JACKSON HILL ADVISORS, LLC
•CIK: 1911159•Filing: Q4 2025
**JACKSON HILL ADVISORS, LLC** manages $216M across a concentrated portfolio of 12 positions. The fund exhibits significant exposure to technology and real estate, with top holdings including BN at $29.6M and GOOG at $27.4M. Further notable allocations include AMZN ($22.7M) and SPGI ($20.4M). This structure suggests a tactical, large-cap growth orientation within its current mandate.
Total AUM
$215.6M
QoQ Performance
+1.9%
Positions
12
Top 10 Concentration
90.2%
Latest Filing
Q4 2025
Top Holdings Allocation
BN
GOOG
AMZN
SPGI
QXO
KKR
MA
PHM
BN13.7%
GOOG12.7%
AMZN10.5%
SPGI9.5%
QXO8.4%
KKR8.4%
MA7.9%
PHM6.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other49.3%
Financial21.6%
Consumer16.4%
Technology12.7%
Changes from Q3 2025
↑7 increased
↓3 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023