JAG CAPITAL MANAGEMENT, LLC Information

9841 CLAYTON RD, ST LOUIS, Missouri, 63124, (314) 997-1277

Report Date: 06/30/2014

Position Statistics

Total Positions 102
New Positions 25
Increased Positions 62
Decreased Positions 40
Positions with Activity 102
Sold Out Positions 13
Total Mkt Value (in $ millions) 526

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.38%
Capital Goods 3.48%
Conglomerates
Consumer Cyclical 5.36%
Consumer/Non-Cyclical 9.39%
Energy 5.84%
Financial 14.51%
Healthcare 9.97%
Services 14.71%
Technology 32.57%
Transportation 0.67%
Utilities

102 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 22,958 2,105 10.09 225,545
GILEAD SCIENCES INC COM 21,809 10,807 98.23 205,877
UNDER ARMOUR INC CL A 19,955 148 .75 286,836
CELGENE CORP COM 18,866 876 4.87 202,277
DISCOVER FINL SVCS COM 18,502 524 2.92 282,080
EOG RES INC COM 17,574 218 1.25 167,408
GOOGLE INC CL A 17,524 7,742 79.15 29,341
AKAMAI TECHNOLOGIES INC COM 17,147 1,662 10.74 266,467
DISNEY WALT CO COM DISNEY 16,704 -268 (1.58) 184,906
MONSTER BEVERAGE CORP COM 16,482 -94 (0.57) 182,238
QUALCOMM INC COM 15,868 -189 (1.18) 207,582
ACTIVISION BLIZZARD INC COM 15,253 609 4.16 700,643
MASTERCARD INC CL A 14,685 51 .35 188,754
NIELSEN N V COM 14,617 1,629 12.54 328,538
MONSANTO CO NEW COM 14,116 6,077 75.60 122,224
MICRON TECHNOLOGY INC COM 13,275 13,275 New 408,717
F5 NETWORKS INC COM 13,120 4,519 52.54 102,790
STARBUCKS CORP COM 13,099 92 .71 172,970
CUMMINS INC COM 12,593 902 7.72 90,784
HALLIBURTON CO COM 12,182 5,431 80.46 183,650