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Jackson Square Partners, LLC

SEC CIK
0001605911
最新申報
2026/2/13

2024 年第 3 季持倉

持倉截至 2024/9/30，2024/11/13 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。

機構總覽
持股檔數
78
較 2024 年第 2 季 −1
總值
$11.6 億
較 2024 年第 2 季 −$4.80 億 (−29.3%)
申報日
2024/11/13
SEC
Jackson Square Partners, LLC 在 2024 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
NYTNew York Times CoCL A1,090,592$6,071 萬5.2%−618,242−36.2%減碼歷史
CLHClean Harbors IncCOM189,365$4,577 萬3.9%−101,412−34.9%減碼歷史
SITESiteOne Landscape Supply, Inc.COM294,284$4,441 萬3.8%−98,957−25.2%減碼歷史
GOGrocery Outlet Holding Corp.COM2,397,364$4,207 萬3.6%−388,294−13.9%減碼歷史
TECHBIO-TECHNE CorpCOM496,286$3,967 萬3.4%−267,503−35.0%減碼歷史
HAPNHappen, Inc.COM NEW3,423,505$3,913 萬3.4%−1,656,152−32.6%減碼歷史
STVNStevanato Group S.p.A.ORD SHS1,905,495$3,811 萬3.3%−312,277−14.1%減碼歷史
WHWyndham Hotels & Resorts, Inc.COM476,366$3,722 萬3.2%−256,449−35.0%減碼歷史
MKTXMarketaxess Holdings IncCOM141,177$3,617 萬3.1%−75,989−35.0%減碼歷史
AZPNAspen Technology, Inc.COM147,476$3,522 萬3.0%−78,830−34.8%減碼歷史
HWMHowmet Aerospace Inc.Stock350,867$3,517 萬3.0%−371,592−51.4%減碼歷史
GGGGraco IncCOM367,285$3,214 萬2.8%−196,242−34.8%減碼歷史
ALGNAlign Technology IncCOM125,655$3,196 萬2.8%+125,655新進歷史
CRLCharles River Laboratories International, Inc.COM161,925$3,189 萬2.8%−16,301−9.1%減碼歷史
ENTGEntegris IncCOM277,958$3,128 萬2.7%−74,338−21.1%減碼歷史
RYANRyan Specialty Holdings, Inc.CL A403,433$2,678 萬2.3%−310,611−43.5%減碼歷史
SSDSimpson Manufacturing Co., Inc.COM139,948$2,677 萬2.3%+139,948新進歷史
HXLHexcel CorpCOM427,826$2,645 萬2.3%−207,471−32.7%減碼歷史
ACLSAxcelis Technologies IncStock243,347$2,551 萬2.2%−119,596−33.0%減碼歷史
WIXWix.com Ltd.SHS152,448$2,548 萬2.2%−213,034−58.3%減碼歷史
MSFTMicrosoft CorpStock59,041$2,541 萬2.2%−21,815−27.0%減碼歷史
MEDPMedpace Holdings, Inc.COM73,260$2,445 萬2.1%+16,498+29.1%加碼歷史
WMGWarner Music Group Corp.COM CL A761,755$2,384 萬2.1%−410,426−35.0%減碼歷史
OKTAOkta, Inc.CL A314,973$2,342 萬2.0%−168,067−34.8%減碼歷史
KNSLKinsale Capital Group, Inc.Stock48,831$2,273 萬2.0%−26,260−35.0%減碼歷史
WSCWillScot Holdings CorpCOM CL A586,641$2,206 萬1.9%−260,141−30.7%減碼歷史
NVDANVIDIA CorpStock171,468$2,082 萬1.8%−63,218−26.9%減碼歷史
BILLBILL Holdings, Inc.Stock385,882$2,036 萬1.8%−208,380−35.1%減碼歷史
ESTCElastic N.V.ORD SHS257,336$1,975 萬1.7%−125,876−32.8%減碼歷史
WABWestinghouse Air Brake Technologies CorpStock103,228$1,876 萬1.6%−92,998−47.4%減碼歷史
MOHMolina Healthcare, Inc.COM53,688$1,850 萬1.6%−28,674−34.8%減碼歷史
APPFAppfolio IncCOM CL A74,781$1,760 萬1.5%−7,871−9.5%減碼歷史
AMZNAmazon Com IncStock90,207$1,681 萬1.5%−33,369−27.0%減碼歷史
GOOGLAlphabet Inc.Stock75,191$1,247 萬1.1%−27,928−27.1%減碼歷史
PACBPacific Biosciences of California, Inc.COM6,296,116$1,070 萬0.9%−2,587,327−29.1%減碼歷史
MAMastercard IncStock21,271$1,050 萬0.9%−7,880−27.0%減碼歷史
VVisa Inc.Stock31,874$876.4 萬0.8%−11,771−27.0%減碼歷史
CMECME Group Inc.COM38,396$847.2 萬0.7%−14,199−27.0%減碼歷史
NOWServiceNow, Inc.Stock9,150$818.4 萬0.7%−3,370−26.9%減碼歷史
UBERUber Technologies, IncStock103,528$778.1 萬0.7%−38,146−26.9%減碼歷史
CPCanadian Pacific Kansas City LtdCOM89,165$762.7 萬0.7%−33,063−27.1%減碼歷史
WMWaste Management IncStock36,641$760.7 萬0.7%−13,492−26.9%減碼歷史
SPGIS&P Global Inc.Stock13,867$716.4 萬0.6%−5,129−27.0%減碼歷史
VEEVVeeva Systems IncStock28,177$591.4 萬0.5%−10,398−27.0%減碼歷史
SGHTSight Sciences, Inc.COM918,059$578.4 萬0.5%−506,933−35.6%減碼歷史
ISRGIntuitive Surgical IncCOM NEW11,330$556.6 萬0.5%−6,880−37.8%減碼歷史
KKRKKR & Co. Inc.COM41,575$542.9 萬0.5%−15,328−26.9%減碼歷史
AMDAdvanced Micro Devices IncStock32,605$535.0 萬0.5%−12,030−27.0%減碼歷史
LINLinde PLCStock10,820$516.0 萬0.4%−3,984−26.9%減碼歷史
WDAYWorkday, Inc.CL A20,844$509.4 萬0.4%−7,666−26.9%減碼歷史
SBACSba Communications CorpCL A20,626$496.5 萬0.4%−7,563−26.8%減碼歷史
DHRDanaher CorpStock17,828$495.7 萬0.4%−6,621−27.1%減碼歷史
SBUXStarbucks CorpStock49,082$478.5 萬0.4%+49,082新進歷史
NCNOnCino, Inc.COM148,089$467.8 萬0.4%−22,554−13.2%減碼歷史
BABoeing CoStock29,449$447.7 萬0.4%−10,889−27.0%減碼歷史
CPRTCopart IncCOM82,643$433.0 萬0.4%−30,590−27.0%減碼歷史
LLYEli Lilly & CoStock4,752$421.0 萬0.4%−1,785−27.3%減碼歷史
IQVIQVIA Holdings Inc.Stock15,742$373.0 萬0.3%−5,848−27.1%減碼歷史
CWSTCasella Waste Systems IncCL A32,280$321.2 萬0.3%−22,724−41.3%減碼歷史
RMBSRambus IncCOM66,267$279.8 萬0.2%00.0%不變歷史
DDOGDatadog, Inc.CL A COM21,532$247.7 萬0.2%−7,972−27.0%減碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR261$4.53 萬<0.1%−202−43.6%減碼歷史
Safran Spon ADR786584102ADR636$3.74 萬<0.1%+636新進–
MELIMercadolibre IncCOM18$3.69 萬<0.1%−14−43.8%減碼歷史
YUMCYum China Holdings, Inc.COM805$3.62 萬<0.1%+805新進歷史
Airbus SE009279100COM912$3.33 萬<0.1%+912新進–
DSV as ADR26251A108ADR316$3.27 萬<0.1%+316新進–
Recruit Holdings Co Ltd75629J101ADR2,670$3.24 萬<0.1%+2,670新進–
Rolls-Royce Holdings PLC775781206ADR4,459$3.15 萬<0.1%+4,459新進–
Experian PLC30215C101COM597$3.15 萬<0.1%+597新進–
ASMLASML Holding NVADR36$3.00 萬<0.1%+36新進歷史
UNHUnitedHealth Group IncStock50$2.92 萬<0.1%−38−43.2%減碼歷史
MRVLMarvell Technology, Inc.COM400$2.88 萬<0.1%+400新進歷史
SNPSSynopsys IncCOM50$2.53 萬<0.1%−37−42.5%減碼歷史
Lonza Group AG ADR54338V101ADR400$2.53 萬<0.1%+400新進–
LVMH Moet Hennessy Louis Vuitt502441306COM155$2.38 萬<0.1%+155新進–
Monotaro Co Ltd ADR61022V107ADR1,146$1.91 萬<0.1%+1,146新進–
Nintendo Ltd ADR654445303ADR1,220$1.63 萬<0.1%+1,220新進–

2024 年第 2 季之後清倉（17 檔）

2024 年第 2 季季末還持有、這份申報已經沒有的部位。

Jackson Square Partners, LLC 在 2024 年第 2 季之後清倉的部位
證券類別2024 年第 2 季股數2024 年第 2 季市值2024 年第 2 季佔組合 %紀錄
APPAppLovin CorpCOM CL A560,946$4,668 萬2.8%歷史
LPLALPL Financial Holdings Inc.COM137,689$3,846 萬2.3%歷史
EWEdwards Lifesciences CorpStock98,062$905.8 萬0.6%歷史
ASMLFASML Holding NVCOM64$6.61 萬<0.1%歷史
Safran SAF4035A557Common Stock281$5.94 萬<0.1%–
Airbus SEN0280G100COM402$5.52 萬<0.1%–
Recruit Hldgs Co L NPVJ6433A101COMMON944$5.05 萬<0.1%–
Experian Ord USD0.10G32655105COMMON1,056$4.92 萬<0.1%–
UMGNFUniversal Music Group N.V.COMMON1,627$4.84 萬<0.1%歷史
Rolls-Royce Holdings PLC ShsG76225104Common Stock7,882$4.55 萬<0.1%–
De Sammensluttede Vognmaend AFK31864117COM280$4.29 萬<0.1%–
Louis Vuitton Moet HennessyF58485115COM55$4.20 萬<0.1%–
Lonza Group AG CHF1 (Regd)H50524133CS71$3.87 萬<0.1%–
ADYYFAdyen N.V.Common Stock27$3.22 萬<0.1%歷史
Nintendo Co Ltd Kyoto OrdJ51699106COM540$2.87 萬<0.1%–
Monotaro Co.ltd NPVJ46583100COMMON2,027$2.38 萬<0.1%–
LULUlululemon athletica inc.Stock68$2.03 萬<0.1%歷史