13F 机构持仓

Jupiter Topco LLC

NEW YORK NY · SEC CIK 0002146052

2026Q22026Q1 更早 9 个季度 🔒
$2,464.32亿2026Q2 申报市值
2,461持仓数
27.9%前十大占比 · 第一大 6.6%
0 / 0新建仓 / 清仓
申报市值走势$2,464.32亿2026Q2
26Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.6%
GOOG 4.3%
AVGO 3.0%
MSFT 2.8%
AMZN 2.4%
AAPL 2.2%
LLY 1.9%
LRCX 1.7%
TSM 1.6%
MU 1.4%

2026Q2 买入最多 按季末市值估算

本季没有买入

2026Q2 卖出最多 按季末市值估算

本季没有卖出

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
MSM MSC INDL DIRECT INC $2,941.95万0.01%247,342 —— — —
OC OWENS CORNING NEW $2,988.91万0.01%188,052 —— — —
IVVD INVIVYD INC $3,004.84万0.01%34,173,104 —— — —
AADX APPLIED AEROSPACE & DEFENSE $3,035.60万0.01%1,332,574 —— — —
PH PARKER-HANNIFIN CORP $3,049.28万0.01%31,178 —— — —
ELVN ENLIVEN THERAPEUTICS INC $3,061.69万0.01%604,122 —— — —
QSR RESTAURANT BRANDS INTL INC $3,083.14万0.01%425,259 —— — —
NVMI NOVA LTD $3,097.88万0.01%57,106 —— — —
WDC WESTERN DIGITAL CORP $3,102.11万0.01%48,571 —— — —
CELH CELSIUS HLDGS INC $3,104.52万0.01%1,060,106 —— — —
ADT ADT INC DEL $3,131.85万0.01%4,821,907 —— — —
QNT QUANTINUUM INC $3,141.73万0.01%384,356 —— — —
KWR QUAKER HOUGHTON $3,147.24万0.01%198,095 —— — —
FNV FRANCO NEV CORP $3,152.27万0.01%151,252 —— — —
IEX IDEX CORP $3,188.76万0.01%140,510 —— — —
CALM CAL MAINE FOODS INC $3,193.13万0.01%396,376 —— — —
WFC WELLS FARGO & CO $3,199.70万0.01%387,207 —— — —
YMM FULL TRUCK ALLIANCE CO LTD $3,200.03万0.01%3,942,664 —— — —
IFF INTERNATIONAL FLAVORS&FRAGRA $3,232.67万0.01%408,064 —— — —
MLM MARTIN MARIETTA MATLS INC $3,235.63万0.01%56,106 —— — —
SFM SPROUTS FMRS MKT INC $3,254.03万0.01%384,750 —— — —
CMS CMS ENERGY CORP $3,256.86万0.01%425,689 —— — —
CRTO CRITEO S A $3,257.57万0.01%1,784,972 —— — —
FICO FAIR ISAAC CORP $3,307.99万0.01%27,689 —— — —
BNTC BENITEC BIOPHARMA INC $3,311.34万0.01%2,478,547 —— — —
DFH DREAM FINDERS HOMES INC $3,318.43万0.01%1,922,596 —— — —
BFST BUSINESS FIRST BANCSHARES IN $3,349.06万0.01%1,089,827 —— — —
MRSH MARSH & MCLENNAN COS INC $3,376.16万0.01%202,645 —— — —
SOLS SOLSTICE ADVANCED MATLS INC $3,381.13万0.01%381,605 —— — —
FULT FULTON FINL CORP PA $3,386.05万0.01%1,399,756 —— — —
AWK AMERICAN WTR WKS CO INC NEW $3,394.14万0.01%257,923 —— — —
SKT TANGER INC $3,396.04万0.01%859,700 —— — —
UMBF UMB FINL CORP $3,400.24万0.01%238,162 —— — —
ELS EQUITY LIFESTYLE PROPERTIES $3,405.14万0.01%528,078 —— — —
VOYG VOYAGER TECHNOLOGIES INC $3,409.72万0.01%1,057,271 —— — —
LOAR LOAR HOLDINGS INC $3,434.18万0.01%426,043 —— — —
BOOT BOOT BARN HLDGS INC $3,438.90万0.01%209,319 —— — —
ARLO ARLO TECHNOLOGIES INC $3,455.73万0.01%2,563,579 —— — —
PIPR PIPER SANDLER COMPANIES $3,462.49万0.01%478,652 —— — —
BE BLOOM ENERGY CORP $3,471.17万0.01%114,690 —— — —
AZO AUTOZONE INC $3,471.94万0.01%10,866 —— — —
TWLO TWILIO INC $3,505.22万0.01%169,880 —— — —
VLO VALERO ENERGY CORP $3,519.09万0.01%135,127 —— — —
DRVN DRIVEN BRANDS HLDGS INC $3,521.41万0.01%2,526,144 —— — —
ALAB ASTERA LABS INC $3,530.72万0.01%73,120 —— — —
— ALIBABA GROUP HLDG LTD $3,543.00万0.01%30,000,000 —— — —
WCN WASTE CONNECTIONS INC $3,552.52万0.01%213,133 —— — —
GWRE GUIDEWIRE SOFTWARE INC $3,572.77万0.01%290,313 —— — —
LH LABCORP HOLDINGS INC $3,607.54万0.01%128,838 —— — —
ALSN ALLISON TRANSMISSION HLDGS I $3,609.72万0.01%320,397 —— — —
HLIO HELIOS TECHNOLOGIES INC $3,643.76万0.01%408,245 —— — —
MKL MARKEL GROUP INC $3,644.41万0.01%18,667 —— — —
XLF SELECT SECTOR SPDR TR $3,663.93万0.01%683,441 —— — —
CSW CSW INDUSTRIALS INC $3,665.58万0.01%131,709 —— — —
CMC COMMERCIAL METALS CO $3,680.05万0.01%586,474 —— — —
NTST NETSTREIT CORP $3,695.91万0.01%1,747,210 —— — —
ARQT ARCUTIS BIOTHERAPEUTICS INC $3,698.87万0.02%1,410,435 —— — —
EMB ISHARES TR $3,720.32万0.02%385,765 —— — —
C CITIGROUP INC $3,728.81万0.02%266,427 —— — —
LKQ LKQ CORP $3,736.32万0.02%1,419,058 —— — —
KNSA KINIKSA PHARMACEUTICALS INTL $3,747.24万0.02%586,177 —— — —
AXTA AXALTA COATING SYS LTD $3,753.43万0.02%1,096,695 —— — —
WH WYNDHAM HOTELS & RESORTS INC $3,765.67万0.02%447,460 —— — —
RRX REGAL REXNORD CORPORATION $3,778.42万0.02%158,639 —— — —
RMBS RAMBUS INC DEL $3,829.57万0.02%288,553 —— — —
BOX BOX INC $3,839.88万0.02%1,446,019 —— — —
TRNO TERRENO RLTY CORP $3,877.79万0.02%598,405 —— — —
EXE EXPAND ENERGY CORPORATION $3,908.32万0.02%428,603 —— — —
INOD INNODATA INC $3,917.87万0.02%518,382 —— — —
SRCE 1ST SOURCE CORP $3,928.61万0.02%481,186 —— — —
PCOR PROCORE TECHNOLOGIES INC $3,933.21万0.02%968,288 —— — —
IBM INTERNATIONAL BUSINESS MACHS $3,983.80万0.02%141,630 —— — —
NET CLOUDFLARE INC $3,988.98万0.02%162,576 —— — —
ALLY ALLY FINL INC $4,014.36万0.02%873,598 —— — —
SLDB SOLID BIOSCIENCES INC $4,037.54万0.02%4,043,605 —— — —
BMY BRISTOL-MYERS SQUIBB CO $4,056.84万0.02%704,213 —— — —
GPOR GULFPORT ENERGY CORP $4,060.93万0.02%239,182 —— — —
RHP RYMAN HOSPITALITY PPTYS INC $4,072.13万0.02%316,750 —— — —
ALNY ALNYLAM PHARMACEUTICALS INC $4,080.77万0.02%135,545 —— — —
GLPI GAMING & LEISURE P $4,089.64万0.02%918,191 —— — —
DCI DONALDSON INC $4,099.49万0.02%456,677 —— — —
PEN PENUMBRA INC $4,113.29万0.02%130,275 —— — —
VNT VONTIER CORPORATION $4,190.41万0.02%1,444,914 —— — —
PODD INSULET CORP $4,191.73万0.02%275,313 —— — —
BAR GRANITESHARES GOLD TR $4,228.73万0.02%1,069,738 —— — —
LHX L3HARRIS TECHNOLOGIES INC $4,229.66万0.02%145,576 —— — —
AKTS AKTIS ONCOLOGY INC $4,235.88万0.02%1,314,267 —— — —
ITRI ITRON INC $4,246.57万0.02%490,765 —— — —
VVV VALVOLINE INC $4,249.79万0.02%1,074,794 —— — —
AKAM AKAMAI TECHNOLOGIES INC $4,254.22万0.02%359,904 —— — —
NEE NEXTERA ENERGY INC $4,266.97万0.02%486,387 —— — —
LOPE GRAND CANYON ED INC $4,293.90万0.02%300,104 —— — —
CVCO CAVCO INDS INC DEL $4,295.45万0.02%69,912 —— — —
USB US BANCORP $4,301.85万0.02%712,118 —— — —
BMRN BIOMARIN PHARMACEUTICAL INC $4,321.46万0.02%755,192 —— — —
SU SUNCOR ENERGY INC NEW $4,330.36万0.02%805,240 —— — —
STAG STAG INDUSTRIAL INC $4,346.05万0.02%1,141,838 —— — —
FSS FEDERAL SIGNAL CORP $4,356.15万0.02%339,342 —— — —
SEPN SEPTERNA INC $4,372.28万0.02%1,307,500 —— — —
Q QNITY ELECTRONICS INC $4,393.18万0.02%268,990 —— — —