Jackson Square Partners, LLC
- SEC CIK
- 0001605911
- 最新申報
- 2026/2/13
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/11 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 79
- 較 2022 年第 4 季 −2
- 總值
- $37.0 億
- 較 2022 年第 4 季 −$5,311 萬 (−1.4%)
| 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 | 7,531,235 | $2.93 億 | 7.9% | −534,682−6.6% | 減碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,982,743 | $2.00 億 | 5.4% | −104,193−5.0% | 減碼 | 歷史 |
| WIXWix.com Ltd. | SHS | 1,906,873 | $1.90 億 | 5.1% | −110,658−5.5% | 減碼 | 歷史 |
| FMCFMC Corp | COM NEW | 1,519,835 | $1.86 億 | 5.0% | +598,348+64.9% | 加碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 903,967 | $1.82 億 | 4.9% | +42,844+5.0% | 加碼 | 歷史 |
| GOGrocery Outlet Holding Corp. | COM | 6,103,398 | $1.72 億 | 4.7% | +814,636+15.4% | 加碼 | 歷史 |
| AZPNAspen Technology, Inc. | COM | 735,561 | $1.68 億 | 4.6% | +82,038+12.6% | 加碼 | 歷史 |
| GGGGraco Inc | COM | 2,198,351 | $1.61 億 | 4.3% | −115,692−5.0% | 減碼 | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 12,097,961 | $1.40 億 | 3.8% | −2,907,216−19.4% | 減碼 | 歷史 |
| WMGWarner Music Group Corp. | COM CL A | 4,016,398 | $1.34 億 | 3.6% | +199,463+5.2% | 加碼 | 歷史 |
| SITESiteOne Landscape Supply, Inc. | COM | 922,569 | $1.26 億 | 3.4% | −38,280−4.0% | 減碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 2,972,993 | $1.26 億 | 3.4% | −128,979−4.2% | 減碼 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 1,712,530 | $1.16 億 | 3.1% | +364,773+27.1% | 加碼 | 歷史 |
| ESTCElastic N.V. | ORD SHS | 1,953,694 | $1.13 億 | 3.1% | +150,271+8.3% | 加碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 1,485,067 | $1.10 億 | 3.0% | −442,074−22.9% | 減碼 | 歷史 |
| LSCCLattice Semiconductor Corp | COM | 1,032,435 | $9,860 萬 | 2.7% | −46,324−4.3% | 減碼 | 歷史 |
| DLBDolby Laboratories, Inc. | COM CL A | 1,095,642 | $9,359 萬 | 2.5% | −51,247−4.5% | 減碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 1,078,530 | $9,301 萬 | 2.5% | +227,764+26.8% | 加碼 | 歷史 |
| CLHClean Harbors Inc | COM | 610,588 | $8,705 萬 | 2.4% | +610,588 | 新進 | 歷史 |
| HXLHexcel Corp | COM | 1,272,488 | $8,685 萬 | 2.3% | +1,272,488 | 新進 | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 7,603,351 | $8,622 萬 | 2.3% | +2,684,114+54.6% | 加碼 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 389,820 | $7,890 萬 | 2.1% | −152,611−28.1% | 減碼 | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 187,396 | $7,333 萬 | 2.0% | −234,991−55.6% | 減碼 | 歷史 |
| HAPNHappen, Inc. | COM NEW | 8,745,217 | $6,305 萬 | 1.7% | +892,484+11.4% | 加碼 | 歷史 |
| PZZAPapa Johns International Inc | Stock | 820,908 | $6,151 萬 | 1.7% | −822,631−50.1% | 減碼 | 歷史 |
| RYANRyan Specialty Holdings, Inc. | CL A | 1,117,102 | $4,495 萬 | 1.2% | +1,117,102 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 147,523 | $4,253 萬 | 1.2% | −76,227−34.1% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 73,380 | $2,667 萬 | 0.7% | −32,850−30.9% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 111,652 | $2,517 萬 | 0.7% | −49,999−30.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 233,740 | $2,414 萬 | 0.7% | −138,055−37.1% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 95,707 | $1,833 萬 | 0.5% | −13,432−12.3% | 減碼 | 歷史 |
| BABoeing Co | Stock | 81,863 | $1,739 萬 | 0.5% | −36,818−31.0% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 221,902 | $1,707 萬 | 0.5% | −61,469−21.7% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 180,380 | $1,492 萬 | 0.4% | −79,209−30.5% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 90,784 | $1,481 萬 | 0.4% | −17,126−15.9% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 112,222 | $1,376 萬 | 0.4% | −50,492−31.0% | 減碼 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 518,422 | $1,343 萬 | 0.4% | −114,503−18.1% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 72,220 | $1,327 萬 | 0.4% | −31,301−30.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 44,457 | $1,235 萬 | 0.3% | −27,293−38.0% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 46,490 | $1,188 萬 | 0.3% | −20,937−31.1% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 25,446 | $1,183 萬 | 0.3% | −18,029−41.5% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 34,280 | $1,182 萬 | 0.3% | −8,112−19.1% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 44,467 | $1,121 萬 | 0.3% | −9,031−16.9% | 減碼 | 歷史 |
| SGHTSight Sciences, Inc. | COM | 1,279,061 | $1,118 萬 | 0.3% | +69,357+5.7% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 341,750 | $1,083 萬 | 0.3% | −313,291−47.8% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 107,616 | $1,055 萬 | 0.3% | −48,556−31.1% | 減碼 | 歷史 |
| PRFTPerficient Inc | COM | 141,203 | $1,019 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 27,047 | $961.4 萬 | 0.3% | +27,047 | 新進 | 歷史 |
| CTVACorteva, Inc. | Stock | 157,456 | $949.6 萬 | 0.3% | +157,456 | 新進 | 歷史 |
| KKRKKR & Co. Inc. | COM | 171,668 | $901.6 萬 | 0.2% | −77,284−31.0% | 減碼 | 歷史 |
| BRBRBellring Brands, Inc. | Stock | 231,185 | $786.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CPRTCopart Inc | COM | 102,796 | $773.1 萬 | 0.2% | −16,230−13.6% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 20,414 | $682.1 萬 | 0.2% | −18,003−46.9% | 減碼 | 歷史 |
| RMBSRambus Inc | COM | 93,078 | $477.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CWSTCasella Waste Systems Inc | CL A | 57,655 | $476.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 63,979 | $464.9 萬 | 0.1% | −28,910−31.1% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 964 | $45.6 萬 | <0.1% | +33+3.5% | 加碼 | 歷史 |
| Lonza Group AG CHF1 (Regd)H50524133 | CS | 743 | $44.4 萬 | <0.1% | 00.0% | 不變 | – |
| ELVElevance Health, Inc. | Stock | 734 | $33.8 萬 | <0.1% | +71+10.7% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 379 | $21.8 萬 | <0.1% | +148+64.1% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 439 | $21.3 萬 | <0.1% | +26+6.3% | 加碼 | 歷史 |
| AVTRAvantor, Inc. | COM | 9,905 | $20.9 萬 | <0.1% | −4,455−31.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,050 | $10.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Louis Vuitton Moet HennessyF58485115 | COM | 110 | $10.1 萬 | <0.1% | −8−6.8% | 減碼 | – |
| AONAon plc | CL A | 284 | $8.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Airbus SEN0280G100 | COM | 656 | $8.77 萬 | <0.1% | 00.0% | 不變 | – |
| Safran SAF4035A557 | Common Stock | 588 | $8.70 萬 | <0.1% | 00.0% | 不變 | – |
| De Sammensluttede Vognmaend AFK31864117 | COM | 434 | $8.38 萬 | <0.1% | −27−5.9% | 減碼 | – |
| ASMLFASML Holding NV | COM | 123 | $8.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MELIMercadolibre Inc | COM | 61 | $8.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| L'Oreal EUR0.20F58149133 | COM | 162 | $7.22 萬 | <0.1% | 00.0% | 不變 | – |
| UMGNFUniversal Music Group N.V. | COMMON | 2,846 | $7.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 642 | $5.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LULUlululemon athletica inc. | Stock | 150 | $5.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Experian Ord USD0.10G32655105 | COMMON | 1,640 | $5.38 萬 | <0.1% | 00.0% | 不變 | – |
| ADYYFAdyen N.V. | Common Stock | 34 | $5.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VWSYFVestas Wind Systems A/S | COM | 1,490 | $4.32 萬 | <0.1% | −64−4.1% | 減碼 | 歷史 |
| Recruit Hldgs Co L NPVJ6433A101 | COMMON | 1,466 | $4.03 萬 | <0.1% | 00.0% | 不變 | – |
| Monotaro Co.ltd NPVJ46583100 | COMMON | 3,147 | $3.93 萬 | <0.1% | 00.0% | 不變 | – |
2022 年第 4 季之後清倉（7 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| COUPCoupa Software Inc | COM | 1,642,467 | $1.30 億 | 3.5% | 歷史 |
| AZTAAzenta, Inc. | COM | 2,125,898 | $1.24 億 | 3.3% | 歷史 |
| LYFTLyft, Inc. | CL A COM | 3,788,727 | $4,175 萬 | 1.1% | 歷史 |
| VMEOVimeo, Inc. | COMMON STOCK | 9,681,775 | $3,321 萬 | 0.9% | 歷史 |
| TWSTTwist Bioscience Corp | COM | 1,333,523 | $3,175 萬 | 0.8% | 歷史 |
| MTCHMatch Group, Inc. | COM | 180,777 | $750.0 萬 | 0.2% | 歷史 |
| ABNBAirbnb, Inc. | Stock | 74,757 | $639.2 萬 | 0.2% | 歷史 |