StockDriftsStockDriftsTop 13 Jackson Hill Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | 10.41% | 40.0K | $20.5M | +11.11%(+4.00K) | $396.93(+42.81%) | 2026-06-30 | |
| SPGI | S&P GLOBAL INC | 10.32% | 50.0K | $20.4M | +7.53%(+3.50K) | $391.68(+6.12%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 9.12% | 75.5K | $18.0M | +17.97%(+11.50K) | $170.85(+53.67%) | 2026-06-30 | |
| TDG | TRANSDIGM GROUP INC | 9.11% | 13.5K | $18.0M | new | $1232.46(+1.98%) | 2026-06-30 | |
| BN | BROOKFIELD CORP | 9.06% | 420.0K | $17.9M | -24.05%(-133.00K) | $23.73(+82.37%) | 2026-06-30 | |
| BKNG | BOOKING HOLDINGS INC | 8.35% | 92.5K | $16.5M | +16.54%(+13.12K) | $188.50(+12.50%) | 2026-06-30 | |
| BRO | BROWN & BROWN INC | 8.04% | 247.3K | $15.9M | +32.93%(+61.25K) | $84.46(-16.48%) | 2026-06-30 | |
| QXO | QXO INC | 7.74% | 884.0K | $15.3M | -6.06%(-57.00K) | $19.80(-28.76%) | 2026-06-30 | |
| KKR | KKR & CO INC | 7.51% | 161.5K | $14.8M | -12.70%(-23.50K) | $77.82(+41.66%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 6.09% | 34.0K | $12.0M | -24.44%(-11.00K) | $161.02(+112.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.41% | +49.75% | — | — | +17.99% |
| Top 20 Holdings Unweighted | +13.30% | +45.45% | — | — | +19.08% |
Jackson Hill Advisors LLC reports $197.35M in US-listed equity holdings across 13 positions in its most recent 13F filing. Its largest disclosed positions are MA (10.4%), SPGI (10.3%) and AMZN (9.1%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +49.75% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Jackson Hill Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911159). View Jackson Hill Advisors LLC’s 13F filings on SEC