Jackson Square Partners, LLC
- SEC CIK
- 0001605911
- Latest filing
- Feb 13, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 90
- −5 vs. Q1 2022
- Portfolio value
- $4.28B
- −$5.79B (−57.5%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NYTNew York Times Co | CL A | 9,087,478 | $253.5M | 5.9% | −2,079,662−18.6% | Reduced | History |
| GOGrocery Outlet Holding Corp. | COM | 5,495,872 | $234.3M | 5.5% | −5,545,201−50.2% | Reduced | History |
| WIXWix.com Ltd. | SHS | 3,155,845 | $206.9M | 4.8% | −475,671−13.1% | Reduced | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 2,408,061 | $197.7M | 4.6% | +260,834+12.1% | Added | History |
| TECHBIO-TECHNE Corp | COM | 556,157 | $192.8M | 4.5% | −24,586−4.2% | Reduced | History |
| DLBDolby Laboratories, Inc. | COM CL A | 2,629,576 | $188.2M | 4.4% | −751,854−22.2% | Reduced | History |
| AZTAAzenta, Inc. | COM | 2,449,472 | $176.6M | 4.1% | +238,243+10.8% | Added | History |
| UPWKUpwork, Inc | COM | 7,515,943 | $155.4M | 3.6% | +25,037+0.3% | Added | History |
| ESTCElastic N.V. | ORD SHS | 2,146,278 | $145.2M | 3.4% | +1,703+0.1% | Added | History |
| GGGGraco Inc | COM | 2,313,281 | $137.4M | 3.2% | +2,031+0.1% | Added | History |
| CTLTCatalent, Inc. | COM | 1,250,575 | $134.2M | 3.1% | −205,348−14.1% | Reduced | History |
| LPLALPL Financial Holdings Inc. | COM | 677,978 | $125.1M | 2.9% | +677,978 | New | History |
| MKTXMarketaxess Holdings Inc | COM | 454,547 | $116.4M | 2.7% | +67,280+17.4% | Added | History |
| ABMDAbiomed Inc | COM | 460,537 | $114.0M | 2.7% | +404+0.1% | Added | History |
| LBRDKLiberty Broadband Corp | COM SER C | 944,841 | $109.3M | 2.6% | +501+0.1% | Added | History |
| AZPNAspen Technology, Inc. | COM | 589,317 | $108.2M | 2.5% | +589,317 | New | History |
| PZZAPapa Johns International Inc | Stock | 1,254,445 | $104.8M | 2.4% | +506,640+67.8% | Added | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 1,555,278 | $102.2M | 2.4% | −884,978−36.3% | Reduced | History |
| HAPNHappen, Inc. | COM NEW | 8,734,138 | $102.1M | 2.4% | −111,844−1.3% | Reduced | History |
| PACBPacific Biosciences of California, Inc. | COM | 22,762,042 | $100.6M | 2.3% | +219,453+1.0% | Added | History |
| COUPCoupa Software Inc | COM | 1,656,207 | $94.6M | 2.2% | −278,163−14.4% | Reduced | History |
| CRLCharles River Laboratories International, Inc. | COM | 435,470 | $93.2M | 2.2% | +434,809+65,780.5% | Added | History |
| TWSTTwist Bioscience Corp | COM | 2,498,931 | $87.4M | 2.0% | +1,272+0.1% | Added | History |
| WMGWarner Music Group Corp. | COM CL A | 3,502,419 | $85.3M | 2.0% | +3,502,419 | New | History |
| MSFTMicrosoft Corp | Stock | 314,382 | $80.7M | 1.9% | −1,398,070−81.6% | Reduced | History |
| VMEOVimeo, Inc. | COMMON STOCK | 11,849,912 | $71.3M | 1.7% | +4,195,390+54.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 490,133 | $52.1M | 1.2% | −871,567−64.0% | ReducedConverted for a 20-for-1 split | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 7,032,563 | $50.4M | 1.2% | +3,3980.0% | Added | – |
| LYFTLyft, Inc. | CL A COM | 3,705,161 | $49.2M | 1.1% | −17,334−0.5% | Reduced | History |
| MAMastercard Inc | Stock | 149,614 | $47.2M | 1.1% | −682,530−82.0% | Reduced | History |
| VVisa Inc. | Stock | 225,587 | $44.4M | 1.0% | −953,356−80.9% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 367,659 | $35.0M | 0.8% | −1,526,984−80.6% | Reduced | History |
| PTONPeloton Interactive, Inc. | CL A COM | 3,611,202 | $33.1M | 0.8% | +5,924+0.2% | Added | History |
| NOWServiceNow, Inc. | Stock | 61,340 | $29.2M | 0.7% | −247,363−80.1% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 146,000 | $28.9M | 0.7% | −617,711−80.9% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 409,765 | $28.6M | 0.7% | −1,680,661−80.4% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 59,236 | $27.8M | 0.6% | −105,138−64.0% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 1,142,755 | $23.4M | 0.5% | −3,952,078−77.6% | Reduced | History |
| NKENIKE, Inc. | Stock | 214,388 | $21.9M | 0.5% | −380,664−64.0% | Reduced | History |
| WMWaste Management Inc | Stock | 142,197 | $21.8M | 0.5% | −310,710−68.6% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 61,482 | $20.7M | 0.5% | −136,588−69.0% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 88,874 | $17.8M | 0.4% | −157,717−64.0% | Reduced | History |
| MTCHMatch Group, Inc. | COM | 254,700 | $17.8M | 0.4% | −961,092−79.1% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 168,918 | $16.1M | 0.4% | −868,958−83.7% | Reduced | History |
| KKRKKR & Co. Inc. | COM | 328,149 | $15.2M | 0.4% | −582,408−64.0% | Reduced | History |
| BIRDSmartbird, Inc. | COM CL A | 3,831,866 | $15.1M | 0.4% | −145,399−3.7% | Reduced | History |
| NVDANVIDIA Corp | Stock | 94,586 | $14.3M | 0.3% | −100,133−51.4% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 93,705 | $13.0M | 0.3% | −412,394−81.5% | Reduced | History |
| ALGNAlign Technology Inc | COM | 53,933 | $12.8M | 0.3% | −206,782−79.3% | Reduced | History |
| ADBEAdobe Inc. | Stock | 33,200 | $12.2M | 0.3% | −58,979−64.0% | Reduced | History |
| GTLBGitlab Inc. | CLASS A COM | 221,025 | $11.7M | 0.3% | −391,009−63.9% | Reduced | History |
| TWLOTwilio Inc | CL A | 127,032 | $10.6M | 0.2% | −225,498−64.0% | Reduced | History |
| TXG10x Genomics, Inc. | CL A COM | 211,050 | $9.55M | 0.2% | −369,389−63.6% | Reduced | History |
| ABNBAirbnb, Inc. | Stock | 98,628 | $8.79M | 0.2% | −174,793−63.9% | Reduced | History |
| CYRXCryoport, Inc. | COM PAR $0.001 | 234,445 | $7.26M | 0.2% | +44,129+23.2% | Added | History |
| SGHTSight Sciences, Inc. | COM | 595,051 | $5.35M | 0.1% | +130,770+28.2% | Added | History |
| PRFTPerficient Inc | COM | 56,609 | $5.19M | 0.1% | +25,044+79.3% | Added | History |
| CWSTCasella Waste Systems Inc | CL A | 69,605 | $5.06M | 0.1% | +5,915+9.3% | Added | History |
| STVNStevanato Group S.p.A. | ORD SHS | 287,469 | $4.54M | 0.1% | +262,572+1,054.6% | Added | History |
| GOOGLAlphabet Inc. | Stock | 1,630 | $3.55M | 0.1% | +1,630 | New | History |
| RBARB Global Inc. | COM | 50,865 | $3.31M | 0.1% | +50,865 | New | History |
| Walkme LtdM97628107 | ORD SHS | 299,050 | $3.03M | 0.1% | −120,501−28.7% | Reduced | – |
| AONAon plc | CL A | 9,804 | $2.64M | 0.1% | −293,181−96.8% | Reduced | History |
| Louis Vuitton Moet HennessyF58485115 | COM | 4,251 | $2.59M | 0.1% | −122,265−96.6% | Reduced | – |
| Lonza Group AG CHF1 (Regd)H50524133 | CS | 4,754 | $2.53M | 0.1% | −124,233−96.3% | Reduced | – |
| SITESiteOne Landscape Supply, Inc. | COM | 19,633 | $2.33M | 0.1% | +19,633 | New | History |
| De Sammensluttede Vognmaend AFK31864117 | COM | 15,959 | $2.23M | 0.1% | −394,201−96.1% | Reduced | – |
| UNHUnitedHealth Group Inc | Stock | 4,288 | $2.20M | 0.1% | +4,288 | New | History |
| SONOSonos Inc | COM | 112,878 | $2.04M | <0.1% | +112,878 | New | History |
| ASMLFASML Holding NV | COM | 4,252 | $2.03M | <0.1% | −126,226−96.7% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 24,822 | $2.03M | <0.1% | −666,251−96.4% | Reduced | History |
| L'Oreal EUR0.20F58149133 | COM | 5,739 | $1.98M | <0.1% | +5,040+721.0% | Added | – |
| UMGNFUniversal Music Group N.V. | COMMON | 96,388 | $1.93M | <0.1% | −2,738,361−96.6% | Reduced | History |
| ADYYFAdyen N.V. | Common Stock | 1,197 | $1.74M | <0.1% | −34,691−96.7% | Reduced | History |
| Monotaro Co.ltd NPVJ46583100 | COMMON | 106,834 | $1.59M | <0.1% | −3,216,202−96.8% | Reduced | – |
| Recruit Hldgs Co L NPVJ6433A101 | COMMON | 51,434 | $1.51M | <0.1% | −1,498,392−96.7% | Reduced | – |
| LULUlululemon athletica inc. | Stock | 5,297 | $1.44M | <0.1% | +4,659+730.3% | Added | History |
| MELIMercadolibre Inc | COM | 2,144 | $1.36M | <0.1% | −62,398−96.7% | Reduced | History |
| Experian Ord USD0.10G32655105 | COMMON | 55,708 | $1.34M | <0.1% | −1,694,755−96.8% | Reduced | – |
| VWSYFVestas Wind Systems A/S | COM | 56,773 | $1.20M | <0.1% | −1,608,315−96.6% | Reduced | History |
| Airbus SEN0280G100 | COM | 11,971 | $1.16M | <0.1% | −648,893−98.2% | Reduced | – |
| Safran SAF4035A557 | Common Stock | 10,195 | $1.01M | <0.1% | −581,101−98.3% | Reduced | – |
| AVTRAvantor, Inc. | COM | 10,651 | $331.0K | <0.1% | +2,222+26.4% | Added | History |
| EPAMEPAM Systems, Inc. | COM | 740 | $218.0K | <0.1% | −23−3.0% | Reduced | History |
| SDMHFSartorius Stedim Biotech S.A. | COMMON | 715 | $213.0K | <0.1% | −768−51.8% | Reduced | History |
| London Stock Exchange Group Ord GBP0.06918604GB00V0SWJ | COMMON | 2,090 | $194.0K | <0.1% | +2,090 | New | – |
| Intertek Group Ord GBP0.01G4911B108 | COMMON | 3,518 | $180.0K | <0.1% | −113−3.1% | Reduced | – |
| TEAMAtlassian Corp | CL A | 954 | $178.0K | <0.1% | −30−3.0% | Reduced | History |
| RMDResmed Inc | COM | 826 | $173.0K | <0.1% | −26−3.1% | Reduced | History |
| Puma SE NPVD62318148 | COMMON | 2,259 | $148.0K | <0.1% | −73−3.1% | Reduced | – |
Sold out since Q1 2022 (14)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| TNDMTandem Diabetes Care Inc | COM NEW | 1,499,740 | $174.4M | 1.7% | History |
| Sailpoint Technologies Holdings, Inc.78781P105 | COM | 2,990,312 | $153.0M | 1.5% | – |
| AZPNASPENTECH Corp | COM | 639,005 | $105.7M | 1.0% | History |
| NFLXNetflix Inc | Stock | 250,141 | $93.7M | 0.9% | History |
| DXCMDexcom Inc | COM | 157,121 | $80.4M | 0.8% | History |
| OMCLOmnicell, Inc. | COM | 370,210 | $47.9M | 0.5% | History |
| Arco Platform LtdG04553106 | COM CL A | 1,448,893 | $30.6M | 0.3% | – |
| AFYAAfya Ltd | CL A COM | 1,897,676 | $27.3M | 0.3% | History |
| SESea Ltd | SPONSORD ADS | 204,755 | $24.5M | 0.2% | History |
| INSPInspire Medical Systems, Inc. | COM | 17,173 | $4.41M | <0.1% | History |
| NSTGNS Wind Down Co., Inc. | COM | 126,485 | $4.39M | <0.1% | History |
| SHAKShake Shack Inc. | CL A | 61,740 | $4.19M | <0.1% | History |
| SHOPShopify Inc. | Stock | 239 | $161.0K | <0.1% | History |
| JDJD.com, Inc. | SPON ADS CL A | 2,340 | $135.0K | <0.1% | History |