Jackson Square Partners, LLC
- SEC CIK
- 0001605911
- Latest filing
- Feb 13, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 12, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 55
- −5 vs. Q4 2024
- Portfolio value
- $743.5M
- −$183.9M (−19.8%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SBACSba Communications Corp | CL A | 137,650 | $30.3M | 4.1% | +111,972+436.1% | Added | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 330,231 | $29.9M | 4.0% | −66,521−16.8% | Reduced | History |
| KNSLKinsale Capital Group, Inc. | Stock | 53,271 | $25.9M | 3.5% | +12,581+30.9% | Added | History |
| CLHClean Harbors Inc | COM | 131,108 | $25.8M | 3.5% | −26,579−16.9% | Reduced | History |
| STVNStevanato Group S.p.A. | ORD SHS | 1,157,937 | $23.6M | 3.2% | −469,576−28.9% | Reduced | History |
| OKTAOkta, Inc. | CL A | 218,237 | $23.0M | 3.1% | −43,961−16.8% | Reduced | History |
| MOHMolina Healthcare, Inc. | COM | 66,341 | $21.9M | 2.9% | −13,160−16.6% | Reduced | History |
| ALGNAlign Technology Inc | COM | 135,503 | $21.5M | 2.9% | +16,859+14.2% | Added | History |
| SITESiteOne Landscape Supply, Inc. | COM | 176,755 | $21.5M | 2.9% | +170,514+2,732.2% | Added | History |
| MKTXMarketaxess Holdings Inc | COM | 97,715 | $21.1M | 2.8% | −19,696−16.8% | Reduced | History |
| AAONAaon, Inc. | COM PAR $0.004 | 268,297 | $21.0M | 2.8% | +268,297 | New | History |
| RYANRyan Specialty Holdings, Inc. | CL A | 279,455 | $20.6M | 2.8% | −56,795−16.9% | Reduced | History |
| HWMHowmet Aerospace Inc. | Stock | 156,495 | $20.3M | 2.7% | −88,598−36.1% | Reduced | History |
| MEDPMedpace Holdings, Inc. | COM | 66,559 | $20.3M | 2.7% | +5,514+9.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 53,901 | $20.2M | 2.7% | −2,193−3.9% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 343,887 | $20.2M | 2.7% | −69,297−16.8% | Reduced | History |
| GOGrocery Outlet Holding Corp. | COM | 1,440,220 | $20.1M | 2.7% | −671,876−31.8% | Reduced | History |
| HAPNHappen, Inc. | COM NEW | 1,935,248 | $20.0M | 2.7% | −905,128−31.9% | Reduced | History |
| ESTCElastic N.V. | ORD SHS | 221,955 | $19.8M | 2.7% | +24,697+12.5% | Added | History |
| NYTNew York Times Co | CL A | 346,295 | $17.2M | 2.3% | −113,257−24.6% | Reduced | History |
| ENTGEntegris Inc | COM | 192,736 | $16.9M | 2.3% | −38,819−16.8% | Reduced | History |
| WMGWarner Music Group Corp. | COM CL A | 528,076 | $16.6M | 2.2% | −106,370−16.8% | Reduced | History |
| HXLHexcel Corp | COM | 302,148 | $16.5M | 2.2% | −31,520−9.4% | Reduced | History |
| NVDANVIDIA Corp | Stock | 152,030 | $16.5M | 2.2% | −10,940−6.7% | Reduced | History |
| VRTVertiv Holdings Co | COM CL A | 222,132 | $16.0M | 2.2% | +222,132 | New | History |
| BLDQXO Insulation, LLC | Stock | 52,048 | $15.9M | 2.1% | −10,464−16.7% | Reduced | History |
| SSDSimpson Manufacturing Co., Inc. | COM | 97,066 | $15.2M | 2.1% | −19,557−16.8% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 76,883 | $14.6M | 2.0% | −3,097−3.9% | Reduced | History |
| WSCWillScot Holdings Corp | COM CL A | 514,439 | $14.3M | 1.9% | +25,730+5.3% | Added | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 71,593 | $13.0M | 1.7% | −14,421−16.8% | Reduced | History |
| BILLBILL Holdings, Inc. | Stock | 267,387 | $12.3M | 1.7% | −53,862−16.8% | Reduced | History |
| MAMastercard Inc | Stock | 19,386 | $10.6M | 1.4% | −823−4.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 68,511 | $10.6M | 1.4% | −3,022−4.2% | Reduced | History |
| ACLSAxcelis Technologies Inc | Stock | 210,344 | $10.4M | 1.4% | +23,754+12.7% | Added | History |
| VVisa Inc. | Stock | 24,924 | $8.73M | 1.2% | −1,078−4.1% | Reduced | History |
| CMECME Group Inc. | COM | 32,387 | $8.59M | 1.2% | −3,040−8.6% | Reduced | History |
| WMWaste Management Inc | Stock | 31,845 | $7.37M | 1.0% | −2,990−8.6% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 12,636 | $6.42M | 0.9% | +12,636 | New | History |
| BABoeing Co | Stock | 35,985 | $6.14M | 0.8% | −1,355−3.6% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 81,424 | $5.72M | 0.8% | −3,427−4.0% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 6,388 | $5.09M | 0.7% | −277−4.2% | Reduced | History |
| ASMLASML Holding NV | ADR | 7,087 | $4.70M | 0.6% | −303−4.1% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 19,110 | $4.46M | 0.6% | −714−3.6% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 8,331 | $4.13M | 0.6% | −1,905−18.6% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 56,411 | $4.11M | 0.6% | −42,062−42.7% | Reduced | History |
| CPRTCopart Inc | COM | 72,143 | $4.08M | 0.5% | −6,435−8.2% | Reduced | History |
| LINLinde PLC | Stock | 8,747 | $4.07M | 0.5% | −1,560−15.1% | Reduced | History |
| PACBPacific Biosciences of California, Inc. | COM | 3,320,361 | $3.92M | 0.5% | −1,788,905−35.0% | Reduced | History |
| SBUXStarbucks Corp | Stock | 38,243 | $3.75M | 0.5% | −8,456−18.1% | Reduced | History |
| LLYEli Lilly & Co | Stock | 4,327 | $3.57M | 0.5% | −194−4.3% | Reduced | History |
| KKRKKR & Co. Inc. | COM | 30,756 | $3.56M | 0.5% | −1,164−3.6% | Reduced | History |
| DHRDanaher Corp | Stock | 16,340 | $3.35M | 0.5% | −610−3.6% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 29,911 | $3.07M | 0.4% | −1,118−3.6% | Reduced | History |
| SNPSSynopsys Inc | COM | 5,966 | $2.56M | 0.3% | −7,210−54.7% | Reduced | History |
| IQVIQVIA Holdings Inc. | Stock | 14,367 | $2.53M | 0.3% | −629−4.2% | Reduced | History |
Sold out since Q4 2024 (8)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| GGGGraco Inc | COM | 305,917 | $25.8M | 2.8% | History |
| CRLCharles River Laboratories International, Inc. | COM | 134,927 | $24.9M | 2.7% | History |
| WIXWix.com Ltd. | SHS | 114,320 | $24.5M | 2.6% | History |
| AZPNAspen Technology, Inc. | COM | 78,798 | $19.7M | 2.1% | History |
| NCNOnCino, Inc. | COM | 69,988 | $2.35M | 0.3% | History |
| RMBSRambus Inc | COM | 31,318 | $1.66M | 0.2% | History |
| CWSTCasella Waste Systems Inc | CL A | 15,256 | $1.61M | 0.2% | History |
| SGHTSight Sciences, Inc. | COM | 230,997 | – | – | History |