Jackson Square Partners, LLC
- SEC CIK
- 0001605911
- 最新申報
- 2026/2/13
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/12 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 55
- 較 2024 年第 4 季 −5
- 總值
- $7.44 億
- 較 2024 年第 4 季 −$1.84 億 (−19.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SBACSba Communications Corp | CL A | 137,650 | $3,028 萬 | 4.1% | +111,972+436.1% | 加碼 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 330,231 | $2,989 萬 | 4.0% | −66,521−16.8% | 減碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 53,271 | $2,593 萬 | 3.5% | +12,581+30.9% | 加碼 | 歷史 |
| CLHClean Harbors Inc | COM | 131,108 | $2,584 萬 | 3.5% | −26,579−16.9% | 減碼 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 1,157,937 | $2,365 萬 | 3.2% | −469,576−28.9% | 減碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 218,237 | $2,296 萬 | 3.1% | −43,961−16.8% | 減碼 | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 66,341 | $2,185 萬 | 2.9% | −13,160−16.6% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 135,503 | $2,153 萬 | 2.9% | +16,859+14.2% | 加碼 | 歷史 |
| SITESiteOne Landscape Supply, Inc. | COM | 176,755 | $2,147 萬 | 2.9% | +170,514+2,732.2% | 加碼 | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 97,715 | $2,114 萬 | 2.8% | −19,696−16.8% | 減碼 | 歷史 |
| AAONAaon, Inc. | COM PAR $0.004 | 268,297 | $2,096 萬 | 2.8% | +268,297 | 新進 | 歷史 |
| RYANRyan Specialty Holdings, Inc. | CL A | 279,455 | $2,064 萬 | 2.8% | −56,795−16.9% | 減碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 156,495 | $2,030 萬 | 2.7% | −88,598−36.1% | 減碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 66,559 | $2,028 萬 | 2.7% | +5,514+9.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 53,901 | $2,023 萬 | 2.7% | −2,193−3.9% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 343,887 | $2,016 萬 | 2.7% | −69,297−16.8% | 減碼 | 歷史 |
| GOGrocery Outlet Holding Corp. | COM | 1,440,220 | $2,013 萬 | 2.7% | −671,876−31.8% | 減碼 | 歷史 |
| HAPNHappen, Inc. | COM NEW | 1,935,248 | $1,997 萬 | 2.7% | −905,128−31.9% | 減碼 | 歷史 |
| ESTCElastic N.V. | ORD SHS | 221,955 | $1,978 萬 | 2.7% | +24,697+12.5% | 加碼 | 歷史 |
| NYTNew York Times Co | CL A | 346,295 | $1,718 萬 | 2.3% | −113,257−24.6% | 減碼 | 歷史 |
| ENTGEntegris Inc | COM | 192,736 | $1,686 萬 | 2.3% | −38,819−16.8% | 減碼 | 歷史 |
| WMGWarner Music Group Corp. | COM CL A | 528,076 | $1,656 萬 | 2.2% | −106,370−16.8% | 減碼 | 歷史 |
| HXLHexcel Corp | COM | 302,148 | $1,655 萬 | 2.2% | −31,520−9.4% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 152,030 | $1,648 萬 | 2.2% | −10,940−6.7% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 222,132 | $1,604 萬 | 2.2% | +222,132 | 新進 | 歷史 |
| BLDQXO Insulation, LLC | Stock | 52,048 | $1,587 萬 | 2.1% | −10,464−16.7% | 減碼 | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 97,066 | $1,525 萬 | 2.1% | −19,557−16.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 76,883 | $1,463 萬 | 2.0% | −3,097−3.9% | 減碼 | 歷史 |
| WSCWillScot Holdings Corp | COM CL A | 514,439 | $1,430 萬 | 1.9% | +25,730+5.3% | 加碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 71,593 | $1,298 萬 | 1.7% | −14,421−16.8% | 減碼 | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 267,387 | $1,227 萬 | 1.7% | −53,862−16.8% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 19,386 | $1,063 萬 | 1.4% | −823−4.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 68,511 | $1,059 萬 | 1.4% | −3,022−4.2% | 減碼 | 歷史 |
| ACLSAxcelis Technologies Inc | Stock | 210,344 | $1,045 萬 | 1.4% | +23,754+12.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 24,924 | $873.5 萬 | 1.2% | −1,078−4.1% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 32,387 | $859.2 萬 | 1.2% | −3,040−8.6% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 31,845 | $737.2 萬 | 1.0% | −2,990−8.6% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 12,636 | $642.0 萬 | 0.9% | +12,636 | 新進 | 歷史 |
| BABoeing Co | Stock | 35,985 | $613.7 萬 | 0.8% | −1,355−3.6% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 81,424 | $571.7 萬 | 0.8% | −3,427−4.0% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 6,388 | $508.6 萬 | 0.7% | −277−4.2% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 7,087 | $469.6 萬 | 0.6% | −303−4.1% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 19,110 | $446.3 萬 | 0.6% | −714−3.6% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 8,331 | $412.6 萬 | 0.6% | −1,905−18.6% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 56,411 | $411.0 萬 | 0.6% | −42,062−42.7% | 減碼 | 歷史 |
| CPRTCopart Inc | COM | 72,143 | $408.3 萬 | 0.5% | −6,435−8.2% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 8,747 | $407.3 萬 | 0.5% | −1,560−15.1% | 減碼 | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 3,320,361 | $391.8 萬 | 0.5% | −1,788,905−35.0% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 38,243 | $375.1 萬 | 0.5% | −8,456−18.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,327 | $357.4 萬 | 0.5% | −194−4.3% | 減碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 30,756 | $355.6 萬 | 0.5% | −1,164−3.6% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 16,340 | $335.0 萬 | 0.5% | −610−3.6% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 29,911 | $307.3 萬 | 0.4% | −1,118−3.6% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 5,966 | $255.9 萬 | 0.3% | −7,210−54.7% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 14,367 | $253.3 萬 | 0.3% | −629−4.2% | 減碼 | 歷史 |
2024 年第 4 季之後清倉（8 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GGGGraco Inc | COM | 305,917 | $2,579 萬 | 2.8% | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 134,927 | $2,491 萬 | 2.7% | 歷史 |
| WIXWix.com Ltd. | SHS | 114,320 | $2,453 萬 | 2.6% | 歷史 |
| AZPNAspen Technology, Inc. | COM | 78,798 | $1,967 萬 | 2.1% | 歷史 |
| NCNOnCino, Inc. | COM | 69,988 | $235.0 萬 | 0.3% | 歷史 |
| RMBSRambus Inc | COM | 31,318 | $165.5 萬 | 0.2% | 歷史 |
| CWSTCasella Waste Systems Inc | CL A | 15,256 | $161.4 萬 | 0.2% | 歷史 |
| SGHTSight Sciences, Inc. | COM | 230,997 | – | – | 歷史 |