Institutional manager

Jupiter Topco LLC

Holds positions in 540 of the S&P 500, worth $174.1bn as reported for the quarter ended 30-jun-2026.

Positions held540of 488 index companies covered

Reported value$174.1bnS&P 500 positions only

Top ten weight40%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 540 held. The rest are smaller than every one of these.

NvidiaNVDA80.8m$16.2bnInformation Technology Alphabet Inc. (Class A)GOOGL33.0m$11.7bnCommunication Services BroadcomAVGO19.6m$7.40bnInformation Technology MicrosoftMSFT18.6m$6.93bnInformation Technology AmazonAMZN24.8m$5.91bnConsumer Discretionary Apple Inc.AAPL18.6m$5.38bnInformation Technology Lilly (Eli)LLY3.9m$4.67bnHealth Care Lam ResearchLRCX9.9m$4.28bnInformation Technology Taiwan Semiconductor ManufacturingTSM8.0m$3.82bn Micron TechnologyMU3.1m$3.53bnInformation Technology KLA CorporationKLAC11.2m$3.37bnInformation Technology Meta PlatformsMETA5.2m$2.95bnCommunication Services GE VernovaGEV2.0m$2.37bnIndustrials Flex Ltd.FLEX14.1m$2.28bnInformation Technology Advanced Micro DevicesAMD3.6m$2.08bnInformation Technology Howmet AerospaceHWM7.7m$2.07bnIndustrials MastercardMA4.0m$2.04bnFinancials Eaton CorporationETN4.8m$2.04bnIndustrials UnitedHealth GroupUNH4.9m$2.02bnHealth Care Johnson & JohnsonJNJ7.7m$1.97bnHealth Care Oracle CorporationORCL12.7m$1.87bnInformation Technology DatadogDDOG6.9m$1.81bnInformation Technology Ferguson EnterprisesFERG7.5m$1.79bnIndustrials LumentumLITE1.9m$1.62bnInformation Technology AmphenolAPH9.1m$1.60bnInformation Technology DoorDashDASH8.5m$1.57bnConsumer Discretionary AbbVieABBV6.2m$1.56bnHealth Care Seagate TechnologySTX1.6m$1.55bnInformation Technology Applied MaterialsAMAT2.1m$1.51bnInformation Technology Danaher CorporationDHR7.6m$1.46bnHealth Care Visa Inc.V4.2m$1.44bnFinancials GE AerospaceGE3.4m$1.28bnIndustrials JPMorgan ChaseJPM3.9m$1.27bnFinancials ON SemiconductorON13.4m$1.27bnInformation Technology Arista NetworksANET6.5m$1.10bnInformation Technology Teledyne TechnologiesTDY1.5m$1.03bnInformation Technology RevvityRVTY8.6m$961mHealth Care Progressive CorporationPGR4.3m$935mFinancials BoeingBA4.2m$912mIndustrials J.B. HuntJBHT3.1m$891mIndustrials Trane TechnologiesTT1.7m$859mIndustrials Alliant EnergyLNT11.0m$837mUtilities American ExpressAXP2.4m$806mFinancials Boston ScientificBSX18.8m$803mHealth Care TJX CompaniesTJX5.3m$803mConsumer Discretionary Intuitive SurgicalISRG1.9m$759mHealth Care PNC Financial ServicesPNC3.1m$757mFinancials NXP SemiconductorsNXPI2.6m$742mInformation Technology Morgan StanleyMS3.6m$742mFinancials Freeport-McMoRanFCX11.8m$740mMaterials Abbott LaboratoriesABT8.1m$733mHealth Care Philip Morris InternationalPM4.0m$726mConsumer Staples NetflixNFLX9.7m$693mCommunication Services Deere & CompanyDE1.1m$692mIndustrials Cadence Design SystemsCDNS1.8m$689mInformation Technology Walt Disney Company (The)DIS7.1m$688mCommunication Services Stryker CorporationSYK2.2m$682mHealth Care Chevron CorporationCVX4.1m$676mEnergy Hilton WorldwideHLT2.0m$664mConsumer Discretionary Home Depot (The)HD1.9m$656mConsumer Discretionary

What this page is not

Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.