Jag Capital Management, LLC - Q42025 Holdings

Jag Capital Management, LLC holds 132 stocks with a total portfolio value of $ 922.24M as of Q42025. In Q42025, Jag Capital Management, LLC added 16 new positions, increased stakes in 50 stocks, reduced 45 holdings, and fully exited 19 positions. The largest holding is Apple Inc (AAPL), representing 7.95% of the total portfolio.