Jupiter Topco LLC

NEW YORK, NY · CIK 2146052 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNew York, NY
FamilyJupiter Topco LLC · 2 related pages

$245.4bn reported value

2,461positions

28.0%in top 10

—no comparable previous quarter

This report includes the holdings of 15 other managers that share the investment decisions:

New York Life Investment Management LLC – files its own report too; $1.3bn of shares are in both
FIRST TRUST ADVISORS LP – files its own report too; $24.1m of shares are in both
NORTHERN TRUST CORP – files its own report too; $14.5m of shares are in both
GuideStone Capital Management, LLC – files its own report too
NATIONAL MUTUAL FUNDS MANAGEMENT LTD – files its own report too
Nationwide Fund Advisors – files its own report too
Pacific Life Fund Advisors LLC – files its own report too
Park Avenue Institutional Advisers LLC – files its own report too

7 more

Penn Mutual Asset Management – files its own report too
Equitable Investment Management Group, LLC – reports through this filing
JANUS HENDERSON INVESTORS UK Ltd – reports through this filing
JANUS HENDERSON INVESTORS US LLC – reports through this filing
Janus Henderson Investors (Australia) Institutional Funds Management Ltd – reports through this filing
Janus Henderson Investors (Jersey) Ltd – reports through this filing
Janus Henderson Investors (Singapore) Ltd – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change
1	NVIDIA CORPORATION COM NVDA	NVDA	80,761,806	$16.2bn6.58%	6.58%	First filing
2	ALPHABET INC CAP STK CL C GOOG	GOOG	30,072,304	$10.6bn4.33%	4.33%	First filing
3	BROADCOM INC COM AVGO	AVGO	19,583,057	$7.4bn3.01%	3.01%	First filing
4	MICROSOFT CORP COM MSFT	MSFT	18,575,933	$6.9bn2.82%	2.82%	First filing
5	AMAZON COM INC COM AMZN	AMZN	24,799,242	$5.9bn2.41%	2.41%	First filing
6	APPLE INC COM AAPL	AAPL	18,591,210	$5.4bn2.19%	2.19%	First filing
7	ELI LILLY & CO COM LLY	LLY	3,891,118	$4.7bn1.90%	1.90%	First filing
8	LAM RESEARCH CORP COM NEW LRCX	LRCX	9,884,116	$4.3bn1.75%	1.75%	First filing
9	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	8,008,470	$3.8bn1.56%	1.56%	First filing
10	MICRON TECHNOLOGY INC COM MU	MU	3,055,874	$3.5bn1.44%	1.44%	First filing
11	KLA CORP COM NEW KLAC	KLAC	11,157,974	$3.4bn1.37%	1.37%	First filing
12	META PLATFORMS INC CL A META	META	5,234,900	$2.9bn1.20%	1.20%	First filing
13	GE VERNOVA INC COM GEV	GEV	2,018,612	$2.4bn0.97%	0.97%	First filing
14	ARGENX SE SPONSORED ADR ARGX	ARGX	2,474,015	$2.3bn0.94%	0.94%	First filing
15	FLEX LTD ORD FLEX	FLEX	14,079,718	$2.3bn0.93%	0.93%	First filing
16	ASTRAZENECA PLC ORD AZN	AZN	11,866,013	$2.2bn0.91%	0.91%	First filing
17	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,589,211	$2.1bn0.85%	0.85%	First filing
18	HOWMET AEROSPACE INC COM HWM	HWM	7,680,827	$2.1bn0.84%	0.84%	First filing
19	MASTERCARD INCORPORATED CL A MA	MA	3,981,858	$2.0bn0.83%	0.83%	First filing
20	EATON CORP PLC SHS ETN	ETN	4,783,133	$2.0bn0.83%	0.83%	First filing
21	UNITEDHEALTH GROUP INC COM UNH	UNH	4,859,820	$2.0bn0.82%	0.82%	First filing
22	REVOLUTION MEDICINES INC COM RVMD	RVMD	10,736,145	$2.0bn0.82%	0.82%	First filing
23	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	11,565,429	$2.0bn0.81%	0.81%	First filing
24	JOHNSON & JOHNSON COM JNJ	JNJ	7,746,487	$2.0bn0.80%	0.80%	First filing
25	ORACLE CORP COM ORCL	ORCL	12,732,052	$1.9bn0.76%	0.76%	First filing
26	DATADOG INC CL A COM DDOG	DDOG	6,943,522	$1.8bn0.74%	0.74%	First filing
27	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	7,538,616	$1.8bn0.73%	0.73%	First filing
28	LUMENTUM HLDGS INC COM LITE	LITE	1,889,608	$1.6bn0.66%	0.66%	First filing
29	AMPHENOL CORP CL A APH	APH	9,077,181	$1.6bn0.65%	0.65%	First filing
30	DOORDASH INC CL A DASH	DASH	8,491,335	$1.6bn0.64%	0.64%	First filing
31	ABBVIE INC COM ABBV	ABBV	6,201,973	$1.6bn0.64%	0.64%	First filing
32	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	1,608,436	$1.6bn0.63%	0.63%	First filing
33	APPLIED MATLS INC COM AMAT	AMAT	2,091,340	$1.5bn0.62%	0.62%	First filing
34	DANAHER CORPORATION COM DHR	DHR	7,645,709	$1.5bn0.59%	0.59%	First filing
35	VISA INC COM CL A V	V	4,183,906	$1.4bn0.58%	0.58%	First filing
36	GE AEROSPACE COM NEW GE	GE	3,435,406	$1.3bn0.52%	0.52%	First filing
37	JPMORGAN CHASE & CO COM JPM	JPM	3,892,479	$1.3bn0.52%	0.52%	First filing
38	ON SEMICONDUCTOR CORP COM ON	ON	13,427,527	$1.3bn0.52%	0.52%	First filing
39	LPL FINL HLDGS INC COM LPLA	LPLA	4,198,356	$1.2bn0.48%	0.48%	First filing
40	PRAXIS PRECISION MEDICINES I COM NEW PRAX	PRAX	3,421,374	$1.1bn0.47%	0.47%	First filing
41	ARISTA NETWORKS INC COM SHS ANET	ANET	6,485,473	$1.1bn0.45%	0.45%	First filing
42	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,963,318	$1.1bn0.43%	0.43%	First filing
43	BRIDGEBIO PHARMA INC COM BBIO	BBIO	14,110,278	$1.1bn0.43%	0.43%	First filing
44	VAXCYTE INC COM PCVX	PCVX	17,965,847	$1.0bn0.43%	0.43%	First filing
45	ARAMARK COM ARMK	ARMK	18,302,356	$1.0bn0.42%	0.42%	First filing
46	MADRIGAL PHARMACEUTICALS INC COM MDGL	MDGL	1,936,099	$1.0bn0.42%	0.42%	First filing
47	TELEDYNE TECHNOLOGIES INC COM TDY	TDY	1,540,313	$1.0bn0.42%	0.42%	First filing
48	API GROUP CORP COM STK APG	APG	23,581,036	$998.6m0.41%	0.41%	First filing
49	ASCENDIS PHARMA A/S ORD SHS ASND	ASND	3,648,772	$973.4m0.40%	0.40%	First filing
50	REVVITY INC COM RVTY	RVTY	8,637,614	$961.0m0.39%	0.39%	First filing
51	PROGRESSIVE CORP COM PGR	PGR	4,281,720	$935.2m0.38%	0.38%	First filing
52	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	2,022,091	$928.7m0.38%	0.38%	First filing
53	MERCADOLIBRE INC COM MELI	MELI	540,293	$917.1m0.37%	0.37%	First filing
54	BOEING CO COM BA	BA	4,212,507	$911.9m0.37%	0.37%	First filing
55	TOTALENERGIES SE ACT TTE	TTE	11,591,965	$901.5m0.37%	0.37%	First filing
56	HUNT J B TRANS SVCS INC COM JBHT	JBHT	3,079,671	$891.3m0.36%	0.36%	First filing
57	SNOWFLAKE INC CL A SNOW	SNOW	3,459,150	$880.2m0.36%	0.36%	First filing
58	LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK	FWONK	9,066,013	$862.5m0.35%	0.35%	First filing
59	TRANE TECHNOLOGIES PLC SHS TT	TT	1,748,566	$858.8m0.35%	0.35%	First filing
60	ALLIANT ENERGY CORP COM LNT	LNT	10,977,426	$837.5m0.34%	0.34%	First filing
61	AMERICAN EXPRESS CO COM AXP	AXP	2,382,750	$806.0m0.33%	0.33%	First filing
62	BOSTON SCIENTIFIC CORP COM BSX	BSX	18,822,853	$803.4m0.33%	0.33%	First filing
63	TJX COS INC NEW COM TJX	TJX	5,302,446	$803.3m0.33%	0.33%	First filing
64	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	1,908,424	$758.9m0.31%	0.31%	First filing
65	PNC FINL SVCS GROUP INC COM PNC	PNC	3,074,194	$756.9m0.31%	0.31%	First filing
66	NXP SEMICONDUCTORS N V COM NXPI	NXPI	2,641,698	$742.4m0.30%	0.30%	First filing
67	MORGAN STANLEY COM NEW MS	MS	3,551,238	$742.3m0.30%	0.30%	First filing
68	FREEPORT-MCMORAN INC CL B FCX	FCX	11,765,253	$739.9m0.30%	0.30%	First filing
69	ABBOTT LABS COM ABT	ABT	8,075,934	$732.8m0.30%	0.30%	First filing
70	PHILIP MORRIS INTL INC COM PM	PM	4,015,688	$726.5m0.30%	0.30%	First filing
71	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	2,586,119	$714.2m0.29%	0.29%	First filing
72	NETFLIX INC COM NFLX	NFLX	9,710,107	$693.3m0.28%	0.28%	First filing
73	DEERE & CO COM DE	DE	1,090,450	$691.7m0.28%	0.28%	First filing
74	MIRUM PHARMACEUTICALS INC COM MIRM	MIRM	5,909,184	$691.7m0.28%	0.28%	First filing
75	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	1,835,098	$688.7m0.28%	0.28%	First filing
76	DISNEY WALT CO COM DIS	DIS	7,142,995	$687.5m0.28%	0.28%	First filing
77	STRYKER CORPORATION COM SYK	SYK	2,164,836	$681.6m0.28%	0.28%	First filing
78	GLAUKOS CORP COM GKOS	GKOS	4,862,894	$679.6m0.28%	0.28%	First filing
79	CHEVRON CORP NEW COM CVX	CVX	4,078,078	$676.0m0.28%	0.28%	First filing
80	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	2,008,827	$663.9m0.27%	0.27%	First filing
81	HOME DEPOT INC COM HD	HD	1,861,035	$656.2m0.27%	0.27%	First filing
82	GLOBUS MED INC CL A GMED	GMED	8,200,423	$647.9m0.26%	0.26%	First filing
83	TRAVERE THERAPEUTICS INC COM TVTX	TVTX	11,324,191	$643.3m0.26%	0.26%	First filing
84	ANALOG DEVICES INC COM ADI	ADI	1,614,474	$641.2m0.26%	0.26%	First filing
85	GOLDMAN SACHS GROUP INC COM GS	GS	633,635	$640.8m0.26%	0.26%	First filing
86	DRAFTKINGS INC NEW COM CL A DKNG	DKNG	25,274,243	$638.4m0.26%	0.26%	First filing
87	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	1,259,997	$625.8m0.26%	0.26%	First filing
88	MEDLINE INC COM CL A MDLN	MDLN	15,858,400	$625.4m0.25%	0.25%	First filing
89	WATERS CORP COM WAT	WAT	1,663,601	$623.9m0.25%	0.25%	First filing
90	ROYAL CARIBBEAN GROUP COM RCL	RCL	1,881,240	$597.3m0.24%	0.24%	First filing
91	MONSTER BEVERAGE CORP NEW COM MNST	MNST	6,170,193	$593.1m0.24%	0.24%	First filing
92	PTC THERAPEUTICS INC COM PTCT	PTCT	7,236,402	$590.2m0.24%	0.24%	First filing
93	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	6,295,569	$579.8m0.24%	0.24%	First filing
94	AMEREN CORP COM AEE	AEE	5,115,469	$578.3m0.24%	0.24%	First filing
95	CANADIAN PACIFIC KANSAS CITY COM CP	CP	6,654,647	$576.7m0.24%	0.24%	First filing
96	LANTHEUS HLDGS INC COM LNTH	LNTH	5,188,416	$575.6m0.23%	0.23%	First filing
97	GILDAN ACTIVEWEAR INC COM GIL	GIL	11,111,694	$573.4m0.23%	0.23%	First filing
98	CORNING INC COM GLW	GLW	2,210,653	$564.7m0.23%	0.23%	First filing
99	WEX INC COM WEX	WEX	3,967,061	$559.7m0.23%	0.23%	First filing
100	TE CONNECTIVITY PLC ORD SHS TEL	TEL	2,749,063	$554.3m0.23%	0.23%	First filing