§ 13F · FUND PROFILE
Jupiter Topco LLC.
AUM · $245.4B (13F)Positions · 4567Turnover · 54% · Q2Filed · Aug 14, 2026
CONCENTRATION
24%
Top 10 holdings
NEW BUYS
+2461
+$215.4B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 69.58M | $13.9B | 5.7% | NEW |
| 2 | GOOG | ALPHABET INC | 27.38M | $9.7B | 3.9% | NEW |
| 3 | AVGO | BROADCOM INC | 16.85M | $6.4B | 2.6% | NEW |
| 4 | MSFT | MICROSOFT CORP | 15.61M | $5.8B | 2.4% | NEW |
| 5 | AMZN | AMAZON COM INC | 20.31M | $4.8B | 2.0% | NEW |
| 6 | LLY | ELI LILLY & CO | 3.65M | $4.4B | 1.8% | NEW |
| 7 | AAPL | APPLE INC | 14.77M | $4.3B | 1.7% | NEW |
| 8 | LRCX | LAM RESEARCH CORP | 9.50M | $4.1B | 1.7% | NEW |
| 9 | KLAC | KLA CORP | 10.38M | $3.1B | 1.3% | NEW |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 6.26M | $3.0B | 1.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Other45.0%
Semiconductors19.5%
Technology10.0%
Biotechnology8.2%
Media7.6%
Electrical Equipment5.8%
§ 03 · THE JUPITER SIGNAL
AC read
Jupiter Topco LLC is a institutional fund managing $245.4 billion in assets. The fund runs a massive portfolio of 4,567 positions, broad diversification across holdings. Trading activity is aggressive at 54% quarterly turnover, with 2461 new positions and 0 exits last quarter. Top sector allocations: Other (45%), Semiconductors (20%), Technology (10%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 OF 1 FILINGS MEASURED
Q2 2026
Busy quarter
+2461 buys · −0 exits · 0 changed