Jackson Square Partners, LLC
- SEC CIK
- 0001605911
- Latest filing
- Feb 13, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 8, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 84
- +1 vs. Q4 2023
- Portfolio value
- $2.40B
- −$673.5M (−21.9%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NYTNew York Times Co | CL A | 2,402,430 | $103.8M | 4.3% | −1,105,768−31.5% | Reduced | History |
| WIXWix.com Ltd. | SHS | 686,583 | $94.4M | 3.9% | −479,382−41.1% | Reduced | History |
| SITESiteOne Landscape Supply, Inc. | COM | 535,990 | $93.6M | 3.9% | −273,785−33.8% | Reduced | History |
| CLHClean Harbors Inc | COM | 410,015 | $82.5M | 3.4% | −159,805−28.0% | Reduced | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 1,032,425 | $79.2M | 3.3% | −525,477−33.7% | Reduced | History |
| GOGrocery Outlet Holding Corp. | COM | 2,708,294 | $77.9M | 3.2% | −1,715,410−38.8% | Reduced | History |
| SWAVShockwave Medical, Inc. | COM | 236,707 | $77.1M | 3.2% | −45,441−16.1% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 1,076,099 | $75.7M | 3.2% | −420,987−28.1% | Reduced | History |
| GGGGraco Inc | COM | 794,554 | $74.3M | 3.1% | −397,683−33.4% | Reduced | History |
| OKTAOkta, Inc. | CL A | 681,341 | $71.3M | 3.0% | −132,357−16.3% | Reduced | History |
| ENTGEntegris Inc | COM | 496,689 | $69.8M | 2.9% | −194,455−28.1% | Reduced | History |
| HWMHowmet Aerospace Inc. | Stock | 1,018,332 | $69.7M | 2.9% | −396,422−28.0% | Reduced | History |
| CRLCharles River Laboratories International, Inc. | COM | 251,308 | $68.1M | 2.8% | −98,183−28.1% | Reduced | History |
| AZPNAspen Technology, Inc. | COM | 319,090 | $68.1M | 2.8% | −207,794−39.4% | Reduced | History |
| MKTXMarketaxess Holdings Inc | COM | 306,068 | $67.1M | 2.8% | −119,293−28.0% | Reduced | History |
| HAPNHappen, Inc. | COM NEW | 6,924,932 | $60.9M | 2.5% | −2,799,011−28.8% | Reduced | History |
| STVNStevanato Group S.p.A. | ORD SHS | 1,824,240 | $58.6M | 2.4% | +1,613,075+763.9% | Added | History |
| BILLBILL Holdings, Inc. | Stock | 837,189 | $57.5M | 2.4% | −136,856−14.1% | Reduced | History |
| HXLHexcel Corp | COM | 767,489 | $55.9M | 2.3% | −269,131−26.0% | Reduced | History |
| RYANRyan Specialty Holdings, Inc. | CL A | 1,005,031 | $55.8M | 2.3% | −395,367−28.2% | Reduced | History |
| WSCWillScot Holdings Corp | COM CL A | 1,193,704 | $55.5M | 2.3% | +1,193,704 | New | History |
| ACLSAxcelis Technologies Inc | Stock | 492,764 | $55.0M | 2.3% | +162,040+49.0% | Added | History |
| APPAppLovin Corp | COM CL A | 790,750 | $54.7M | 2.3% | +790,750 | New | History |
| WMGWarner Music Group Corp. | COM CL A | 1,651,293 | $54.5M | 2.3% | −1,142,724−40.9% | Reduced | History |
| LPLALPL Financial Holdings Inc. | COM | 193,966 | $51.2M | 2.1% | +34,378+21.5% | Added | History |
| KNSLKinsale Capital Group, Inc. | Stock | 91,541 | $48.0M | 2.0% | +91,541 | New | History |
| MOHMolina Healthcare, Inc. | COM | 115,955 | $47.6M | 2.0% | −45,027−28.0% | Reduced | History |
| MASIMasimo Corp | COM | 296,458 | $43.5M | 1.8% | −465,871−61.1% | Reduced | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 276,405 | $40.3M | 1.7% | −308,643−52.8% | Reduced | History |
| LSCCLattice Semiconductor Corp | COM | 491,541 | $38.5M | 1.6% | −191,876−28.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 89,961 | $37.8M | 1.6% | −7,202−7.4% | Reduced | History |
| ESTCElastic N.V. | ORD SHS | 373,340 | $37.4M | 1.6% | −371,265−49.9% | Reduced | History |
| MEDPMedpace Holdings, Inc. | COM | 79,917 | $32.3M | 1.3% | +79,917 | New | History |
| PACBPacific Biosciences of California, Inc. | COM | 7,184,313 | $26.9M | 1.1% | −2,520,453−26.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 137,410 | $24.8M | 1.0% | −11,280−7.6% | Reduced | History |
| NVDANVIDIA Corp | Stock | 26,027 | $23.5M | 1.0% | −2,187−7.8% | Reduced | History |
| APPFAppfolio Inc | COM CL A | 87,411 | $21.6M | 0.9% | +87,411 | New | History |
| GOOGLAlphabet Inc. | Stock | 115,126 | $17.4M | 0.7% | +23,700+25.9% | Added | History |
| MAMastercard Inc | Stock | 32,485 | $15.6M | 0.7% | −2,910−8.2% | Reduced | History |
| VVisa Inc. | Stock | 48,611 | $13.6M | 0.6% | −3,837−7.3% | Reduced | History |
| CMECME Group Inc. | COM | 58,504 | $12.6M | 0.5% | −4,798−7.6% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 157,191 | $12.1M | 0.5% | −28,735−15.5% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 136,208 | $12.0M | 0.5% | −10,822−7.4% | Reduced | History |
| WMWaste Management Inc | Stock | 55,608 | $11.9M | 0.5% | −4,696−7.8% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 13,925 | $10.6M | 0.4% | −3,074−18.1% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 109,380 | $10.5M | 0.4% | −8,533−7.2% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 42,944 | $9.95M | 0.4% | −3,415−7.4% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 21,161 | $9.00M | 0.4% | −1,646−7.2% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 49,563 | $8.95M | 0.4% | −16,546−25.0% | Reduced | History |
| BABoeing Co | Stock | 44,773 | $8.64M | 0.4% | −3,804−7.8% | Reduced | History |
| SGHTSight Sciences, Inc. | COM | 1,609,922 | $8.50M | 0.4% | −19,824−1.2% | Reduced | History |
| KKRKKR & Co. Inc. | COM | 82,114 | $8.26M | 0.3% | −6,966−7.8% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 20,220 | $8.07M | 0.3% | −4,912−19.5% | Reduced | History |
| LINLinde PLC | Stock | 16,434 | $7.63M | 0.3% | −1,406−7.9% | Reduced | History |
| CPRTCopart Inc | COM | 125,674 | $7.28M | 0.3% | −10,651−7.8% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 25,069 | $6.84M | 0.3% | +25,069 | New | History |
| DHRDanaher Corp | Stock | 27,146 | $6.78M | 0.3% | −2,318−7.9% | Reduced | History |
| PRFTPerficient Inc | COM | 111,152 | $6.26M | 0.3% | −3,380−3.0% | Reduced | History |
| IQVIQVIA Holdings Inc. | Stock | 24,107 | $6.10M | 0.3% | −1,872−7.2% | Reduced | History |
| CWSTCasella Waste Systems Inc | CL A | 57,667 | $5.70M | 0.2% | −2,791−4.6% | Reduced | History |
| LLYEli Lilly & Co | Stock | 7,318 | $5.69M | 0.2% | −71−1.0% | Reduced | History |
| NCNOnCino, Inc. | COM | 131,954 | $4.93M | 0.2% | +131,954 | New | History |
| CTVACorteva, Inc. | Stock | 77,498 | $4.47M | 0.2% | −60,930−44.0% | Reduced | History |
| RMBSRambus Inc | COM | 69,475 | $4.29M | 0.2% | −9,131−11.6% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 32,757 | $4.05M | 0.2% | −9,589−22.6% | Reduced | History |
| Airbus SEN0280G100 | COM | 780 | $143.7K | <0.1% | +378+94.0% | Added | – |
| Safran SAF4035A557 | Common Stock | 545 | $123.5K | <0.1% | +191+54.0% | Added | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 895 | $121.8K | <0.1% | +432+93.3% | Added | History |
| ASMLFASML Holding NV | COM | 123 | $118.4K | <0.1% | +53+75.7% | Added | History |
| AONAon plc | CL A | 314 | $104.8K | <0.1% | +152+93.8% | Added | History |
| SNPSSynopsys Inc | COM | 170 | $97.2K | <0.1% | +83+95.4% | Added | History |
| Louis Vuitton Moet HennessyF58485115 | COM | 106 | $95.4K | <0.1% | +51+92.7% | Added | – |
| UMGNFUniversal Music Group N.V. | COMMON | 3,153 | $94.8K | <0.1% | +1,526+93.8% | Added | History |
| MELIMercadolibre Inc | COM | 62 | $93.7K | <0.1% | +30+93.8% | Added | History |
| Experian Ord USD0.10G32655105 | COMMON | 2,045 | $89.2K | <0.1% | +989+93.7% | Added | – |
| De Sammensluttede Vognmaend AFK31864117 | COM | 542 | $88.0K | <0.1% | +262+93.6% | Added | – |
| ADYYFAdyen N.V. | Common Stock | 52 | $88.0K | <0.1% | +22+73.3% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 171 | $84.6K | <0.1% | +83+94.3% | Added | History |
| Lonza Group AG CHF1 (Regd)H50524133 | CS | 137 | $82.1K | <0.1% | +66+93.0% | Added | – |
| Recruit Hldgs Co L NPVJ6433A101 | COMMON | 1,844 | $81.8K | <0.1% | +900+95.3% | Added | – |
| Rolls-Royce Holdings PLC ShsG76225104 | Common Stock | 12,677 | $68.3K | <0.1% | +12,677 | New | – |
| Nintendo Co Ltd Kyoto OrdJ51699106 | COM | 1,040 | $56.3K | <0.1% | +500+92.6% | Added | – |
| LULUlululemon athletica inc. | Stock | 131 | $51.2K | <0.1% | +54+70.1% | Added | History |
| Monotaro Co.ltd NPVJ46583100 | COMMON | 3,927 | $47.2K | <0.1% | +1,900+93.7% | Added | – |
Sold out since Q4 2023 (7)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| FMCFMC Corp | COM NEW | 1,145,797 | $72.2M | 2.3% | History |
| STAAStaar Surgical Co | COM PAR $0.01 | 1,694,992 | $52.9M | 1.7% | History |
| VFCV F Corp | Stock | 2,481,157 | $46.6M | 1.5% | History |
| PTONPeloton Interactive, Inc. | CL A COM | 5,295,070 | $32.2M | 1.0% | History |
| NKENIKE, Inc. | Stock | 63,553 | $6.90M | 0.2% | History |
| DLBDolby Laboratories, Inc. | COM CL A | 24,628 | $2.12M | 0.1% | History |
| L'Oreal EUR0.20F58149133 | COM | 95 | $47.3K | <0.1% | – |