Institution
Jupiter Topco LLC
13F for June 30, 2026, filed August 14, 2026 · SEC CIK 2146052 · Holdings history from June 30, 2026
- Reported value
- $245.4bn 92% in companies we cover
- Positions we cover
- 2,269 Largest NVDA 6.6%
- Copy, a year
- — S&P 500 —
- Copy Sharpe ratio
- — S&P 500 —
Historical holdings
| Issuer | Class / type | Reported value | Quantity |
|---|---|---|---|
| TRUSTCO BK CORP N Y898349204 · TRST | COM NEW | $470,389 | 8,572 |
| TRUSTMARK CORP898402102 · TRMK | COM | $1.2m | 25,094 |
| TTM TECHNOLOGIES INC87305R109 · TTMI | COM | $8.4m | 44,773 |
| TURNING PT BRANDS INC90041L105 · TPB | COM | $666,837 | 7,872 |
| TUTOR PERINI CORP901109108 · TPC | COM | $2.5m | 29,868 |
| TWILIO INC90138F102 · TWLO | CL A | $35.1m | 169,880 |
| TWIST BIOSCIENCE CORP90184D100 · TWST | COM | $5.2m | 50,539 |
| TWO HARBORS INVENTMENT CORPO90187B804 | COM | $658,492 | 53,040 |
| TXNM ENERGY INC69349H107 · TXNM | COM | $2.5m | 44,219 |
| AMKOR TECHNOLOGY INC031652100 · AMKR | COM | $4.8m | 55,603 |
| AMN HEALTHCARE SVCS INC001744101 · AMN | COM | $570,109 | 17,615 |
| AMNEAL PHARMACEUTICALS INC03168L105 · AMRX | COM STK CL A | $1.3m | 76,216 |
| AMPHASTAR PHARMACEUTICALS IN03209R103 · AMPH | COM | $340,396 | 16,868 |
| AMPHENOL CORP032095101 · APH | CL A | $1.6bn | 9,077,181 |
| AMPLITUDE INC03213A104 · AMPL | COM CL A | $265,847 | 34,774 |
| AMPRIUS TECHNOLOGIES INC03214Q108 · AMPX | COMMON STOCK | $731,586 | 52,803 |
| AMRIZE LTDH2927K103 · AMRZ | SHS | $2.0m | 36,878 |
| AMYLYX PHARMACEUTICALS INC03237H101 · AMLX | COM | $94.0m | 5,236,102 |
| ANALOG DEVICES INC032654105 · ADI | COM | $641.2m | 1,614,474 |
| ANAPTYSBIO INC032724106 · ANAB | COM | $503,633 | 7,464 |
| ANDERSONS INC034164103 · ANDE | COM | $54.6m | 798,215 |
| ANGLOGOLD ASHANTI PLCG0378L100 · AU | COM SHS | $8.3m | 103,077 |
| ANI PHARMACEUTICALS INC00182C103 · ANIP | COM | $6.6m | 79,683 |
| ANNALY CAPITAL MANAGEMENT IN035710839 · NLY | COM NEW | $711,498 | 31,813 |
| ANNEXON INC03589W102 · ANNX | COM | $338,348 | 59,100 |
| ANTERIX INC03676C100 · ATEX | COM | $68.2m | 662,415 |
| ANTERO MIDSTREAM CORP03676B102 | COM | $4.4m | 192,249 |
| ANTERO RESOURCES CORP03674X106 · AR | COM | $4.6m | 129,878 |
| AON PLCG0403H108 · AON | SHS CL A | $8.4m | 25,392 |
| APA CORPORATION03743Q108 · APA | COM | $5.1m | 156,789 |
| APARTMENT INVT & MGMT CO03748R747 · AIV | CL A | $195,186 | 65,830 |
| API GROUP CORP00187Y100 · APG | COM STK | $998.6m | 23,581,036 |
| CATERPILLAR INC149123101 · CAT | COM | $127.2m | 119,462 |
| CATHAY GEN BANCORP149150104 · CATY | COM | $1.8m | 28,326 |
| CAVA GROUP INC148929102 · CAVA | COM | $3.2m | 40,200 |
| CAVCO INDS INC DEL149568107 · CVCO | COM | $43.0m | 69,912 |
| CBIZ INC124805102 · CBZ | COM | $695,057 | 21,663 |
| CBL & ASSOC PPTYS INC124830878 · CBL | COMMON STOCK | $345,960 | 6,503 |
| CBOE GLOBAL MKTS INC12503M108 · CBOE | COM | $304.9m | 1,256,527 |
| DIVERSIFIED ENERGY CO25520W107 · DEC | COMMON STOCK | $402,085 | 29,000 |
| DIVERSIFIED HEALTHCARE TR25525P107 · DHC | COM SH BEN INT | $694,153 | 74,600 |
| DNOW INC67011P100 · DNOW | COM | $1.6m | 125,595 |
| CHAMPION HOMES INC830830105 · SKY | COM | $11.3m | 128,621 |
| CHARLES RIV LABS INTL INC159864107 · CRL | COM | $5.0m | 22,078 |
| CHART INDS INC16115Q308 | COM | $17.5m | 83,783 |
| CHARTER COMMUNICATIONS INC16119P108 · CHTR | CL A | $1.2m | 8,194 |
| CHECK POINT SOFTWARE TECH LTM22465104 · CHKP | ORD | $815,562 | 6,206 |
| CHEESECAKE FACTORY INC163072101 · CAKE | COM | $1.6m | 20,562 |
| CHEFS WHSE INC163086101 · CHEF | COM | $1.4m | 14,800 |
| CHEMED CORP NEW16359R103 · CHE | COM | $7.4m | 15,913 |
| CHEMOURS CO163851108 · CC | COM | $1.4m | 70,089 |
| CHENIERE ENERGY INC16411R208 · LNG | COM NEW | $28.1m | 117,496 |
| CHESAPEAKE UTILS CORP165303108 · CPK | COM | $19.7m | 161,176 |
| CHEVRON CORPORATION166764100 · CVX | COM | $676.0m | 4,078,078 |
| CHEWY INC16679L109 · CHWY | CL A | $53.2m | 2,705,811 |
| CHIME FINL INC16935C109 · CHYM | COM SHS CL A | $1.6m | 80,519 |
| CHIMERA INVT CORP16934Q802 · CIM | COM SHS | $451,875 | 33,861 |
| CHIPOTLE MEXICAN GRILL INC169656105 · CMG | COM | $5.3m | 156,224 |
| CHOICE HOTELS INTL INC169905106 · CHH | COM | $3.7m | 33,114 |
| CHORD ENERGY CORPORATION674215207 · CHRD | COM NEW | $26.8m | 234,441 |
| CHUBB LIMITEDH1467J104 · CB | COM | $15.1m | 44,418 |
| CHURCH & DWIGHT CO INC171340102 · CHD | COM | $3.5m | 36,037 |
| CHURCHILL DOWNS INC171484108 · CHDN | COM | $67.8m | 756,190 |
| CIENA CORP171779309 · CIEN | COM NEW | $6.8m | 13,882 |
| CIMPRESS PLCG2143T103 · CMPR | SHS EURO | $383.9m | 3,774,708 |
| CINCINNATI FINL CORP172062101 · CINF | COM | $3.1m | 16,960 |
| CINEMARK HLDGS INC17243V102 · CNK | COM | $10.1m | 318,593 |
| IOVANCE BIOTHERAPEUTICS INC462260100 · IOVA | COM | $588,647 | 141,672 |
| IPG PHOTONICS CORP44980X109 · IPGP | COM | $1.4m | 12,206 |
| IQVIA HLDGS INC46266C105 · IQV | COM | $4.0m | 20,686 |
| IRADIMED CORP46266A109 · IRMD | COM | $296,019 | 3,100 |
| IREN LIMITEDQ4982L109 · IREN | ORDINARY SHARES | $1.4m | 29,986 |
| IRHYTHM HOLDINGS INC450056106 · IRTC | COM | $1.6m | 13,856 |
| IRIDIUM COMMUNICATIONS INC46269C102 · IRDM | COM | $17.8m | 325,387 |
| IRON MTN INC DEL46284V101 · IRM | COM | $4.2m | 33,266 |
| ISHARES BITCOIN TRUST ETF46438F101 | SHS BEN INT | $16.6m | 498,954 |
| ISHARES GOLD TR464285204 | ISHARES NEW | $335,113 | 4,438 |
| ISHARES INC46434G103 | CORE MSCI EMKT | $56.8m | 685,262 |
| ISHARES INC46434G764 | MSCI EMRG CHN | $175.4m | 1,714,300 |
| ISHARES TR464287457 | 1 3 YR TREAS BD | $742,065 | 9,038 |
| ISHARES TR464287440 | 7-10 YR TRSY BD | $169.1m | 1,787,909 |
| ISHARES TR464289867 | CORE 60 BALA ETF | $1.2m | 17,289 |
| ISHARES TR46435G672 | CORE INTL AGGR | $151.6m | 2,995,885 |
| ISHARES TR46435G326 | CORE MSCI INTL | $245.6m | 2,758,894 |
| ISHARES TR464287200 | CORE S&P500 ETF | $102.1m | 136,281 |
| ISHARES TR464287226 | CORE US AGGBD ET | $325.8m | 3,291,989 |
| ISHARES TR464287325 | GLOB HLTHCRE ETF | $18.0m | 183,020 |
| ISHARES TR464288729 | GLOB INDSTRL ETF | $374,963 | 1,870 |
| ISHARES TR464287242 | IBOXX INV CP ETF | $49.2m | 450,924 |
| ISHARES TR464288281 | JPMORGAN USD EMG | $37.2m | 385,765 |
| ISHARES TR464288588 | MBS ETF | $75.8m | 801,475 |
| ISHARES TR46429B671 | MSCI CHINA ETF | $26.5m | 520,204 |
| ISHARES TR46434V456 | MSCI INTL QUALTY | $1.2m | 24,519 |
| ISHARES TR46432F339 | MSCI USA QLT FCT | $231.9m | 1,057,016 |
| ISHARES TR464287614 | RUS 1000 GRW ETF | $5.0m | 40,191 |
| ISHARES TR464287630 | RUS 2000 VAL ETF | $27.8m | 125,708 |
| ISHARES TR464287309 | S&P 500 GRWT ETF | $262,730 | 1,910 |
| ITRON INC465741106 · ITRI | COM | $42.5m | 490,765 |
| ITT INC45073V108 · ITT | COM | $127.9m | 646,609 |
| IVANHOE ELECTRIC INC46578C108 · IE | COM | $431,132 | 44,700 |
Latest covered holdings and moves
| Company | Share of portfolio | Value | Shares | Change in shares |
|---|---|---|---|---|
| NVDANVIDIA Corporation | 6.58% | $16.2bn | 80.76M | — |
| AVGOBroadcom | 3.01% | $7.4bn | 19.58M | — |
| MSFTMicrosoft Corporation | 2.82% | $6.9bn | 18.58M | — |
| AMZNAmazon | 2.41% | $5.9bn | 24.80M | — |
| AAPLApple Inc. | 2.19% | $5.4bn | 18.59M | — |
| LLYLilly (Eli) | 1.90% | $4.7bn | 3.89M | — |
| LRCXLam Research | 1.75% | $4.3bn | 9.88M | — |
| TSMTaiwan Semiconductor Manufacturing Co LTD | 1.56% | $3.8bn | 8.01M | — |
| MUMicron Technology | 1.44% | $3.5bn | 3.06M | — |
| KLACKLA Corporation | 1.37% | $3.4bn | 11.16M | — |
| METAMeta Platforms | 1.20% | $2.9bn | 5.23M | — |
| GEVGE Vernova | 0.97% | $2.4bn | 2.02M | — |
| ARGXArgenx SE | 0.94% | $2.3bn | 2.47M | — |
| FLEXFlex Ltd. | 0.93% | $2.3bn | 14.08M | — |
| AZNAstrazeneca PLC | 0.91% | $2.2bn | 11.87M | — |
| AMDAdvanced Micro Devices | 0.85% | $2.1bn | 3.59M | — |
| HWMHowmet Aerospace | 0.84% | $2.1bn | 7.68M | — |
| MAMastercard | 0.83% | $2.0bn | 3.98M | — |
| ETNEaton Corporation | 0.83% | $2.0bn | 4.78M | — |
| UNHUnitedHealth Group | 0.82% | $2.0bn | 4.86M | — |
| RVMDRevolution Medicines, Inc. | 0.82% | $2.0bn | 10.74M | — |
| SPCXSpace Exploration Technologies Corp | 0.81% | $2.0bn | 11.57M | — |
| JNJJohnson & Johnson | 0.80% | $2.0bn | 7.75M | — |
| ORCLOracle Corporation | 0.76% | $1.9bn | 12.73M | — |
| DDOGDatadog, Inc. | 0.74% | $1.8bn | 6.94M | — |
| FERGFerguson Enterprises | 0.73% | $1.8bn | 7.54M | — |
| LITELumentum | 0.66% | $1.6bn | 1.89M | — |
| APHAmphenol | 0.65% | $1.6bn | 9.08M | — |
| DASHDoorDash | 0.64% | $1.6bn | 8.49M | — |
| ABBVAbbVie | 0.64% | $1.6bn | 6.20M | — |
| STXSeagate Technology | 0.63% | $1.6bn | 1.61M | — |
| AMATApplied Materials | 0.62% | $1.5bn | 2.09M | — |
| DHRDanaher Corporation | 0.59% | $1.5bn | 7.65M | — |
| VVisa Inc. | 0.58% | $1.4bn | 4.18M | — |
| GEGE Aerospace | 0.52% | $1.3bn | 3.44M | — |
| JPMJPMorgan Chase | 0.52% | $1.3bn | 3.89M | — |
| ONON Semiconductor Corp | 0.52% | $1.3bn | 13.43M | — |
| LPLALPL Financial Holdings Inc. | 0.48% | $1.2bn | 4.20M | — |
| PRAXPraxis Precision Medicines, Inc. | 0.47% | $1.1bn | 3.42M | — |
| ANETArista Networks | 0.45% | $1.1bn | 6.49M | — |
| GOOGLAlphabet Inc. (Class A) | 0.43% | $1.1bn | 2.96M | — |
| BBIOBridgebio Pharma, Inc. | 0.43% | $1.1bn | 14.11M | — |
| PCVXVaxcyte, Inc. | 0.43% | $1.0bn | 17.97M | — |
| ARMKAramark | 0.42% | $1.0bn | 18.30M | — |
| MDGLMadrigal Pharmaceuticals, Inc. | 0.42% | $1.0bn | 1.94M | — |
| TDYTeledyne Technologies | 0.42% | $1.0bn | 1.54M | — |
| APGApi Group Corp | 0.41% | $998.6m | 23.58M | — |
| ASNDAscendis Pharma A/s | 0.40% | $973.4m | 3.65M | — |
| RVTYRevvity | 0.39% | $961.0m | 8.64M | — |
| PGRProgressive Corporation | 0.38% | $935.2m | 4.28M | — |
| SPOTSpotify Technology S.a. | 0.38% | $928.7m | 2.02M | — |
| MELIMercadolibre Inc | 0.37% | $917.1m | 540.3K | — |
| BABoeing | 0.37% | $911.9m | 4.21M | — |
| JBHTJ.B. Hunt | 0.36% | $891.3m | 3.08M | — |
| SNOWSnowflake Inc. | 0.36% | $880.2m | 3.46M | — |
| FWONKLiberty Media Corp | 0.35% | $862.5m | 9.07M | — |
| TTTrane Technologies | 0.35% | $858.8m | 1.75M | — |
| LNTAlliant Energy | 0.34% | $837.5m | 10.98M | — |
| AXPAmerican Express | 0.33% | $806.0m | 2.38M | — |
| BSXBoston Scientific | 0.33% | $803.4m | 18.82M | — |
| TJXTJX Companies | 0.33% | $803.3m | 5.30M | — |
| ISRGIntuitive Surgical | 0.31% | $758.9m | 1.91M | — |
| PNCPNC Financial Services | 0.31% | $756.9m | 3.07M | — |
| NXPINXP Semiconductors | 0.30% | $742.4m | 2.64M | — |
| MSMorgan Stanley | 0.30% | $742.3m | 3.55M | — |
| FCXFreeport-McMoRan | 0.30% | $739.9m | 11.77M | — |
| ABTAbbott Laboratories | 0.30% | $732.8m | 8.08M | — |
| PMPhilip Morris International | 0.30% | $726.5m | 4.02M | — |
| NBISNebius Group N.V. | 0.29% | $714.2m | 2.59M | — |
| NFLXNetflix | 0.28% | $693.3m | 9.71M | — |
| DEDeere & Company | 0.28% | $691.7m | 1.09M | — |
| MIRMMirum Pharmaceuticals, Inc. | 0.28% | $691.7m | 5.91M | — |
| CDNSCadence Design Systems Inc | 0.28% | $688.7m | 1.84M | — |
| DISThe Walt Disney Company | 0.28% | $687.5m | 7.14M | — |
| SYKStryker Corporation | 0.28% | $681.6m | 2.16M | — |
| GKOSGlaukos Corp | 0.28% | $679.6m | 4.86M | — |
| CVXChevron Corporation | 0.28% | $676.0m | 4.08M | — |
| HLTHilton Worldwide | 0.27% | $663.9m | 2.01M | — |
| HDThe Home Depot | 0.27% | $656.2m | 1.86M | — |
| GMEDGlobus Medical Inc | 0.26% | $647.9m | 8.20M | — |
| TVTXTravere Therapeutics, Inc. | 0.26% | $643.3m | 11.32M | — |
| ADIAnalog Devices | 0.26% | $641.2m | 1.61M | — |
| GSGoldman Sachs | 0.26% | $640.8m | 633.6K | — |
| DKNGDraftkings Inc. | 0.26% | $638.4m | 25.27M | — |
| VRTXVertex Pharmaceuticals | 0.26% | $625.8m | 1.26M | — |
| MDLNMedline Inc. | 0.26% | $625.4m | 15.86M | — |
| WATWaters Corporation | 0.25% | $623.9m | 1.66M | — |
| RCLRoyal Caribbean Group | 0.24% | $597.3m | 1.88M | — |
| MNSTMonster Beverage | 0.24% | $593.1m | 6.17M | — |
| PTCTPTC Therapeutics, Inc. | 0.24% | $590.2m | 7.24M | — |
| ORLYO'Reilly Automotive | 0.24% | $579.8m | 6.30M | — |
| AEEAmeren | 0.24% | $578.3m | 5.12M | — |
| CPCanadian Pacific Kansas City LTD | 0.23% | $576.7m | 6.65M | — |
| LNTHLantheus Holdings, Inc. | 0.23% | $575.6m | 5.19M | — |
| GILGildan Activewear Inc. | 0.23% | $573.4m | 11.11M | — |
| GLWCorning Inc. | 0.23% | $564.7m | 2.21M | — |
| WEXWEX Inc. | 0.23% | $559.7m | 3.97M | — |
| TELTE Connectivity | 0.23% | $554.3m | 2.75M | — |
| BKNGBooking Holdings | 0.22% | $550.6m | 3.09M | — |
| TFXTeleflex Inc | 0.22% | $550.5m | 4.34M | — |
| IRIngersoll Rand | 0.22% | $547.6m | 6.68M | — |
| CTVACorteva, Inc. | 0.22% | $544.2m | 6.43M | — |
| STSensata Technologies Holding plc | 0.21% | $521.6m | 10.93M | — |
| MMM3M | 0.21% | $521.0m | 3.22M | — |
| TFIITFI International Inc. | 0.21% | $515.3m | 3.59M | — |
| RBARB Global Inc. | 0.21% | $514.9m | 4.42M | — |
| MRKMerck & Co. | 0.20% | $501.2m | 3.90M | — |
| HOODRobinhood Markets | 0.20% | $493.0m | 4.92M | — |
| RTORentokil Initial PLC | 0.20% | $485.2m | 16.96M | — |
| MCDMcDonald's | 0.20% | $482.2m | 1.78M | — |
| UNPUnion Pacific Corporation | 0.20% | $479.3m | 1.76M | — |
| CLHClean Harbors Inc | 0.20% | $477.6m | 1.60M | — |
| DTEDTE Energy | 0.20% | $477.3m | 3.13M | — |
| ICEIntercontinental Exchange | 0.19% | $474.0m | 3.85M | — |
| FPSForgent Power Solutions, Inc. | 0.19% | $472.5m | 8.46M | — |
| SPXCSPX Technologies, Inc. | 0.19% | $465.6m | 1.90M | — |
| COFCapital One | 0.19% | $464.3m | 2.31M | — |
| MSIMotorola Solutions | 0.19% | $458.4m | 1.10M | — |
| UTHRUnited Therapeutics Corp | 0.18% | $450.1m | 831.1K | — |
| GILDGilead Sciences | 0.18% | $448.0m | 3.55M | — |
| AJGArthur J. Gallagher & Co. | 0.18% | $445.4m | 1.94M | — |
| VRTVertiv | 0.18% | $441.1m | 1.32M | — |
| APPApplovin Corp | 0.17% | $428.3m | 831.2K | — |
| COPConocoPhillips | 0.17% | $428.0m | 4.12M | — |
| LAMRLamar Advertising Co | 0.17% | $425.0m | 2.72M | — |
| TXNTexas Instruments | 0.17% | $422.8m | 1.42M | — |
| PLTRPalantir Technologies Inc. | 0.17% | $422.5m | 3.62M | — |
| PTCPTC Inc. | 0.17% | $418.6m | 3.68M | — |
| WWayfair Inc. | 0.17% | $413.0m | 4.47M | — |
| ICUIICU Medical Inc | 0.17% | $407.8m | 2.78M | — |
| STESteris | 0.16% | $397.5m | 1.89M | — |
| CMECME Group | 0.16% | $395.5m | 1.79M | — |
| STRLSterling Infrastructure, Inc. | 0.16% | $395.1m | 470.6K | — |
| CMPRCimpress plc | 0.16% | $383.9m | 3.77M | — |
| TSEMTower Semiconductor LTD | 0.16% | $381.8m | 1.46M | — |
| MRVLMarvell Technology | 0.15% | $380.7m | 1.28M | — |
| CVSCVS Health | 0.15% | $380.5m | 3.68M | — |
| RYAAYRyanair Holdings PLC | 0.15% | $379.5m | 5.86M | — |
| COSTCostco | 0.15% | $378.4m | 404.5K | — |
| SHOPShopify Inc. | 0.15% | $374.5m | 3.28M | — |
| UBSUBS Group AG | 0.15% | $371.6m | 7.48M | — |
| HCAHCA Healthcare | 0.15% | $371.1m | 951.9K | — |
| SAROStandardaero, Inc. | 0.15% | $366.9m | 12.27M | — |
| DUKDuke Energy | 0.15% | $363.5m | 2.87M | — |
| ILMNIllumina, Inc. | 0.15% | $358.7m | 2.04M | — |
| UBERUber | 0.15% | $358.0m | 4.96M | — |
| SNDKSandisk | 0.14% | $353.7m | 155.7K | — |
| MCKMcKesson | 0.14% | $347.1m | 459.7K | — |
| MDTMedtronic | 0.14% | $343.5m | 4.39M | — |
| TMOThermo Fisher Scientific | 0.14% | $337.5m | 673.3K | — |
| Company | Bought (value) | Shares |
|---|---|---|
| NVDANVIDIA Corporation | $16.2bn | 80.76M |
| AVGOBroadcom | $7.4bn | 19.58M |
| MSFTMicrosoft Corporation | $6.9bn | 18.58M |
| AMZNAmazon | $5.9bn | 24.80M |
| AAPLApple Inc. | $5.4bn | 18.59M |
| LLYLilly (Eli) | $4.7bn | 3.89M |
| LRCXLam Research | $4.3bn | 9.88M |
| TSMTaiwan Semiconductor Manufacturing Co LTD | $3.8bn | 8.01M |
| MUMicron Technology | $3.5bn | 3.06M |
| KLACKLA Corporation | $3.4bn | 11.16M |
| METAMeta Platforms | $2.9bn | 5.23M |
| GEVGE Vernova | $2.4bn | 2.02M |
| ARGXArgenx SE | $2.3bn | 2.47M |
| FLEXFlex Ltd. | $2.3bn | 14.08M |
| AZNAstrazeneca PLC | $2.2bn | 11.87M |