Filed: 8/14/2026ACC: 0001085146-26-000611
📋 What this filing means
JUPITER TOPCO LLC filed this quarterly 13F‑HR report disclosing 2461 equity positions with a total reported market value of $245.38B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2461
Positions
$245.38B
Total AUM (reported)
2.11B
Total Shares
Allocation by class
COM$154.31B62.9%
COM NEW$14.67B6.0%
CL A$12.49B5.1%
CAP STK CL C$10.63B4.3%
SHS$6.64B2.7%
COM CL A$4.84B2.0%
ORD$4.73B1.9%
Portfolio Concentration
Top 3$34.18B13.9%
4–10$34.52B14.1%
11–25$33.56B13.7%
Rest$143.12B58.3%
Top 3 weight
13.9%
Top 10 weight
28.0%
Voting Authority Distribution
Total shares with voting rights: 2.11B
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
1.94B
shares
% of voting shares91.9%
None
No voting authority
171.37M
shares
% of voting shares8.1%
Investment Discretion (by position count)
Sole0
Shared0
Other2461
Dominant voting typeShared · 91.9% of voting shares
Institutional Holdings2461
Rows:
NVIDIA CORPORATION
DFNDShares80.76M
TypeSH
Market value$16.16B
6.58%
Sole
0.00
Shared
78.03M
None
2.73M
ALPHABET INC
DFNDShares30.07M
TypeSH
Market value$10.63B
4.33%
Sole
0.00
Shared
29.43M
None
646.41K
BROADCOM INC
DFNDShares19.58M
TypeSH
Market value$7.40B
3.01%
Sole
0.00
Shared
19.03M
None
549.73K
MICROSOFT CORP
DFNDShares18.58M
TypeSH
Market value$6.93B
2.82%
Sole
0.00
Shared
17.85M
None
727.24K
AMAZON COM INC
DFNDShares24.80M
TypeSH
Market value$5.91B
2.41%
Sole
0.00
Shared
23.86M
None
939.93K
APPLE INC
DFNDShares18.59M
TypeSH
Market value$5.38B
2.19%
Sole
0.00
Shared
17.67M
None
918.73K
ELI LILLY & CO
DFNDShares3.89M
TypeSH
Market value$4.67B
1.90%
Sole
0.00
Shared
3.70M
None
191.47K
LAM RESEARCH CORP
DFNDShares9.88M
TypeSH
Market value$4.28B
1.75%
Sole
0.00
Shared
9.65M
None
233.71K
TAIWAN SEMICONDUCTOR MANUFAC
DFNDShares8.01M
TypeSH
Market value$3.82B
1.56%
Sole
0.00
Shared
7.82M
None
184.65K
MICRON TECHNOLOGY INC
DFNDShares3.06M
TypeSH
Market value$3.53B
1.44%
Sole
0.00
Shared
2.96M
None
93.33K
KLA CORP
DFNDShares11.16M
TypeSH
Market value$3.37B
1.37%
Sole
0.00
Shared
10.83M
None
331.73K
META PLATFORMS INC
DFNDShares5.23M
TypeSH
Market value$2.95B
1.20%
Sole
0.00
Shared
5.05M
None
180.78K
GE VERNOVA INC
DFNDShares2.02M
TypeSH
Market value$2.37B
0.97%
Sole
0.00
Shared
1.96M
None
54.91K
ARGENX SE
DFNDShares2.47M
TypeSH
Market value$2.30B
0.94%
Sole
0.00
Shared
2.35M
None
122.49K
FLEX LTD
DFNDShares14.08M
TypeSH
Market value$2.28B
0.93%
Sole
0.00
Shared
13.68M
None
398.44K
ASTRAZENECA PLC
DFNDShares11.87M
TypeSH
Market value$2.22B
0.91%
Sole
0.00
Shared
10.61M
None
1.26M
ADVANCED MICRO DEVICES INC
DFNDShares3.59M
TypeSH
Market value$2.08B
0.85%
Sole
0.00
Shared
3.48M
None
105.68K
HOWMET AEROSPACE INC
DFNDShares7.68M
TypeSH
Market value$2.07B
0.84%
Sole
0.00
Shared
7.49M
None
194.64K
MASTERCARD INCORPORATED
DFNDShares3.98M
TypeSH
Market value$2.04B
0.83%
Sole
0.00
Shared
3.80M
None
182.50K
EATON CORP PLC
DFNDShares4.78M
TypeSH
Market value$2.04B
0.83%
Sole
0.00
Shared
4.64M
None
147.68K
UNITEDHEALTH GROUP INC
DFNDShares4.86M
TypeSH
Market value$2.02B
0.82%
Sole
0.00
Shared
4.66M
None
199.56K
REVOLUTION MEDICINES INC
DFNDShares10.74M
TypeSH
Market value$2.01B
0.82%
Sole
0.00
Shared
10.41M
None
322.58K
SPACE EXPLORATION TECHN CORP
DFNDShares11.57M
TypeSH
Market value$1.98B
0.81%
Sole
0.00
Shared
11.26M
None
300.95K
JOHNSON & JOHNSON
DFNDShares7.75M
TypeSH
Market value$1.97B
0.80%
Sole
0.00
Shared
7.29M
None
451.80K
ORACLE CORP
DFNDShares12.73M
TypeSH
Market value$1.87B
0.76%
Sole
0.00
Shared
12.45M
None
277.68K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 80.76M | SH | $16.16B 6.58% | 0.00 | 78.03M | 2.73M |
ALPHABET INCDFND | CAP STK CL C | 30.07M | SH | $10.63B 4.33% | 0.00 | 29.43M | 646.41K |
BROADCOM INCDFND | COM | 19.58M | SH | $7.40B 3.01% | 0.00 | 19.03M | 549.73K |
MICROSOFT CORPDFND | COM | 18.58M | SH | $6.93B 2.82% | 0.00 | 17.85M | 727.24K |
AMAZON COM INCDFND | COM | 24.80M | SH | $5.91B 2.41% | 0.00 | 23.86M | 939.93K |
APPLE INCDFND | COM | 18.59M | SH | $5.38B 2.19% | 0.00 | 17.67M | 918.73K |
ELI LILLY & CODFND | COM | 3.89M | SH | $4.67B 1.90% | 0.00 | 3.70M | 191.47K |
LAM RESEARCH CORPDFND | COM NEW | 9.88M | SH | $4.28B 1.75% | 0.00 | 9.65M | 233.71K |
TAIWAN SEMICONDUCTOR MANUFACDFND | SPONSORED ADS | 8.01M | SH | $3.82B 1.56% | 0.00 | 7.82M | 184.65K |
MICRON TECHNOLOGY INCDFND | COM | 3.06M | SH | $3.53B 1.44% | 0.00 | 2.96M | 93.33K |
KLA CORPDFND | COM NEW | 11.16M | SH | $3.37B 1.37% | 0.00 | 10.83M | 331.73K |
META PLATFORMS INCDFND | CL A | 5.23M | SH | $2.95B 1.20% | 0.00 | 5.05M | 180.78K |
GE VERNOVA INCDFND | COM | 2.02M | SH | $2.37B 0.97% | 0.00 | 1.96M | 54.91K |
ARGENX SEDFND | SPONSORED ADR | 2.47M | SH | $2.30B 0.94% | 0.00 | 2.35M | 122.49K |
FLEX LTDDFND | ORD | 14.08M | SH | $2.28B 0.93% | 0.00 | 13.68M | 398.44K |
ASTRAZENECA PLCDFND | ORD | 11.87M | SH | $2.22B 0.91% | 0.00 | 10.61M | 1.26M |
ADVANCED MICRO DEVICES INCDFND | COM | 3.59M | SH | $2.08B 0.85% | 0.00 | 3.48M | 105.68K |
HOWMET AEROSPACE INCDFND | COM | 7.68M | SH | $2.07B 0.84% | 0.00 | 7.49M | 194.64K |
MASTERCARD INCORPORATEDDFND | CL A | 3.98M | SH | $2.04B 0.83% | 0.00 | 3.80M | 182.50K |
EATON CORP PLCDFND | SHS | 4.78M | SH | $2.04B 0.83% | 0.00 | 4.64M | 147.68K |
UNITEDHEALTH GROUP INCDFND | COM | 4.86M | SH | $2.02B 0.82% | 0.00 | 4.66M | 199.56K |
REVOLUTION MEDICINES INCDFND | COM | 10.74M | SH | $2.01B 0.82% | 0.00 | 10.41M | 322.58K |
SPACE EXPLORATION TECHN CORPDFND | CLASS A COM STK | 11.57M | SH | $1.98B 0.81% | 0.00 | 11.26M | 300.95K |
JOHNSON & JOHNSONDFND | COM | 7.75M | SH | $1.97B 0.80% | 0.00 | 7.29M | 451.80K |
ORACLE CORPDFND | COM | 12.73M | SH | $1.87B 0.76% | 0.00 | 12.45M | 277.68K |
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