2026 Q2 Portfolio Activity
In 2026 Q2, Jupiter Topco LLC maintained a portfolio of 2461 distinct positions.
Position History
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Jupiter Topco LLC
AUM $244,931M
Total Positions
2461
Quarter
2026 Q2
Top Holding
NVDA (6.6%)
Top 10 Concentration
28.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 2461
Jupiter Topco LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 6.58% | — |
#1
Prev: #—
|
8.1 |
—
|
80,761,806 | — |
NEW
|
80,761,806 | $16,156,076,078 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 4.33% | — |
#2
Prev: #—
|
6.7 |
—
|
30,072,304 | — |
NEW
|
30,072,304 | $10,625,474,689 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AVGO
BROADCOM INC
|
Technology | 3.01% | — |
#3
Prev: #—
|
5.7 |
—
|
19,583,057 | — |
NEW
|
19,583,057 | $7,396,270,699 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.82% | — |
#4
Prev: #—
|
5.1 |
—
|
18,575,933 | — |
NEW
|
18,575,933 | $6,928,663,771 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.41% | — |
#5
Prev: #—
|
5.0 |
—
|
24,799,242 | — |
NEW
|
24,799,242 | $5,910,082,831 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AAPL
APPLE INC
|
Technology | 2.19% | — |
#6
Prev: #—
|
4.4 |
—
|
18,591,210 | — |
NEW
|
18,591,210 | $5,378,820,686 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.90% | — |
#7
Prev: #—
|
4.3 |
—
|
3,891,118 | — |
NEW
|
3,891,118 | $4,667,180,450 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 1.75% | — |
#8
Prev: #—
|
4.2 |
—
|
9,884,116 | — |
NEW
|
9,884,116 | $4,283,118,061 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.56% | — |
#9
Prev: #—
|
4.1 |
—
|
8,008,470 | — |
NEW
|
8,008,470 | $3,822,882,792 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.44% | — |
#10
Prev: #—
|
4.1 |
—
|
3,055,874 | — |
NEW
|
3,055,874 | $3,525,281,144 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KLAC
KLA CORP
|
Technology | 1.37% | — |
#11
Prev: #—
|
4.0 |
—
|
11,157,974 | — |
NEW
|
11,157,974 | $3,366,354,140 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.20% | — |
#12
Prev: #—
|
4.0 |
—
|
5,234,900 | — |
NEW
|
5,234,900 | $2,948,485,789 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.97% | — |
#13
Prev: #—
|
3.9 |
—
|
2,018,612 | — |
NEW
|
2,018,612 | $2,371,537,662 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ARGX
ARGENX SE
|
Healthcare | 0.94% | — |
#14
Prev: #—
|
3.9 |
—
|
2,474,015 | — |
NEW
|
2,474,015 | $2,295,632,010 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FLEX
FLEX LTD
|
Technology | 0.93% | — |
#15
Prev: #—
|
3.9 |
—
|
14,079,718 | — |
NEW
|
14,079,718 | $2,281,934,833 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AZNCF
ASTRAZENECA PLC
|
Unknown | 0.91% | — |
#16
Prev: #—
|
3.9 |
—
|
11,866,013 | — |
NEW
|
11,866,013 | $2,222,190,067 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.85% | — |
#17
Prev: #—
|
3.8 |
—
|
3,589,211 | — |
NEW
|
3,589,211 | $2,084,651,320 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HWM
HOWMET AEROSPAC...
|
Industrials | 0.84% | — |
#18
Prev: #—
|
3.8 |
—
|
7,680,827 | — |
NEW
|
7,680,827 | $2,065,086,302 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.83% | — |
#19
Prev: #—
|
3.8 |
—
|
3,981,858 | — |
NEW
|
3,981,858 | $2,044,984,622 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ETN
EATON CORP PLC
|
Industrials | 0.83% | — |
#20
Prev: #—
|
3.8 |
—
|
4,783,133 | — |
NEW
|
4,783,133 | $2,038,169,427 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.82% | — |
#21
Prev: #—
|
3.8 |
—
|
4,859,820 | — |
NEW
|
4,859,820 | $2,019,844,099 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RVMD
REVOLUTION MEDI...
|
Healthcare | 0.82% | — |
#22
Prev: #—
|
3.8 |
—
|
10,736,145 | — |
NEW
|
10,736,145 | $2,010,360,348 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPCX
SPACE EXPLORATI...
|
ETF | 0.81% | — |
#23
Prev: #—
|
3.8 |
—
|
11,565,429 | — |
NEW
|
11,565,429 | $1,976,052,819 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.80% | — |
#24
Prev: #—
|
3.8 |
—
|
7,746,487 | — |
NEW
|
7,746,487 | $1,967,398,698 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.76% | — |
#25
Prev: #—
|
3.8 |
—
|
12,732,052 | — |
NEW
|
12,732,052 | $1,866,039,884 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DDOG
DATADOG INC
|
Technology | 0.74% | — |
#26
Prev: #—
|
3.8 |
—
|
6,943,522 | — |
NEW
|
6,943,522 | $1,807,804,801 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FERG
FERGUSON ENTERP...
|
Industrials | 0.73% | — |
#27
Prev: #—
|
3.8 |
—
|
7,538,616 | — |
NEW
|
7,538,616 | $1,789,367,842 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LITE
LUMENTUM HLDGS ...
|
Technology | 0.66% | — |
#28
Prev: #—
|
3.8 |
—
|
1,889,608 | — |
NEW
|
1,889,608 | $1,621,396,176 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
APH
AMPHENOL CORP
|
Technology | 0.65% | — |
#29
Prev: #—
|
3.8 |
—
|
9,077,181 | — |
NEW
|
9,077,181 | $1,600,531,293 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DASH
DOORDASH INC
|
Consumer Cyclical | 0.64% | — |
#30
Prev: #—
|
3.8 |
—
|
8,491,335 | — |
NEW
|
8,491,335 | $1,566,905,660 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.64% | — |
#31
Prev: #—
|
3.8 |
—
|
6,201,973 | — |
NEW
|
6,201,973 | $1,560,354,402 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
STX
SEAGATE TECHNOL...
|
Technology | 0.63% | — |
#32
Prev: #—
|
3.8 |
—
|
1,608,436 | — |
NEW
|
1,608,436 | $1,552,062,598 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.62% | — |
#33
Prev: #—
|
3.7 |
—
|
2,091,340 | — |
NEW
|
2,091,340 | $1,512,286,628 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 0.59% | — |
#34
Prev: #—
|
3.7 |
—
|
7,645,709 | — |
NEW
|
7,645,709 | $1,456,316,839 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
V
VISA INC
|
Financial Services | 0.58% | — |
#35
Prev: #—
|
3.7 |
—
|
4,183,906 | — |
NEW
|
4,183,906 | $1,435,262,075 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.52% | — |
#36
Prev: #—
|
3.7 |
—
|
3,435,406 | — |
NEW
|
3,435,406 | $1,283,858,163 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.52% | — |
#37
Prev: #—
|
3.7 |
—
|
3,892,479 | — |
NEW
|
3,892,479 | $1,274,097,201 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ON
ON SEMICONDUCTO...
|
Technology | 0.52% | — |
#38
Prev: #—
|
3.7 |
—
|
13,427,527 | — |
NEW
|
13,427,527 | $1,269,473,567 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LPLA
LPL FINL HLDGS ...
|
Financial Services | 0.48% | — |
#39
Prev: #—
|
3.7 |
—
|
4,198,356 | — |
NEW
|
4,198,356 | $1,182,594,898 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PRAX
PRAXIS PRECISIO...
|
Healthcare | 0.47% | — |
#40
Prev: #—
|
3.7 |
—
|
3,421,374 | — |
NEW
|
3,421,374 | $1,145,994,051 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 0.45% | — |
#41
Prev: #—
|
3.7 |
—
|
6,485,473 | — |
NEW
|
6,485,473 | $1,101,860,035 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.43% | — |
#42
Prev: #—
|
3.7 |
—
|
2,963,318 | — |
NEW
|
2,963,318 | $1,058,385,001 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BBIO
BRIDGEBIO PHARM...
|
Healthcare | 0.43% | — |
#43
Prev: #—
|
3.7 |
—
|
14,110,278 | — |
NEW
|
14,110,278 | $1,050,761,525 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PCVX
VAXCYTE INC
|
Healthcare | 0.43% | — |
#44
Prev: #—
|
3.7 |
—
|
17,965,847 | — |
NEW
|
17,965,847 | $1,044,355,257 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ARMK
ARAMARK
|
Industrials | 0.42% | — |
#45
Prev: #—
|
3.7 |
—
|
18,302,356 | — |
NEW
|
18,302,356 | $1,041,406,998 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MDGL
MADRIGAL PHARMA...
|
Healthcare | 0.42% | — |
#46
Prev: #—
|
3.7 |
—
|
1,936,099 | — |
NEW
|
1,936,099 | $1,039,649,606 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TDY
TELEDYNE TECHNO...
|
Technology | 0.42% | — |
#47
Prev: #—
|
3.7 |
—
|
1,540,313 | — |
NEW
|
1,540,313 | $1,027,236,923 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
APG
API GROUP CORP
|
Industrials | 0.41% | — |
#48
Prev: #—
|
3.7 |
—
|
23,581,036 | — |
NEW
|
23,581,036 | $998,631,256 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ASND
ASCENDIS PHARMA...
|
Healthcare | 0.40% | — |
#49
Prev: #—
|
3.7 |
—
|
3,648,772 | — |
NEW
|
3,648,772 | $973,379,718 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RVTY
REVVITY INC
|
Healthcare | 0.39% | — |
#50
Prev: #—
|
3.7 |
—
|
8,637,614 | — |
NEW
|
8,637,614 | $961,017,446 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 2461 holdings