JACKSON HILL ADVISORS, LLC: 13F holdings
CIK 19111592026Q2
| Positions | 13 |
|---|
| Reported value | $197.4m |
|---|
| Filed | 2026-08-04 |
|---|
Change since last quarter
| Positions | 13 (+0 vs prior quarter) |
|---|
| Reported value | $197.4m (+2.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MA MASTERCARD INCORPORATED | 40,000 | $20.5m | 10.4% |
| SPGI S&P GLOBAL INC | 50,000 | $20.4m | 10.3% |
| AMZN AMAZON COM INC | 75,500 | $18.0m | 9.1% |
| TDG TRANSDIGM GROUP INC | 13,500 | $18.0m | 9.1% |
| BN BROOKFIELD CORP | 420,000 | $17.9m | 9.1% |
| BKNG BOOKING HOLDINGS INC | 92,500 | $16.5m | 8.4% |
| BRO BROWN & BROWN INC | 247,250 | $15.9m | 8.0% |
| QXO QXO INC | 884,000 | $15.3m | 7.7% |
| KKR KKR & CO INC | 161,500 | $14.8m | 7.5% |
| GOOG ALPHABET INC | 34,000 | $12.0m | 6.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1911159")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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