Jupiter Topco LLC
About Jupiter Topco LLC’s 13F portfolio
Jupiter Topco LLC is an institutional investment manager that discloses its US-listed holdings each quarter through an SEC Form 13F filing. As of , Jupiter Topco LLC reported $245.4B across 2,461 US-listed positions (). Its largest position is NVIDIA CORPORATION (NVDA) at 6.6% of the reported book, and its ten biggest holdings make up 28% of the portfolio. Browse every manager in the fund managers directory, or see the legendary investors we track on the superinvestors page.
| # | Stock | Price | % of portfolio | Shares | Value |
|---|---|---|---|---|---|
| 1 |  NASDAQ: NVDA NVIDIA CORPORATION | $209.66 −1.59% | 6.6% | 80.8M | $16.2B |
| 2 |  NASDAQ: GOOG ALPHABET INC | $339.10 −1.23% | 4.3% | 30.1M | $10.6B |
| 3 |  NASDAQ: AVGO BROADCOM INC | $355.59 −0.32% | 3.0% | 19.6M | $7.4B |
| 4 |  NASDAQ: MSFT MICROSOFT CORP | $496.37 +0.95% | 2.8% | 18.6M | $6.9B |
| 5 |  NASDAQ: AMZN AMAZON COM INC | $260.28 −0.30% | 2.4% | 24.8M | $5.9B |
| 6 |  NASDAQ: AAPL APPLE INC | $313.45 +1.15% | 2.2% | 18.6M | $5.4B |
| 7 |  NYSE: LLY ELI LILLY & CO | $1,189.41 −3.59% | 1.9% | 3.9M | $4.7B |
| 8 |  NASDAQ: LRCX LAM RESEARCH CORP | $312.88 −0.57% | 1.7% | 9.9M | $4.3B |
| 9 |  NYSE: TSM TAIWAN SEMICONDUCTOR MANUFAC | $417.69 +0.07% | 1.6% | 8.0M | $3.8B |
| 10 |  NASDAQ: MU MICRON TECHNOLOGY INC | $938.40 +0.58% | 1.4% | 3.1M | $3.5B |
| 11 |  NASDAQ: KLAC KLA CORP | $183.83 +0.27% | 1.4% | 11.2M | $3.4B |
| 12 |  NASDAQ: META META PLATFORMS INC | $576.14 +1.07% | 1.2% | 5.2M | $2.9B |
| 13 |  NYSE: GEV GE VERNOVA INC | $953.09 +2.84% | 1.0% | 2.0M | $2.4B |
| 14 |  NASDAQ: ARGX ARGENX SE | $1,047.10 +2.71% | 0.9% | 2.5M | $2.3B |
| 15 |  NASDAQ: FLEX FLEX LTD | $111.82 +2.35% | 0.9% | 14.1M | $2.3B |
| 16 |  NASDAQ: AZN ASTRAZENECA PLC | $166.27 −2.00% | 0.9% | 11.9M | $2.2B |
| 17 |  NASDAQ: AMD ADVANCED MICRO DEVICES INC | $480.93 +0.37% | 0.8% | 3.6M | $2.1B |
| 18 |  NYSE American: HWM HOWMET AEROSPACE INC | $269.34 +2.01% | 0.8% | 7.7M | $2.1B |
| 19 |  NYSE: MA MASTERCARD INCORPORATED | $598.47 −0.15% | 0.8% | 4.0M | $2.0B |
| 20 |  NYSE: ETN EATON CORP PLC | $419.44 +2.50% | 0.8% | 4.8M | $2.0B |
| 21 |  NYSE: UNH UNITEDHEALTH GROUP INC | $401.01 +1.11% | 0.8% | 4.9M | $2.0B |
| 22 |  NASDAQ: RVMD REVOLUTION MEDICINES INC | $215.44 +1.92% | 0.8% | 10.7M | $2.0B |
| 23 |  TSX: SPCX SPACE EXPLORATION TECHN CORP | $139.63 +1.22% | 0.8% | 11.6M | $2.0B |
| 24 |  NYSE: JNJ JOHNSON & JOHNSON | $270.00 −1.15% | 0.8% | 7.7M | $2.0B |
| 25 |  NYSE: ORCL ORACLE CORP | $148.87 +2.84% | 0.8% | 12.7M | $1.9B |
Showing 1–25 of 500 positions on this page — of 2,461 total reported in this 13F. Positions beyond the first 500 are not yet available on this page.
- Technology34%
- Healthcare19%
- Industrials11%
- Communication Services8.1%
- Consumer Cyclical7.3%
- Financial Services6.4%
- Utilities1.5%
- Consumer Defensive1.3%
- Energy1.3%
- Basic Materials1.0%
- Real Estate1.0%
Reading Jupiter Topco LLC’s 13F portfolio
Jupiter Topco LLC’s $245.4B 13F book is spread across 2,461 reported positions and is moderately diversified, the ten largest names accounting for 28%. There are meaningful positions at the top alongside a long tail of smaller holdings. Its five largest positions are NVDA, GOOG, AVGO, MSFT and AMZN, led by NVIDIA CORPORATION (NVDA) at 6.6% of the portfolio. The heaviest sector exposure is Technology (34%), then Healthcare (19%).
What a 13F does and doesn’t reveal
A 13F captures only Jupiter Topco LLC’s long positions in US-listed stocks at a single quarter-end, so it is best read as a lagged snapshot rather than a live portfolio. It won’t show shorts, cash, bonds, or holdings listed outside the US, and it never reveals the price paid or the reasoning behind a trade. The signal is in the pattern over time: which names Jupiter Topco LLC is building up, trimming, or exiting, and how concentrated the book stays from quarter to quarter.
Frequently asked questions
What is an SEC 13F filing?
A Form 13F is a report that every institutional investment manager with at least $100 million in US-listed securities must file with the SEC within 45 days of each quarter's end. It lists the manager's long positions in US-listed stocks and certain options, with the share count and market value of each. Jupiter Topco LLC's profile on this page is built directly from those filings.
How current is the 13F data on Jupiter Topco LLC's page?
It reflects Jupiter Topco LLC's most recently filed 13F, currently the quarter ending Q2 2026. Because managers have up to 45 days after a quarter closes to file, a 13F is always a slightly lagged view rather than a live portfolio. When Jupiter Topco LLC files its next quarterly report, this page refreshes automatically.
Can I see Jupiter Topco LLC's complete list of holdings?
This page highlights Jupiter Topco LLC's largest positions rather than all 2,461 names in the filing. The complete, position-by-position 13F is public and available from the SEC's EDGAR database under Jupiter Topco LLC's filings.
Does a 13F show everything Jupiter Topco LLC owns?
No. A 13F only covers long positions in US-listed stocks and certain options. It leaves out short positions, cash, bonds, commodities, foreign-listed stocks, and private holdings, so it is a partial view of Jupiter Topco LLC's book rather than its full strategy or total assets.
Is 13F data investment advice?
No. Everything here is educational. 13F positions are disclosed with a delay, cover only long US-listed holdings, and never explain why Jupiter Topco LLC made a trade or at what price. Treat it as a research lens, not a recommendation, and speak with a licensed financial advisor before making investment decisions.
Not investment advice. Holdings data comes from public SEC Form 13F filings, which are filed with a delay of up to 45 days and may be amended later. It describes historical, disclosed positions in US-listed securities only, meaning no shorts, cash, or foreign holdings, and it is not a recommendation. Always do your own research and speak with a licensed financial advisor before making investment decisions.