Jupiter Topco LLC
$245.4B
2,381
28.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $16.2B | 6.58% | 0.33% | New | Q2 2026 |
 GOOG | $10.6B | 4.33% | Not reported | New | Q2 2026 |
 AVGO | $7.4B | 3.01% | 0.41% | New | Q2 2026 |
 MSFT | $6.93B | 2.82% | 0.25% | New | Q2 2026 |
 AMZN | $5.91B | 2.41% | 0.23% | New | Q2 2026 |
 AAPL | $5.38B | 2.19% | 0.13% | New | Q2 2026 |
 LLY | $4.67B | 1.90% | 0.41% | New | Q2 2026 |
 LRCX | $4.28B | 1.75% | 0.79% | New | Q2 2026 |
 TSM | $3.82B | 1.56% | 0.03% | New | Q2 2026 |
 MU | $3.53B | 1.44% | 0.27% | New | Q2 2026 |
 KLAC | $3.37B | 1.37% | 0.85% | New | Q2 2026 |
 META | $2.95B | 1.20% | Not reported | New | Q2 2026 |
 GEV | $2.37B | 0.97% | 0.76% | New | Q2 2026 |
 ARGX | $2.3B | 0.94% | 4.00% | New | Q2 2026 |
 FLEX | $2.28B | 0.93% | 3.81% | New | Q2 2026 |
 AZN | $2.22B | 0.91% | Not reported | New | Q2 2026 |
 AMD | $2.08B | 0.85% | 0.22% | New | Q2 2026 |
 HWM | $2.07B | 0.84% | 1.92% | New | Q2 2026 |
 MA | $2.04B | 0.83% | 0.33% | New | Q2 2026 |
 ETN | $2.04B | 0.83% | 1.23% | New | Q2 2026 |
 UNH | $2.02B | 0.82% | 0.54% | New | Q2 2026 |
 RVMD | $2.01B | 0.82% | 5.01% | New | Q2 2026 |
 SPCX | $1.98B | 0.81% | Not reported | New | Q2 2026 |
 JNJ | $1.97B | 0.80% | 0.32% | New | Q2 2026 |
 ORCL | $1.87B | 0.76% | 0.44% | New | Q2 2026 |
 DDOG | $1.81B | 0.74% | 8.88% | New | Q2 2026 |
 FERG | $1.79B | 0.73% | 3.89% | New | Q2 2026 |
 LITE | $1.62B | 0.66% | 2.13% | New | Q2 2026 |
 APH | $1.6B | 0.65% | 0.74% | New | Q2 2026 |
 DASH | $1.57B | 0.64% | Not reported | New | Q2 2026 |
 ABBV | $1.56B | 0.64% | 0.35% | New | Q2 2026 |
 STX | $1.55B | 0.63% | 0.72% | New | Q2 2026 |
 AMAT | $1.51B | 0.62% | 0.26% | New | Q2 2026 |
 DHR | $1.46B | 0.59% | 1.09% | New | Q2 2026 |
 V | $1.44B | 0.58% | 0.22% | New | Q2 2026 |
 GE | $1.28B | 0.52% | 0.33% | New | Q2 2026 |
 JPM | $1.27B | 0.52% | 0.15% | New | Q2 2026 |
 ON | $1.27B | 0.52% | 3.43% | New | Q2 2026 |
 LPLA | $1.18B | 0.48% | 5.25% | New | Q2 2026 |
 PRAX | $1.15B | 0.47% | 12.26% | New | Q2 2026 |
 ANET | $1.1B | 0.45% | 0.51% | New | Q2 2026 |
| GOOGL | $1.06B | 0.43% | 0.02% | New | Q2 2026 |
 BBIO | $1.05B | 0.43% | 7.23% | New | Q2 2026 |
 PCVX | $1.04B | 0.43% | 12.41% | New | Q2 2026 |
 ARMK | $1.04B | 0.42% | 6.96% | New | Q2 2026 |
 MDGL | $1.04B | 0.42% | 8.38% | New | Q2 2026 |
 TDY | $1.03B | 0.42% | 3.32% | New | Q2 2026 |
 APG | $999M | 0.41% | 5.44% | New | Q2 2026 |
 ASND | $973M | 0.40% | 5.89% | New | Q2 2026 |
 RVTY | $961M | 0.39% | 7.74% | New | Q2 2026 |