Jupiter Topco LLC: 13F holdings
CIK 21460522026Q2
| Positions | 2,461 |
|---|---|
| Reported value | $248.9bn |
| Filed | 2026-08-14 |
First 13F filing in our history this quarter.
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 80,761,806 | $16.2bn | 6.5% |
| GOOG ALPHABET INC | 30,072,304 | $10.6bn | 4.3% |
| AVGO BROADCOM INC | 19,583,057 | $7.4bn | 3.0% |
| MSFT MICROSOFT CORP | 18,575,933 | $6.9bn | 2.8% |
| AMZN AMAZON COM INC | 24,799,242 | $5.9bn | 2.4% |
| AAPL APPLE INC | 18,591,210 | $5.4bn | 2.2% |
| LLY ELI LILLY & CO | 3,891,118 | $4.7bn | 1.9% |
| LRCX LAM RESEARCH CORP | 9,884,116 | $4.3bn | 1.7% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 8,008,470 | $3.8bn | 1.5% |
| MU MICRON TECHNOLOGY INC | 3,055,874 | $3.5bn | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2146052")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.