Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $16.2B | 6.6% | |
| GOOGAlphabet Inc | $10.6B | 4.3% | |
| AVGOBroadcom Inc | $7.4B | 3.0% | |
| MSFTMicrosoft Corp | $6.9B | 2.8% | |
| AMZNAmazon Com Inc | $5.9B | 2.4% | |
| AAPLApple Inc | $5.4B | 2.2% | |
| LLYEli Lilly & Co | $4.7B | 1.9% | |
| LRCXLam Research Corp | $4.3B | 1.7% | |
| TSMTaiwan Semiconductor Manufac | $3.8B | 1.6% | |
| MUMicron Technology Inc | $3.5B | 1.4% | |
| KLACKla Corp | $3.4B | 1.4% | |
| METAMeta Platforms Inc | $2.9B | 1.2% | |
| GEVGe Vernova Inc | $2.4B | 1.0% | |
| ARGXArgenx Se | $2.3B | 0.9% | |
| Flex LtdCUSIP Y2573F102 | $2.3B | 0.9% | |
| Astrazeneca PLCCUSIP G0593M107 | $2.2B | 0.9% | |
| AMDAdvanced Micro Devices Inc | $2.1B | 0.8% | |
| HWMHowmet Aerospace Inc | $2.1B | 0.8% | |
| MAMastercard Incorporated | $2.0B | 0.8% | |
| Eaton Corp PLCCUSIP G29183103 | $2.0B | 0.8% | |
| UNHUnitedhealth Group Inc | $2.0B | 0.8% | |
| RVMDRevolution Medicines Inc | $2.0B | 0.8% | |
| SPCXSpace Exploration Techn Corp | $2.0B | 0.8% | |
| JNJJohnson & Johnson | $2.0B | 0.8% | |
| ORCLOracle Corp | $1.9B | 0.8% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Jupiter Topco LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2146052&type=13F-HR&dateb=&owner=include&count=40CIK 2146052
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2146052/000108514626000611/Filed August 14, 2026 · accession 0001085146-26-000611