Jag Capital Management, LLC Incresed Positions in Q2 2025

Jag Capital Management, LLC

  • $875 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
14.7K
+ 3.71%
$94.31 - $157.99 $1.38M - $2.32M
409K $64.7M
CYBR
Cyber Ark Software Ltd.

Technology
35.6K
+ 259.45%
$305.98 - $406.88 $10.9M - $14.5M
49.3K $20.1M
META
Meta Platforms, Inc.

Communication Services
4.39K
+ 5.97%
$484.66 - $738.09 $2.13M - $3.24M
77.8K $57.4M
TSLA
Tesla, Inc.

Consumer Cyclical
45.3K
+ 1713.8%
$221.86 - $362.89 $10.1M - $16.4M
48K $15.2M
MSFT
Microsoft Corp

Technology
1.15K
+ 1.07%
$354.56 - $497.45 $408K - $573K
109K $54.3M
AVGO
Broadcom Inc.

Technology
1.05K
+ 0.87%
$146.29 - $275.65 $153K - $289K
121K $33.3M
CSCO
Cisco Systems, Inc.

Technology
153K
+ 215.65%
$53.19 - $69.38 $8.13M - $10.6M
224K $15.5M
IBM
International Business Machines Corp

Technology
35.2K
+ 2687.94%
$221.03 - $294.78 $7.78M - $10.4M
36.5K $10.8M
UBER
Uber Technologies, Inc

Technology
61.9K
+ 29.78%
$64.62 - $93.3 $4M - $5.77M
270K $25.2M
AMZN
Amazon Com Inc

Consumer Cyclical
3.21K
+ 1.28%
$167.32 - $223.3 $537K - $717K
254K $55.8M
FICO
Fair Isaac Corp

Technology
3.71K
+ 69.71%
$1503.62 - $2206.01 $5.57M - $8.18M
9.02K $16.5M
BKNG
Booking Holdings Inc.

Consumer Cyclical
489
+ 37.07%
$4164.15 - $5789.24 $2.04M - $2.83M
1.81K $10.5M
TTWO
Take Two Interactive Software Inc

Communication Services
1.57K
+ 1.52%
$194.58 - $243.05 $306K - $382K
105K $25.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.53K
+ 5.97%
$141.37 - $228.57 $358K - $578K
44.9K $10.2M
NOW
Service Now, Inc.

Technology
137
+ 1.08%
$721.65 - $1040.18 $98.9K - $143K
12.8K $13.2M
COST
Costco Wholesale Corp

Consumer Defensive
1.44K
+ 6.88%
$908.13 - $1056.85 $1.3M - $1.52M
22.3K $22.1M
MA
Mastercard Inc

Financial Services
383
+ 0.88%
$479.92 - $590.74 $184K - $226K
43.7K $24.5M
PM
Philip Morris International Inc.

Consumer Defensive
437
+ 8.09%
$149.23 - $184.95 $65.2K - $80.8K
5.84K $1.06M
EFSC
Enterprise Financial Services Corp

Financial Services
3.24K
+ 40.97%
$46.2 - $55.78 $150K - $181K
11.1K $614K
CAT
Caterpillar Inc

Industrials
297
+ 37.98%
$273.94 - $388.21 $81.4K - $115K
1.08K $418K
BA
Boeing CO

Industrials
290
+ 16.36%
$136.59 - $217.51 $39.6K - $63.1K
2.06K $432K
EOSE
Eos Energy Enterprises, Inc.

Industrials
7.3K
+ 11.04%
$3.3 - $7.11 $24.1K - $51.9K
73.5K $376K
CASY
Caseys General Stores Inc

Consumer Cyclical
18
+ 1.23%
$415.82 - $510.91 $7.48K - $9.2K
1.48K $756K
WMT
Walmart Inc.

Consumer Defensive
274
+ 2.89%
$81.79 - $99.98 $22.4K - $27.4K
9.74K $952K
NSC
Norfolk Southern Corp

Industrials
360
+ 40.0%
$206.34 - $257.46 $74.3K - $92.7K
1.26K $322K
EMR
Emerson Electric CO

Industrials
72
+ 1.85%
$94.15 - $133.33 $6.78K - $9.6K
3.95K $527K
BAC
Bank Of America Corp

Financial Services
1.02K
+ 12.79%
$34.39 - $47.46 $35.1K - $48.5K
9.01K $426K
MCD
Mcdonalds Corp

Consumer Cyclical
352
+ 32.71%
$285.55 - $321.23 $101K - $113K
1.43K $417K
C
Citigroup Inc

Financial Services
525
+ 32.92%
$58.13 - $85.12 $30.5K - $44.7K
2.12K $180K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.07%
$210.28 - $289.91 $210 - $290
1.48K $427K
USB
Us Bancorp \De\

Financial Services
42
+ 0.3%
$36.4 - $45.76 $1.53K - $1.92K
14.1K $639K
ABBV
Abb Vie Inc.

Healthcare
218
+ 21.0%
$170.16 - $206.27 $37.1K - $45K
1.26K $233K
T
At&T Inc.

Communication Services
5
+ 0.04%
$26.33 - $28.94 $132 - $145
14.1K $409K
CASS
Cass Information Systems Inc

Industrials
11
+ 0.04%
$39.19 - $44.2 $431 - $486
25.5K $1.11M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
152
+ 1.79%
$26.63 - $32.97 $4.05K - $5.01K
8.64K $261K
HD
Home Depot, Inc.

Consumer Cyclical
7
+ 0.37%
$335.24 - $380.78 $2.35K - $2.67K
1.89K $692K
CVX
Chevron Corp

Energy
227
+ 18.78%
$133.73 - $168.51 $30.4K - $38.3K
1.44K $205K
CBSH
Commerce Bancshares Inc

Financial Services
45
+ 0.43%
$55.42 - $65.63 $2.49K - $2.95K
10.4K $647K
ABRPRD
Arbor Rlty Tr Inc Pfd Ser D %
100
+ 0.77%
N/A
13K $0
EFSCP
Ent.Finl Svcs Corp Dep Sh Rep
1.4K
+ 10.89%
N/A
14.3K $0
AMGN
Amgen Inc

Healthcare
2
+ 0.18%
$262.28 - $309.85 $525 - $620
1.13K $316K
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 0.01%
$79.69 - $99.41 $79.7 - $99.4
7.71K $706K
SFNC
Simmons First National Corp

Financial Services
1.27K
+ 1.05%
$17.39 - $20.55 $22.2K - $26.2K
123K $2.33M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
259
+ 3.83%
$483.48 - $539.8 $125K - $140K
7.03K $3.41M
LLY
Eli Lilly & CO

Healthcare
273
+ 1.12%
$713.71 - $898.95 $195K - $245K
24.6K $19.2M
AAPL
Apple Inc.

Technology
8.37K
+ 3.49%
$172.42 - $223.89 $1.44M - $1.87M
248K $51M
Activity Summary
Buys All Purchases 67 New Holdings 20 Increased Positions 47 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 7 Puts 0
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