Position in YMM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$32,014,430
New position
Shares Held
3,942,664
first reported quarter
Ownership
0.377%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#37
of 246 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 100%
None 0%
Position in Software - Application
Technology · as of Jun 30, 2026Jupiter Topco LLC holds $6,054,390,139 across 89 Software - Application names. YMM ranks #19 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
6,943,522 | $1,807,815,386 | |
| 2 | SNOW |
Snowflake Inc.
|
3,459,150 | $880,353,674 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
1,835,098 | $688,748,980 | |
| 4 | PTC |
Ptc Inc.
|
3,684,121 | $418,552,985 | |
| 5 | SHOP |
Shopify Inc.
|
3,279,616 | $374,466,553 | |
| 6 | UBER |
Uber Technologies, Inc
|
4,963,711 | $358,181,383 | |
| 7 | DT |
Dynatrace, Inc.
|
5,131,981 | $225,345,283 | |
| 8 | DSGX |
Descartes Systems Group Inc
|
2,624,926 | $181,749,873 |
All Filings in YMM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,014,430 | 3,942,664 | Shares | Defined | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||