Jefferies Group Top Holdings of Q1 2026
| Ticker | Name | Shares | Value | % of Portfolio | Time Held | % Change |
|---|---|---|---|---|---|---|
| 631,073 | $410.41 M | 2.81% | 3.2 Years | -45.97% | ||
| 2.31 M | $295.66 M | 2.02% | 3.2 Years | +34.96% | ||
| 433,345 | $250.12 M | 1.71% | 3.2 Years | -31.04% | ||
| 884,238 | $219.29 M | 1.50% | 3.2 Years | -48.80% | ||
| 742,295 | $129.46 M | 0.89% | 3.2 Years | -64.19% | ||
| 553,735 | $115.33 M | 0.79% | 3.2 Years | -40.74% | ||
| 227,064 | $113.45 M | 0.78% | 3.2 Years | +116.42% | ||
| 1.91 M | $106.11 M | 0.73% | 0.5 Years | +0.43% | ||
| 342,431 | $105.99 M | 0.73% | 3.2 Years | +1012.51% | ||
| 180,070 | $103.02 M | 0.71% | 3.2 Years | +355.85% |
Recent Moves
Jefferies Group's Historical Top Holdings Overview
Portfolio Date:
Jefferies Group Top Stock Picks
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| 03/31/2026 | Reduce -46.0% | 631,073 | -537,017 | $349.24 M | ||
| 03/31/2026 | Reduce -64.2% | 742,295 | -1.33 M | $232.1 M | ||
| 03/31/2026 | Reduce -48.8% | 884,238 | -842,653 | $208.98 M | ||
| 03/31/2026 | Reduce -90.9% | 71,311 | -710,282 | $203.75 M | ||
| 03/31/2026 | Sold Out | 0 | -766,520 | $169.32 M | ||
| 03/31/2026 | Reduce -99.6% | 3,500 | -922,839 | $150.9 M | ||
| 03/31/2026 | Reduce -96.8% | 10,948 | -328,010 | $141.14 M | ||
| 03/31/2026 | Reduce -97.0% | 30,037 | -967,727 | $139.78 M | ||
| 03/31/2026 | Reduce -90.2% | 40,249 | -372,220 | $125.75 M | ||
| 03/31/2026 | Reduce -31.0% | 433,345 | -195,022 | $112.56 M |
Jefferies Group's Portfolio Sector Breakdown
Portfolio Date:
About Jefferies Group
Frequently Asked Questions
In Q1 2026, Jefferies Group’s largest purchase by dollar amount was XRT. For complete transaction details, please visit Jefferies Group’s portfolio.
According to the 13F filing for Q1 2026, Jefferies Group increased their stake in AVGO.
Jefferies Group's firm may occasionally request confidential treatment under SEC rule 13F-HR, which allows temporary non-disclosure of certain positions.
Jefferies Group Portfolio and Latest Trades
📑 This page provides a complete record of Jefferies Group’s stock and ETF transactions based on SEC Form 13F filings. All trades are listed in reverse chronological order, allowing investors to follow his historical buy and sell decisions across multiple decades.
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| ETF-SPY | 03/31/2026 | Reduce -46.0% | 631,073 | -537,017 | $349.24 M | |
| NVDA | 03/31/2026 | Reduce -64.2% | 742,295 | -1.33 M | $232.1 M | |
| ETF-IWM | 03/31/2026 | Reduce -48.8% | 884,238 | -842,653 | $208.98 M | |
| GOOG | 03/31/2026 | Reduce -90.9% | 71,311 | -710,282 | $203.75 M | |
| CDTX | 03/31/2026 | Sold Out | 0 | -766,520 | $169.32 M | |
| INSM | 03/31/2026 | Reduce -99.6% | 3,500 | -922,839 | $150.9 M | |
| ETF-GLD | 03/31/2026 | Reduce -96.8% | 10,948 | -328,010 | $141.14 M | |
| PG | 03/31/2026 | Reduce -97.0% | 30,037 | -967,727 | $139.78 M | |
| MU | 03/31/2026 | Reduce -90.2% | 40,249 | -372,220 | $125.75 M | |
| ETF-QQQ | 03/31/2026 | Reduce -31.0% | 433,345 | -195,022 | $112.56 M | |
| RVMD | 03/31/2026 | Reduce -99.8% | 2,490 | -1.14 M | $110.74 M | |
| GOOGL | 03/31/2026 | Reduce -81.9% | 84,691 | -383,678 | $110.33 M | |
| ETF-XRT | 03/31/2026 | New Buy | 1.23 M | +1.23 M | $98.98 M | |
| MSFT | 03/31/2026 | Reduce -95.7% | 11,759 | -262,889 | $97.26 M | |
| ROIV | 03/31/2026 | Reduce -99.8% | 7,266 | -3.51 M | $97.16 M | |
| AVGO | 03/31/2026 | Add 1012.5% | 342,431 | +311,651 | $96.46 M | |
| CRH | 03/31/2026 | Reduce -98.7% | 12,367 | -908,369 | $93.94 M | |
| C | 03/31/2026 | Reduce -90.5% | 86,186 | -816,283 | $92.57 M | |
| CVX | 03/31/2026 | Reduce -87.6% | 60,153 | -426,282 | $88.2 M | |
| CMA | 03/31/2026 | Sold Out | 0 | -1.01 M | $87.47 M |
Jefferies Group's Latest 13F Holdings
📑 This page provides a detailed view of Jefferies Group's portfolio holdings based on official SEC Form 13F filings. Investors can review the latest quarter's positions and seamlessly switch between different quarters to explore how the portfolio has evolved over time.
Holdings are categorized into Stocks/ETFs, Options, Debt, and Other, with transaction markers such as New Buy, Add, Reduce, No Change, and Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions like stock splits.
In addition, we calculate the holding duration of each asset, allowing investors to see how long positions have been maintained across quarters. By exploring both current and historical holdings, users gain insights into turnover, portfolio concentration, asset allocation shifts, and the top stock and ETF positions of Jefferies Group.
| Name | Shares | Value | % of Portfolio | Time Held | % Change | |
|---|---|---|---|---|---|---|
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Note: Shares, Shares Change - split-adjusted.
Jefferies Group’s Quarterly 13F Portfolio History
📊 This page provides a historical view of Jefferies Group’s portfolio holdings based on official SEC Form 13F filings.
Explore how investments have evolved quarter by quarter, with insights into turnover rates, portfolio concentration, asset allocation shifts, and the firm’s top 10 stock and ETF positions.
| Quarter | Holdings | Total Value | Turnover Rate | Top 10 Stock & ETF Holdings |
|---|