JACKSON HILL ADVISORS, LLC
CIK 0001911159 · HOUSTON, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source ↗
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
Top Holdings
MA
MASTERCARD INCORPORATED
10.4%
SPGI
S&P GLOBAL INC
10.3%
AMZN
AMAZON COM INC
9.1%
TDG
TRANSDIGM GROUP INC
9.1%
BN
BROOKFIELD CORP
9.1%
BKNG
BOOKING HOLDINGS INC
8.4%
BRO
BROWN & BROWN INC
8.0%
QXO
QXO INC
7.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.