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Jackson Hill Advisors, LLC

SEC CIK
0001911159
Latest filing
Aug 4, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 3, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
10
+1 vs. Q4 2021
Portfolio value
$157.9M
−$12.8M (−7.5%) vs. Q4 2021
Filed
May 3, 2022
SEC
Holdings of Jackson Hill Advisors, LLC in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
AMZNAmazon Com IncStock6,900$22.5M14.2%+600+9.5%AddedHistory
MAMastercard IncStock55,750$19.9M12.6%00.0%UnchangedHistory
BAMBrookfield Asset Management Ltd.CL A LTD VT SH327,500$18.5M11.7%00.0%UnchangedHistory
KKRKKR & Co. Inc.COM309,000$18.1M11.4%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock78,000$17.3M11.0%+19,500+33.3%AddedHistory
GOOGAlphabet Inc.Stock5,325$14.9M9.4%+5,325NewHistory
LOWLowes Companies IncStock72,000$14.6M9.2%−14,500−16.8%ReducedHistory
ETSYEtsy IncCOM90,500$11.2M7.1%+10,500+13.1%AddedHistory
SESea LtdSPONSORD ADS87,000$10.4M6.6%+16,000+22.5%AddedHistory
MSFTMicrosoft CorpStock33,750$10.4M6.6%00.0%UnchangedHistory