JACKSON HILL ADVISORS, LLC

CIK 0001911159 · HOUSTON, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source

JACKSON HILL ADVISORS, LLC reported 13 positions worth $197.4M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: MA (10.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$197.4M
2026 Q2
Positions
13
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
85.8%
Est. Net Flow (Q)
2026 Q2
10 / 13 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MAMASTERCARD INCORPORATEDSH$20.5M10.41%40,000
2SPGIS&P GLOBAL INCSH$20.4M10.32%50,000
3AMZNAMAZON COM INCSH$18.0M9.12%75,500
4TDGTRANSDIGM GROUP INCSH$18.0M9.11%13,500
5BNBROOKFIELD CORPSH$17.9M9.06%420,000
6BKNGBOOKING HOLDINGS INCSH$16.5M8.35%92,500
7BROBROWN & BROWN INCSH$15.9M8.04%247,250
8QXOQXO INCSH$15.3M7.74%884,000
9KKRKKR & CO INCSH$14.8M7.51%161,500
10GOOGALPHABET INCSH$12.0M6.09%34,000

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does JACKSON HILL ADVISORS, LLC hold as of Q2 2026?

JACKSON HILL ADVISORS, LLC reported 13 positions worth $197.4M in its Q2 2026 13F filing. Largest positions: MA (10.4%), SPGI (10.3%), AMZN (9.1%), TDG (9.1%) and BN (9.1%).

What did JACKSON HILL ADVISORS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did JACKSON HILL ADVISORS, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.