Position in BOX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$38,377,344
New position
Shares Held
1,446,019
first reported quarter
Ownership
1.04%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#22
of 390 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 65%
None 35%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Jupiter Topco LLC holds $11,030,276,767 across 69 Software - Infrastructure names. BOX ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
18,575,933 | $6,929,194,523 | |
| 2 | ORCL |
Oracle Corp
|
12,732,052 | $1,865,882,219 | |
| 3 | WEX |
WEX Inc.
|
3,967,061 | $559,712,634 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
3,621,397 | $422,508,387 | |
| 5 | PANW |
Palo Alto Networks Inc
|
857,804 | $292,528,319 | |
| 6 | SNPS |
Synopsys Inc
|
244,023 | $108,851,338 | |
| 7 | EEFT |
Euronet Worldwide, Inc.
|
1,341,881 | $98,212,268 | |
| 8 | CCSI |
Consensus Cloud Solutions, Inc.
|
2,489,846 | $94,987,624 |
All Filings in BOX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,377,344 | 1,446,019 | Shares | Defined | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||