Jackson Square Partners, LLC
- SEC CIK
- 0001605911
- Latest filing
- Feb 13, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 5, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 47
- −7 vs. Q2 2025
- Portfolio value
- $247.3M
- −$23.1M (−8.5%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 103,004 | $19.2M | 7.8% | −29,330−22.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 34,840 | $18.0M | 7.3% | −8,741−20.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 58,637 | $14.3M | 5.8% | −998−1.7% | Reduced | History |
| AAONAaon, Inc. | COM PAR $0.004 | 133,734 | $12.5M | 5.1% | +88,516+195.8% | Added | History |
| Cyberark Software LtdM2682V108 | SHS | 25,036 | $12.1M | 4.9% | +25,036 | New | – |
| AMZNAmazon Com Inc | Stock | 54,421 | $11.9M | 4.8% | −12,501−18.7% | Reduced | History |
| VRTVertiv Holdings Co | COM CL A | 63,364 | $9.56M | 3.9% | −21,555−25.4% | Reduced | History |
| MEDPMedpace Holdings, Inc. | COM | 17,843 | $9.17M | 3.7% | +8,517+91.3% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 22,147 | $7.78M | 3.1% | +22,147 | New | History |
| SBACSba Communications Corp | CL A | 35,850 | $6.93M | 2.8% | −4,503−11.2% | Reduced | History |
| BABoeing Co | Stock | 30,799 | $6.65M | 2.7% | −524−1.7% | Reduced | History |
| MAMastercard Inc | Stock | 10,351 | $5.89M | 2.4% | −3,484−25.2% | Reduced | History |
| ASMLASML Holding NV | ADR | 6,066 | $5.87M | 2.4% | −103−1.7% | Reduced | History |
| FOURShift4 Payments, Inc. | CL A | 74,100 | $5.74M | 2.3% | +74,100 | New | History |
| SPGIS&P Global Inc. | Stock | 10,815 | $5.26M | 2.1% | −184−1.7% | Reduced | History |
| VVisa Inc. | Stock | 15,167 | $5.18M | 2.1% | −4,451−22.7% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 65,169 | $4.85M | 2.0% | −1,110−1.7% | Reduced | History |
| WMWaste Management Inc | Stock | 20,200 | $4.46M | 1.8% | −344−1.7% | Reduced | History |
| CMECME Group Inc. | COM | 16,024 | $4.33M | 1.8% | −4,954−23.6% | Reduced | History |
| CLHClean Harbors Inc | COM | 17,029 | $3.95M | 1.6% | −4,806−22.0% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 16,355 | $3.94M | 1.6% | −279−1.7% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 4,080 | $3.75M | 1.5% | −1,481−26.6% | Reduced | History |
| ENTGEntegris Inc | COM | 40,277 | $3.72M | 1.5% | −17,864−30.7% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 22,951 | $3.71M | 1.5% | −3,085−11.8% | Reduced | History |
| HXLHexcel Corp | COM | 58,566 | $3.67M | 1.5% | −16,528−22.0% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 35,862 | $3.51M | 1.4% | −611−1.7% | Reduced | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 42,898 | $3.43M | 1.4% | −12,107−22.0% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 7,131 | $3.19M | 1.3% | −121−1.7% | Reduced | History |
| IQVIQVIA Holdings Inc. | Stock | 16,185 | $3.07M | 1.2% | −276−1.7% | Reduced | History |
| SITESiteOne Landscape Supply, Inc. | COM | 22,966 | $2.96M | 1.2% | −6,482−22.0% | Reduced | History |
| LLYEli Lilly & Co | Stock | 3,704 | $2.83M | 1.1% | −63−1.7% | Reduced | History |
| SBUXStarbucks Corp | Stock | 32,731 | $2.77M | 1.1% | −557−1.7% | Reduced | History |
| LINLinde PLC | Stock | 5,720 | $2.72M | 1.1% | −1,894−24.9% | Reduced | History |
| KNSLKinsale Capital Group, Inc. | Stock | 6,369 | $2.71M | 1.1% | +637+11.1% | Added | History |
| ESTCElastic N.V. | ORD SHS | 32,034 | $2.71M | 1.1% | −9,041−22.0% | Reduced | History |
| ACLSAxcelis Technologies Inc | Stock | 27,335 | $2.67M | 1.1% | −7,714−22.0% | Reduced | History |
| BLDQXO Insulation, LLC | Stock | 6,765 | $2.64M | 1.1% | −1,908−22.0% | Reduced | History |
| OKTAOkta, Inc. | CL A | 28,349 | $2.60M | 1.1% | −8,001−22.0% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 44,666 | $2.48M | 1.0% | −12,606−22.0% | Reduced | History |
| HWMHowmet Aerospace Inc. | Stock | 12,349 | $2.42M | 1.0% | −3,486−22.0% | Reduced | History |
| STVNStevanato Group S.p.A. | ORD SHS | 93,282 | $2.40M | 1.0% | −99,387−51.6% | Reduced | History |
| SSDSimpson Manufacturing Co., Inc. | COM | 12,613 | $2.11M | 0.9% | −3,560−22.0% | Reduced | History |
| HAPNHappen, Inc. | COM NEW | 122,623 | $1.86M | 0.8% | −199,678−62.0% | Reduced | History |
| ALGNAlign Technology Inc | COM | 13,556 | $1.70M | 0.7% | −9,280−40.6% | Reduced | History |
| RYANRyan Specialty Holdings, Inc. | CL A | 28,143 | $1.59M | 0.6% | −7,943−22.0% | Reduced | History |
| BILLBILL Holdings, Inc. | Stock | 28,197 | $1.49M | 0.6% | −48,879−63.4% | Reduced | History |
| NCNOnCino, Inc. | COM | 35,786 | $970.2K | 0.4% | +35,786 | New | History |
Sold out since Q2 2025 (11)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| SNPSSynopsys Inc | COM | 7,608 | $3.90M | 1.4% | History |
| MKTXMarketaxess Holdings Inc | COM | 16,274 | $3.63M | 1.3% | History |
| KKRKKR & Co. Inc. | COM | 26,772 | $3.56M | 1.3% | History |
| WSCWillScot Holdings Corp | COM CL A | 129,547 | $3.55M | 1.3% | History |
| NYTNew York Times Co | CL A | 57,706 | $3.23M | 1.2% | History |
| MOHMolina Healthcare, Inc. | COM | 9,778 | $2.91M | 1.1% | History |
| DHRDanaher Corp | Stock | 14,223 | $2.81M | 1.0% | History |
| UNHUnitedHealth Group Inc | Stock | 7,971 | $2.49M | 0.9% | History |
| WMGWarner Music Group Corp. | COM CL A | 87,957 | $2.40M | 0.9% | History |
| NEOGNeogen Corp | COM | 345,340 | $1.65M | 0.6% | History |
| PACBPacific Biosciences of California, Inc. | COM | 553,103 | $685.8K | 0.3% | History |