Jackson Square Partners, LLC
- SEC CIK
- 0001605911
- 最新申報
- 2026/2/13
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/13 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 95
- 較 2021 年第 4 季 +4
- 總值
- $100.7 億
- 較 2021 年第 4 季 −$18.2 億 (−15.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 1,712,452 | $5.28 億 | 5.2% | −102,318−5.6% | 減碼 | 歷史 |
| NYTNew York Times Co | CL A | 11,167,140 | $5.12 億 | 5.1% | +312,088+2.9% | 加碼 | 歷史 |
| WIXWix.com Ltd. | SHS | 3,631,516 | $3.79 億 | 3.8% | +1,299,444+55.7% | 加碼 | 歷史 |
| GOGrocery Outlet Holding Corp. | COM | 11,041,073 | $3.62 億 | 3.6% | +271,343+2.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 832,144 | $2.97 億 | 3.0% | −26,294−3.1% | 減碼 | 歷史 |
| DLBDolby Laboratories, Inc. | COM CL A | 3,381,430 | $2.64 億 | 2.6% | +153,074+4.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,178,943 | $2.61 億 | 2.6% | −42,707−3.5% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 580,743 | $2.51 億 | 2.5% | −20,586−3.4% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,894,643 | $2.23 億 | 2.2% | −59,027−3.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 68,085 | $2.22 億 | 2.2% | −2,237−3.2% | 減碼 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 2,440,256 | $2.07 億 | 2.1% | −140,336−5.4% | 減碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 2,147,227 | $2.06 億 | 2.0% | +2,147,227 | 新進 | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 22,542,589 | $2.05 億 | 2.0% | +8,039,420+55.4% | 加碼 | 歷史 |
| COUPCoupa Software Inc | COM | 1,934,370 | $1.97 億 | 2.0% | +619,725+47.1% | 加碼 | 歷史 |
| ESTCElastic N.V. | ORD SHS | 2,144,575 | $1.91 億 | 1.9% | −14,254−0.7% | 減碼 | 歷史 |
| AZTAAzenta, Inc. | COM | 2,211,229 | $1.83 億 | 1.8% | +1,927,276+678.7% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 5,094,833 | $1.82 億 | 1.8% | −195,811−3.7% | 減碼 | 歷史 |
| TNDMTandem Diabetes Care Inc | COM NEW | 1,499,740 | $1.74 億 | 1.7% | −1,004,606−40.1% | 減碼 | 歷史 |
| UPWKUpwork, Inc | COM | 7,490,906 | $1.74 億 | 1.7% | +1,394,011+22.9% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 2,090,426 | $1.73 億 | 1.7% | −64,876−3.0% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 308,703 | $1.72 億 | 1.7% | −35,598−10.3% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 763,711 | $1.62 億 | 1.6% | +59,103+8.4% | 加碼 | 歷史 |
| CTLTCatalent, Inc. | COM | 1,455,923 | $1.61 億 | 1.6% | −49,924−3.3% | 減碼 | 歷史 |
| GGGGraco Inc | COM | 2,311,250 | $1.61 億 | 1.6% | +105,632+4.8% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 1,037,876 | $1.57 億 | 1.6% | −194,423−15.8% | 減碼 | 歷史 |
| Sailpoint Technologies Holdings, Inc.78781P105 | COM | 2,990,312 | $1.53 億 | 1.5% | −109,771−3.5% | 減碼 | – |
| ABMDAbiomed Inc | COM | 460,133 | $1.52 億 | 1.5% | +21,045+4.8% | 加碼 | 歷史 |
| LYFTLyft, Inc. | CL A COM | 3,722,495 | $1.43 億 | 1.4% | −5,165,451−58.1% | 減碼 | 歷史 |
| HAPNHappen, Inc. | COM NEW | 8,845,982 | $1.40 億 | 1.4% | +1,267,318+16.7% | 加碼 | 歷史 |
| MTCHMatch Group, Inc. | COM | 1,215,792 | $1.32 億 | 1.3% | −43,394−3.4% | 減碼 | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 387,267 | $1.32 億 | 1.3% | +387,267 | 新進 | 歷史 |
| LBRDKLiberty Broadband Corp | COM SER C | 944,340 | $1.28 億 | 1.3% | −819,250−46.5% | 減碼 | 歷史 |
| TWSTTwist Bioscience Corp | COM | 2,497,659 | $1.23 億 | 1.2% | +686,718+37.9% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 506,099 | $1.16 億 | 1.2% | −37,845−7.0% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 260,715 | $1.14 億 | 1.1% | +129,540+98.8% | 加碼 | 歷史 |
| Farfetch Ltd30744W107 | ORD SH CL A | 7,029,165 | $1.06 億 | 1.1% | −591,144−7.8% | 減碼 | – |
| AZPNASPENTECH Corp | COM | 639,005 | $1.06 億 | 1.0% | +639,005 | 新進 | 歷史 |
| AONAon plc | CL A | 302,985 | $9,866 萬 | 1.0% | +190.0% | 加碼 | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 3,605,278 | $9,525 萬 | 0.9% | +3,605,278 | 新進 | 歷史 |
| Lonza Group AG CHF1 (Regd)H50524133 | CS | 128,987 | $9,400 萬 | 0.9% | +474+0.4% | 加碼 | – |
| NFLXNetflix Inc | Stock | 250,141 | $9,370 萬 | 0.9% | −8,027−3.1% | 減碼 | 歷史 |
| VMEOVimeo, Inc. | COMMON STOCK | 7,654,522 | $9,094 萬 | 0.9% | −239,986−3.0% | 減碼 | 歷史 |
| Louis Vuitton Moet HennessyF58485115 | COM | 126,516 | $9,093 萬 | 0.9% | +100.0% | 加碼 | – |
| CHTRCharter Communications, Inc. | CL A | 164,374 | $8,967 萬 | 0.9% | −10,904−6.2% | 減碼 | 歷史 |
| ASMLFASML Holding NV | COM | 130,478 | $8,808 萬 | 0.9% | +620.0% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 198,070 | $8,124 萬 | 0.8% | +198,070 | 新進 | 歷史 |
| Airbus SEN0280G100 | COM | 660,864 | $8,071 萬 | 0.8% | +620.0% | 加碼 | – |
| DXCMDexcom Inc | COM | 157,121 | $8,038 萬 | 0.8% | +459+0.3% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 595,052 | $8,007 萬 | 0.8% | −39,777−6.3% | 減碼 | 歷史 |
| De Sammensluttede Vognmaend AFK31864117 | COM | 410,160 | $7,937 萬 | 0.8% | +380.0% | 加碼 | – |
| PZZAPapa Johns International Inc | Stock | 747,805 | $7,873 萬 | 0.8% | −285,579−27.6% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 64,542 | $7,677 萬 | 0.8% | +50.0% | 加碼 | 歷史 |
| UMGNFUniversal Music Group N.V. | COMMON | 2,834,749 | $7,590 萬 | 0.8% | +2,834,749 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 246,591 | $7,439 萬 | 0.7% | −15,969−6.1% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 691,073 | $7,205 萬 | 0.7% | +680.0% | 加碼 | 歷史 |
| Monotaro Co.ltd NPVJ46583100 | COMMON | 3,323,036 | $7,195 萬 | 0.7% | +521,550+18.6% | 加碼 | – |
| ADYYFAdyen N.V. | Common Stock | 35,888 | $7,185 萬 | 0.7% | +40.0% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 452,907 | $7,179 萬 | 0.7% | −30,046−6.2% | 減碼 | 歷史 |
| Safran SAF4035A557 | Common Stock | 591,296 | $7,019 萬 | 0.7% | +440.0% | 加碼 | – |
| Recruit Hldgs Co L NPVJ6433A101 | COMMON | 1,549,826 | $6,897 萬 | 0.7% | +398,494+34.6% | 加碼 | – |
| Experian Ord USD0.10G32655105 | COMMON | 1,750,463 | $6,787 萬 | 0.7% | −589,659−25.2% | 減碼 | – |
| TWLOTwilio Inc | CL A | 352,530 | $5,810 萬 | 0.6% | −240,283−40.5% | 減碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 910,557 | $5,324 萬 | 0.5% | −59,803−6.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 194,719 | $5,313 萬 | 0.5% | +194,719 | 新進 | 歷史 |
| VWSYFVestas Wind Systems A/S | COM | 1,665,088 | $4,949 萬 | 0.5% | −643,725−27.9% | 減碼 | 歷史 |
| OMCLOmnicell, Inc. | COM | 370,210 | $4,794 萬 | 0.5% | −370,523−50.0% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 273,421 | $4,696 萬 | 0.5% | −45,020−14.1% | 減碼 | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 580,439 | $4,415 萬 | 0.4% | +188,414+48.1% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 92,179 | $4,200 萬 | 0.4% | −5,999−6.1% | 減碼 | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 612,034 | $3,333 萬 | 0.3% | +612,034 | 新進 | 歷史 |
| Arco Platform LtdG04553106 | COM CL A | 1,448,893 | $3,057 萬 | 0.3% | +1460.0% | 加碼 | – |
| AFYAAfya Ltd | CL A COM | 1,897,676 | $2,735 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SESea Ltd | SPONSORD ADS | 204,755 | $2,453 萬 | 0.2% | +210.0% | 加碼 | 歷史 |
| BIRDSmartbird, Inc. | COM CL A | 3,977,265 | $2,390 萬 | 0.2% | +503,121+14.5% | 加碼 | 歷史 |
| CYRXCryoport, Inc. | COM PAR $0.001 | 190,316 | $664.3 萬 | 0.1% | +90,675+91.0% | 加碼 | 歷史 |
| Walkme LtdM97628107 | ORD SHS | 419,551 | $633.1 萬 | 0.1% | +121,096+40.6% | 加碼 | – |
| CWSTCasella Waste Systems Inc | CL A | 63,690 | $558.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SGHTSight Sciences, Inc. | COM | 464,281 | $536.7 萬 | 0.1% | −131,443−22.1% | 減碼 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 17,173 | $440.8 萬 | <0.1% | −2,272−11.7% | 減碼 | 歷史 |
| NSTGNS Wind Down Co., Inc. | COM | 126,485 | $439.5 萬 | <0.1% | −2,309−1.8% | 減碼 | 歷史 |
| SHAKShake Shack Inc. | CL A | 61,740 | $419.2 萬 | <0.1% | +5,234+9.3% | 加碼 | 歷史 |
| PRFTPerficient Inc | COM | 31,565 | $347.4 萬 | <0.1% | +31,565 | 新進 | 歷史 |
| SDMHFSartorius Stedim Biotech S.A. | COMMON | 1,483 | $61.1 萬 | <0.1% | +633+74.5% | 加碼 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 24,897 | $50.0 萬 | <0.1% | +11,210+81.9% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 984 | $28.9 萬 | <0.1% | +20+2.1% | 加碼 | 歷史 |
| AVTRAvantor, Inc. | COM | 8,429 | $28.5 萬 | <0.1% | +8,429 | 新進 | 歷史 |
| L'Oreal EUR0.20F58149133 | COM | 699 | $28.1 萬 | <0.1% | +14+2.0% | 加碼 | – |
| Intertek Group Ord GBP0.01G4911B108 | COMMON | 3,631 | $24.9 萬 | <0.1% | +75+2.1% | 加碼 | – |
| LULUlululemon athletica inc. | Stock | 638 | $23.3 萬 | <0.1% | +64+11.1% | 加碼 | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 763 | $22.6 萬 | <0.1% | +763 | 新進 | 歷史 |
| RMDResmed Inc | COM | 852 | $20.6 萬 | <0.1% | +852 | 新進 | 歷史 |
| Puma SE NPVD62318148 | COMMON | 2,332 | $19.9 萬 | <0.1% | +48+2.1% | 加碼 | – |
| CRLCharles River Laboratories International, Inc. | COM | 661 | $18.7 萬 | <0.1% | +661 | 新進 | 歷史 |
| SHOPShopify Inc. | Stock | 239 | $16.1 萬 | <0.1% | +5+2.1% | 加碼 | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 2,340 | $13.5 萬 | <0.1% | +2,340 | 新進 | 歷史 |
2021 年第 4 季之後清倉（10 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NVRONevro Corp | COM | 2,443,095 | $1.98 億 | 1.7% | 歷史 |
| SFIXStitch Fix, Inc. | Stock | 6,987,799 | $1.32 億 | 1.1% | 歷史 |
| INFOIHS Markit Ltd. | SHS | 697,929 | $9,277 萬 | 0.8% | 歷史 |
| VRMVroom, Inc. | COM | 6,588,507 | $7,109 萬 | 0.6% | 歷史 |
| Freee K K NPVJ1513Q100 | COMMON | 945,896 | $5,228 萬 | 0.4% | – |
| MQMarqeta, Inc. | CLASS A COM | 813,789 | $1,397 萬 | 0.1% | 歷史 |
| Delivery Hero SE NPVD1T0KZ103 | COMMON | 1,753 | $19.5 萬 | <0.1% | – |
| FVRRFiverr International Ltd. | ORD SHS | 1,424 | $16.1 萬 | <0.1% | 歷史 |
| GDSGDS Holdings Ltd | SPONSORED ADS | 3,369 | $15.8 萬 | <0.1% | 歷史 |
| Zalando SE NPVD98423102 | COMMON | 1,861 | $15.0 萬 | <0.1% | – |