsset Manager
▲ #44 of 556 by 13F long value
Size rank 10/10
Snapshot
Jupiter Topco's 13F portfolio at a glance — size, concentration and this quarter's activity.
13F long value
$245.4B
Positions
2461 (19 unmapped)
Top 100 long weight
69.0%
Quarters tracked
1
Latest 13F filed
Aug 14, 2026
Top holdings — 2026-Q2
The fund's largest reported positions. The long positions shown cover 69.0% of the long value.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | NVIDIA CORP | 6.6% | $16.2B | 80.8M | +8.0% |
| GOOG Alphabet Inc. | Alphabet Inc. | 4.3% | $10.6B | 30.1M | -11.1% |
| AVGO Broadcom Inc. | Broadcom Inc. | 3.0% | $7.4B | 19.6M | -11.8% |
| MSFT MICROSOFT CORP | MICROSOFT CORP | 2.8% | $6.9B | 18.6M | +42.8% |
| AMZN AMAZON COM INC | AMAZON COM INC | 2.4% | $5.9B | 24.8M | +4.5% |
| AAPL Apple Inc. | Apple Inc. | 2.2% | $5.4B | 18.6M | +18.9% |
| LLY ELI LILLY & Co | ELI LILLY & Co | 1.9% | $4.7B | 3.9M | +6.6% |
| LRCX LAM RESEARCH CORP | LAM RESEARCH CORP | 1.7% | $4.3B | 9.9M | -45.2% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 1.6% | $3.8B | 8.0M | -11.1% |
| MU MICRON TECHNOLOGY INC | MICRON TECHNOLOGY INC | 1.4% | $3.5B | 3.1M | -21.7% |
| KLAC KLA CORP | KLA CORP | 1.4% | $3.4B | 11.2M | -50.5% |
| META Meta Platforms, Inc. | Meta Platforms, Inc. | 1.2% | $2.9B | 5.2M | +12.0% |
| GEV GE Vernova Inc. | GE Vernova Inc. | 1.0% | $2.4B | 2.0M | -27.2% |
| ARGX ARGENX SE | ARGENX SE | 0.9% | $2.3B | 2.5M | -6.3% |
| FLEX FLEX LTD. | FLEX LTD. | 0.9% | $2.3B | 14.1M | -52.5% |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.