StockDriftsStockDriftsTop 50 Jag Capital Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 8.06% | 281.7K | $71.5M | +4.40%(+11.88K) | $161.51(+91.09%) | 2026-03-31 | |
| NVDA | NVIDIA Corporation | 7.89% | 400.9K | $69.9M | +4.86%(+18.58K) | $76.35(+155.20%) | 2026-03-31 | |
| MSFT | Microsoft Corporation | 6.45% | 154.4K | $57.1M | +32.12%(+37.53K) | $260.06(+50.16%) | 2026-03-31 | |
| GOOGL | Alphabet Inc Class A | 5.7% | 175.7K | $50.5M | +5.39%(+8.99K) | $135.69(+165.25%) | 2026-03-31 | |
| AMZN | Amazon.com Inc | 4.97% | 211.6K | $44.1M | +18.42%(+32.92K) | $120.67(+101.11%) | 2026-03-31 | |
| META | Meta Platforms Inc Class A | 4.02% | 62.3K | $35.6M | +33.41%(+15.60K) | $420.46(+38.63%) | 2026-03-31 | |
| TSLA | Tesla Motors Inc | 3.92% | 93.6K | $34.8M | +6.82%(+5.97K) | $314.80(+24.98%) | 2026-03-31 | |
| AVGO | Broadcom Inc | 3.8% | 108.8K | $33.7M | -17.97%(-23.82K) | $113.31(+218.10%) | 2026-03-31 | |
| CSCO | Cisco Systems Inc | 2.94% | 336.4K | $26.1M | +6.97%(+21.91K) | $64.14(+75.70%) | 2026-03-31 | |
| ASML | ASML Holding NV | 2.85% | 19.2K | $25.3M | +29.63%(+4.38K) | $855.59(+106.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +26.31% | +101.53% |
| Top 20 Holdings Unweighted | +28.00% | +109.73% |
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