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Livermore
Livermore
ZHEN

Jackson Square Partners, LLC

SEC CIK
0001605911
Latest filing
Feb 13, 2026

The latest 13F from Jackson Square Partners, LLC covers Q4 2025 (filed Feb 13, 2026) and reports no long positions. Livermore has 20 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q4 2025

Share counts compared with Q3 2025: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
0
Reduced
0
Sold out
47
Est. −$247.3M

Top 5 holdings

Share of this quarter's portfolio value

This filing reports no long positions.

Biggest buys

New and added positions, by estimated amount bought

None this quarter.

Largest weight increases

New and added positions, by percentage points of the portfolio gained

None this quarter.

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. NVDANVIDIA Corp
    −$19.2MSold outHistory
  2. MSFTMicrosoft Corp
    −$18.0MSold outHistory
  3. GOOGLAlphabet Inc.
    −$14.3MSold outHistory
  4. AAONAaon, Inc.
    −$12.5MSold outHistory
  5. Cyberark Software LtdM2682V108
    −$12.1MSold out

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. NVDANVIDIA Corp
    −7.77 pp7.8% → 0.0%History
  2. MSFTMicrosoft Corp
    −7.30 pp7.3% → 0.0%History
  3. GOOGLAlphabet Inc.
    −5.76 pp5.8% → 0.0%History
  4. AAONAaon, Inc.
    −5.05 pp5.1% → 0.0%History
  5. Cyberark Software LtdM2682V108
    −4.89 pp4.9% → 0.0%

Metrics

13F metrics for Q4 2025, computed only from the numbers in the filings. Definitions below.

Portfolio value
$0
−$247.3M (−100.0%) vs. prior quarter
Positions
0
−47 vs. prior quarter
Top 10 concentration
–
Top 10 as share of value
Turnover
0.0%
Q4 2025, one quarter
Average holding period
–
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

20 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $17.6B (Q1 2021)

Q1 2021: $17.6BQ2 2021: $17.5BQ3 2021: $15.8BQ4 2021: $11.9BQ1 2022: $10.1BQ2 2022: $4.28BQ3 2022: $3.81BQ4 2022: $3.75BQ1 2023: $3.70BQ2 2023: $3.43BQ3 2023: $2.99BQ4 2023: $3.08BQ1 2024: $2.40BQ2 2024: $1.64BQ3 2024: $1.16BQ4 2024: $927.4MQ1 2025: $743.5MQ2 2025: $270.4MQ3 2025: $247.3M
Q1 2021Q4 2025
13F filings of Jackson Square Partners, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q4 2025Feb 13, 20260$0–vs. Q3 2025SEC
Q3 2025Nov 5, 202547$247.3MNVDAMSFTGOOGLvs. Q2 2025SEC
Q2 2025Aug 7, 202554$270.4MMSFTNVDAAMZNvs. Q1 2025SEC
Q1 2025May 12, 202555$743.5MSBACWHKNSLvs. Q4 2024SEC
Q4 2024Feb 12, 202560$927.4MHAPNWHCLHvs. Q3 2024SEC
Q3 2024Nov 13, 202478$1.16BNYTCLHSITEvs. Q2 2024SEC
Q2 2024Aug 13, 202479$1.64BNYTCLHGOvs. Q1 2024SEC
Q1 2024May 8, 202484$2.40BNYTWIXSITEvs. Q4 2023SEC
Q4 2023Feb 8, 202483$3.08BNYTWIXSITEvs. Q3 2023SEC
Q3 2023Nov 13, 202385$2.99BNYTGOWIXvs. Q2 2023SEC
Q2 2023Aug 11, 202385$3.43BNYTGOFMCvs. Q1 2023SEC
Q1 2023May 11, 202379$3.70BNYTWABWIXvs. Q4 2022SEC
Q4 2022Feb 9, 202381$3.75BNYTWABCRLvs. Q3 2022SEC
Q3 2022Nov 14, 202283$3.81BNYTWABCRLvs. Q2 2022SEC
Q2 2022Aug 12, 202290$4.28BNYTGOWIXvs. Q1 2022SEC
Q1 2022May 13, 202295$10.1BMSFTNYTWIXvs. Q4 2021SEC
Q4 2021Feb 14, 202291$11.9BMSFTNYTLYFTvs. Q3 2021SEC
Q3 2021Nov 12, 202195$15.8BMSFTNYTLYFTvs. Q2 2021SEC
Q2 2021Aug 13, 202196$17.5BMSFTWIXPACBvs. Q1 2021SEC
Q1 2021May 13, 2021102$17.6BMSFTUBERWIX–SEC

13D and 13G filings

Companies where Jackson Square Partners, LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

Jackson Square Partners, LLC does not currently report owning 5% or more of any company.

Latest filings

29 filings on file made by Jackson Square Partners, LLC or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Jackson Square Partners, LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
HAPNHappen, Inc.Feb 4, 20251:38 PM ET13G/A2.53%2.84M shares–Below 5%Dec 31, 2024SEC
VMEOVimeo, Inc.Feb 11, 202213GOld format–New–SEC
TNDMTandem Diabetes Care IncFeb 11, 202213G/AOld format–––SEC
SFIXStitch Fix, Inc.Feb 11, 202213G/AOld format–––SEC
NVRONevro CorpFeb 11, 202213GOld format–New–SEC
HAPNHappen, Inc.Feb 11, 202213GOld format–New–SEC
PZZAPapa Johns International IncFeb 11, 202213G/AOld format–––SEC
NYTNew York Times CoFeb 11, 202213G/AOld format–––SEC
HQYHealthequity, Inc.Feb 11, 202213G/AOld format–––SEC
GOGrocery Outlet Holding Corp.Feb 11, 202213G/AOld format–––SEC
Arco Platform Ltd.Feb 11, 202213G/AOld format–––SEC
AFYAAfya LtdFeb 11, 202213G/AOld format–––SEC
PACBPacific Biosciences of California, Inc.Feb 7, 202213G/AOld format–––SEC
BIRDSmartbird, Inc.Jan 6, 202213GOld format–New–SEC
RAMPLiveRamp Holdings, Inc.Jun 23, 202113G/AOld format–––SEC
GOGrocery Outlet Holding Corp.Feb 9, 202113G/AOld format–––SEC
VRNSVaronis Systems IncFeb 9, 202113G/AOld format–––SEC
TNDMTandem Diabetes Care IncFeb 9, 202113GOld format–New–SEC
RDFNRedfin CorpFeb 9, 202113G/AOld format–––SEC
RAMPLiveRamp Holdings, Inc.Feb 9, 202113G/AOld format–––SEC