Asset Manager
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Jupiter Topco LLC
First-quarter filer. This entity has filed one 13F so far (1 quarter). Position-level "NEW" / "SOLD" annotations and turnover comparisons require ≥2 quarters of history and will appear after the next filing. If this is a known corporate restructure (e.g. Vanguard Group → subsidiaries), prior history may live under a different CIK.
Q2 2026 · Filed 2026-08-14
Market Value
$242.2B
Holdings
2,419
New Purchases
2,419
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
28.4%
Turnover
100.0%
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 75 | $115.1B | 47.5% |
| Large Cap | 770 | $93.9B | 38.8% |
| Mid Cap | 949 | $27.2B | 11.2% |
| Small Cap | 582 | $5.3B | 2.2% |
| Micro Cap | 43 | $682M | 0.3% |
Portfolio Analytics
Avg Market Cap
$42.6B
Median Market Cap
$5.2B
Avg P/E
34.6
Median P/E
20.6
Avg Dividend Yield
0.02%
Avg Beta
1.09
# Stocks
2,348
# ETFs / Funds
72
Top Holdings (2,419 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | 6.67% | 80,761,806 | $16.2B | $200.05 | — | — | — | |
| 2 | GOOG | 4.39% | 30,072,304 | $10.6B | $353.33 | — | — | — | |
| 3 | AVGO | 3.05% | 19,583,057 | $7.4B | $377.69 | — | — | — | |
| 4 | MSFT | 2.86% | 18,575,933 | $6.9B | $372.99 | — | — | — | |
| 5 | AMZN | 2.44% | 24,799,242 | $5.9B | $238.32 | — | — | — | |
| 6 | AAPL | 2.22% | 18,591,210 | $5.4B | $289.32 | — | — | — | |
| 7 | LLY | 1.93% | 3,891,118 | $4.7B | $1,199.44 | — | — | — | |
| 8 | LRCX | 1.77% | 9,884,116 | $4.3B | $433.33 | — | — | — | |
| 9 | TSM | 1.58% | 8,008,470 | $3.8B | $477.35 | — | — | — | |
| 10 | MU | 1.46% | 3,055,874 | $3.5B | $1,153.61 | — | — | — | |
| 11 | KLAC | 1.39% | 11,157,974 | $3.4B | $301.70 | — | — | — | |
| 12 | META | 1.22% | 5,234,900 | $2.9B | $563.24 | — | — | — | |
| 13 | GEV | 0.98% | 2,018,612 | $2.4B | $1,174.84 | — | — | — | |
| 14 | ARGX | 0.95% | 2,474,015 | $2.3B | $927.90 | — | — | — | |
| 15 | FLEX | 0.94% | 14,079,718 | $2.3B | $162.07 | — | — | — | |
| 16 | AZN | 0.92% | 11,866,013 | $2.2B | $187.27 | — | — | — | |
| 17 | AMD | 0.86% | 3,589,211 | $2.1B | $580.81 | — | — | — | |
| 18 | HWM | 0.85% | 7,680,827 | $2.1B | $268.86 | — | — | — | |
| 19 | MA | 0.84% | 3,981,858 | $2.0B | $513.58 | — | — | — | |
| 20 | ETN | 0.84% | 4,783,133 | $2.0B | $426.12 | — | — | — | |
| 21 | UNH | 0.83% | 4,859,820 | $2.0B | $415.62 | — | — | — | |
| 22 | RVMD | 0.83% | 10,736,145 | $2.0B | $187.25 | — | — | — | |
| 23 | SPCX | 0.82% | 11,565,429 | $2.0B | $170.86 | — | — | — | |
| 24 | JNJ | 0.81% | 7,746,487 | $2.0B | $253.97 | — | — | — | |
| 25 | ORCL | 0.77% | 12,732,052 | $1.9B | $146.56 | — | — | — | |
| 26 | DDOG | 0.75% | 6,943,522 | $1.8B | $260.36 | — | — | — | |
| 27 | FERG | 0.74% | 7,538,616 | $1.8B | $237.36 | — | — | — | |
| 28 | LITE | 0.67% | 1,889,608 | $1.6B | $858.06 | — | — | — | |
| 29 | APH | 0.66% | 9,077,181 | $1.6B | $176.32 | — | — | — | |
| 30 | DASH | 0.65% | 8,491,335 | $1.6B | $184.53 | — | — | — | |
| 31 | ABBV | 0.64% | 6,201,973 | $1.6B | $251.59 | — | — | — | |
| 32 | STX | 0.64% | 1,608,436 | $1.6B | $964.95 | — | — | — | |
| 33 | AMAT | 0.62% | 2,091,340 | $1.5B | $723.12 | — | — | — | |
| 34 | DHR | 0.60% | 7,645,709 | $1.5B | $190.48 | — | — | — | |
| 35 | V | 0.59% | 4,183,906 | $1.4B | $343.04 | — | — | — | |
| 36 | GE | 0.53% | 3,435,406 | $1.3B | $373.71 | — | — | — | |
| 37 | JPM | 0.53% | 3,892,479 | $1.3B | $327.32 | — | — | — | |
| 38 | ON | 0.52% | 13,427,527 | $1.3B | $94.54 | — | — | — | |
| 39 | LPLA | 0.49% | 4,198,356 | $1.2B | $281.68 | — | — | — | |
| 40 | PRAX | 0.47% | 3,421,374 | $1.1B | $334.95 | — | — | — | |
| 41 | ANET | 0.45% | 6,485,473 | $1.1B | $169.90 | — | — | — | |
| 42 | GOOGL | 0.44% | 2,963,318 | $1.1B | $357.16 | — | — | — | |
| 43 | BBIO | 0.43% | 14,110,278 | $1.1B | $74.47 | — | — | — | |
| 44 | PCVX | 0.43% | 17,965,847 | $1.0B | $58.13 | — | — | — | |
| 45 | ARMK | 0.43% | 18,302,356 | $1.0B | $56.90 | — | — | — | |
| 46 | MDGL | 0.43% | 1,936,099 | $1.0B | $536.98 | — | — | — | |
| 47 | TDY | 0.42% | 1,540,313 | $1.0B | $666.90 | — | — | — | |
| 48 | APG | 0.41% | 23,581,036 | $999M | $42.35 | — | — | — | |
| 49 | ASND | 0.40% | 3,648,772 | $973M | $266.77 | — | — | — | |
| 50 | RVTY | 0.40% | 8,637,614 | $961M | $111.26 | — | — | — | |
| 51 | PGR | 0.39% | 4,281,720 | $935M | $218.41 | — | — | — | |
| 52 | SPOT | 0.38% | 2,022,091 | $929M | $459.27 | — | — | — | |
| 53 | MELI | 0.38% | 540,293 | $917M | $1,697.45 | — | — | — | |
| 54 | BA | 0.38% | 4,212,507 | $912M | $216.47 | — | — | — | |
| 55 | TOTB.DE | 0.37% | 11,591,965 | $901M | $77.77 | — | — | — | |
| 56 | JBHT | 0.37% | 3,079,671 | $891M | $289.43 | — | — | — | |
| 57 | SNOW | 0.36% | 3,459,150 | $880M | $254.46 | — | — | — | |
| 58 | FWONK | 0.36% | 9,066,013 | $863M | $95.14 | — | — | — | |
| 59 | LNT | 0.35% | 10,977,426 | $837M | $76.29 | — | — | — | |
| 60 | AXP | 0.33% | 2,382,750 | $806M | $338.25 | — | — | — | |
| 61 | BSX | 0.33% | 18,822,853 | $803M | $42.68 | — | — | — | |
| 62 | TJX | 0.33% | 5,302,446 | $803M | $151.50 | — | — | — | |
| 63 | ISRG | 0.31% | 1,908,424 | $759M | $397.67 | — | — | — | |
| 64 | PNC | 0.31% | 3,074,194 | $757M | $246.20 | — | — | — | |
| 65 | NXPI | 0.31% | 2,641,698 | $742M | $281.03 | — | — | — | |
| 66 | MS | 0.31% | 3,551,238 | $742M | $209.03 | — | — | — | |
| 67 | FCX | 0.31% | 11,765,253 | $740M | $62.89 | — | — | — | |
| 68 | ABT | 0.30% | 8,075,934 | $733M | $90.74 | — | — | — | |
| 69 | PM | 0.30% | 4,015,688 | $726M | $180.91 | — | — | — | |
| 70 | NBIS | 0.29% | 2,586,119 | $714M | $276.17 | — | — | — | |
| 71 | NFLX | 0.29% | 9,710,107 | $693M | $71.40 | — | — | — | |
| 72 | DE | 0.29% | 1,090,450 | $692M | $634.31 | — | — | — | |
| 73 | MIRM | 0.29% | 5,909,184 | $692M | $117.05 | — | — | — | |
| 74 | CDNS | 0.28% | 1,835,098 | $689M | $375.32 | — | — | — | |
| 75 | DIS | 0.28% | 7,142,995 | $688M | $96.25 | — | — | — | |
| 76 | SYK | 0.28% | 2,164,836 | $682M | $314.84 | — | — | — | |
| 77 | GKOS | 0.28% | 4,862,894 | $680M | $139.76 | — | — | — | |
| 78 | CVX | 0.28% | 4,078,078 | $676M | $165.76 | — | — | — | |
| 79 | HLT | 0.27% | 2,008,827 | $664M | $330.48 | — | — | — | |
| 80 | HD | 0.27% | 1,861,035 | $656M | $352.59 | — | — | — | |
| 81 | GMED | 0.27% | 8,200,423 | $648M | $79.01 | — | — | — | |
| 82 | TVTX | 0.27% | 11,324,191 | $643M | $56.81 | — | — | — | |
| 83 | ADI | 0.26% | 1,614,474 | $641M | $397.16 | — | — | — | |
| 84 | GS | 0.26% | 633,635 | $641M | $1,011.37 | — | — | — | |
| 85 | DKNG | 0.26% | 25,274,243 | $638M | $25.26 | — | — | — | |
| 86 | VRTX | 0.26% | 1,259,997 | $626M | $496.67 | — | — | — | |
| 87 | MDLN | 0.26% | 15,858,400 | $625M | $39.44 | — | — | — | |
| 88 | WAT | 0.26% | 1,663,601 | $624M | $375.04 | — | — | — | |
| 89 | RCL | 0.25% | 1,881,240 | $597M | $317.53 | — | — | — | |
| 90 | MNST | 0.24% | 6,170,193 | $593M | $96.12 | — | — | — | |
| 91 | PTCT | 0.24% | 7,236,402 | $590M | $81.56 | — | — | — | |
| 92 | ORLY | 0.24% | 6,295,569 | $580M | $92.09 | — | — | — | |
| 93 | AEE | 0.24% | 5,115,469 | $578M | $113.04 | — | — | — | |
| 94 | CP | 0.24% | 6,654,647 | $577M | $86.66 | — | — | — | |
| 95 | LNTH | 0.24% | 5,188,416 | $576M | $110.94 | — | — | — | |
| 96 | GIL | 0.24% | 11,111,694 | $573M | $51.60 | — | — | — | |
| 97 | GLW | 0.23% | 2,210,653 | $565M | $255.42 | — | — | — | |
| 98 | WEX | 0.23% | 3,967,061 | $560M | $141.09 | — | — | — | |
| 99 | BKNG | 0.23% | 3,088,838 | $551M | $178.24 | — | — | — | |
| 100 | TFX | 0.23% | 4,342,512 | $550M | $126.76 | — | — | — |