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Jupiter Topco 13F Portfolio

Portfolio Manager
Jupiter Topco LLC
Performance
0% (N/A)
AUM (13F)
$245.38B
# of Holdings
2461
Performance Rank
N/A
Allocation (Top 20)
37.66%
Latest filing
Q2 2026

Jupiter Topco LLC Holdings Map

Top 50 Jupiter Topco LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
6.58%80.76M$16.16Bnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 80.76M shares
$182.63(+23.29%)
2026-06-30
GOOG
ALPHABET INC
4.33%30.07M$10.63Bnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 30.07M shares
$313.24(+9.67%)
2026-06-30
AVGO
BROADCOM INC
3.01%19.58M$7.40Bnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 19.58M shares
$335.58(+17.11%)
2026-06-30
MSFT
MICROSOFT CORP
2.82%18.58M$6.93Bnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 18.58M shares
$365.99(+35.36%)
2026-06-30
AMZN
AMAZON COM INC
2.41%24.80M$5.91Bnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 24.80M shares
$219.64(+19.58%)
2026-06-30
AAPL
APPLE INC
2.19%18.59M$5.38Bnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 18.59M shares
$267.99(+14.16%)
2026-06-30
LLY
ELI LILLY & CO
1.9%3.89M$4.67Bnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 3.89M shares
$1043.03(+13.15%)
2026-06-30
LRCX
LAM RESEARCH CORP
1.75%9.88M$4.28Bnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 9.88M shares
$316.63(+4.97%)
2026-06-30
TSM
TAIWAN SEMICONDUCTOR MANUFAC
1.56%8.01M$3.82Bnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 8.01M shares
$397.04(+7.38%)
2026-06-30
MU
MICRON TECHNOLOGY INC
1.44%3.06M$3.53Bnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 3.06M shares
$738.05(+31.65%)
2026-06-30

About Jupiter Topco LLC’s portfolio

Jupiter Topco LLC reports $245.38B in US-listed equity holdings across 2,461 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (6.6%), GOOG (4.3%) and AVGO (3.0%). The top 20 holdings account for 37.66% of reported assets. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
NVDA — 12.1% ($16.16B)GOOG — 8.0% ($10.63B)AVGO — 5.5% ($7.40B)MSFT — 5.2% ($6.93B)AMZN — 4.4% ($5.91B)AAPL — 4.0% ($5.38B)LLY — 3.5% ($4.67B)LRCX — 3.2% ($4.28B)TSM — 2.9% ($3.82B)MU — 2.6% ($3.53B)Other — 48.6% ($64.83B)
51%in top 10
  • NVDA12.1%
  • GOOG8.0%
  • AVGO5.5%
  • MSFT5.2%
  • AMZN4.4%
  • AAPL4.0%
  • LLY3.5%
  • LRCX3.2%
  • TSM2.9%
  • MU2.6%
  • Other48.6%

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Source filings

Holdings on this page are parsed from Jupiter Topco LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2146052). View Jupiter Topco LLC’s 13F filings on SEC

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