JACKSON HILL ADVISORS, LLC — 13F holdings

JACKSON HILL ADVISORS, LLC reported 13 holdings worth $197M in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

1. MA MASTERCARD INCORPORATED — $20.5M (10.4%)
2. SPGI S&P GLOBAL INC — $20.4M (10.3%)
3. AMZN AMAZON COM INC — $18.0M (9.1%)
4. TDG TRANSDIGM GROUP INC — $18.0M (9.1%)
5. BN Brookfield Corp — $17.9M (9.1%)
6. BKNG BOOKING HOLDINGS INC — $16.5M (8.4%)
7. BRO BROWN & BROWN INC — $15.9M (8.0%)
8. QXO QXO INC — $15.3M (7.7%)
9. KKR KKR & CO INC — $14.8M (7.5%)
10. GOOG ALPHABET INC — $12.0M (6.1%)