Jackson Square Partners, LLC
- SEC CIK
- 0001605911
- 最新申報
- 2026/2/13
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/9 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 81
- 較 2022 年第 3 季 −2
- 總值
- $37.5 億
- 較 2022 年第 3 季 −$6,255 萬 (−1.6%)
| 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 | 8,065,917 | $2.62 億 | 7.0% | −898,603−10.0% | 減碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 2,086,936 | $2.08 億 | 5.6% | −200,265−8.8% | 減碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 861,123 | $1.88 億 | 5.0% | −9,665−1.1% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 1,927,141 | $1.60 億 | 4.3% | −160,823−7.7% | 減碼依 4 比 1 拆股換算 | 歷史 |
| GGGGraco Inc | COM | 2,314,043 | $1.56 億 | 4.2% | −230,940−9.1% | 減碼 | 歷史 |
| WIXWix.com Ltd. | SHS | 2,017,531 | $1.55 億 | 4.1% | −106,747−5.0% | 減碼 | 歷史 |
| GOGrocery Outlet Holding Corp. | COM | 5,288,762 | $1.54 億 | 4.1% | +979,844+22.7% | 加碼 | 歷史 |
| PZZAPapa Johns International Inc | Stock | 1,643,539 | $1.35 億 | 3.6% | +26,402+1.6% | 加碼 | 歷史 |
| AZPNAspen Technology, Inc. | COM | 653,523 | $1.34 億 | 3.6% | +92,689+16.5% | 加碼 | 歷史 |
| WMGWarner Music Group Corp. | COM CL A | 3,816,935 | $1.34 億 | 3.6% | −358,869−8.6% | 減碼 | 歷史 |
| COUPCoupa Software Inc | COM | 1,642,467 | $1.30 億 | 3.5% | +128,986+8.5% | 加碼 | 歷史 |
| AZTAAzenta, Inc. | COM | 2,125,898 | $1.24 億 | 3.3% | −216,586−9.2% | 減碼 | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 15,005,177 | $1.23 億 | 3.3% | −5,252,922−25.9% | 減碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 3,101,972 | $1.22 億 | 3.3% | +323,720+11.7% | 加碼 | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 422,387 | $1.18 億 | 3.1% | +1,464+0.3% | 加碼 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 542,431 | $1.17 億 | 3.1% | −89,425−14.2% | 減碼 | 歷史 |
| FMCFMC Corp | COM NEW | 921,487 | $1.15 億 | 3.1% | +313,824+51.6% | 加碼 | 歷史 |
| SITESiteOne Landscape Supply, Inc. | COM | 960,849 | $1.13 億 | 3.0% | +394,722+69.7% | 加碼 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 1,347,757 | $9,611 萬 | 2.6% | −98,960−6.8% | 減碼 | 歷史 |
| ESTCElastic N.V. | ORD SHS | 1,803,423 | $9,288 萬 | 2.5% | −135,202−7.0% | 減碼 | 歷史 |
| DLBDolby Laboratories, Inc. | COM CL A | 1,146,889 | $8,090 萬 | 2.2% | −572,701−33.3% | 減碼 | 歷史 |
| LSCCLattice Semiconductor Corp | COM | 1,078,759 | $6,999 萬 | 1.9% | +1,078,759 | 新進 | 歷史 |
| HAPNHappen, Inc. | COM NEW | 7,852,733 | $6,910 萬 | 1.8% | −710,679−8.3% | 減碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 850,766 | $5,813 萬 | 1.6% | +850,766 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 223,750 | $5,366 萬 | 1.4% | −32,975−12.8% | 減碼 | 歷史 |
| LYFTLyft, Inc. | CL A COM | 3,788,727 | $4,175 萬 | 1.1% | −273,238−6.7% | 減碼 | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 4,919,237 | $3,906 萬 | 1.0% | +1,572,927+47.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 106,230 | $3,694 萬 | 1.0% | −15,440−12.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 161,651 | $3,358 萬 | 0.9% | −21,381−11.7% | 減碼 | 歷史 |
| VMEOVimeo, Inc. | COMMON STOCK | 9,681,775 | $3,321 萬 | 0.9% | −1,298,182−11.8% | 減碼 | 歷史 |
| TWSTTwist Bioscience Corp | COM | 1,333,523 | $3,175 萬 | 0.8% | −89,860−6.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 371,795 | $3,123 萬 | 0.8% | −19,711−5.0% | 減碼 | 歷史 |
| BABoeing Co | Stock | 118,681 | $2,261 萬 | 0.6% | −5,640−4.5% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 283,371 | $2,114 萬 | 0.6% | −47,111−14.3% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 259,589 | $1,937 萬 | 0.5% | −40,433−13.5% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 162,714 | $1,904 萬 | 0.5% | −8,590−5.0% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 109,139 | $1,835 萬 | 0.5% | +109,139 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 67,427 | $1,789 萬 | 0.5% | −3,559−5.0% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 107,910 | $1,693 萬 | 0.5% | −5,700−5.0% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 43,475 | $1,688 萬 | 0.5% | −6,601−13.2% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 103,521 | $1,671 萬 | 0.4% | −15,907−13.3% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 655,041 | $1,620 萬 | 0.4% | −90,204−12.1% | 減碼 | 歷史 |
| SGHTSight Sciences, Inc. | COM | 1,209,704 | $1,477 萬 | 0.4% | +366,093+43.4% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 53,498 | $1,420 萬 | 0.4% | +53,498 | 新進 | 歷史 |
| SPGIS&P Global Inc. | Stock | 42,392 | $1,420 萬 | 0.4% | −7,944−15.8% | 減碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 248,952 | $1,156 萬 | 0.3% | −13,144−5.0% | 減碼 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 632,925 | $1,137 萬 | 0.3% | +164,411+35.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 71,750 | $1,049 萬 | 0.3% | −3,789−5.0% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 156,172 | $1,012 萬 | 0.3% | +156,172 | 新進 | 歷史 |
| PRFTPerficient Inc | COM | 141,203 | $986.0 萬 | 0.3% | +55,998+65.7% | 加碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 38,417 | $810.2 萬 | 0.2% | −5,476−12.5% | 減碼 | 歷史 |
| MTCHMatch Group, Inc. | COM | 180,777 | $750.0 萬 | 0.2% | −26,079−12.6% | 減碼 | 歷史 |
| CPRTCopart Inc | COM | 119,026 | $724.7 萬 | 0.2% | +119,026 | 新進 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 92,889 | $682.7 萬 | 0.2% | −4,904−5.0% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 74,757 | $639.2 萬 | 0.2% | −3,955−5.0% | 減碼 | 歷史 |
| BRBRBellring Brands, Inc. | Stock | 231,185 | $592.8 萬 | 0.2% | +58,128+33.6% | 加碼 | 歷史 |
| CWSTCasella Waste Systems Inc | CL A | 57,655 | $457.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RMBSRambus Inc | COM | 93,078 | $333.4 萬 | 0.1% | +93,078 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 931 | $49.4 萬 | <0.1% | −3,385−78.4% | 減碼 | 歷史 |
| Lonza Group AG CHF1 (Regd)H50524133 | CS | 743 | $36.4 萬 | <0.1% | −3,502−82.5% | 減碼 | – |
| ELVElevance Health, Inc. | Stock | 663 | $34.0 萬 | <0.1% | +663 | 新進 | 歷史 |
| AVTRAvantor, Inc. | COM | 14,360 | $30.3 萬 | <0.1% | +3,709+34.8% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 413 | $21.2 萬 | <0.1% | +413 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 231 | $12.7 萬 | <0.1% | +231 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,050 | $9.26 萬 | <0.1% | −32,015−96.8% | 減碼 | 歷史 |
| Louis Vuitton Moet HennessyF58485115 | COM | 118 | $8.59 萬 | <0.1% | −3,722−96.9% | 減碼 | – |
| AONAon plc | CL A | 284 | $8.52 萬 | <0.1% | −8,722−96.8% | 減碼 | 歷史 |
| Airbus SEN0280G100 | COM | 656 | $7.80 萬 | <0.1% | −8,434−92.8% | 減碼 | – |
| Safran SAF4035A557 | Common Stock | 588 | $7.36 萬 | <0.1% | −7,558−92.8% | 減碼 | – |
| De Sammensluttede Vognmaend AFK31864117 | COM | 461 | $7.28 萬 | <0.1% | −14,031−96.8% | 減碼 | – |
| UMGNFUniversal Music Group N.V. | COMMON | 2,846 | $6.86 萬 | <0.1% | −86,763−96.8% | 減碼 | 歷史 |
| ASMLFASML Holding NV | COM | 123 | $6.63 萬 | <0.1% | −3,721−96.8% | 減碼 | 歷史 |
| L'Oreal EUR0.20F58149133 | COM | 162 | $5.79 萬 | <0.1% | −4,960−96.8% | 減碼 | – |
| Experian Ord USD0.10G32655105 | COMMON | 1,640 | $5.57 萬 | <0.1% | −49,995−96.8% | 減碼 | – |
| MELIMercadolibre Inc | COM | 61 | $5.16 萬 | <0.1% | −1,839−96.8% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 150 | $4.81 萬 | <0.1% | −4,557−96.8% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 642 | $4.78 萬 | <0.1% | −21,144−97.1% | 減碼 | 歷史 |
| ADYYFAdyen N.V. | Common Stock | 34 | $4.69 萬 | <0.1% | −1,020−96.8% | 減碼 | 歷史 |
| Recruit Hldgs Co L NPVJ6433A101 | COMMON | 1,466 | $4.67 萬 | <0.1% | −44,365−96.8% | 減碼 | – |
| VWSYFVestas Wind Systems A/S | COM | 1,554 | $4.52 萬 | <0.1% | −47,394−96.8% | 減碼 | 歷史 |
| Monotaro Co.ltd NPVJ46583100 | COMMON | 3,147 | $4.46 萬 | <0.1% | −95,144−96.8% | 減碼 | – |
2022 年第 3 季之後清倉（12 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CTLTCatalent, Inc. | COM | 1,458,029 | $1.06 億 | 2.8% | 歷史 |
| ABMDAbiomed Inc | COM | 428,103 | $1.05 億 | 2.8% | 歷史 |
| UPWKUpwork, Inc | COM | 7,080,973 | $9,644 萬 | 2.5% | 歷史 |
| Farfetch Ltd30744W107 | ORD SH CL A | 6,518,189 | $4,856 萬 | 1.3% | – |
| CHTRCharter Communications, Inc. | CL A | 47,332 | $1,436 萬 | 0.4% | 歷史 |
| SNOWSnowflake Inc. | Stock | 74,770 | $1,271 萬 | 0.3% | 歷史 |
| BIRDSmartbird, Inc. | COM CL A | 3,395,914 | $1,032 萬 | 0.3% | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 176,473 | $903.8 萬 | 0.2% | 歷史 |
| TWLOTwilio Inc | CL A | 101,408 | $701.1 萬 | 0.2% | 歷史 |
| RBARB Global Inc. | COM | 99,265 | $620.2 萬 | 0.2% | 歷史 |
| CYRXCryoport, Inc. | COM PAR $0.001 | 192,312 | $468.4 萬 | 0.1% | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 59,197 | $298.2 萬 | 0.1% | – |