JAG CAPITAL MANAGEMENT, LLC: 13F holdings
CIK 10803742026Q2
| Positions | 142 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-07-29 |
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Change since last quarter
| Positions | 142 (+5 vs prior quarter) |
|---|
| Reported value | $1.1bn (+20.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL Apple Inc | 320,202 | $92.7m | 8.7% |
| NVDA NVIDIA Corporation | 398,571 | $79.8m | 7.5% |
| GOOGL Alphabet Inc Class A | 174,983 | $62.5m | 5.9% |
| AMZN Amazon.com Inc | 258,142 | $61.5m | 5.8% |
| MSFT Microsoft Corporation | 144,898 | $54.0m | 5.1% |
| AVGO Broadcom Inc | 117,082 | $44.2m | 4.1% |
| AMAT Applied Materials Inc | 52,874 | $38.2m | 3.6% |
| COST Costco Wholesale Corporation | 32,150 | $30.1m | 2.8% |
| CSCO Cisco Systems Inc | 243,915 | $28.7m | 2.7% |
| TSLA Tesla Motors Inc | 65,617 | $27.6m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1080374")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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