Jupiter Topco LLC Top Holdings and 13F Report (2026) About Jupiter Topco LLCInvestment ActivityJupiter Topco LLC has $245.38 billion in total holdings as of June 30, 2026.Jupiter Topco LLC owns shares of 2,461 different stocks, but just 163 companies or ETFs make up 80% of its holdings.Largest Holdings NVIDIA $16,156,076,078Alphabet $10,625,474,689Broadcom $7,396,270,699Microsoft $6,928,663,771Amazon.com $5,910,082,831 Sector AllocationMap of 500 Largest Holdings ofJupiter Topco LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorNVDANVIDIA$16,156,076,07880,761,8066.6%TechnologyGOOGAlphabet$10,625,474,68930,072,3044.3%Communication ServicesAVGOBroadcom$7,396,270,69919,583,0573.0%TechnologyMSFTMicrosoft$6,928,663,77118,575,9332.8%TechnologyAMZNAmazon.com$5,910,082,83124,799,2422.4%Consumer DiscretionaryAAPLApple$5,378,820,68618,591,2102.2%TechnologyLLYEli Lilly and Company$4,667,180,4503,891,1181.9%HealthcareLAM RESEARCH CORP$4,283,118,0619,884,1161.7%COM NEWTSMTaiwan Semiconductor Manufacturing$3,822,882,7928,008,4701.6%TechnologyMUMicron Technology$3,525,281,1443,055,8741.4%TechnologyKLACKLA$3,366,354,14011,157,9741.4%TechnologyMETAMeta Platforms$2,948,485,7895,234,9001.2%Communication ServicesGE VERNOVA INC$2,371,537,6622,018,6121.0%COMARGXargenex$2,295,632,0102,474,0150.9%HealthcareFLEXFlex$2,281,934,83314,079,7180.9%TechnologyAZNCFAstraZeneca$2,222,190,06711,866,0130.9%HealthcareAMDAdvanced Micro Devices$2,084,651,3203,589,2110.8%TechnologyHWMHowmet Aerospace$2,065,086,3027,680,8270.8%IndustrialsMAMastercard$2,044,984,6223,981,8580.8%FinanceETNEaton$2,038,169,4274,783,1330.8%IndustrialsUNHUnitedHealth Group$2,019,844,0994,859,8200.8%HealthcareRVMDRevolution Medicines$2,010,360,34810,736,1450.8%HealthcareSPACE EXPLORATION TECHN CORP$1,976,052,81911,565,4290.8%CLASS A COM STKJNJJohnson & Johnson$1,967,398,6987,746,4870.8%HealthcareORCLOracle$1,866,039,88412,732,0520.8%TechnologyDDOGDatadog$1,807,804,8016,943,5220.7%TechnologyFERGUSON ENTERPRISES INC$1,789,367,8427,538,6160.7%COMMON STOCK NEWLITELumentum$1,621,396,1761,889,6080.7%TechnologyAPHAmphenol$1,600,531,2939,077,1810.7%TechnologyDOORDASH INC$1,566,905,6608,491,3350.6%CL AABBVAbbVie$1,560,354,4026,201,9730.6%HealthcareSTXSeagate Technology$1,552,062,5981,608,4360.6%TechnologyAMATApplied Materials$1,512,286,6282,091,3400.6%TechnologyDHRDanaher$1,456,316,8397,645,7090.6%HealthcareVVisa$1,435,262,0754,183,9060.6%FinanceGEGE Aerospace$1,283,858,1633,435,4060.5%IndustrialsJPMJPMorgan Chase & Co.$1,274,097,2013,892,4790.5%FinanceONonsemi$1,269,473,56713,427,5270.5%TechnologyLPLALPL Financial$1,182,594,8984,198,3560.5%FinancePRAXIS PRECISION MEDICINES I$1,145,994,0513,421,3740.5%COM NEWARISTA NETWORKS INC$1,101,860,0356,485,4730.4%COM SHSGOOGLAlphabet$1,058,385,0012,963,3180.4%Communication ServicesBBIOBridgeBio Pharma$1,050,761,52514,110,2780.4%HealthcarePCVXVaxcyte$1,044,355,25717,965,8470.4%HealthcareARMKAramark$1,041,406,99818,302,3560.4%Consumer DiscretionaryMDGLMadrigal Pharmaceuticals$1,039,649,6061,936,0990.4%HealthcareTDYTeledyne Technologies$1,027,236,9231,540,3130.4%TechnologyAPGAPi Group$998,631,25623,581,0360.4%IndustrialsASCENDIS PHARMA A/S$973,379,7183,648,7720.4%ORD SHSRVTYRevvity$961,017,4468,637,6140.4%HealthcarePGRProgressive$935,171,8874,281,7200.4%FinanceSPOTSpotify Technology$928,678,2272,022,0910.4%Communication ServicesMELIMercadoLibre$917,122,961540,2930.4%Consumer DiscretionaryBABoeing$911,877,6094,212,5070.4%IndustrialsTOTALENERGIES SE$901,490,96711,591,9650.4%ACTJBHTJ.B. Hunt Transport Services$891,348,9253,079,6710.4%IndustrialsSNOWSnowflake$880,204,3223,459,1500.4%TechnologyFWONKLiberty Media Corporation - Liberty Formula One Series C$862,542,8419,066,0130.4%Communication ServicesTTTrane Technologies$858,793,3471,748,5660.3%IndustrialsLNTAlliant Energy$837,467,74610,977,4260.3%UtilitiesAXPAmerican Express$805,966,2832,382,7500.3%FinanceBSXBoston Scientific$803,357,48818,822,8530.3%HealthcareTJXTJX Companies$803,321,9035,302,4460.3%Consumer DiscretionaryISRGIntuitive Surgical$758,921,6211,908,4240.3%HealthcarePNCThe PNC Financial Services Group$756,876,6623,074,1940.3%FinanceNXPINXP Semiconductors$742,385,0242,641,6980.3%TechnologyMSMorgan Stanley$742,321,8843,551,2380.3%FinanceFCXFreeport-McMoRan$739,890,36411,765,2530.3%MaterialsABTAbbott Laboratories$732,787,9908,075,9340.3%HealthcarePMPhilip Morris International$726,463,8404,015,6880.3%Consumer StaplesYNDXYandex$714,203,5532,586,1190.3%TechnologyNFLXNetflix$693,255,6869,710,1070.3%Communication ServicesDEDeere & Company$691,678,1171,090,4500.3%IndustrialsMIRMMirum Pharmaceuticals$691,671,5685,909,1840.3%HealthcareCDNSCadence Design Systems$688,746,1141,835,0980.3%TechnologyDISWalt Disney$687,504,3187,142,9950.3%Communication ServicesSYKStryker$681,581,3182,164,8360.3%HealthcareGKOSGlaukos$679,614,1314,862,8940.3%HealthcareCVXChevron$675,986,0924,078,0780.3%EnergyHLTHilton Worldwide$663,881,6432,008,8270.3%Consumer DiscretionaryHDHome Depot$656,189,7041,861,0350.3%Consumer DiscretionaryGMEDGlobus Medical$647,930,9628,200,4230.3%HealthcareTVTXTravere Therapeutics$643,299,22511,324,1910.3%HealthcareADIAnalog Devices$641,207,3731,614,4740.3%TechnologyGSThe Goldman Sachs Group$640,837,190633,6350.3%FinanceDKNGDraftKings$638,440,72525,274,2430.3%Consumer DiscretionaryVRTXVertex Pharmaceuticals$625,804,2551,259,9970.3%HealthcareMEDLINE INC$625,440,65415,858,4000.3%COM CL AWATWaters$623,920,5281,663,6010.3%HealthcareRCLRoyal Caribbean Cruises$597,349,8851,881,2400.2%Consumer DiscretionaryMNSTMonster Beverage$593,075,1566,170,1930.2%Consumer StaplesPTCTPTC Therapeutics$590,181,5127,236,4020.2%HealthcareORLYO'Reilly Automotive$579,757,1376,295,5690.2%Consumer DiscretionaryAEEAmeren$578,253,6625,115,4690.2%UtilitiesCPCanadian Pacific Kansas City$576,687,4696,654,6470.2%IndustrialsLNTHLantheus$575,627,8815,188,4160.2%HealthcareGILGildan Activewear$573,363,37411,111,6940.2%Consumer DiscretionaryGLWCorning$564,653,8282,210,6530.2%TechnologyWEXWEX$559,710,1693,967,0610.2%FinanceTE CONNECTIVITY PLC$554,317,3382,749,0630.2%ORD SHSShowing largest 100 holdings. 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