JAG CAPITAL MANAGEMENT, LLC 13F Holdings

CIK 0001080374 · ST LOUIS, MO

As of Sep 30, 2025, JAG CAPITAL MANAGEMENT, LLC reported 135 positions worth $913.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology388,689$72.5M7.94%
MICROSOFT CORPMSFTTechnology118,905$61.6M6.74%
APPLE INCAAPLTechnology226,309$57.6M6.31%
META PLATFORMS INCMETACommunication Services75,659$55.6M6.08%
BROADCOM INCAVGOTechnology134,872$44.5M4.87%
AMAZON.COM INCAMZNEquity191,029$41.9M4.59%
ALPHABET INCGOOGLEquity160,136$38.9M4.26%
TESLA INCTSLAConsumer Cyclical69,206$30.8M3.37%
NETFLIX INCNFLXCommunication Services23,724$28.4M3.11%
TAKE TWO INTERACTIVE SOFTWARE INCTTWOCommunication Services103,249$26.7M2.92%
UBER TECHNOLOGIES INCUBERTechnology270,490$26.5M2.90%
SPOTIFY TECHNOLOGY SASPOTCommunication Services35,108$24.5M2.68%
MASTERCARD INCMAFinancial Services42,866$24.4M2.67%
COSTCO WHOLESALE CORPCOSTConsumer Defensive21,915$20.3M2.22%
ADVANCED MICRO DEVICES INCAMDEquity118,603 9.2M2.10%
AXON ENTERPRISE INCAXONIndustrials26,424 9.0M2.08%
MICRON TECHNOLOGY INCMUTechnology111,537 8.7M2.04%
PALANTIR TECHNOLOGIES INCPLTRTechnology86,229 5.7M1.72%
CISCO SYSTEMS INCCSCOTechnology227,258 5.5M1.70%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology55,107 5.4M1.69%
BOSTON SCIENTIFIC CORPBSXHealthcare154,752 5.1M1.65%
TKO GROUP HOLDINGS INCTKOCommunication Services72,146 4.6M1.60%
ASML HOLDING NVASMLTechnology14,016 3.6M1.49%
NATERA INCNTRAHealthcare81,067 3.0M1.43%
MOTOROLA SOLUTIONS INCMSITechnology25,840 1.8M1.29%