
JAG CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | NVDA | 401K | $69.93M |
![]() | CSCO | 336K | $26.10M |
![]() | AAPL | 282K | $71.50M |
![]() | INTC | 258K | $11.41M |
![]() | AMZN | 212K | $44.07M |
![]() | GOOGL | 176K | $50.52M |
![]() | MSFT | 154K | $57.15M |
![]() | SFNC | 127K | $2.47M |
![]() | GILD | 121K | $16.92M |
![]() | AVGO | 109K | $33.67M |
![]() | EOSE | 98K | $483.85K |
![]() | TSLA | 94K | $34.78M |
![]() | NTRA | 85K | $17.02M |
![]() | VRT | 81K | $20.27M |
![]() | TKO | 76K | $15.23M |
![]() | AMAT | 69K | $23.67M |
![]() | ALK | 66K | $2.44M |
![]() | XPO | 65K | $12.70M |
![]() | META | 62K | $35.63M |
![]() | SYF | 59K | $3.99M |

NVIDIA Corporation
NVDA
Shares Held
401K
Value
$69.93M

Cisco Systems, Inc.
CSCO
Shares Held
336K
Value
$26.10M

Apple Inc.
AAPL
Shares Held
282K
Value
$71.50M

Intel Corporation
INTC
Shares Held
258K
Value
$11.41M

Amazon.com, Inc.
AMZN
Shares Held
212K
Value
$44.07M

Alphabet Inc.
GOOGL
Shares Held
176K
Value
$50.52M

Microsoft Corporation
MSFT
Shares Held
154K
Value
$57.15M

Simmons First National Corporation
SFNC
Shares Held
127K
Value
$2.47M

Gilead Sciences, Inc.
GILD
Shares Held
121K
Value
$16.92M

Broadcom Inc.
AVGO
Shares Held
109K
Value
$33.67M

Eos Energy Enterprises, Inc.
EOSE
Shares Held
98K
Value
$483.85K

Tesla, Inc.
TSLA
Shares Held
94K
Value
$34.78M

Natera, Inc.
NTRA
Shares Held
85K
Value
$17.02M

Vertiv Holdings Co
VRT
Shares Held
81K
Value
$20.27M

TKO Group Holdings, Inc.
TKO
Shares Held
76K
Value
$15.23M

Applied Materials, Inc.
AMAT
Shares Held
69K
Value
$23.67M

Alaska Air Group, Inc.
ALK
Shares Held
66K
Value
$2.44M

XPO Logistics, Inc.
XPO
Shares Held
65K
Value
$12.70M

Meta Platforms, Inc.
META
Shares Held
62K
Value
$35.63M

Synchrony Financial
SYF
Shares Held
59K
Value
$3.99M
