Jackson Square Partners, LLC
- SEC CIK
- 0001605911
- Latest filing
- Feb 13, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 11, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 79
- −2 vs. Q4 2022
- Portfolio value
- $3.70B
- −$53.1M (−1.4%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NYTNew York Times Co | CL A | 7,531,235 | $292.8M | 7.9% | −534,682−6.6% | Reduced | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,982,743 | $200.4M | 5.4% | −104,193−5.0% | Reduced | History |
| WIXWix.com Ltd. | SHS | 1,906,873 | $190.3M | 5.1% | −110,658−5.5% | Reduced | History |
| FMCFMC Corp | COM NEW | 1,519,835 | $185.6M | 5.0% | +598,348+64.9% | Added | History |
| CRLCharles River Laboratories International, Inc. | COM | 903,967 | $182.4M | 4.9% | +42,844+5.0% | Added | History |
| GOGrocery Outlet Holding Corp. | COM | 6,103,398 | $172.5M | 4.7% | +814,636+15.4% | Added | History |
| AZPNAspen Technology, Inc. | COM | 735,561 | $168.3M | 4.6% | +82,038+12.6% | Added | History |
| GGGGraco Inc | COM | 2,198,351 | $160.5M | 4.3% | −115,692−5.0% | Reduced | History |
| PACBPacific Biosciences of California, Inc. | COM | 12,097,961 | $140.1M | 3.8% | −2,907,216−19.4% | Reduced | History |
| WMGWarner Music Group Corp. | COM CL A | 4,016,398 | $134.0M | 3.6% | +199,463+5.2% | Added | History |
| SITESiteOne Landscape Supply, Inc. | COM | 922,569 | $126.3M | 3.4% | −38,280−4.0% | Reduced | History |
| HWMHowmet Aerospace Inc. | Stock | 2,972,993 | $126.0M | 3.4% | −128,979−4.2% | Reduced | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 1,712,530 | $116.2M | 3.1% | +364,773+27.1% | Added | History |
| ESTCElastic N.V. | ORD SHS | 1,953,694 | $113.1M | 3.1% | +150,271+8.3% | Added | History |
| TECHBIO-TECHNE Corp | COM | 1,485,067 | $110.2M | 3.0% | −442,074−22.9% | Reduced | History |
| LSCCLattice Semiconductor Corp | COM | 1,032,435 | $98.6M | 2.7% | −46,324−4.3% | Reduced | History |
| DLBDolby Laboratories, Inc. | COM CL A | 1,095,642 | $93.6M | 2.5% | −51,247−4.5% | Reduced | History |
| OKTAOkta, Inc. | CL A | 1,078,530 | $93.0M | 2.5% | +227,764+26.8% | Added | History |
| CLHClean Harbors Inc | COM | 610,588 | $87.0M | 2.4% | +610,588 | New | History |
| HXLHexcel Corp | COM | 1,272,488 | $86.8M | 2.3% | +1,272,488 | New | History |
| PTONPeloton Interactive, Inc. | CL A COM | 7,603,351 | $86.2M | 2.3% | +2,684,114+54.6% | Added | History |
| LPLALPL Financial Holdings Inc. | COM | 389,820 | $78.9M | 2.1% | −152,611−28.1% | Reduced | History |
| MKTXMarketaxess Holdings Inc | COM | 187,396 | $73.3M | 2.0% | −234,991−55.6% | Reduced | History |
| HAPNHappen, Inc. | COM NEW | 8,745,217 | $63.1M | 1.7% | +892,484+11.4% | Added | History |
| PZZAPapa Johns International Inc | Stock | 820,908 | $61.5M | 1.7% | −822,631−50.1% | Reduced | History |
| RYANRyan Specialty Holdings, Inc. | CL A | 1,117,102 | $45.0M | 1.2% | +1,117,102 | New | History |
| MSFTMicrosoft Corp | Stock | 147,523 | $42.5M | 1.2% | −76,227−34.1% | Reduced | History |
| MAMastercard Inc | Stock | 73,380 | $26.7M | 0.7% | −32,850−30.9% | Reduced | History |
| VVisa Inc. | Stock | 111,652 | $25.2M | 0.7% | −49,999−30.9% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 233,740 | $24.1M | 0.7% | −138,055−37.1% | Reduced | History |
| CMECME Group Inc. | COM | 95,707 | $18.3M | 0.5% | −13,432−12.3% | Reduced | History |
| BABoeing Co | Stock | 81,863 | $17.4M | 0.5% | −36,818−31.0% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 221,902 | $17.1M | 0.5% | −61,469−21.7% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 180,380 | $14.9M | 0.4% | −79,209−30.5% | Reduced | History |
| WMWaste Management Inc | Stock | 90,784 | $14.8M | 0.4% | −17,126−15.9% | Reduced | History |
| NKENIKE, Inc. | Stock | 112,222 | $13.8M | 0.4% | −50,492−31.0% | Reduced | History |
| STVNStevanato Group S.p.A. | ORD SHS | 518,422 | $13.4M | 0.4% | −114,503−18.1% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 72,220 | $13.3M | 0.4% | −31,301−30.2% | Reduced | History |
| NVDANVIDIA Corp | Stock | 44,457 | $12.3M | 0.3% | −27,293−38.0% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 46,490 | $11.9M | 0.3% | −20,937−31.1% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 25,446 | $11.8M | 0.3% | −18,029−41.5% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 34,280 | $11.8M | 0.3% | −8,112−19.1% | Reduced | History |
| DHRDanaher Corp | Stock | 44,467 | $11.2M | 0.3% | −9,031−16.9% | Reduced | History |
| SGHTSight Sciences, Inc. | COM | 1,279,061 | $11.2M | 0.3% | +69,357+5.7% | Added | History |
| UBERUber Technologies, Inc | Stock | 341,750 | $10.8M | 0.3% | −313,291−47.8% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 107,616 | $10.5M | 0.3% | −48,556−31.1% | Reduced | History |
| PRFTPerficient Inc | COM | 141,203 | $10.2M | 0.3% | 00.0% | Unchanged | History |
| LINLinde PLC | Stock | 27,047 | $9.61M | 0.3% | +27,047 | New | History |
| CTVACorteva, Inc. | Stock | 157,456 | $9.50M | 0.3% | +157,456 | New | History |
| KKRKKR & Co. Inc. | COM | 171,668 | $9.02M | 0.2% | −77,284−31.0% | Reduced | History |
| BRBRBellring Brands, Inc. | Stock | 231,185 | $7.86M | 0.2% | 00.0% | Unchanged | History |
| CPRTCopart Inc | COM | 102,796 | $7.73M | 0.2% | −16,230−13.6% | Reduced | History |
| ALGNAlign Technology Inc | COM | 20,414 | $6.82M | 0.2% | −18,003−46.9% | Reduced | History |
| RMBSRambus Inc | COM | 93,078 | $4.77M | 0.1% | 00.0% | Unchanged | History |
| CWSTCasella Waste Systems Inc | CL A | 57,655 | $4.77M | 0.1% | 00.0% | Unchanged | History |
| DDOGDatadog, Inc. | CL A COM | 63,979 | $4.65M | 0.1% | −28,910−31.1% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 964 | $455.6K | <0.1% | +33+3.5% | Added | History |
| Lonza Group AG CHF1 (Regd)H50524133 | CS | 743 | $444.4K | <0.1% | 00.0% | Unchanged | – |
| ELVElevance Health, Inc. | Stock | 734 | $337.5K | <0.1% | +71+10.7% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 379 | $218.4K | <0.1% | +148+64.1% | Added | History |
| HUMHumana Inc | Stock | 439 | $213.1K | <0.1% | +26+6.3% | Added | History |
| AVTRAvantor, Inc. | COM | 9,905 | $209.4K | <0.1% | −4,455−31.0% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 1,050 | $108.9K | <0.1% | 00.0% | Unchanged | History |
| Louis Vuitton Moet HennessyF58485115 | COM | 110 | $100.7K | <0.1% | −8−6.8% | Reduced | – |
| AONAon plc | CL A | 284 | $89.5K | <0.1% | 00.0% | Unchanged | History |
| Airbus SEN0280G100 | COM | 656 | $87.7K | <0.1% | 00.0% | Unchanged | – |
| Safran SAF4035A557 | Common Stock | 588 | $87.0K | <0.1% | 00.0% | Unchanged | – |
| De Sammensluttede Vognmaend AFK31864117 | COM | 434 | $83.8K | <0.1% | −27−5.9% | Reduced | – |
| ASMLFASML Holding NV | COM | 123 | $83.4K | <0.1% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 61 | $80.4K | <0.1% | 00.0% | Unchanged | History |
| L'Oreal EUR0.20F58149133 | COM | 162 | $72.2K | <0.1% | 00.0% | Unchanged | – |
| UMGNFUniversal Music Group N.V. | COMMON | 2,846 | $71.9K | <0.1% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 642 | $59.7K | <0.1% | 00.0% | Unchanged | History |
| LULUlululemon athletica inc. | Stock | 150 | $54.6K | <0.1% | 00.0% | Unchanged | History |
| Experian Ord USD0.10G32655105 | COMMON | 1,640 | $53.8K | <0.1% | 00.0% | Unchanged | – |
| ADYYFAdyen N.V. | Common Stock | 34 | $53.8K | <0.1% | 00.0% | Unchanged | History |
| VWSYFVestas Wind Systems A/S | COM | 1,490 | $43.2K | <0.1% | −64−4.1% | Reduced | History |
| Recruit Hldgs Co L NPVJ6433A101 | COMMON | 1,466 | $40.3K | <0.1% | 00.0% | Unchanged | – |
| Monotaro Co.ltd NPVJ46583100 | COMMON | 3,147 | $39.3K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q4 2022 (7)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| COUPCoupa Software Inc | COM | 1,642,467 | $130.0M | 3.5% | History |
| AZTAAzenta, Inc. | COM | 2,125,898 | $123.8M | 3.3% | History |
| LYFTLyft, Inc. | CL A COM | 3,788,727 | $41.8M | 1.1% | History |
| VMEOVimeo, Inc. | COMMON STOCK | 9,681,775 | $33.2M | 0.9% | History |
| TWSTTwist Bioscience Corp | COM | 1,333,523 | $31.8M | 0.8% | History |
| MTCHMatch Group, Inc. | COM | 180,777 | $7.50M | 0.2% | History |
| ABNBAirbnb, Inc. | Stock | 74,757 | $6.39M | 0.2% | History |