JTJupiter Topco LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings2,461 positions
NVIDIA Corp | 80.8M | $16.2B | 6.6% | — | — | — | First report 0 |
Alphabet Inc | 30.1M | $10.6B | 4.3% | — | — | — | First report 0 |
Broadcom Inc | 19.6M | $7.4B | 3.0% | — | — | — | First report 0 |
Microsoft Corp | 18.6M | $6.9B | 2.8% | — | — | — | First report 0 |
Amazon.com Inc | 24.8M | $5.9B | 2.4% | — | — | — | First report 0 |
Apple Inc | 18.6M | $5.4B | 2.2% | — | — | — | First report 0 |
Eli Lilly & Co | 3.9M | $4.7B | 1.9% | — | — | — | First report 0 |
LAM RESEARCH CORP | 9.9M | $4.3B | 1.7% | — | — | — | First report 0 |
Taiwan Semiconductor Manufactu | 8M | $3.8B | 1.6% | — | — | — | First report 0 |
Micron Technology Inc | 3.1M | $3.5B | 1.4% | — | — | — | First report 0 |
KLA-Tencor Corp | 11.2M | $3.4B | 1.4% | — | — | — | First report 0 |
Facebook Inc | 5.2M | $2.9B | 1.2% | — | — | — | First report 0 |
GE Vernova LLC | 2M | $2.4B | 1.0% | — | — | — | First report 0 |
ARGENX SE-ADR | 2.5M | $2.3B | 0.9% | — | — | — | First report 0 |
FLEX LTD | 14.1M | $2.3B | 0.9% | — | — | — | First report 0 |
ASTRAZENECA PLC | 11.9M | $2.2B | 0.9% | — | — | — | First report 0 |
Advanced Micro Devices Inc | 3.6M | $2.1B | 0.8% | — | — | — | First report 0 |
Arconic Inc | 7.7M | $2.1B | 0.8% | — | — | — | First report 0 |
Mastercard Inc | 4M | $2B | 0.8% | — | — | — | First report 0 |
Eaton Corp PLC | 4.8M | $2B | 0.8% | — | — | — | First report 0 |
Jupiter Topco LLC manages $245.4B across 2461 positions as of Q2 2026. Top holdings: NVDA (6.6%), GOOG (4.3%), AVGO (3.0%). Fund DNA: Concentrated Value.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR