Q2 2026 13F · SEC CIK 2146052

Jupiter Topco LLC

Investment managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $245.4B
Reported positions: 2,461
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1 qtrs

Jupiter Topco LLC is an investment manager that reported 2,461 positions worth $245.4B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Nvidia Corporation (NVDA, 6.6%), Alphabet Inc (GOOG, 4.3%), Broadcom Inc (AVGO, 3.0%).

Jupiter Topco LLC holdings largest 50 of 2,461 positions.

Weights are shares of the filer's total reported 13F value, compared with the prior quarter. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Jupiter Topco LLC 13F holdings
Stock	% of 13F value	Prior quarter	Shares	Share change	Reported value
NVDANvidia Corporation	6.6%	—	80,761,806	—	$16.2B
GOOGAlphabet Inc	4.3%	—	30,072,304	—	$10.6B
AVGOBroadcom Inc	3.0%	—	19,583,057	—	$7.4B
MSFTMicrosoft Corp	2.8%	—	18,575,933	—	$6.9B
AMZNAmazon Com Inc	2.4%	—	24,799,242	—	$5.9B
AAPLApple Inc	2.2%	—	18,591,210	—	$5.4B
LLYEli Lilly & Co	1.9%	—	3,891,118	—	$4.7B
LRCXLam Research Corp	1.7%	—	9,884,116	—	$4.3B
TSMTaiwan Semiconductor Manufac	1.6%	—	8,008,470	—	$3.8B
MUMicron Technology Inc	1.4%	—	3,055,874	—	$3.5B
KLACKla Corp	1.4%	—	11,157,974	—	$3.4B
METAMeta Platforms Inc	1.2%	—	5,234,900	—	$2.9B
GEVGe Vernova Inc	1.0%	—	2,018,612	—	$2.4B
ARGNFArgenx SE	0.9%	—	2,474,015	—	$2.3B
FLEXFlex Ltd Ord	0.9%	—	14,079,718	—	$2.3B
AZNAstrazeneca PLC	0.9%	—	11,866,013	—	$2.2B
AMDAdvanced Micro Devices Inc	0.8%	—	3,589,211	—	$2.1B
HWMHowmet Aerospace Inc	0.8%	—	7,680,827	—	$2.1B
MAMastercard Incorporated	0.8%	—	3,981,858	—	$2.0B
ETNEaton Corp PLC	0.8%	—	4,783,133	—	$2.0B
UNHUnitedhealth Group Inc	0.8%	—	4,859,820	—	$2.0B
RVMDRevolution Medicines Inc	0.8%	—	10,736,145	—	$2.0B
SPCXSpace Exploration Techn Corp	0.8%	—	11,565,429	—	$2.0B
JNJJohnson & Johnson	0.8%	—	7,746,487	—	$2.0B
ORCLOracle Corp	0.8%	—	12,732,052	—	$1.9B
DDOGDatadog Inc	0.7%	—	6,943,522	—	$1.8B
FERGFerguson Enterprises Inc Common Stock Ne	0.7%	—	7,538,616	—	$1.8B
LITELumentum Hldgs Inc	0.7%	—	1,889,608	—	$1.6B
APHAmphenol Corp	0.7%	—	9,077,181	—	$1.6B
DASHDoordash Inc	0.6%	—	8,491,335	—	$1.6B
ABBVAbbvie Inc	0.6%	—	6,201,973	—	$1.6B
STXSeagate Technology Hldngs Pl	0.6%	—	1,608,436	—	$1.6B
AMATApplied Matls Inc	0.6%	—	2,091,340	—	$1.5B
DHRDanaher Corp Del	0.6%	—	7,645,709	—	$1.5B
VVisa Inc	0.6%	—	4,183,906	—	$1.4B
GEGe Aerospace	0.5%	—	3,435,406	—	$1.3B
JPMJpmorgan Chase & Co	0.5%	—	3,892,479	—	$1.3B
ONOn Semiconductor Corp	0.5%	—	13,427,527	—	$1.3B
LPLALpl Finl Hldgs Inc	0.5%	—	4,198,356	—	$1.2B
PRAXPraxis Precision Medicines I	0.5%	—	3,421,374	—	$1.1B
ANETArista Networks Inc	0.4%	—	6,485,473	—	$1.1B
GOOGLAlphabet Inc	0.4%	—	2,963,318	—	$1.1B
BBIOBridgebio Pharma Inc	0.4%	—	14,110,278	—	$1.1B
PCVXVaxcyte Inc	0.4%	—	17,965,847	—	$1.0B
ARMKAramark	0.4%	—	18,302,356	—	$1.0B
MDGLMadrigal Pharmaceuticals Inc	0.4%	—	1,936,099	—	$1.0B
TDYTeledyne Technologies Inc	0.4%	—	1,540,313	—	$1.0B
APGApi Group Corp	0.4%	—	23,581,036	—	$998.6M
ASNDAscendis Pharma A/s	0.4%	—	3,648,772	—	$973.4M
RVTYRevvity Inc	0.4%	—	8,637,614	—	$961.0M

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$245.4B	2,461

Questions about Jupiter Topco LLC's portfolio

What stocks does Jupiter Topco LLC own?

Jupiter Topco LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 2,461 positions worth $245.4B. The largest are Nvidia Corporation (NVDA) at 6.6%, Alphabet Inc (GOOG) at 4.3%, Broadcom Inc (AVGO) at 3.0%, Microsoft Corp (MSFT) at 2.8% and Amazon Com Inc (AMZN) at 2.4%.

When is Jupiter Topco LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Jupiter Topco LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.