13F Insight
DOSSIER · 13F-HR · Q2 2026

JAG CAPITAL MANAGEMENT, LLC

$1.1B in tracked AUM across 162 positions as of Q2 2026.

JC
CIK 0001080374 · last filed Jun 30, 2026
Total AUM
$1.1B
as of Q2 2026
Holdings
162
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

JAG CAPITAL MANAGEMENT, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
Apple Inc
$93M320K8.7%02
NVDA
NVIDIA Corporation
$80M399K7.5%03
GOOGL
Alphabet Inc Class A
$63M175K5.9%04
AMZN
Amazon.com Inc
$62M258K5.8%05
MSFT
Microsoft Corporation
$54M146K5.1%06
AVGO
Broadcom Inc
$44M117K4.1%07
AMAT
Applied Materials Inc
$38M53K3.6%08
COST
Costco Wholesale Corporation
$30M32K2.8%09
CSCO
Cisco Systems Inc
$29M244K2.7%10
TSLA
Tesla Motors Inc
$29M68K2.7%

Filing history

2026Q2Jun 30
$1.1B▲ 20.1%
162 positionsView →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 positionsLocked
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