§ 13F · FUND PROFILE
JACKSON HILL ADVISORS, LLC.
AUM · $197M (13F)Positions · 13Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | 40K | $21M | 10.4% | +11% |
| 2 | SPGI | S&P GLOBAL INC | 50K | $20M | 10.3% | +8% |
| 3 | AMZN | AMAZON COM INC | 76K | $18M | 9.1% | +18% |
| 4 | TDG | TRANSDIGM GROUP INC | 14K | $18M | 9.1% | NEW |
| 5 | BN | BROOKFIELD CORP | 420K | $18M | 9.1% | −24% |
| 6 | BKNG | BOOKING HOLDINGS INC | 93K | $16M | 8.4% | +2813% |
| 7 | BRO | BROWN & BROWN INC | 247K | $16M | 8.0% | +33% |
| 8 | QXO | QXO INC | 884K | $15M | 7.7% | −6% |
| 9 | KKR | KKR & CO INC | 162K | $15M | 7.5% | −13% |
| 10 | GOOG | ALPHABET INC | 34K | $12M | 6.1% | −24% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JACKSON SIGNAL
AC read
JACKSON HILL ADVISORS, LLC is a Other fund managing $197 million in assets. The fund runs a focused portfolio of just 13 positions.
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