account_balance
Investment manager · 13F filer · SEC CIK 1080374
Jag Capital Management, LLC
Reported value$1.07Bas of Sep 30, 2026
Positions144 12 new, 10 sold out
Top 10 weight52.4%AAPL alone is 9%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
9.4%Trimmed −5%
NVDANVIDIA Corp
8.5%
MSFTMicrosoft Corp
6.9%
GOOGLAlphabet Inc.
5.7%
AMZNAmazon.com Inc
4.9%Trimmed −19%
METAMeta Platforms, Inc.
4.2%Added +56%
AVGOBroadcom Inc.
4.0%Added +3%
NTRANatera, Inc.
3.3%
LLYELI Lilly & Co
2.9%Added +22%
AMDAdvanced Micro Devices Inc
2.6%+119%
NOWServiceNow, Inc.
2.4%+79%
TWLOTwilio Inc
2.3%+49%
AAPLApple Inc.
9.4%Trimmed −5%
NVDANVIDIA Corp
8.5%
MSFTMicrosoft Corp
6.9%
GOOGLAlphabet Inc.
5.7%
AMZNAmazon.com Inc
4.9%−19%
METAMeta Platforms, Inc.
4.2%
AVGOBroadcom Inc.
4.0%
NTRANatera, Inc.
3.3%
LLY2.9%AMD2.6%NOW2.4%TWLOBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 9.4% Trimmed −5%NVDA NVIDIA Corp 8.5% HeldMSFT Microsoft Corp 6.9% HeldGOOGL Alphabet Inc. 5.7% HeldAMZN Amazon.com Inc 4.9% Trimmed −19%META Meta Platforms, Inc. 4.2% Added +56%AVGO Broadcom Inc. 4.0% Added +3%NTRA Natera, Inc. 3.3% HeldLLY ELI Lilly & Co 2.9% Added +22%AMD Advanced Micro Devices Inc 2.6% Added +119%NOW ServiceNow, Inc. 2.4% Added +79%TWLO Twilio Inc 2.3% Added +49%
What changed
Biggest moves since Jun 30, 2026
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