JAG CAPITAL MANAGEMENT, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 103
New Positions 25
Increased Positions 63
Decreased Positions 40
Positions with Activity 103
Sold Out Positions 13
Total Mkt Value (in $ millions) 515

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

Sector Weighting

Basic Materials 3.42%
Capital Goods 3.56%
Conglomerates
Consumer Cyclical 5.2%
Consumer/Non-Cyclical 9.92%
Energy 5.06%
Financial 14.41%
Healthcare 11.16%
Services 14.17%
Technology 32.27%
Transportation 0.66%
Utilities

103 Activity Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 24,075 2,207 10.09 225,545
GILEAD SCIENCES INC COM 23,357 11,574 98.23 205,877
CELGENE CORP COM 21,381 993 4.87 202,277
UNDER ARMOUR INC CL A 18,444 137 .75 286,836
DISCOVER FINL SVCS COM 17,805 505 2.92 282,080
MONSTER BEVERAGE CORP COM 17,759 -101 (0.57) 182,238
DISNEY WALT CO COM DISNEY 16,629 -267 (1.58) 184,906
GOOGLE INC CL A 16,400 7,246 79.15 29,341
QUALCOMM INC COM 15,895 -190 (1.18) 207,582
EOG RES INC COM 15,318 190 1.25 167,408
AKAMAI TECHNOLOGIES INC COM 15,229 1,476 10.74 266,467
MASTERCARD INC CL A 14,345 50 .35 188,754
MONSANTO CO NEW COM 13,870 5,971 75.60 122,224
NIELSEN N V COM 13,815 1,540 12.54 328,538
ACTIVISION BLIZZARD INC COM 13,473 538 4.16 700,643
MICRON TECHNOLOGY INC COM 13,328 13,328 New 408,717
STARBUCKS CORP COM 13,327 94 .71 172,970
CUMMINS INC COM 13,126 940 7.72 90,784
F5 NETWORKS INC COM 12,360 4,257 52.54 102,790
HAIN CELESTIAL GROUP INC COM 11,075 4,304 63.55 105,742