Jackson Square Partners, LLC
- SEC CIK
- 0001605911
- Latest filing
- Feb 13, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 12, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 95
- −1 vs. Q2 2021
- Portfolio value
- $15.8B
- −$1.73B (−9.9%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 2,890,688 | $814.9M | 5.2% | −237,329−7.6% | Reduced | History |
| NYTNew York Times Co | CL A | 11,432,273 | $563.3M | 3.6% | −126,086−1.1% | Reduced | History |
| LYFTLyft, Inc. | CL A COM | 8,442,057 | $452.4M | 2.9% | +1,293,829+18.1% | Added | History |
| VVisa Inc. | Stock | 1,942,766 | $432.8M | 2.7% | −171,377−8.1% | Reduced | History |
| TNDMTandem Diabetes Care Inc | COM NEW | 3,571,638 | $426.4M | 2.7% | −51,456−1.4% | Reduced | History |
| WIXWix.com Ltd. | SHS | 2,174,514 | $426.1M | 2.7% | +136,831+6.7% | Added | History |
| UBERUber Technologies, Inc | Stock | 9,430,893 | $422.5M | 2.7% | +214,597+2.3% | Added | History |
| MAMastercard Inc | Stock | 1,200,630 | $417.4M | 2.6% | +36,667+3.2% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 2,730,229 | $385.9M | 2.4% | −202,236−6.9% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 1,239,990 | $375.0M | 2.4% | −139,342−10.1% | Reduced | History |
| PACBPacific Biosciences of California, Inc. | COM | 14,536,671 | $371.4M | 2.4% | −299,823−2.0% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 589,062 | $366.6M | 2.3% | −51,024−8.0% | Reduced | History |
| ESTCElastic N.V. | ORD SHS | 2,447,843 | $364.7M | 2.3% | −35,541−1.4% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 3,086,268 | $349.4M | 2.2% | −375,184−10.8% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 678,324 | $328.7M | 2.1% | −129,429−16.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 99,166 | $325.8M | 2.1% | −11,969−10.8% | Reduced | History |
| TWLOTwilio Inc | CL A | 1,012,120 | $322.9M | 2.0% | −95,604−8.6% | Reduced | History |
| MTCHMatch Group, Inc. | COM | 2,052,253 | $322.2M | 2.0% | −100,599−4.7% | Reduced | History |
| NVRONevro Corp | COM | 2,452,497 | $285.4M | 1.8% | +973,348+65.8% | Added | History |
| NFLXNetflix Inc | Stock | 443,767 | $270.8M | 1.7% | −68,310−13.3% | Reduced | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 7,122,432 | $266.9M | 1.7% | −69,395−1.0% | Reduced | – |
| CHTRCharter Communications, Inc. | CL A | 365,899 | $266.2M | 1.7% | −43,636−10.7% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 1,011,237 | $263.1M | 1.7% | −120,592−10.7% | Reduced | History |
| VRNSVaronis Systems Inc | COM | 4,133,616 | $251.5M | 1.6% | +368,428+9.8% | Added | History |
| DLBDolby Laboratories, Inc. | COM CL A | 2,731,231 | $240.3M | 1.5% | −36,866−1.3% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 824,020 | $237.5M | 1.5% | −66,101−7.4% | Reduced | History |
| SFIXStitch Fix, Inc. | Stock | 5,793,617 | $231.5M | 1.5% | +3,042,864+110.6% | Added | History |
| HAPNHappen, Inc. | COM NEW | 8,021,089 | $226.5M | 1.4% | −1,051,573−11.6% | Reduced | History |
| PZZAPapa Johns International Inc | Stock | 1,720,420 | $218.5M | 1.4% | −644,457−27.3% | Reduced | History |
| GOGrocery Outlet Holding Corp. | COM | 9,588,101 | $206.8M | 1.3% | +86,621+0.9% | Added | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 2,604,093 | $201.0M | 1.3% | −35,334−1.3% | Reduced | History |
| PAYCPaycom Software, Inc. | Stock | 397,039 | $196.8M | 1.2% | −94,439−19.2% | Reduced | History |
| NKENIKE, Inc. | Stock | 1,324,919 | $192.4M | 1.2% | −157,734−10.6% | Reduced | History |
| LBRDKLiberty Broadband Corp | COM SER C | 1,092,687 | $188.7M | 1.2% | −17,408−1.6% | Reduced | History |
| KKRKKR & Co. Inc. | COM | 3,010,827 | $183.3M | 1.2% | −844,335−21.9% | Reduced | History |
| ALGNAlign Technology Inc | COM | 274,046 | $182.4M | 1.2% | −32,764−10.7% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 182,731 | $181.7M | 1.2% | −62,535−25.5% | Reduced | History |
| VMEOVimeo, Inc. | COMMON STOCK | 6,058,805 | $177.9M | 1.1% | +6,058,805 | New | History |
| TWSTTwist Bioscience Corp | COM | 1,554,079 | $166.2M | 1.1% | +246,842+18.9% | Added | History |
| PLANAnaplan, Inc. | COM | 2,720,760 | $165.7M | 1.1% | −36,103−1.3% | Reduced | History |
| Sailpoint Technologies Holdings, Inc.78781P105 | COM | 3,849,441 | $165.1M | 1.0% | −74,977−1.9% | Reduced | – |
| ZMZoom Communications, Inc. | Stock | 605,321 | $158.3M | 1.0% | −76,329−11.2% | Reduced | History |
| CTLTCatalent, Inc. | COM | 1,178,857 | $156.9M | 1.0% | +1,178,857 | New | History |
| GGGGraco Inc | COM | 2,225,524 | $155.7M | 1.0% | −30,214−1.3% | Reduced | History |
| WMWaste Management Inc | Stock | 1,007,007 | $150.4M | 1.0% | −160,702−13.8% | Reduced | History |
| ABMDAbiomed Inc | COM | 443,195 | $144.3M | 0.9% | −5,909−1.3% | Reduced | History |
| FVRRFiverr International Ltd. | ORD SHS | 741,610 | $135.5M | 0.9% | −339,555−31.4% | Reduced | History |
| COUPCoupa Software Inc | COM | 613,522 | $134.5M | 0.9% | +33,561+5.8% | Added | History |
| ASMLFASML Holding NV | COM | 166,605 | $124.6M | 0.8% | −467−0.3% | Reduced | History |
| TXG10x Genomics, Inc. | CL A COM | 818,826 | $119.2M | 0.8% | −98,204−10.7% | Reduced | History |
| ADBEAdobe Inc. | Stock | 205,270 | $118.2M | 0.7% | −57,764−22.0% | Reduced | History |
| MELIMercadolibre Inc | COM | 67,883 | $114.0M | 0.7% | −154−0.2% | Reduced | History |
| ABNBAirbnb, Inc. | Stock | 665,159 | $111.6M | 0.7% | −383,128−36.5% | Reduced | History |
| ADYYFAdyen N.V. | Common Stock | 37,691 | $105.4M | 0.7% | −86−0.2% | Reduced | History |
| De Sammensluttede Vognmaend AFK31864117 | COM | 430,826 | $103.3M | 0.7% | +430,826 | New | – |
| Experian Ord USD0.10G32655105 | COMMON | 2,456,530 | $102.9M | 0.7% | −5,668−0.2% | Reduced | – |
| Lonza Group AG CHF1 (Regd)H50524133 | CS | 134,081 | $101.0M | 0.6% | +133,398+19,531.2% | Added | – |
| VWSYFVestas Wind Systems A/S | COM | 2,423,070 | $97.2M | 0.6% | −5,460−0.2% | Reduced | History |
| Louis Vuitton Moet HennessyF58485115 | COM | 132,060 | $94.8M | 0.6% | −492−0.4% | Reduced | – |
| VRMVroom, Inc. | COM | 4,249,421 | $93.8M | 0.6% | −55,866−1.3% | Reduced | History |
| DXCMDexcom Inc | COM | 164,856 | $90.2M | 0.6% | −371−0.2% | Reduced | History |
| Airbus SEN0280G100 | COM | 661,294 | $88.1M | 0.6% | −210,414−24.1% | Reduced | – |
| AONAon plc | CL A | 291,550 | $83.3M | 0.5% | +86,627+42.3% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 720,155 | $80.4M | 0.5% | −1,639−0.2% | Reduced | History |
| INFOIHS Markit Ltd. | SHS | 683,544 | $79.7M | 0.5% | +127,044+22.8% | Added | History |
| Safran SAF4035A557 | Common Stock | 591,638 | $75.1M | 0.5% | −1,497−0.3% | Reduced | – |
| Freee K K NPVJ1513Q100 | COMMON | 990,890 | $72.6M | 0.5% | −2,241−0.2% | Reduced | – |
| Monotaro Co.ltd NPVJ46583100 | COMMON | 2,940,378 | $66.7M | 0.4% | −6,815−0.2% | Reduced | – |
| BILLBILL Holdings, Inc. | Stock | 242,304 | $64.7M | 0.4% | −1,034,777−81.0% | Reduced | History |
| BILIBilibili Inc. | SPONS ADS REP Z | 959,556 | $63.5M | 0.4% | −2,167−0.2% | Reduced | History |
| Recruit Hldgs Co L NPVJ6433A101 | COMMON | 991,389 | $60.9M | 0.4% | +983,248+12,077.7% | Added | – |
| Intertek Group Ord GBP0.01G4911B108 | COMMON | 759,554 | $50.9M | 0.3% | −267,302−26.0% | Reduced | – |
| AFYAAfya Ltd | CL A COM | 1,990,130 | $39.3M | 0.2% | −4,602−0.2% | Reduced | History |
| Arco Platform LtdG04553106 | COM CL A | 1,520,332 | $33.0M | 0.2% | −3,418−0.2% | Reduced | – |
| MQMarqeta, Inc. | CLASS A COM | 848,060 | $18.8M | 0.1% | −1,913−0.2% | Reduced | History |
| CWSTCasella Waste Systems Inc | CL A | 134,622 | $10.2M | 0.1% | 00.0% | Unchanged | History |
| INSPInspire Medical Systems, Inc. | COM | 37,473 | $8.73M | 0.1% | +8,302+28.5% | Added | History |
| SGHTSight Sciences, Inc. | COM | 340,319 | $7.72M | <0.1% | +340,319 | New | History |
| CYRXCryoport, Inc. | COM PAR $0.001 | 82,096 | $5.46M | <0.1% | +82,096 | New | History |
| NSTGNS Wind Down Co., Inc. | COM | 106,115 | $5.09M | <0.1% | −28,464−21.2% | Reduced | History |
| SHAKShake Shack Inc. | CL A | 63,933 | $5.02M | <0.1% | 00.0% | Unchanged | History |
| PLMRPalomar Holdings, Inc. | Stock | 52,243 | $4.22M | <0.1% | −13,895−21.0% | Reduced | History |
| TEAMAtlassian Corp | CL A | 1,421 | $556.0K | <0.1% | −336−19.1% | Reduced | History |
| SDMHFSartorius Stedim Biotech S.A. | COMMON | 953 | $533.0K | <0.1% | 00.0% | Unchanged | History |
| STVNStevanato Group S.p.A. | ORD SHS | 15,341 | $388.0K | <0.1% | +15,341 | New | History |
| SHOPShopify Inc. | Stock | 264 | $357.0K | <0.1% | 00.0% | Unchanged | History |
| SESea Ltd | SPONSORD ADS | 1,095 | $349.0K | <0.1% | 00.0% | Unchanged | History |
| L'Oreal EUR0.20F58149133 | COM | 768 | $317.0K | <0.1% | 00.0% | Unchanged | – |
| Zur Rose GP AG CHF30.00H9875C108 | COMMON | 743 | $298.0K | <0.1% | 00.0% | Unchanged | – |
| Puma SE NPVD62318148 | COMMON | 2,560 | $285.0K | <0.1% | 00.0% | Unchanged | – |
| LULUlululemon athletica inc. | Stock | 642 | $259.0K | <0.1% | 00.0% | Unchanged | History |
| Delivery Hero SE NPVD1T0KZ103 | COMMON | 1,966 | $251.0K | <0.1% | 00.0% | Unchanged | – |
| GDSGDS Holdings Ltd | SPONSORED ADS | 3,776 | $213.0K | <0.1% | 00.0% | Unchanged | History |
| Zalando SE NPVD98423102 | COMMON | 2,088 | $191.0K | <0.1% | 00.0% | Unchanged | – |
| STNEStoneCo Ltd. | COM | 4,001 | $138.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2021 (7)
Positions held at the end of Q2 2021 that are gone from this filing.
| Security | Class | Shares in Q2 2021 | Value in Q2 2021 | % of portfolio in Q2 2021 | History |
|---|---|---|---|---|---|
| HQYHealthequity, Inc. | COM | 3,519,199 | $283.2M | 1.6% | History |
| ONEM1Life Healthcare Inc | COM | 5,303,364 | $175.3M | 1.0% | History |
| CGCarlyle Group Inc. | COM | 2,827,121 | $131.4M | 0.8% | History |
| SBUXStarbucks Corp | Stock | 1,098,634 | $122.8M | 0.7% | History |
| DSV Panalpina A/S DKK1K3186P102 | COMMON | 431,811 | $94.7M | 0.5% | – |
| BALLBALL Corp | COM | 674,274 | $54.6M | 0.3% | History |
| Kuaishou Technolog USD0.0000053 B ClassG53263102 | COMMON | 7,000 | $1.53M | <0.1% | – |