Jackson Square Partners, LLC
- SEC CIK
- 0001605911
- 最新申報
- 2026/2/13
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/11/12 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 95
- 較 2021 年第 2 季 −1
- 總值
- $157.7 億
- 較 2021 年第 2 季 −$17.3 億 (−9.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 2,890,688 | $8.15 億 | 5.2% | −237,329−7.6% | 減碼 | 歷史 |
| NYTNew York Times Co | CL A | 11,432,273 | $5.63 億 | 3.6% | −126,086−1.1% | 減碼 | 歷史 |
| LYFTLyft, Inc. | CL A COM | 8,442,057 | $4.52 億 | 2.9% | +1,293,829+18.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,942,766 | $4.33 億 | 2.7% | −171,377−8.1% | 減碼 | 歷史 |
| TNDMTandem Diabetes Care Inc | COM NEW | 3,571,638 | $4.26 億 | 2.7% | −51,456−1.4% | 減碼 | 歷史 |
| WIXWix.com Ltd. | SHS | 2,174,514 | $4.26 億 | 2.7% | +136,831+6.7% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 9,430,893 | $4.23 億 | 2.7% | +214,597+2.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,200,630 | $4.17 億 | 2.6% | +36,667+3.2% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 2,730,229 | $3.86 億 | 2.4% | −202,236−6.9% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,239,990 | $3.75 億 | 2.4% | −139,342−10.1% | 減碼 | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 14,536,671 | $3.71 億 | 2.4% | −299,823−2.0% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 589,062 | $3.67 億 | 2.3% | −51,024−8.0% | 減碼 | 歷史 |
| ESTCElastic N.V. | ORD SHS | 2,447,843 | $3.65 億 | 2.3% | −35,541−1.4% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 3,086,268 | $3.49 億 | 2.2% | −375,184−10.8% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 678,324 | $3.29 億 | 2.1% | −129,429−16.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 99,166 | $3.26 億 | 2.1% | −11,969−10.8% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 1,012,120 | $3.23 億 | 2.0% | −95,604−8.6% | 減碼 | 歷史 |
| MTCHMatch Group, Inc. | COM | 2,052,253 | $3.22 億 | 2.0% | −100,599−4.7% | 減碼 | 歷史 |
| NVRONevro Corp | COM | 2,452,497 | $2.85 億 | 1.8% | +973,348+65.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 443,767 | $2.71 億 | 1.7% | −68,310−13.3% | 減碼 | 歷史 |
| Farfetch Ltd30744W107 | ORD SH CL A | 7,122,432 | $2.67 億 | 1.7% | −69,395−1.0% | 減碼 | – |
| CHTRCharter Communications, Inc. | CL A | 365,899 | $2.66 億 | 1.7% | −43,636−10.7% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,011,237 | $2.63 億 | 1.7% | −120,592−10.7% | 減碼 | 歷史 |
| VRNSVaronis Systems Inc | COM | 4,133,616 | $2.52 億 | 1.6% | +368,428+9.8% | 加碼 | 歷史 |
| DLBDolby Laboratories, Inc. | COM CL A | 2,731,231 | $2.40 億 | 1.5% | −36,866−1.3% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 824,020 | $2.37 億 | 1.5% | −66,101−7.4% | 減碼 | 歷史 |
| SFIXStitch Fix, Inc. | Stock | 5,793,617 | $2.31 億 | 1.5% | +3,042,864+110.6% | 加碼 | 歷史 |
| HAPNHappen, Inc. | COM NEW | 8,021,089 | $2.27 億 | 1.4% | −1,051,573−11.6% | 減碼 | 歷史 |
| PZZAPapa Johns International Inc | Stock | 1,720,420 | $2.18 億 | 1.4% | −644,457−27.3% | 減碼 | 歷史 |
| GOGrocery Outlet Holding Corp. | COM | 9,588,101 | $2.07 億 | 1.3% | +86,621+0.9% | 加碼 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 2,604,093 | $2.01 億 | 1.3% | −35,334−1.3% | 減碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 397,039 | $1.97 億 | 1.2% | −94,439−19.2% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 1,324,919 | $1.92 億 | 1.2% | −157,734−10.6% | 減碼 | 歷史 |
| LBRDKLiberty Broadband Corp | COM SER C | 1,092,687 | $1.89 億 | 1.2% | −17,408−1.6% | 減碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 3,010,827 | $1.83 億 | 1.2% | −844,335−21.9% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 274,046 | $1.82 億 | 1.2% | −32,764−10.7% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 182,731 | $1.82 億 | 1.2% | −62,535−25.5% | 減碼 | 歷史 |
| VMEOVimeo, Inc. | COMMON STOCK | 6,058,805 | $1.78 億 | 1.1% | +6,058,805 | 新進 | 歷史 |
| TWSTTwist Bioscience Corp | COM | 1,554,079 | $1.66 億 | 1.1% | +246,842+18.9% | 加碼 | 歷史 |
| PLANAnaplan, Inc. | COM | 2,720,760 | $1.66 億 | 1.1% | −36,103−1.3% | 減碼 | 歷史 |
| Sailpoint Technologies Holdings, Inc.78781P105 | COM | 3,849,441 | $1.65 億 | 1.0% | −74,977−1.9% | 減碼 | – |
| ZMZoom Communications, Inc. | Stock | 605,321 | $1.58 億 | 1.0% | −76,329−11.2% | 減碼 | 歷史 |
| CTLTCatalent, Inc. | COM | 1,178,857 | $1.57 億 | 1.0% | +1,178,857 | 新進 | 歷史 |
| GGGGraco Inc | COM | 2,225,524 | $1.56 億 | 1.0% | −30,214−1.3% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,007,007 | $1.50 億 | 1.0% | −160,702−13.8% | 減碼 | 歷史 |
| ABMDAbiomed Inc | COM | 443,195 | $1.44 億 | 0.9% | −5,909−1.3% | 減碼 | 歷史 |
| FVRRFiverr International Ltd. | ORD SHS | 741,610 | $1.35 億 | 0.9% | −339,555−31.4% | 減碼 | 歷史 |
| COUPCoupa Software Inc | COM | 613,522 | $1.34 億 | 0.9% | +33,561+5.8% | 加碼 | 歷史 |
| ASMLFASML Holding NV | COM | 166,605 | $1.25 億 | 0.8% | −467−0.3% | 減碼 | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 818,826 | $1.19 億 | 0.8% | −98,204−10.7% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 205,270 | $1.18 億 | 0.7% | −57,764−22.0% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 67,883 | $1.14 億 | 0.7% | −154−0.2% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 665,159 | $1.12 億 | 0.7% | −383,128−36.5% | 減碼 | 歷史 |
| ADYYFAdyen N.V. | Common Stock | 37,691 | $1.05 億 | 0.7% | −86−0.2% | 減碼 | 歷史 |
| De Sammensluttede Vognmaend AFK31864117 | COM | 430,826 | $1.03 億 | 0.7% | +430,826 | 新進 | – |
| Experian Ord USD0.10G32655105 | COMMON | 2,456,530 | $1.03 億 | 0.7% | −5,668−0.2% | 減碼 | – |
| Lonza Group AG CHF1 (Regd)H50524133 | CS | 134,081 | $1.01 億 | 0.6% | +133,398+19,531.2% | 加碼 | – |
| VWSYFVestas Wind Systems A/S | COM | 2,423,070 | $9,715 萬 | 0.6% | −5,460−0.2% | 減碼 | 歷史 |
| Louis Vuitton Moet HennessyF58485115 | COM | 132,060 | $9,483 萬 | 0.6% | −492−0.4% | 減碼 | – |
| VRMVroom, Inc. | COM | 4,249,421 | $9,378 萬 | 0.6% | −55,866−1.3% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 164,856 | $9,015 萬 | 0.6% | −371−0.2% | 減碼 | 歷史 |
| Airbus SEN0280G100 | COM | 661,294 | $8,814 萬 | 0.6% | −210,414−24.1% | 減碼 | – |
| AONAon plc | CL A | 291,550 | $8,332 萬 | 0.5% | +86,627+42.3% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 720,155 | $8,041 萬 | 0.5% | −1,639−0.2% | 減碼 | 歷史 |
| INFOIHS Markit Ltd. | SHS | 683,544 | $7,971 萬 | 0.5% | +127,044+22.8% | 加碼 | 歷史 |
| Safran SAF4035A557 | Common Stock | 591,638 | $7,513 萬 | 0.5% | −1,497−0.3% | 減碼 | – |
| Freee K K NPVJ1513Q100 | COMMON | 990,890 | $7,260 萬 | 0.5% | −2,241−0.2% | 減碼 | – |
| Monotaro Co.ltd NPVJ46583100 | COMMON | 2,940,378 | $6,672 萬 | 0.4% | −6,815−0.2% | 減碼 | – |
| BILLBILL Holdings, Inc. | Stock | 242,304 | $6,468 萬 | 0.4% | −1,034,777−81.0% | 減碼 | 歷史 |
| BILIBilibili Inc. | SPONS ADS REP Z | 959,556 | $6,349 萬 | 0.4% | −2,167−0.2% | 減碼 | 歷史 |
| Recruit Hldgs Co L NPVJ6433A101 | COMMON | 991,389 | $6,089 萬 | 0.4% | +983,248+12,077.7% | 加碼 | – |
| Intertek Group Ord GBP0.01G4911B108 | COMMON | 759,554 | $5,094 萬 | 0.3% | −267,302−26.0% | 減碼 | – |
| AFYAAfya Ltd | CL A COM | 1,990,130 | $3,929 萬 | 0.2% | −4,602−0.2% | 減碼 | 歷史 |
| Arco Platform LtdG04553106 | COM CL A | 1,520,332 | $3,299 萬 | 0.2% | −3,418−0.2% | 減碼 | – |
| MQMarqeta, Inc. | CLASS A COM | 848,060 | $1,876 萬 | 0.1% | −1,913−0.2% | 減碼 | 歷史 |
| CWSTCasella Waste Systems Inc | CL A | 134,622 | $1,022 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 37,473 | $872.6 萬 | 0.1% | +8,302+28.5% | 加碼 | 歷史 |
| SGHTSight Sciences, Inc. | COM | 340,319 | $772.5 萬 | <0.1% | +340,319 | 新進 | 歷史 |
| CYRXCryoport, Inc. | COM PAR $0.001 | 82,096 | $546.0 萬 | <0.1% | +82,096 | 新進 | 歷史 |
| NSTGNS Wind Down Co., Inc. | COM | 106,115 | $509.4 萬 | <0.1% | −28,464−21.2% | 減碼 | 歷史 |
| SHAKShake Shack Inc. | CL A | 63,933 | $501.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLMRPalomar Holdings, Inc. | Stock | 52,243 | $422.2 萬 | <0.1% | −13,895−21.0% | 減碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 1,421 | $55.6 萬 | <0.1% | −336−19.1% | 減碼 | 歷史 |
| SDMHFSartorius Stedim Biotech S.A. | COMMON | 953 | $53.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 15,341 | $38.8 萬 | <0.1% | +15,341 | 新進 | 歷史 |
| SHOPShopify Inc. | Stock | 264 | $35.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SESea Ltd | SPONSORD ADS | 1,095 | $34.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| L'Oreal EUR0.20F58149133 | COM | 768 | $31.7 萬 | <0.1% | 00.0% | 不變 | – |
| Zur Rose GP AG CHF30.00H9875C108 | COMMON | 743 | $29.8 萬 | <0.1% | 00.0% | 不變 | – |
| Puma SE NPVD62318148 | COMMON | 2,560 | $28.5 萬 | <0.1% | 00.0% | 不變 | – |
| LULUlululemon athletica inc. | Stock | 642 | $25.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Delivery Hero SE NPVD1T0KZ103 | COMMON | 1,966 | $25.1 萬 | <0.1% | 00.0% | 不變 | – |
| GDSGDS Holdings Ltd | SPONSORED ADS | 3,776 | $21.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Zalando SE NPVD98423102 | COMMON | 2,088 | $19.1 萬 | <0.1% | 00.0% | 不變 | – |
| STNEStoneCo Ltd. | COM | 4,001 | $13.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 2 季之後清倉（7 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 2 季股數 | 2021 年第 2 季市值 | 2021 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HQYHealthequity, Inc. | COM | 3,519,199 | $2.83 億 | 1.6% | 歷史 |
| ONEM1Life Healthcare Inc | COM | 5,303,364 | $1.75 億 | 1.0% | 歷史 |
| CGCarlyle Group Inc. | COM | 2,827,121 | $1.31 億 | 0.8% | 歷史 |
| SBUXStarbucks Corp | Stock | 1,098,634 | $1.23 億 | 0.7% | 歷史 |
| DSV Panalpina A/S DKK1K3186P102 | COMMON | 431,811 | $9,473 萬 | 0.5% | – |
| BALLBALL Corp | COM | 674,274 | $5,463 萬 | 0.3% | 歷史 |
| Kuaishou Technolog USD0.0000053 B ClassG53263102 | COMMON | 7,000 | $152.7 萬 | <0.1% | – |