18 is the total number of securities JACKSON HILL ADVISORS, LLC has owned. The longest JACKSON HILL ADVISORS, LLC has owned a single stock is 11 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| KKR | KKR & CO INC | 11 | 11 | 10.38% | 11.74% | 13.49% | Q4 2021 | Q2 2024 | 11 |
| AMZN | AMAZON.COM INC | 11 | 11 | 9.61% | 11.73% | 14.25% | Q4 2021 | Q2 2024 | 11 |
| MA | MASTERCARD INCORPORATE... | 11 | 11 | 8.04% | 10.73% | 12.68% | Q4 2021 | Q2 2024 | 11 |
| LOW | LOWES COS INC | 11 | 11 | 7.56% | 9.99% | 13.10% | Q4 2021 | Q2 2024 | 11 |
| GOOG | ALPHABET INC | 10 | 10 | 7.24% | 9.20% | 12.49% | Q1 2022 | Q2 2024 | 10 |
| MSFT | MICROSOFT CORP | 8 | 2 | 5.20% | 7.46% | 10.68% | Q4 2021 | Q2 2024 | 10 |
| CPRT | COPART INC | 9 | 9 | 3.65% | 6.72% | 8.23% | Q2 2022 | Q2 2024 | 9 |
| BROOKFIELD CORP | 7 | 7 | 5.52% | 10.17% | 11.82% | Q4 2022 | Q2 2024 | 7 | |
| SPGI | S&P GLOBAL INC | 7 | 7 | 6.94% | 8.12% | 9.09% | Q4 2022 | Q2 2024 | 7 |
| ADBE | ADOBE SYSTEMS INCORPOR... | 6 | 6 | 4.77% | 7.82% | 9.93% | Q3 2022 | Q4 2023 | 6 |
| ETSY | ETSY INC | 5 | 5 | 6.56% | 7.48% | 10.27% | Q4 2021 | Q4 2022 | 5 |
| AZO | AUTOZONE INC | 5 | 5 | 3.85% | 6.85% | 8.65% | Q2 2023 | Q2 2024 | 5 |
| BAM | BROOKFIELD ASSET MGMT INC | 4 | 4 | 11.43% | 11.86% | 12.70% | Q4 2021 | Q3 2022 | 4 |
| FB | META PLATFORMS INC | 4 | 4 | 6.48% | 9.78% | 11.53% | Q4 2021 | Q3 2022 | 4 |
| SE | SEA LTD | 3 | 3 | 5.80% | 7.24% | 9.31% | Q4 2021 | Q2 2022 | 3 |
| DHI | DR HORTON INC | 3 | 3 | 3.46% | 5.31% | 8.23% | Q4 2023 | Q2 2024 | 3 |
| TOL | TOLL BROTHERS INC | 2 | 2 | 5.62% | 5.69% | 5.75% | Q1 2024 | Q2 2024 | 2 |
| PHM | PULTE GROUP INC | 1 | 1 | 4.62% | 4.62% | 4.62% | Q2 2024 | Q2 2024 | 1 |
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The securities at the top of the list , including KKR & CO INC, AMAZON.COM INC, and MASTERCARD INCORPORATED CL A, are the highest-conviction holdings of JACKSON HILL ADVISORS, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by JACKSON HILL ADVISORS, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that JACKSON HILL ADVISORS, LLC owns currently or has owned in the past.