13F HOLDINGS REPORT (Amended)
JACKSON HILL ADVISORS, LLC
Quarter ended Q1 2023 · Filed February 6, 2023 · Accession 0001420506-23-000243
Total Value
$103.6M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MASTERCARD INCORPORATED CL A | MA | 40,000 | $13.9M | 13.43% |
| 2 | KKR & CO | KKRT | 278,000 | $12.9M | 12.46% |
| 3 | LOWES COS | 548661107 | 61,500 | $12.3M | 11.83% |
| 4 | AMAZON | AMZN | 125,500 | $10.5M | 10.18% |
| 5 | ADOBE SYSTEMS INCORPORATED | ADBE | 29,750 | $10.0M | 9.66% |
| 6 | S&P GLOBAL | SPGI | 29,750 | $10.0M | 9.62% |
| 7 | ALPHABET CAP STK CL C | GOOG | 106,000 | $9.4M | 9.08% |
| 8 | MICROSOFT | MSFT | 39,000 | $9.4M | 9.03% |
| 9 | COPART | CPRT | 128,500 | $7.8M | 7.55% |
| 10 | ETSY | ETSY | 62,000 | $7.4M | 7.17% |