Jag Capital Management, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $875 Million distributed in 149 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $64.7M, Meta Platforms, Inc. with a value of $57.4M, Amazon Com Inc with a value of $55.8M, Microsoft Corp with a value of $54.3M, and Apple Inc. with a value of $51M.
Examining the 13F form we can see an increase of $145M in the current position value, from $729M to 875M.
Below you can find more details about Jag Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$875 Million
Technology: $372 Million
Communication Services: $175 Million
Consumer Cyclical: $92.9 Million
Healthcare: $74.2 Million
Consumer Defensive: $51.6 Million
Industrials: $50.5 Million
Financial Services: $48.6 Million
ETFs: $4.88 Million
Other: $4.88 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
