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Jupiter Topco LLC
hedge fundUpdated 27 days agoManaged by Jupiter Topco Llc • Latest filing Q2 2026
Portfolio value
$245.4B
Q2 2026
Filings
1
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Top holdings
4,567 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $13.9B | 69.58M | 5.67% | — |
| 2 | G GOOGN ALPHABET INC | $9.7B | 27.38M | 3.94% | — |
| 3 | A AVGO BROADCOM INC | $6.4B | 16.85M | 2.59% | — |
| 4 | M MSFT MICROSOFT CORP | $5.8B | 15.61M | 2.37% | — |
| 5 | A AMZN AMAZON COM INC | $4.8B | 20.31M | 1.97% | — |
| 6 | L LLY ELI LILLY & CO | $4.4B | 3.65M | 1.78% | — |
| 7 | A AAPL APPLE INC | $4.3B | 14.77M | 1.74% | — |
| 8 | L LRCX LAM RESEARCH CORP | $4.1B | 9.50M | 1.68% | — |
| 9 | K KLAC KLA CORP | $3.1B | 10.38M | 1.28% | — |
| 10 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $3B | 6.26M | 1.22% | — |
| 11 | M MU MICRON TECHNOLOGY INC | $2.7B | 2.35M | 1.11% | — |
| 12 | M META META PLATFORMS INC | $2.4B | 4.28M | 0.98% | — |
| 13 | G GEV GE VERNOVA INC | $2.3B | 1.98M | 0.95% | — |
| 14 | A ARGX ARGENX SE | $2.1B | 2.30M | 0.87% | — |
| 15 | H HWM HOWMET AEROSPACE INC | $2B | 7.52M | 0.82% | — |
| 16 | E ETN EATON CORP PLC | $2B | 4.63M | 0.80% | — |
| 17 | R RVMDW REVOLUTION MEDICINES INC | $2B | 10.48M | 0.80% | — |
| 18 | S SPCX SPACE EXPLORATION TECHN CORP | $2B | 11.47M | 0.80% | — |
| 19 | U UNH UNITEDHEALTH GROUP INC | $1.9B | 4.69M | 0.79% | — |
| 20 | L LPG FLEX LTD | $1.9B | 11.55M | 0.76% | — |