Jackson Square Partners, LLC
- SEC CIK
- 0001605911
- Latest filing
- Feb 13, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 11, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 85
- +6 vs. Q1 2023
- Portfolio value
- $3.43B
- −$267.8M (−7.2%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Nintendo Co Ltd Kyoto OrdJ51699106 | COM | 838 | $38.0K | <0.1% | +838 | New | – |
| VWSYFVestas Wind Systems A/S | COM | 1,490 | $39.6K | <0.1% | 00.0% | Unchanged | History |
| Monotaro Co.ltd NPVJ46583100 | COMMON | 3,147 | $39.8K | <0.1% | 00.0% | Unchanged | – |
| LULUlululemon athletica inc. | Stock | 119 | $45.0K | <0.1% | −31−20.7% | Reduced | History |
| Recruit Hldgs Co L NPVJ6433A101 | COMMON | 1,466 | $46.4K | <0.1% | 00.0% | Unchanged | – |
| ADYYFAdyen N.V. | Common Stock | 34 | $58.8K | <0.1% | 00.0% | Unchanged | History |
| Experian Ord USD0.10G32655105 | COMMON | 1,640 | $62.9K | <0.1% | 00.0% | Unchanged | – |
| UMGNFUniversal Music Group N.V. | COMMON | 2,846 | $63.2K | <0.1% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 56 | $66.3K | <0.1% | −5−8.2% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 718 | $72.5K | <0.1% | +76+11.8% | Added | History |
| L'Oreal EUR0.20F58149133 | COM | 162 | $75.5K | <0.1% | 00.0% | Unchanged | – |
| De Sammensluttede Vognmaend AFK31864117 | COM | 385 | $80.8K | <0.1% | −49−11.3% | Reduced | – |
| ASMLFASML Holding NV | COM | 115 | $83.2K | <0.1% | −8−6.5% | Reduced | History |
| AONAon plc | CL A | 252 | $87.0K | <0.1% | −32−11.3% | Reduced | History |
| Louis Vuitton Moet HennessyF58485115 | COM | 93 | $87.6K | <0.1% | −17−15.5% | Reduced | – |
| Airbus SEN0280G100 | COM | 625 | $90.2K | <0.1% | −31−4.7% | Reduced | – |
| Safran SAF4035A557 | Common Stock | 588 | $92.0K | <0.1% | 00.0% | Unchanged | – |
| ELVElevance Health, Inc. | Stock | 380 | $168.8K | <0.1% | −354−48.2% | Reduced | History |
| UTHRUnited Therapeutics Corp | COM | 805 | $177.7K | <0.1% | +805 | New | History |
| HUMHumana Inc | Stock | 486 | $217.3K | <0.1% | +47+10.7% | Added | History |
| ICLRIcon PLC | COM | 910 | $227.7K | <0.1% | +910 | New | History |
| TMOThermo Fisher Scientific Inc. | Stock | 467 | $243.7K | <0.1% | +88+23.2% | Added | History |
| Lonza Group AG CHF1 (Regd)H50524133 | CS | 732 | $435.9K | <0.1% | −11−1.5% | Reduced | – |
| UNHUnitedHealth Group Inc | Stock | 978 | $470.1K | <0.1% | +14+1.5% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 48,126 | $4.73M | 0.1% | −15,853−24.8% | Reduced | History |
| RMBSRambus Inc | COM | 78,606 | $5.04M | 0.1% | −14,472−15.5% | Reduced | History |
| CWSTCasella Waste Systems Inc | CL A | 60,458 | $5.47M | 0.2% | +2,803+4.9% | Added | History |
| STVNStevanato Group S.p.A. | ORD SHS | 175,235 | $5.67M | 0.2% | −343,187−66.2% | Reduced | History |
| Abcam PLC000380204 | ADS | 242,234 | $5.93M | 0.2% | +242,234 | New | – |
| IQVIQVIA Holdings Inc. | Stock | 29,624 | $6.66M | 0.2% | +29,624 | New | History |
| CPRTCopart Inc | COM | 77,434 | $7.06M | 0.2% | −25,362−24.7% | Reduced | History |
| KKRKKR & Co. Inc. | COM | 129,311 | $7.24M | 0.2% | −42,357−24.7% | Reduced | History |
| LINLinde PLC | Stock | 20,343 | $7.75M | 0.2% | −6,704−24.8% | Reduced | History |
| NKENIKE, Inc. | Stock | 72,221 | $7.97M | 0.2% | −40,001−35.6% | Reduced | History |
| DHRDanaher Corp | Stock | 33,439 | $8.03M | 0.2% | −11,028−24.8% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 75,208 | $8.57M | 0.2% | −32,408−30.1% | Reduced | History |
| CTVACorteva, Inc. | Stock | 157,347 | $9.02M | 0.3% | −109−0.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 80,963 | $9.69M | 0.3% | +79,913+7,610.8% | Added | History |
| SPGIS&P Global Inc. | Stock | 25,935 | $10.4M | 0.3% | −8,345−24.3% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 19,331 | $10.9M | 0.3% | −6,115−24.0% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 54,952 | $10.9M | 0.3% | −17,268−23.9% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 32,232 | $11.0M | 0.3% | −14,258−30.7% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 257,798 | $11.1M | 0.3% | −83,952−24.6% | Reduced | History |
| WMWaste Management Inc | Stock | 68,535 | $11.9M | 0.3% | −22,249−24.5% | Reduced | History |
| PRFTPerficient Inc | COM | 148,069 | $12.3M | 0.4% | +6,866+4.9% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 136,857 | $12.9M | 0.4% | −43,523−24.1% | Reduced | History |
| BABoeing Co | Stock | 61,603 | $13.0M | 0.4% | −20,260−24.7% | Reduced | History |
| CMECME Group Inc. | COM | 72,145 | $13.4M | 0.4% | −23,562−24.6% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 167,429 | $13.5M | 0.4% | −54,473−24.5% | Reduced | History |
| NVDANVIDIA Corp | Stock | 32,043 | $13.6M | 0.4% | −12,414−27.9% | Reduced | History |
| VVisa Inc. | Stock | 59,687 | $14.2M | 0.4% | −51,965−46.5% | Reduced | History |
| SGHTSight Sciences, Inc. | COM | 1,716,204 | $14.2M | 0.4% | +437,143+34.2% | Added | History |
| MAMastercard Inc | Stock | 42,930 | $16.9M | 0.5% | −30,450−41.5% | Reduced | History |
| MASIMasimo Corp | COM | 126,540 | $20.8M | 0.6% | +126,540 | New | History |
| AMZNAmazon Com Inc | Stock | 168,940 | $22.0M | 0.6% | −64,800−27.7% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 111,532 | $38.0M | 1.1% | −35,991−24.4% | Reduced | History |
| MKTXMarketaxess Holdings Inc | COM | 171,831 | $44.9M | 1.3% | −15,565−8.3% | Reduced | History |
| PZZAPapa Johns International Inc | Stock | 753,177 | $55.6M | 1.6% | −67,731−8.3% | Reduced | History |
| PTONPeloton Interactive, Inc. | CL A COM | 7,349,336 | $56.5M | 1.6% | −254,015−3.3% | Reduced | History |
| DLBDolby Laboratories, Inc. | COM CL A | 737,135 | $61.7M | 1.8% | −358,507−32.7% | Reduced | History |
| OKTAOkta, Inc. | CL A | 989,701 | $68.6M | 2.0% | −88,829−8.2% | Reduced | History |
| BILLBILL Holdings, Inc. | Stock | 608,346 | $71.1M | 2.1% | +608,346 | New | History |
| STAAStaar Surgical Co | COM PAR $0.01 | 1,371,536 | $72.1M | 2.1% | +1,371,536 | New | History |
| RYANRyan Specialty Holdings, Inc. | CL A | 1,702,844 | $76.4M | 2.2% | +585,742+52.4% | Added | History |
| LPLALPL Financial Holdings Inc. | COM | 357,484 | $77.7M | 2.3% | −32,336−8.3% | Reduced | History |
| LSCCLattice Semiconductor Corp | COM | 879,766 | $84.5M | 2.5% | −152,669−14.8% | Reduced | History |
| HXLHexcel Corp | COM | 1,167,364 | $88.7M | 2.6% | −105,124−8.3% | Reduced | History |
| HAPNHappen, Inc. | COM NEW | 9,177,558 | $89.5M | 2.6% | +432,341+4.9% | Added | History |
| MOHMolina Healthcare, Inc. | COM | 318,794 | $96.0M | 2.8% | +318,794 | New | History |
| WMGWarner Music Group Corp. | COM CL A | 3,684,818 | $96.1M | 2.8% | −331,580−8.3% | Reduced | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 931,774 | $102.2M | 3.0% | −1,050,969−53.0% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 1,361,789 | $111.2M | 3.2% | −123,278−8.3% | Reduced | History |
| AZPNAspen Technology, Inc. | COM | 674,495 | $113.1M | 3.3% | −61,066−8.3% | Reduced | History |
| PACBPacific Biosciences of California, Inc. | COM | 8,517,624 | $113.3M | 3.3% | −3,580,337−29.6% | Reduced | History |
| SITESiteOne Landscape Supply, Inc. | COM | 700,154 | $117.2M | 3.4% | −222,415−24.1% | Reduced | History |
| HWMHowmet Aerospace Inc. | Stock | 2,384,088 | $118.2M | 3.4% | −588,905−19.8% | Reduced | History |
| ESTCElastic N.V. | ORD SHS | 1,855,439 | $119.0M | 3.5% | −98,255−5.0% | Reduced | History |
| CRLCharles River Laboratories International, Inc. | COM | 591,241 | $124.3M | 3.6% | −312,726−34.6% | Reduced | History |
| WIXWix.com Ltd. | SHS | 1,645,938 | $128.8M | 3.8% | −260,935−13.7% | Reduced | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 1,891,594 | $129.7M | 3.8% | +179,064+10.5% | Added | History |
| CLHClean Harbors Inc | COM | 823,546 | $135.4M | 3.9% | +212,958+34.9% | Added | History |
| GGGGraco Inc | COM | 1,589,951 | $137.3M | 4.0% | −608,400−27.7% | Reduced | History |
| FMCFMC Corp | COM NEW | 1,393,574 | $145.4M | 4.2% | −126,261−8.3% | Reduced | History |
| GOGrocery Outlet Holding Corp. | COM | 5,640,724 | $172.7M | 5.0% | −462,674−7.6% | Reduced | History |
| NYTNew York Times Co | CL A | 6,325,247 | $249.1M | 7.3% | −1,205,988−16.0% | Reduced | History |
Sold out since Q1 2023 (3)
Positions held at the end of Q1 2023 that are gone from this filing.