Generalist · New York, NY
Jupiter Topco LLC
- Software
- $16.8B
- Weight of 13F
- 7.0%
- Names
- 113
- Vs prior quarter
- —
Filed 14 August 2026.
4,567 positions in the whole 13F.
Software held
- MicrosoftMSFT18,575,933 shares · 41.3% of their software$6.9BNew
- OracleORCL13,251,652 shares · 11.3% of their software$1.9BNew
- DatadogDDOG6,943,522 shares · 10.8% of their software$1.8BNew
- SnowflakeSNOW3,459,150 shares · 5.2% of their software$880MNew
- CadenceCDNS1,835,098 shares · 4.1% of their software$689MNew
- AppLovinAPP831,237 shares · 2.6% of their software$428MNew
- PalantirPLTR3,621,397 shares · 2.5% of their software$422MNew
- PTCPTC3,684,121 shares · 2.5% of their software$419MNew
- ShopifySHOP3,279,616 shares · 2.2% of their software$374MNew
- Palo Alto NetworksPANW857,804 shares · 1.7% of their software$292MNew
- VeriskVRSK1,483,091 shares · 1.6% of their software$266MNew
- BroadridgeBR1,912,032 shares · 1.6% of their software$262MNew