13F filer

Jupiter Topco

As of Jun 30, 2026 Filed Aug 14, 2026 CIK 2146052 SEC filings ↗

13F Value

$245.38B

Positions

2,461

Top Position

NVDA6.6%

Top 5

19.2%

Latest filing changes

1 NVDA NVIDIA 6.6%

2 GOOG Alphabet Class C 4.3%

3 AVGO Broadcom 3.0%

4 MSFT Microsoft 2.8%

5 AMZN Amazon 2.4%

Holdings2,461

#
1	NVDA NVIDIA	6.6%	$16.16B	—	80.76M	—	Common Stock
2	GOOG Alphabet Class C	4.3%	$10.63B	—	30.07M	—	Common Stock
3	AVGO Broadcom	3.0%	$7.40B	—	19.58M	—	Common Stock
4	MSFT Microsoft	2.8%	$6.93B	—	18.58M	—	Common Stock
5	AMZN Amazon	2.4%	$5.91B	—	24.80M	—	Common Stock
6	AAPL Apple	2.2%	$5.38B	—	18.59M	—	Common Stock
7	LLY Eli Lilly	1.9%	$4.67B	—	3.89M	—	Common Stock
8	LRCX Lam Research Filing details 512807306 Jun 30, 2026 9,884,116 reported quantity $4,283,118,061 reported value	1.7%	$4.28B	—	9.88M	—	Common Stock
9	TSM Taiwan Semiconductor Manufacturing	1.6%	$3.82B	—	8.01M	—	ADR
10	MU Micron Technology	1.4%	$3.53B	—	3.06M	—	Common Stock
11	KLAC KLA	1.4%	$3.37B	—	11.16M	—	Common Stock
12	META Meta Platforms	1.2%	$2.95B	—	5.23M	—	Common Stock
13	GEV GE Vernova	1.0%	$2.37B	—	2.02M	—	Common Stock
14	ARGX Argenx SE	0.9%	$2.30B	—	2.47M	—	ADR
15	FLEX Flex	0.9%	$2.28B	—	14.08M	—	Common Stock
16	AZN AstraZeneca Filing details G0593M107 Jun 30, 2026 11,866,013 reported quantity $2,222,190,067 reported value	0.9%	$2.22B	—	11.87M	—	Common Stock
17	AMD Advanced Micro Devices	0.8%	$2.08B	—	3.59M	—	Common Stock
18	HWM Howmet Aerospace	0.8%	$2.07B	—	7.68M	—	Common Stock
19	MA Mastercard	0.8%	$2.04B	—	3.98M	—	Common Stock
20	ETN Eaton	0.8%	$2.04B	—	4.78M	—	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.