JC

JAG CAPITAL MANAGEMENT, LLC

13F
JAG CAPITAL MANAGEMENT, LLC
Last update 2024-11-04 140 Stocks (16 new)
Value $828.00 Mil Turnover 18 %
Countries:
Top Holdings: NVDA(6.53%)AAPL(6.43%)MSFT(5.86%)AMZN(5.49%)META(4.50%)
Summary Stock Picks Current Portfolio
JAG CAPITAL MANAGEMENT, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA 		NVIDIA Corp
445,490
54,100.3
+32.11%
6.530
+1.59%
0.000
+15.28%
+177.41%
3,363,456.6
Semiconductors
AAPL 		Apple Inc
228,659
53,277.5
+15.79%
6.430
+0.88%
0.000
+11.43%
+29.42%
3,748,119.5
Hardware
MSFT 		Microsoft Corp
112,770
48,525.1
+9.57%
5.860
+0.51%
0.000
+5.49%
+20.45%
3,342,425.0
Software
AMZN 		Amazon.com Inc
244,091
45,481.5
-3.18%
5.490
-0.21%
0.000
+22.44%
+50.70%
2,407,622.1
Retail - Cyclical
META 		Meta Platforms Inc
65,165
37,303.3
+11.71%
4.500
+0.47%
0.000
+20.13%
+78.75%
1,592,422.1
Interactive Media
AVGO 		Broadcom Inc
184,575
31,839.2
-6.57%
3.840
-0.29%
0.000
+10.14%
+63.59%
843,786.3
Semiconductors
BSX 		Boston Scientific Corp
301,506
25,266.2
+10.12%
3.050
+0.28%
0.020
+7.86%
+56.41%
133,263.5
Medical Devices & Instruments
URI 		United Rentals Inc
30,919
25,036.4
+40.39%
3.020
+0.87%
0.050
+10.59%
+38.42%
51,617.9
Business Services
COST 		Costco Wholesale Corp
27,877
24,713.5
+9.09%
2.980
+0.25%
0.010
+8.16%
+50.61%
438,787.8
Retail - Defensive
LLY 		Eli Lilly and Co
27,573
24,427.9
+5.24%
2.950
+0.15%
0.000
-16.19%
+35.09%
703,579.6
Drug Manufacturers

JAG CAPITAL MANAGEMENT, LLC's Historical Top Holdings Breakdowns

JAG CAPITAL MANAGEMENT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NOW 		ServiceNow Inc2024-03-31Sold Out
-3.06%
●
671.87 ($757.53) 812.94
$1,148.42
51.60%
Sold Out
0
-28,265
ISRG 		Intuitive Surgical Inc2023-12-31Sold Out
-3.03%
●
258.49 ($298.09) 338.39
$544.72
82.74%
Sold Out
0
-86,041
TTD 		The Trade Desk Inc2023-12-31Sold Out
-2.84%
●
63.46 ($73.47) 85.16
$133.57
81.80%
Sold Out
0
-300,907
MKL 		Markel Group Inc2024-03-31Sold Out
-2.50%
●
1395.13 ($1466.28) 1527.35
$1,742.79
18.86%
Sold Out
0
-11,479
IT 		Gartner Inc2023-06-30Sold Out
-2.41%
●
294.42 ($325.63) 356.54
$514.13
57.89%
Sold Out
0
-57,102
NTRA 		Natera Inc2024-06-30New Buy
+2.40%
●
85.28 ($101.57) 112.6
$166.45
63.88%
New holding
161,431
161,431
LULU 		Lululemon Athletica Inc2024-03-31Reduce
-2.27%
●
386.14 ($462.26) 505.38
$389.33
-15.78%
Reduce -79.12%
7,641
-28,958
MSFT 		Microsoft Corp2023-12-31Reduce
-2.22%
●
313.39 ($355.93) 382.7
$449.56
26.31%
Reduce -34.47%
110,543
-58,135
ISRG 		Intuitive Surgical Inc2024-03-31New Buy
+2.18%
●
322.13 ($377.87) 400.59
$544.72
44.16%
New holding
38,520
38,520
SWAV Unlock Delisted Shockwave Medical Inc2024-06-30Sold Out
-2.15%
●
319.93 ($329.09) 334.83
$334.75
1.72%
Sold Out
0
-46,707

JAG CAPITAL MANAGEMENT, LLC Total Holding History ($B)

To

JAG CAPITAL MANAGEMENT, LLC's Asset Allocation

To

JAG CAPITAL MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

JAG CAPITAL MANAGEMENT, LLC's Hypothetical Growth since 2024-09-30

JAG CAPITAL MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

JAG CAPITAL MANAGEMENT, LLC's Holdings Heat Map

Size field:

JAG CAPITAL MANAGEMENT, LLC's Holdings Bubble Chart

JAG CAPITAL MANAGEMENT, LLC News

  • 1

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