Jupiter Topco LLC

CIK

2146052

Location

NEW YORK, NY

Portfolio Value

Mega $246,713,007,090

Diversification

Diversified

Reports for

JANUS HENDERSON INVESTORS UK Ltd JANUS HENDERSON INVESTORS US LLC Janus Henderson Investors (Australia) Institutional Funds Management Ltd Janus Henderson Investors (Singapore) Ltd Janus Henderson Investors (Jersey) Ltd Equitable Investment Management Group, LLC Park Avenue Institutional Advisers LLC GuideStone Capital Management, LLC

+ 7 more

NEW YORK LIFE INVESTMENT MANAGEMENT LLC Nationwide Fund Advisors NORTHERN TRUST CORP Pacific Life Fund Advisors LLC Penn Mutual Asset Management FIRST TRUST ADVISORS LP NATIONAL MUTUAL FUNDS MANAGEMENT LTD

Filing Date

Jun 30, 2026

Global Rank

#49 / 8,793 · as of Jun 2026

Top Industry

Semiconductors 15.7%

Period ended 3 months ago

Filed Aug 14, 2026 · 49d

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

2,381 tracked positions · as of Jun 30, 2026

Top Position

6.5%

of portfolio value

Top 5

19.5%

of portfolio value

Top 10

28.3%

of portfolio value

HHI

133

Diversified

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	35.3%	$87,034,560,994	345
Healthcare	20.2%	$49,869,356,683	389
Industrials	12.5%	$30,949,662,506	352
Communication Services	8.2%	$20,248,118,536	89
Consumer Cyclical	7.6%	$18,802,933,246	252
Financial Services	7.1%	$17,496,613,925	371
Unclassified	1.9%	$4,620,326,989	34
Utilities	1.6%	$3,985,752,842	69
Energy	1.5%	$3,768,640,799	111
Consumer Defensive	1.5%	$3,701,113,027	103
Basic Materials	1.3%	$3,151,223,348	116
Real Estate	1.3%	$3,084,704,195	150

Portfolio Positions

Compact Export CSV View 13F filing

2,381 tracked positions · $246,713,007,090 total · filing declares 4,567 positions · $245,375,381,802 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 2,381 positions by value · page 1 of 48

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	First	80,761,806	—	$16,159,629,759	—	6.55%
GOOGL	Alphabet Inc. Communication Services	First	34,481,740	—	$11,757,187,855	—	4.77%
AVGO	Broadcom Inc. Technology	First	19,583,057	—	$7,397,499,779	—	3.00%
MSFT	Microsoft Corp Technology	First	18,575,933	—	$6,929,194,523	—	2.81%
AMZN	Amazon Com Inc Consumer Cyclical	First	24,799,242	—	$5,910,651,335	—	2.40%
AAPL	Apple Inc. Technology	First	18,591,210	—	$5,379,552,524	—	2.18%
LLY	ELI LILLY & Co Healthcare	First	3,891,118	—	$4,667,124,049	—	1.89%
LRCX	Lam Research Corp Technology	First	9,884,116	—	$4,283,083,984	—	1.74%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	First	8,008,470	—	$3,824,605,016	—	1.55%
MU	Micron Technology Inc Technology	First	3,055,874	—	$3,527,364,797	—	1.43%
KLAC	Kla Corp Technology	First	11,157,974	—	$3,366,472,331	—	1.36%
APH	Amphenol Corp /De/ Technology	First	9,077,181	—	$3,200,977,106	—	1.30%
META	Meta Platforms, Inc. Communication Services	First	5,234,900	—	$2,948,766,818	—	1.20%
GEV	GE Vernova Inc. Industrials	First	2,018,612	—	$2,371,586,493	—	0.96%
ARGX	Argenx SE Healthcare	First	2,474,015	—	$2,295,316,893	—	0.93%
FLEX	Flex Ltd. Technology	First	14,079,718	—	$2,281,899,894	—	0.92%
AZN	Astrazeneca PLC Healthcare	First	11,866,013	—	$2,250,033,383	—	0.91%
AMD	Advanced Micro Devices Inc Technology	First	3,589,211	—	$2,085,008,560	—	0.85%
HWM	Howmet Aerospace Inc. Industrials	First	7,680,827	—	$2,065,067,145	—	0.84%
MA	Mastercard Inc Financial Services	First	3,981,858	—	$2,045,082,267	—	0.83%
ETN	Eaton Corp plc Industrials	First	4,783,133	—	$2,038,188,632	—	0.83%
UNH	Unitedhealth Group Inc Healthcare	First	4,859,820	—	$2,019,886,984	—	0.82%
RVMD	Revolution Medicines, Inc. Healthcare	First	10,736,145	—	$2,010,665,232	—	0.81%
SPCX	Space Exploration Technologies Corp Industrials	First	11,565,429	—	$1,976,069,197	—	0.80%
JNJ	Johnson & Johnson Healthcare	First	7,746,487	—	$1,967,375,301	—	0.80%
ORCL	Oracle Corp Technology	First	12,732,052	—	$1,865,882,219	—	0.76%
DDOG	Datadog, Inc. Technology	First	6,943,522	—	$1,807,815,386	—	0.73%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	First	7,538,616	—	$1,789,139,732	—	0.73%
LITE	Lumentum Holdings Inc. Technology	First	1,889,608	—	$1,621,397,039	—	0.66%
DASH	DoorDash, Inc. Consumer Cyclical	First	8,491,335	—	$1,566,906,043	—	0.64%
ABBV	AbbVie Inc. Healthcare	First	6,201,973	—	$1,560,664,483	—	0.63%
STX	Seagate Technology Holdings plc Technology	First	1,608,436	—	$1,552,140,740	—	0.63%
AMAT	Applied Materials Inc /De Technology	First	2,091,340	—	$1,512,038,820	—	0.61%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	First	15,132,152	—	$1,497,129,711	—	0.61%
DHR	Danaher Corp /De/ Healthcare	First	7,645,709	—	$1,456,354,647	—	0.59%
V	Visa Inc. Financial Services	First	4,183,906	—	$1,435,456,307	—	0.58%
GE	General Electric Co Industrials	First	3,435,406	—	$1,283,914,282	—	0.52%
JPM	Jpmorgan Chase & Co Financial Services	First	3,892,479	—	$1,274,125,149	—	0.52%
ON	On Semiconductor Corp Technology	First	13,427,527	—	$1,269,438,399	—	0.51%
LPLA	LPL Financial Holdings Inc. Financial Services	First	4,198,356	—	$1,182,592,914	—	0.48%
PRAX	Praxis Precision Medicines, Inc. Healthcare	First	3,421,374	—	$1,145,441,799	—	0.46%
ANET	Arista Networks, Inc. Technology	First	6,485,473	—	$1,101,752,152	—	0.45%
BBIO	BridgeBio Pharma, Inc. Healthcare	First	14,110,278	—	$1,050,933,503	—	0.43%
PCVX	Vaxcyte, Inc. Healthcare	First	17,965,847	—	$1,044,354,683	—	0.42%
ARMK	Aramark Industrials	First	18,302,356	—	$1,041,404,054	—	0.42%
MDGL	Madrigal Pharmaceuticals, Inc. Healthcare	First	1,936,099	—	$1,039,588,355	—	0.42%
TDY	Teledyne Technologies Inc Technology	First	1,540,313	—	$1,027,234,736	—	0.42%
APG	APi Group Corp Industrials	First	23,581,036	—	$998,656,873	—	0.40%
JA	Janus Henderson AA-A CLO ETF	First	20,372,561	—	$997,436,437	—	0.40%
ASND	Ascendis Pharma A/S Healthcare	First	3,648,772	—	$973,200,466	—	0.39%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.