Jackson Square Partners, LLC
- SEC CIK
- 0001605911
- Latest filing
- Feb 13, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 8, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 83
- −2 vs. Q3 2023
- Portfolio value
- $3.08B
- +$83.5M (+2.8%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NYTNew York Times Co | CL A | 3,508,198 | $171.9M | 5.6% | −1,711,147−32.8% | Reduced | History |
| WIXWix.com Ltd. | SHS | 1,165,965 | $143.4M | 4.7% | −369,864−24.1% | Reduced | History |
| SITESiteOne Landscape Supply, Inc. | COM | 809,775 | $131.6M | 4.3% | +165,067+25.6% | Added | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 1,557,902 | $125.3M | 4.1% | −193,337−11.0% | Reduced | History |
| MKTXMarketaxess Holdings Inc | COM | 425,361 | $124.6M | 4.0% | +95,135+28.8% | Added | History |
| GOGrocery Outlet Holding Corp. | COM | 4,423,704 | $119.3M | 3.9% | −512,079−10.4% | Reduced | History |
| AZPNAspen Technology, Inc. | COM | 526,884 | $116.0M | 3.8% | −97,435−15.6% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 1,497,086 | $115.5M | 3.8% | +236,539+18.8% | Added | History |
| GGGGraco Inc | COM | 1,192,237 | $103.4M | 3.4% | −149,988−11.2% | Reduced | History |
| WMGWarner Music Group Corp. | COM CL A | 2,794,017 | $100.0M | 3.2% | −617,229−18.1% | Reduced | History |
| CLHClean Harbors Inc | COM | 569,820 | $99.4M | 3.2% | −159,170−21.8% | Reduced | History |
| PACBPacific Biosciences of California, Inc. | COM | 9,704,766 | $95.2M | 3.1% | +2,770,901+40.0% | Added | History |
| MASIMasimo Corp | COM | 762,329 | $89.4M | 2.9% | −99,379−11.5% | Reduced | History |
| HAPNHappen, Inc. | COM NEW | 9,723,943 | $85.0M | 2.8% | +541,538+5.9% | Added | History |
| ESTCElastic N.V. | ORD SHS | 744,605 | $83.9M | 2.7% | −678,614−47.7% | Reduced | History |
| ENTGEntegris Inc | COM | 691,144 | $82.8M | 2.7% | +691,144 | New | History |
| CRLCharles River Laboratories International, Inc. | COM | 349,491 | $82.6M | 2.7% | +80,873+30.1% | Added | History |
| BILLBILL Holdings, Inc. | Stock | 974,045 | $79.5M | 2.6% | +467,111+92.1% | Added | History |
| HWMHowmet Aerospace Inc. | Stock | 1,414,754 | $76.6M | 2.5% | −627,197−30.7% | Reduced | History |
| HXLHexcel Corp | COM | 1,036,620 | $76.5M | 2.5% | −44,211−4.1% | Reduced | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 585,048 | $74.2M | 2.4% | −279,932−32.4% | Reduced | History |
| OKTAOkta, Inc. | CL A | 813,698 | $73.7M | 2.4% | −102,057−11.1% | Reduced | History |
| FMCFMC Corp | COM NEW | 1,145,797 | $72.2M | 2.3% | −144,025−11.2% | Reduced | History |
| RYANRyan Specialty Holdings, Inc. | CL A | 1,400,398 | $60.2M | 2.0% | −175,382−11.1% | Reduced | History |
| MOHMolina Healthcare, Inc. | COM | 160,982 | $58.2M | 1.9% | −135,059−45.6% | Reduced | History |
| SWAVShockwave Medical, Inc. | COM | 282,148 | $53.8M | 1.7% | +282,148 | New | History |
| STAAStaar Surgical Co | COM PAR $0.01 | 1,694,992 | $52.9M | 1.7% | −390,436−18.7% | Reduced | History |
| LSCCLattice Semiconductor Corp | COM | 683,417 | $47.1M | 1.5% | +182,554+36.4% | Added | History |
| VFCV F Corp | Stock | 2,481,157 | $46.6M | 1.5% | +2,481,157 | New | History |
| ACLSAxcelis Technologies Inc | Stock | 330,724 | $42.9M | 1.4% | +330,724 | New | History |
| MSFTMicrosoft Corp | Stock | 97,163 | $36.5M | 1.2% | −11,736−10.8% | Reduced | History |
| LPLALPL Financial Holdings Inc. | COM | 159,588 | $36.3M | 1.2% | −174,794−52.3% | Reduced | History |
| PTONPeloton Interactive, Inc. | CL A COM | 5,295,070 | $32.2M | 1.0% | −1,577,448−23.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 148,690 | $22.6M | 0.7% | −17,650−10.6% | Reduced | History |
| MAMastercard Inc | Stock | 35,395 | $15.1M | 0.5% | −2,961−7.7% | Reduced | History |
| NVDANVIDIA Corp | Stock | 28,214 | $14.0M | 0.5% | −3,303−10.5% | Reduced | History |
| VVisa Inc. | Stock | 52,448 | $13.7M | 0.4% | −6,267−10.7% | Reduced | History |
| CMECME Group Inc. | COM | 63,302 | $13.3M | 0.4% | −6,789−9.7% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 91,426 | $12.8M | 0.4% | +11,711+14.7% | Added | History |
| BABoeing Co | Stock | 48,577 | $12.7M | 0.4% | −12,106−19.9% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 16,999 | $12.0M | 0.4% | −2,008−10.6% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 147,030 | $11.6M | 0.4% | −17,793−10.8% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 185,926 | $11.4M | 0.4% | −46,782−20.1% | Reduced | History |
| WMWaste Management Inc | Stock | 60,304 | $10.8M | 0.4% | −7,125−10.6% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 22,807 | $10.0M | 0.3% | −2,703−10.6% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 66,109 | $9.75M | 0.3% | −7,923−10.7% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 117,913 | $8.99M | 0.3% | −16,594−12.3% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 46,359 | $8.93M | 0.3% | −7,486−13.9% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 25,132 | $8.48M | 0.3% | −3,013−10.7% | Reduced | History |
| SGHTSight Sciences, Inc. | COM | 1,629,746 | $8.41M | 0.3% | +174,737+12.0% | Added | History |
| PRFTPerficient Inc | COM | 114,532 | $7.54M | 0.2% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 89,080 | $7.38M | 0.2% | −10,647−10.7% | Reduced | History |
| LINLinde PLC | Stock | 17,840 | $7.33M | 0.2% | −2,129−10.7% | Reduced | History |
| NKENIKE, Inc. | Stock | 63,553 | $6.90M | 0.2% | −7,481−10.5% | Reduced | History |
| DHRDanaher Corp | Stock | 29,464 | $6.82M | 0.2% | −3,492−10.6% | Reduced | History |
| CPRTCopart Inc | COM | 136,325 | $6.68M | 0.2% | −16,199−10.6% | Reduced | History |
| CTVACorteva, Inc. | Stock | 138,428 | $6.63M | 0.2% | −16,446−10.6% | Reduced | History |
| IQVIQVIA Holdings Inc. | Stock | 25,979 | $6.01M | 0.2% | −3,203−11.0% | Reduced | History |
| STVNStevanato Group S.p.A. | ORD SHS | 211,165 | $5.76M | 0.2% | +85,264+67.7% | Added | History |
| RMBSRambus Inc | COM | 78,606 | $5.36M | 0.2% | 00.0% | Unchanged | History |
| CWSTCasella Waste Systems Inc | CL A | 60,458 | $5.17M | 0.2% | 00.0% | Unchanged | History |
| DDOGDatadog, Inc. | CL A COM | 42,346 | $5.14M | 0.2% | −5,045−10.6% | Reduced | History |
| LLYEli Lilly & Co | Stock | 7,389 | $4.31M | 0.1% | +7,389 | New | History |
| DLBDolby Laboratories, Inc. | COM CL A | 24,628 | $2.12M | 0.1% | −659,522−96.4% | Reduced | History |
| Safran SAF4035A557 | Common Stock | 354 | $62.3K | <0.1% | −234−39.8% | Reduced | – |
| Airbus SEN0280G100 | COM | 402 | $62.0K | <0.1% | −223−35.7% | Reduced | – |
| ASMLFASML Holding NV | COM | 70 | $52.7K | <0.1% | −38−35.2% | Reduced | History |
| MELIMercadolibre Inc | COM | 32 | $50.3K | <0.1% | −24−42.9% | Reduced | History |
| De Sammensluttede Vognmaend AFK31864117 | COM | 280 | $49.1K | <0.1% | −105−27.3% | Reduced | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 463 | $48.2K | <0.1% | −255−35.5% | Reduced | History |
| L'Oreal EUR0.20F58149133 | COM | 95 | $47.3K | <0.1% | −53−35.8% | Reduced | – |
| AONAon plc | CL A | 162 | $47.1K | <0.1% | −90−35.7% | Reduced | History |
| UMGNFUniversal Music Group N.V. | COMMON | 1,627 | $46.4K | <0.1% | −901−35.6% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 88 | $46.3K | <0.1% | −627−87.7% | Reduced | History |
| SNPSSynopsys Inc | COM | 87 | $44.8K | <0.1% | −2,792,991−100.0% | Reduced | History |
| Louis Vuitton Moet HennessyF58485115 | COM | 55 | $44.5K | <0.1% | −30−35.3% | Reduced | – |
| Experian Ord USD0.10G32655105 | COMMON | 1,056 | $43.0K | <0.1% | −584−35.6% | Reduced | – |
| Recruit Hldgs Co L NPVJ6433A101 | COMMON | 944 | $39.9K | <0.1% | −522−35.6% | Reduced | – |
| LULUlululemon athletica inc. | Stock | 77 | $39.4K | <0.1% | −42−35.3% | Reduced | History |
| ADYYFAdyen N.V. | Common Stock | 30 | $38.6K | <0.1% | −4−11.8% | Reduced | History |
| Lonza Group AG CHF1 (Regd)H50524133 | CS | 71 | $29.8K | <0.1% | −596−89.4% | Reduced | – |
| Nintendo Co Ltd Kyoto OrdJ51699106 | COM | 540 | $28.2K | <0.1% | −298−35.6% | Reduced | – |
| Monotaro Co.ltd NPVJ46583100 | COMMON | 2,027 | $22.1K | <0.1% | −1,120−35.6% | Reduced | – |
Sold out since Q3 2023 (7)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| Abcam PLC000380204 | ADS | 242,234 | $5.48M | 0.2% | – |
| TMOThermo Fisher Scientific Inc. | Stock | 520 | $263.2K | <0.1% | History |
| ICLRIcon PLC | COM | 910 | $224.1K | <0.1% | History |
| UTHRUnited Therapeutics Corp | COM | 945 | $213.4K | <0.1% | History |
| ELVElevance Health, Inc. | Stock | 380 | $165.5K | <0.1% | History |
| HUMHumana Inc | Stock | 310 | $150.8K | <0.1% | History |
| VWSYFVestas Wind Systems A/S | COM | 1,490 | $32.0K | <0.1% | History |