Jackson Square Partners, LLC
- SEC CIK
- 0001605911
- 最新申報
- 2026/2/13
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/12 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 90
- 較 2022 年第 1 季 −5
- 總值
- $42.8 億
- 較 2022 年第 1 季 −$57.9 億 (−57.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NYTNew York Times Co | CL A | 9,087,478 | $2.54 億 | 5.9% | −2,079,662−18.6% | 減碼 | 歷史 |
| GOGrocery Outlet Holding Corp. | COM | 5,495,872 | $2.34 億 | 5.5% | −5,545,201−50.2% | 減碼 | 歷史 |
| WIXWix.com Ltd. | SHS | 3,155,845 | $2.07 億 | 4.8% | −475,671−13.1% | 減碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 2,408,061 | $1.98 億 | 4.6% | +260,834+12.1% | 加碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 556,157 | $1.93 億 | 4.5% | −24,586−4.2% | 減碼 | 歷史 |
| DLBDolby Laboratories, Inc. | COM CL A | 2,629,576 | $1.88 億 | 4.4% | −751,854−22.2% | 減碼 | 歷史 |
| AZTAAzenta, Inc. | COM | 2,449,472 | $1.77 億 | 4.1% | +238,243+10.8% | 加碼 | 歷史 |
| UPWKUpwork, Inc | COM | 7,515,943 | $1.55 億 | 3.6% | +25,037+0.3% | 加碼 | 歷史 |
| ESTCElastic N.V. | ORD SHS | 2,146,278 | $1.45 億 | 3.4% | +1,703+0.1% | 加碼 | 歷史 |
| GGGGraco Inc | COM | 2,313,281 | $1.37 億 | 3.2% | +2,031+0.1% | 加碼 | 歷史 |
| CTLTCatalent, Inc. | COM | 1,250,575 | $1.34 億 | 3.1% | −205,348−14.1% | 減碼 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 677,978 | $1.25 億 | 2.9% | +677,978 | 新進 | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 454,547 | $1.16 億 | 2.7% | +67,280+17.4% | 加碼 | 歷史 |
| ABMDAbiomed Inc | COM | 460,537 | $1.14 億 | 2.7% | +404+0.1% | 加碼 | 歷史 |
| LBRDKLiberty Broadband Corp | COM SER C | 944,841 | $1.09 億 | 2.6% | +501+0.1% | 加碼 | 歷史 |
| AZPNAspen Technology, Inc. | COM | 589,317 | $1.08 億 | 2.5% | +589,317 | 新進 | 歷史 |
| PZZAPapa Johns International Inc | Stock | 1,254,445 | $1.05 億 | 2.4% | +506,640+67.8% | 加碼 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 1,555,278 | $1.02 億 | 2.4% | −884,978−36.3% | 減碼 | 歷史 |
| HAPNHappen, Inc. | COM NEW | 8,734,138 | $1.02 億 | 2.4% | −111,844−1.3% | 減碼 | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 22,762,042 | $1.01 億 | 2.3% | +219,453+1.0% | 加碼 | 歷史 |
| COUPCoupa Software Inc | COM | 1,656,207 | $9,457 萬 | 2.2% | −278,163−14.4% | 減碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 435,470 | $9,318 萬 | 2.2% | +434,809+65,780.5% | 加碼 | 歷史 |
| TWSTTwist Bioscience Corp | COM | 2,498,931 | $8,736 萬 | 2.0% | +1,272+0.1% | 加碼 | 歷史 |
| WMGWarner Music Group Corp. | COM CL A | 3,502,419 | $8,532 萬 | 2.0% | +3,502,419 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 314,382 | $8,074 萬 | 1.9% | −1,398,070−81.6% | 減碼 | 歷史 |
| VMEOVimeo, Inc. | COMMON STOCK | 11,849,912 | $7,134 萬 | 1.7% | +4,195,390+54.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 490,133 | $5,206 萬 | 1.2% | −871,567−64.0% | 減碼依 20 比 1 拆股換算 | 歷史 |
| Farfetch Ltd30744W107 | ORD SH CL A | 7,032,563 | $5,035 萬 | 1.2% | +3,3980.0% | 加碼 | – |
| LYFTLyft, Inc. | CL A COM | 3,705,161 | $4,920 萬 | 1.1% | −17,334−0.5% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 149,614 | $4,720 萬 | 1.1% | −682,530−82.0% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 225,587 | $4,442 萬 | 1.0% | −953,356−80.9% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 367,659 | $3,496 萬 | 0.8% | −1,526,984−80.6% | 減碼 | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 3,611,202 | $3,315 萬 | 0.8% | +5,924+0.2% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 61,340 | $2,917 萬 | 0.7% | −247,363−80.1% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 146,000 | $2,891 萬 | 0.7% | −617,711−80.9% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 409,765 | $2,862 萬 | 0.7% | −1,680,661−80.4% | 減碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 59,236 | $2,775 萬 | 0.6% | −105,138−64.0% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 1,142,755 | $2,338 萬 | 0.5% | −3,952,078−77.6% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 214,388 | $2,191 萬 | 0.5% | −380,664−64.0% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 142,197 | $2,175 萬 | 0.5% | −310,710−68.6% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 61,482 | $2,072 萬 | 0.5% | −136,588−69.0% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 88,874 | $1,784 萬 | 0.4% | −157,717−64.0% | 減碼 | 歷史 |
| MTCHMatch Group, Inc. | COM | 254,700 | $1,775 萬 | 0.4% | −961,092−79.1% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 168,918 | $1,609 萬 | 0.4% | −868,958−83.7% | 減碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 328,149 | $1,519 萬 | 0.4% | −582,408−64.0% | 減碼 | 歷史 |
| BIRDSmartbird, Inc. | COM CL A | 3,831,866 | $1,506 萬 | 0.4% | −145,399−3.7% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 94,586 | $1,434 萬 | 0.3% | −100,133−51.4% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 93,705 | $1,303 萬 | 0.3% | −412,394−81.5% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 53,933 | $1,276 萬 | 0.3% | −206,782−79.3% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 33,200 | $1,215 萬 | 0.3% | −58,979−64.0% | 減碼 | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 221,025 | $1,175 萬 | 0.3% | −391,009−63.9% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 127,032 | $1,065 萬 | 0.2% | −225,498−64.0% | 減碼 | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 211,050 | $955.0 萬 | 0.2% | −369,389−63.6% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 98,628 | $878.5 萬 | 0.2% | −174,793−63.9% | 減碼 | 歷史 |
| CYRXCryoport, Inc. | COM PAR $0.001 | 234,445 | $726.3 萬 | 0.2% | +44,129+23.2% | 加碼 | 歷史 |
| SGHTSight Sciences, Inc. | COM | 595,051 | $534.9 萬 | 0.1% | +130,770+28.2% | 加碼 | 歷史 |
| PRFTPerficient Inc | COM | 56,609 | $519.0 萬 | 0.1% | +25,044+79.3% | 加碼 | 歷史 |
| CWSTCasella Waste Systems Inc | CL A | 69,605 | $505.8 萬 | 0.1% | +5,915+9.3% | 加碼 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 287,469 | $454.4 萬 | 0.1% | +262,572+1,054.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,630 | $355.2 萬 | 0.1% | +1,630 | 新進 | 歷史 |
| RBARB Global Inc. | COM | 50,865 | $330.9 萬 | 0.1% | +50,865 | 新進 | 歷史 |
| Walkme LtdM97628107 | ORD SHS | 299,050 | $302.9 萬 | 0.1% | −120,501−28.7% | 減碼 | – |
| AONAon plc | CL A | 9,804 | $264.3 萬 | 0.1% | −293,181−96.8% | 減碼 | 歷史 |
| Louis Vuitton Moet HennessyF58485115 | COM | 4,251 | $259.2 萬 | 0.1% | −122,265−96.6% | 減碼 | – |
| Lonza Group AG CHF1 (Regd)H50524133 | CS | 4,754 | $253.3 萬 | 0.1% | −124,233−96.3% | 減碼 | – |
| SITESiteOne Landscape Supply, Inc. | COM | 19,633 | $233.3 萬 | 0.1% | +19,633 | 新進 | 歷史 |
| De Sammensluttede Vognmaend AFK31864117 | COM | 15,959 | $222.9 萬 | 0.1% | −394,201−96.1% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 4,288 | $220.2 萬 | 0.1% | +4,288 | 新進 | 歷史 |
| SONOSonos Inc | COM | 112,878 | $203.6 萬 | <0.1% | +112,878 | 新進 | 歷史 |
| ASMLFASML Holding NV | COM | 4,252 | $203.2 萬 | <0.1% | −126,226−96.7% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 24,822 | $202.9 萬 | <0.1% | −666,251−96.4% | 減碼 | 歷史 |
| L'Oreal EUR0.20F58149133 | COM | 5,739 | $197.8 萬 | <0.1% | +5,040+721.0% | 加碼 | – |
| UMGNFUniversal Music Group N.V. | COMMON | 96,388 | $193.3 萬 | <0.1% | −2,738,361−96.6% | 減碼 | 歷史 |
| ADYYFAdyen N.V. | Common Stock | 1,197 | $174.1 萬 | <0.1% | −34,691−96.7% | 減碼 | 歷史 |
| Monotaro Co.ltd NPVJ46583100 | COMMON | 106,834 | $158.7 萬 | <0.1% | −3,216,202−96.8% | 減碼 | – |
| Recruit Hldgs Co L NPVJ6433A101 | COMMON | 51,434 | $151.4 萬 | <0.1% | −1,498,392−96.7% | 減碼 | – |
| LULUlululemon athletica inc. | Stock | 5,297 | $144.4 萬 | <0.1% | +4,659+730.3% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 2,144 | $136.5 萬 | <0.1% | −62,398−96.7% | 減碼 | 歷史 |
| Experian Ord USD0.10G32655105 | COMMON | 55,708 | $134.0 萬 | <0.1% | −1,694,755−96.8% | 減碼 | – |
| VWSYFVestas Wind Systems A/S | COM | 56,773 | $119.9 萬 | <0.1% | −1,608,315−96.6% | 減碼 | 歷史 |
| Airbus SEN0280G100 | COM | 11,971 | $116.0 萬 | <0.1% | −648,893−98.2% | 減碼 | – |
| Safran SAF4035A557 | Common Stock | 10,195 | $100.6 萬 | <0.1% | −581,101−98.3% | 減碼 | – |
| AVTRAvantor, Inc. | COM | 10,651 | $33.1 萬 | <0.1% | +2,222+26.4% | 加碼 | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 740 | $21.8 萬 | <0.1% | −23−3.0% | 減碼 | 歷史 |
| SDMHFSartorius Stedim Biotech S.A. | COMMON | 715 | $21.3 萬 | <0.1% | −768−51.8% | 減碼 | 歷史 |
| London Stock Exchange Group Ord GBP0.06918604GB00V0SWJ | COMMON | 2,090 | $19.4 萬 | <0.1% | +2,090 | 新進 | – |
| Intertek Group Ord GBP0.01G4911B108 | COMMON | 3,518 | $18.0 萬 | <0.1% | −113−3.1% | 減碼 | – |
| TEAMAtlassian Corp | CL A | 954 | $17.8 萬 | <0.1% | −30−3.0% | 減碼 | 歷史 |
| RMDResmed Inc | COM | 826 | $17.3 萬 | <0.1% | −26−3.1% | 減碼 | 歷史 |
| Puma SE NPVD62318148 | COMMON | 2,259 | $14.8 萬 | <0.1% | −73−3.1% | 減碼 | – |
2022 年第 1 季之後清倉（14 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TNDMTandem Diabetes Care Inc | COM NEW | 1,499,740 | $1.74 億 | 1.7% | 歷史 |
| Sailpoint Technologies Holdings, Inc.78781P105 | COM | 2,990,312 | $1.53 億 | 1.5% | – |
| AZPNASPENTECH Corp | COM | 639,005 | $1.06 億 | 1.0% | 歷史 |
| NFLXNetflix Inc | Stock | 250,141 | $9,370 萬 | 0.9% | 歷史 |
| DXCMDexcom Inc | COM | 157,121 | $8,038 萬 | 0.8% | 歷史 |
| OMCLOmnicell, Inc. | COM | 370,210 | $4,794 萬 | 0.5% | 歷史 |
| Arco Platform LtdG04553106 | COM CL A | 1,448,893 | $3,057 萬 | 0.3% | – |
| AFYAAfya Ltd | CL A COM | 1,897,676 | $2,735 萬 | 0.3% | 歷史 |
| SESea Ltd | SPONSORD ADS | 204,755 | $2,453 萬 | 0.2% | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 17,173 | $440.8 萬 | <0.1% | 歷史 |
| NSTGNS Wind Down Co., Inc. | COM | 126,485 | $439.5 萬 | <0.1% | 歷史 |
| SHAKShake Shack Inc. | CL A | 61,740 | $419.2 萬 | <0.1% | 歷史 |
| SHOPShopify Inc. | Stock | 239 | $16.1 萬 | <0.1% | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 2,340 | $13.5 萬 | <0.1% | 歷史 |