Jag Capital Management, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $729 Million distributed in 147 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $53.3M, Amazon Com Inc with a value of $47.7M, Nvidia Corp with a value of $42.8M, Meta Platforms, Inc. with a value of $42.3M, and Microsoft Corp with a value of $40.5M.
Examining the 13F form we can see an increase of $21M in the current position value, from $708M to 729M.
Below you can find more details about Jag Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$729 Million
Technology: $244 Million
Communication Services: $148 Million
Healthcare: $85.7 Million
Consumer Cyclical: $75.5 Million
Financial Services: $56.3 Million
Industrials: $54.4 Million
Consumer Defensive: $48.6 Million
Basic Materials: $8.92 Million
Other: $8.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
