Jackson Square Partners, LLC
- SEC CIK
- 0001605911
- 最新申報
- 2026/2/13
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/13 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 96
- 較 2021 年第 1 季 −6
- 總值
- $175.0 億
- 較 2021 年第 1 季 −$9,308 萬 (−0.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 3,128,017 | $8.47 億 | 4.8% | −411,639−11.6% | 減碼 | 歷史 |
| WIXWix.com Ltd. | SHS | 2,037,683 | $5.91 億 | 3.4% | +80,792+4.1% | 加碼 | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 14,836,494 | $5.19 億 | 3.0% | +1,924,799+14.9% | 加碼 | 歷史 |
| NYTNew York Times Co | CL A | 11,558,359 | $5.03 億 | 2.9% | +1,391,421+13.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,114,143 | $4.94 億 | 2.8% | −295,940−12.3% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 9,216,296 | $4.62 億 | 2.6% | −1,269,782−12.1% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 1,107,724 | $4.37 億 | 2.5% | −155,755−12.3% | 減碼 | 歷史 |
| LYFTLyft, Inc. | CL A COM | 7,148,228 | $4.32 億 | 2.5% | +669,481+10.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,163,963 | $4.25 億 | 2.4% | −108,304−8.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 111,135 | $3.82 億 | 2.2% | −11,252−9.2% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 807,753 | $3.64 億 | 2.1% | −137,525−14.5% | 減碼 | 歷史 |
| Farfetch Ltd30744W107 | ORD SH CL A | 7,191,827 | $3.62 億 | 2.1% | +2,053,295+40.0% | 加碼 | – |
| ESTCElastic N.V. | ORD SHS | 2,483,384 | $3.62 億 | 2.1% | +199,444+8.7% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 3,461,452 | $3.59 億 | 2.0% | −510,646−12.9% | 減碼 | 歷史 |
| TNDMTandem Diabetes Care Inc | COM NEW | 3,623,094 | $3.53 億 | 2.0% | −82,718−2.2% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 640,086 | $3.52 億 | 2.0% | −93,262−12.7% | 減碼 | 歷史 |
| MTCHMatch Group, Inc. | COM | 2,152,852 | $3.47 億 | 2.0% | −310,403−12.6% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,379,332 | $3.34 億 | 1.9% | +32,094+2.4% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,131,829 | $3.30 億 | 1.9% | −79,975−6.6% | 減碼 | 歷史 |
| GOGrocery Outlet Holding Corp. | COM | 9,501,480 | $3.29 億 | 1.9% | −131,823−1.4% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 2,932,465 | $3.05 億 | 1.7% | −516,326−15.0% | 減碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 409,535 | $2.95 億 | 1.7% | −28,894−6.6% | 減碼 | 歷史 |
| HQYHealthequity, Inc. | COM | 3,519,199 | $2.83 億 | 1.6% | −105,419−2.9% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 890,121 | $2.77 億 | 1.6% | −116,792−11.6% | 減碼 | 歷史 |
| DLBDolby Laboratories, Inc. | COM CL A | 2,768,097 | $2.72 億 | 1.6% | −9,462−0.3% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 512,077 | $2.70 億 | 1.5% | −70,580−12.1% | 減碼 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 681,650 | $2.64 億 | 1.5% | −96,461−12.4% | 減碼 | 歷史 |
| FVRRFiverr International Ltd. | ORD SHS | 1,081,165 | $2.62 億 | 1.5% | −91,862−7.8% | 減碼 | 歷史 |
| PZZAPapa Johns International Inc | Stock | 2,364,877 | $2.47 億 | 1.4% | −181,199−7.1% | 減碼 | 歷史 |
| NVRONevro Corp | COM | 1,479,149 | $2.45 億 | 1.4% | +293,514+24.8% | 加碼 | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 1,277,081 | $2.34 億 | 1.3% | −54,606−4.1% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 1,482,653 | $2.29 億 | 1.3% | −103,554−6.5% | 減碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 3,855,162 | $2.28 億 | 1.3% | −726,420−15.9% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 245,266 | $2.26 億 | 1.3% | −17,335−6.6% | 減碼 | 歷史 |
| VRNSVaronis Systems Inc | COM | 3,765,188 | $2.17 億 | 1.2% | −503,063−11.8% | 減碼 | 歷史 |
| Sailpoint Technologies Holdings, Inc.78781P105 | COM | 3,924,418 | $2.00 億 | 1.1% | +100,462+2.6% | 加碼 | – |
| LBRDKLiberty Broadband Corp | COM SER C | 1,110,095 | $1.93 億 | 1.1% | −60,437−5.2% | 減碼 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 2,639,427 | $1.91 億 | 1.1% | −8,986−0.3% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 306,810 | $1.87 億 | 1.1% | −21,805−6.6% | 減碼 | 歷史 |
| VRMVroom, Inc. | COM | 4,305,287 | $1.80 億 | 1.0% | +4,305,287 | 新進 | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 917,030 | $1.80 億 | 1.0% | +75,273+8.9% | 加碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 491,478 | $1.79 億 | 1.0% | −34,383−6.5% | 減碼 | 歷史 |
| ONEM1Life Healthcare Inc | COM | 5,303,364 | $1.75 億 | 1.0% | +833,370+18.6% | 加碼 | 歷史 |
| TWSTTwist Bioscience Corp | COM | 1,307,237 | $1.74 億 | 1.0% | +25,123+2.0% | 加碼 | 歷史 |
| GGGGraco Inc | COM | 2,255,738 | $1.71 億 | 1.0% | −7,695−0.3% | 減碼 | 歷史 |
| SFIXStitch Fix, Inc. | Stock | 2,750,753 | $1.66 億 | 0.9% | +1,386,730+101.7% | 加碼 | 歷史 |
| HAPNHappen, Inc. | COM NEW | 9,072,662 | $1.64 億 | 0.9% | +3,052,842+50.7% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,167,709 | $1.64 億 | 0.9% | −188,542−13.9% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 1,048,287 | $1.61 億 | 0.9% | −132,912−11.3% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 263,034 | $1.54 億 | 0.9% | −18,512−6.6% | 減碼 | 歷史 |
| COUPCoupa Software Inc | COM | 579,961 | $1.52 億 | 0.9% | −62,740−9.8% | 減碼 | 歷史 |
| PLANAnaplan, Inc. | COM | 2,756,863 | $1.47 億 | 0.8% | −569,962−17.1% | 減碼 | 歷史 |
| ABMDAbiomed Inc | COM | 449,104 | $1.40 億 | 0.8% | −124,975−21.8% | 減碼 | 歷史 |
| CGCarlyle Group Inc. | COM | 2,827,121 | $1.31 億 | 0.8% | −398,951−12.4% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 1,098,634 | $1.23 億 | 0.7% | −213,206−16.3% | 減碼 | 歷史 |
| BILIBilibili Inc. | SPONS ADS REP Z | 961,723 | $1.17 億 | 0.7% | −253,360−20.9% | 減碼 | 歷史 |
| ASMLFASML Holding NV | COM | 167,072 | $1.14 億 | 0.7% | −92,240−35.6% | 減碼 | 歷史 |
| Airbus SEN0280G100 | COM | 871,708 | $1.12 億 | 0.6% | −309,105−26.2% | 減碼 | – |
| MELIMercadolibre Inc | COM | 68,037 | $1.06 億 | 0.6% | −17,935−20.9% | 減碼 | 歷史 |
| Louis Vuitton Moet HennessyF58485115 | COM | 132,552 | $1.03 億 | 0.6% | −34,844−20.8% | 減碼 | – |
| DSV Panalpina A/S DKK1K3186P102 | COMMON | 431,811 | $9,473 萬 | 0.5% | −236,582−35.4% | 減碼 | – |
| Experian Ord USD0.10G32655105 | COMMON | 2,462,198 | $9,466 萬 | 0.5% | −651,438−20.9% | 減碼 | – |
| ADYYFAdyen N.V. | Common Stock | 37,777 | $9,185 萬 | 0.5% | −27,359−42.0% | 減碼 | 歷史 |
| Freee K K NPVJ1513Q100 | COMMON | 993,131 | $9,126 萬 | 0.5% | −262,406−20.9% | 減碼 | – |
| VWSYFVestas Wind Systems A/S | COM | 2,428,530 | $8,918 萬 | 0.5% | +2,428,530 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 721,794 | $8,673 萬 | 0.5% | −190,259−20.9% | 減碼 | 歷史 |
| Safran SAF4035A557 | Common Stock | 593,135 | $8,183 萬 | 0.5% | −174,331−22.7% | 減碼 | – |
| Intertek Group Ord GBP0.01G4911B108 | COMMON | 1,026,856 | $7,836 萬 | 0.4% | −271,639−20.9% | 減碼 | – |
| DXCMDexcom Inc | COM | 165,227 | $7,055 萬 | 0.4% | −43,655−20.9% | 減碼 | 歷史 |
| Monotaro Co.ltd NPVJ46583100 | COMMON | 2,947,193 | $6,976 萬 | 0.4% | −778,093−20.9% | 減碼 | – |
| INFOIHS Markit Ltd. | SHS | 556,500 | $6,270 萬 | 0.4% | −147,292−20.9% | 減碼 | 歷史 |
| BALLBALL Corp | COM | 674,274 | $5,463 萬 | 0.3% | −178,454−20.9% | 減碼 | 歷史 |
| AFYAAfya Ltd | CL A COM | 1,994,732 | $5,142 萬 | 0.3% | −529,788−21.0% | 減碼 | 歷史 |
| AONAon plc | CL A | 204,923 | $4,893 萬 | 0.3% | −54,225−20.9% | 減碼 | 歷史 |
| Arco Platform LtdG04553106 | COM CL A | 1,523,750 | $4,672 萬 | 0.3% | −400,654−20.8% | 減碼 | – |
| MQMarqeta, Inc. | CLASS A COM | 849,973 | $2,386 萬 | 0.1% | +849,973 | 新進 | 歷史 |
| NSTGNS Wind Down Co., Inc. | COM | 134,579 | $871.9 萬 | <0.1% | +100,517+295.1% | 加碼 | 歷史 |
| CWSTCasella Waste Systems Inc | CL A | 134,622 | $853.9 萬 | <0.1% | +103,434+331.6% | 加碼 | 歷史 |
| SHAKShake Shack Inc. | CL A | 63,933 | $684.2 萬 | <0.1% | +47,091+279.6% | 加碼 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 29,171 | $563.7 萬 | <0.1% | +21,905+301.5% | 加碼 | 歷史 |
| PLMRPalomar Holdings, Inc. | Stock | 66,138 | $499.0 萬 | <0.1% | +49,664+301.5% | 加碼 | 歷史 |
| Kuaishou Technolog USD0.0000053 B ClassG53263102 | COMMON | 7,000 | $152.7 萬 | <0.1% | 00.0% | 不變 | – |
| Lonza Group AG CHF1 (Regd)H50524133 | CS | 683 | $48.3 萬 | <0.1% | 00.0% | 不變 | – |
| TEAMAtlassian Corp | CL A | 1,757 | $45.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SDMHFSartorius Stedim Biotech S.A. | COMMON | 953 | $44.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Recruit Hldgs Co L NPVJ6433A101 | COMMON | 8,141 | $40.0 萬 | <0.1% | 00.0% | 不變 | – |
| SHOPShopify Inc. | Stock | 264 | $38.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| L'Oreal EUR0.20F58149133 | COM | 768 | $34.0 萬 | <0.1% | 00.0% | 不變 | – |
| Puma SE NPVD62318148 | COMMON | 2,560 | $30.3 萬 | <0.1% | 00.0% | 不變 | – |
| SESea Ltd | SPONSORD ADS | 1,095 | $30.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GDSGDS Holdings Ltd | SPONSORED ADS | 3,776 | $29.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Zur Rose GP AG CHF30.00H9875C108 | COMMON | 743 | $28.4 萬 | <0.1% | 00.0% | 不變 | – |
| STNEStoneCo Ltd. | COM | 4,001 | $26.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Delivery Hero SE NPVD1T0KZ103 | COMMON | 1,966 | $25.8 萬 | <0.1% | 00.0% | 不變 | – |
| Zalando SE NPVD98423102 | COMMON | 2,088 | $25.1 萬 | <0.1% | 00.0% | 不變 | – |
| LULUlululemon athletica inc. | Stock | 642 | $23.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 1 季之後清倉（9 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GWREGuidewire Software, Inc. | COM | 1,706,903 | $1.73 億 | 1.0% | 歷史 |
| FIVEFive Below, Inc | COM | 712,333 | $1.36 億 | 0.8% | 歷史 |
| RDFNRedfin Corp | COM | 1,904,574 | $1.27 億 | 0.7% | 歷史 |
| Vestas Wind System DKK1K9773J128 | COM | 613,568 | $1.26 億 | 0.7% | – |
| RAMPLiveRamp Holdings, Inc. | COM | 2,014,725 | $1.05 億 | 0.6% | 歷史 |
| EQCEQC Liquidating Trust | COM SH BEN INT | 1,774,113 | $4,932 萬 | 0.3% | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 164 | $9,000 | <0.1% | 歷史 |
| BIIBBiogen Inc. | COM | 25 | $6,000 | <0.1% | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2 | $4,000 | <0.1% | 歷史 |