JAG CAPITAL MANAGEMENT, LLC — 13F holdings

JAG CAPITAL MANAGEMENT, LLC reported 162 holdings worth $1.07B in its 13F filing for Q2 2026, filed July 29, 2026.

Largest positions

1. AAPL APPLE INC — $92.7M (8.7%)
2. NVDA NVIDIA CORPORATION — $79.8M (7.5%)
3. GOOGL ALPHABET INC — $62.5M (5.9%)
4. AMZN AMAZON COM INC — $61.5M (5.8%)
5. MSFT MICROSOFT CORP — $54.4M (5.1%)
6. AVGO BROADCOM INC — $44.2M (4.1%)
7. AMAT APPLIED MATLS INC — $38.2M (3.6%)
8. COST COSTCO WHSL CORP NEW — $30.1M (2.8%)
9. CSCO CISCO SYS INC — $28.7M (2.7%)
10. TSLA TESLA INC — $28.7M (2.7%)