JAG CAPITAL MANAGEMENT, LLC

Q2 2025 13F Holdings

  • Location
    st louis, MO
  • Num holdings

    140

  • Value ($000)

    $894,103

  • Date Filed
    07/28/2025
  • Form type
    13F-HR
  • CIK
    0001080374
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA Corporation

COM
67066G104
$64.67M
7 %

409,348

META
META

Meta Platforms Inc Class A

COM
30303M102
$57.41M
6 %

77,788

AMZN
AMZN

Amazon.com Inc.

COM
023135106
$55.76M
6 %

254,140

MSFT
MSFT

Microsoft Corporation

COM
594918104
$54.29M
6 %

109,138

AAPL
AAPL

Apple Inc

COM
037833100
$50.97M
6 %

248,434

AVGO
AVGO

Broadcom Inc

COM
11135F101
$33.31M
4 %

120,836

NFLX
NFLX

Netflix Inc.

COM
64110L106
$32.48M
4 %

24,254

---

Spotify Technology SA

COM
L8681T102
$27.13M
3 %

35,361

TTWO
TTWO

Take -Two Interactive Software

COM
874054109
$25.43M
3 %

104,723

UBER
UBER

Uber Technologies Inc

COM
90353T100
$25.16M
3 %

269,716

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