Jackson Square Partners, LLC
- SEC CIK
- 0001605911
- Latest filing
- Feb 13, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 7, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 54
- −1 vs. Q1 2025
- Portfolio value
- $270.4M
- −$473.2M (−63.6%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 43,581 | $21.7M | 8.0% | −10,320−19.1% | Reduced | History |
| NVDANVIDIA Corp | Stock | 132,334 | $20.9M | 7.7% | −19,696−13.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 66,922 | $14.7M | 5.4% | −9,961−13.0% | Reduced | History |
| VRTVertiv Holdings Co | COM CL A | 84,919 | $10.9M | 4.0% | −137,213−61.8% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 59,635 | $10.5M | 3.9% | −8,876−13.0% | Reduced | History |
| SBACSba Communications Corp | CL A | 40,353 | $9.48M | 3.5% | −97,297−70.7% | Reduced | History |
| MAMastercard Inc | Stock | 13,835 | $7.77M | 2.9% | −5,551−28.6% | Reduced | History |
| VVisa Inc. | Stock | 19,618 | $6.97M | 2.6% | −5,306−21.3% | Reduced | History |
| BABoeing Co | Stock | 31,323 | $6.56M | 2.4% | −4,662−13.0% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 10,999 | $5.80M | 2.1% | −1,637−13.0% | Reduced | History |
| CMECME Group Inc. | COM | 20,978 | $5.78M | 2.1% | −11,409−35.2% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 5,561 | $5.72M | 2.1% | −827−12.9% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 66,279 | $5.25M | 1.9% | −15,145−18.6% | Reduced | History |
| CLHClean Harbors Inc | COM | 21,835 | $5.05M | 1.9% | −109,273−83.3% | Reduced | History |
| ASMLASML Holding NV | ADR | 6,169 | $4.94M | 1.8% | −918−13.0% | Reduced | History |
| STVNStevanato Group S.p.A. | ORD SHS | 192,669 | $4.71M | 1.7% | −965,268−83.4% | Reduced | History |
| WMWaste Management Inc | Stock | 20,544 | $4.70M | 1.7% | −11,301−35.5% | Reduced | History |
| ENTGEntegris Inc | COM | 58,141 | $4.69M | 1.7% | −134,595−69.8% | Reduced | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 55,005 | $4.47M | 1.7% | −275,226−83.3% | Reduced | History |
| ALGNAlign Technology Inc | COM | 22,836 | $4.32M | 1.6% | −112,667−83.1% | Reduced | History |
| HXLHexcel Corp | COM | 75,094 | $4.24M | 1.6% | −227,054−75.1% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 16,634 | $3.99M | 1.5% | −2,476−13.0% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 7,252 | $3.94M | 1.5% | −1,079−13.0% | Reduced | History |
| SNPSSynopsys Inc | COM | 7,608 | $3.90M | 1.4% | +1,642+27.5% | Added | History |
| HAPNHappen, Inc. | COM NEW | 322,301 | $3.88M | 1.4% | −1,612,947−83.3% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 26,036 | $3.69M | 1.4% | −3,875−13.0% | Reduced | History |
| MKTXMarketaxess Holdings Inc | COM | 16,274 | $3.63M | 1.3% | −81,441−83.3% | Reduced | History |
| OKTAOkta, Inc. | CL A | 36,350 | $3.63M | 1.3% | −181,887−83.3% | Reduced | History |
| LINLinde PLC | Stock | 7,614 | $3.57M | 1.3% | −1,133−13.0% | Reduced | History |
| BILLBILL Holdings, Inc. | Stock | 77,076 | $3.57M | 1.3% | −190,311−71.2% | Reduced | History |
| KKRKKR & Co. Inc. | COM | 26,772 | $3.56M | 1.3% | −3,984−13.0% | Reduced | History |
| SITESiteOne Landscape Supply, Inc. | COM | 29,448 | $3.56M | 1.3% | −147,307−83.3% | Reduced | History |
| WSCWillScot Holdings Corp | COM CL A | 129,547 | $3.55M | 1.3% | −384,892−74.8% | Reduced | History |
| ESTCElastic N.V. | ORD SHS | 41,075 | $3.46M | 1.3% | −180,880−81.5% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 36,473 | $3.40M | 1.3% | −19,938−35.3% | Reduced | History |
| AAONAaon, Inc. | COM PAR $0.004 | 45,218 | $3.33M | 1.2% | −223,079−83.1% | Reduced | History |
| NYTNew York Times Co | CL A | 57,706 | $3.23M | 1.2% | −288,589−83.3% | Reduced | History |
| SBUXStarbucks Corp | Stock | 33,288 | $3.05M | 1.1% | −4,955−13.0% | Reduced | History |
| HWMHowmet Aerospace Inc. | Stock | 15,835 | $2.95M | 1.1% | −140,660−89.9% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 57,272 | $2.95M | 1.1% | −286,615−83.3% | Reduced | History |
| LLYEli Lilly & Co | Stock | 3,767 | $2.94M | 1.1% | −560−12.9% | Reduced | History |
| MEDPMedpace Holdings, Inc. | COM | 9,326 | $2.93M | 1.1% | −57,233−86.0% | Reduced | History |
| MOHMolina Healthcare, Inc. | COM | 9,778 | $2.91M | 1.1% | −56,563−85.3% | Reduced | History |
| DHRDanaher Corp | Stock | 14,223 | $2.81M | 1.0% | −2,117−13.0% | Reduced | History |
| BLDQXO Insulation, LLC | Stock | 8,673 | $2.81M | 1.0% | −43,375−83.3% | Reduced | History |
| KNSLKinsale Capital Group, Inc. | Stock | 5,732 | $2.77M | 1.0% | −47,539−89.2% | Reduced | History |
| IQVIQVIA Holdings Inc. | Stock | 16,461 | $2.59M | 1.0% | +2,094+14.6% | Added | History |
| SSDSimpson Manufacturing Co., Inc. | COM | 16,173 | $2.51M | 0.9% | −80,893−83.3% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 7,971 | $2.49M | 0.9% | +7,971 | New | History |
| RYANRyan Specialty Holdings, Inc. | CL A | 36,086 | $2.45M | 0.9% | −243,369−87.1% | Reduced | History |
| ACLSAxcelis Technologies Inc | Stock | 35,049 | $2.44M | 0.9% | −175,295−83.3% | Reduced | History |
| WMGWarner Music Group Corp. | COM CL A | 87,957 | $2.40M | 0.9% | −440,119−83.3% | Reduced | History |
| NEOGNeogen Corp | COM | 345,340 | $1.65M | 0.6% | +345,340 | New | History |
| PACBPacific Biosciences of California, Inc. | COM | 553,103 | $685.8K | 0.3% | −2,767,258−83.3% | Reduced | History |
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| GOGrocery Outlet Holding Corp. | COM | 1,440,220 | $20.1M | 2.7% | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 71,593 | $13.0M | 1.7% | History |
| CPRTCopart Inc | COM | 72,143 | $4.08M | 0.5% | History |