13F Insight
DOSSIER · 13F-HR · Q1 2026

JAG CAPITAL MANAGEMENT, LLC

$889M in tracked AUM across 161 positions as of Q1 2026.

JC
CIK 0001080374 · last filed Mar 31, 2026
Total AUM
$889M
as of Q1 2026
Holdings
161
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

JAG CAPITAL MANAGEMENT, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
Apple Inc
$71M282K8.0%02
NVDA
NVIDIA Corporation
$70M403K7.9%03
MSFT
Microsoft Corporation
$58M155K6.5%04
GOOGL
Alphabet Inc Class A
$51M176K5.7%05
AMZN
Amazon.com Inc
$44M212K5.0%06
TSLA
Tesla Motors Inc
$36M96K4.0%07
META
Meta Platforms Inc Class A
$36M62K4.0%08
AVGO
Broadcom Inc
$34M109K3.8%09
CSCO
Cisco Systems Inc
$26M336K2.9%10
N07059210
ASML Holding NV
$25M19K2.8%

Filing history

2026Q1Mar 31
$889M▼ 3.6%
161 positionsView →2025Q4Dec 31
$922M▲ 1.0%
155 positionsView →2025Q3Sep 30
$913M▲ 2.1%
153 positionsView →2025Q2Jun 30
$894M▲ 19.1%
149 positionsLocked2025Q1Mar 31
$751M▲ 4.6%
147 positionsLocked2024Q4Dec 31
$717M▼ 13.5%
133 positionsLocked2024Q3Sep 30
$829M▲ 13.6%
145 positionsLocked2024Q2Jun 30
$730M▲ 3.3%
140 positionsLocked2024Q1Mar 31
$707M▲ 8.3%
139 positionsLocked2023Q4Dec 31
$653M▼ 21.3%
134 positionsLocked2023Q3Sep 30
$829M▼ 4.2%
178 positionsLocked2023Q2Jun 30
$865M▲ 9.5%
181 positionsLocked
Showing 12 of 75