Jag Capital Management
$1.1B 13F equity value
161 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | Apple Inc | 320,202 | $93M | 8.7% |
| NVDA | NVIDIA Corporation | 398,571 | $80M | 7.5% |
| GOOGL | Alphabet Inc Class A | 174,983 | $63M | 5.9% |
| AMZN | Amazon.com Inc | 258,142 | $62M | 5.8% |
| MSFT | Microsoft Corporation | 144,898 | $54M | 5.1% |
| AVGO | Broadcom Inc | 117,082 | $44M | 4.2% |
| AMAT | Applied Materials Inc | 52,874 | $38M | 3.6% |
| COST | Costco Wholesale Corporation | 32,150 | $30M | 2.8% |
| CSCO | Cisco Systems Inc | 243,915 | $29M | 2.7% |
| TSLA | Tesla Motors Inc | 65,617 | $28M | 2.6% |
Track Jag Capital Management's 13F portfolio: $1.1B in reported holdings, 161 positions. Top holdings and quarterly changes on SentiSense.
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