Jackson Square Partners, LLC
- SEC CIK
- 0001605911
- 最新申報
- 2026/2/13
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/7 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 54
- 較 2025 年第 1 季 −1
- 總值
- $2.70 億
- 較 2025 年第 1 季 −$4.73 億 (−63.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 43,581 | $2,168 萬 | 8.0% | −10,320−19.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 132,334 | $2,091 萬 | 7.7% | −19,696−13.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 66,922 | $1,468 萬 | 5.4% | −9,961−13.0% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 84,919 | $1,090 萬 | 4.0% | −137,213−61.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 59,635 | $1,051 萬 | 3.9% | −8,876−13.0% | 減碼 | 歷史 |
| SBACSba Communications Corp | CL A | 40,353 | $947.6 萬 | 3.5% | −97,297−70.7% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 13,835 | $777.4 萬 | 2.9% | −5,551−28.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 19,618 | $696.5 萬 | 2.6% | −5,306−21.3% | 減碼 | 歷史 |
| BABoeing Co | Stock | 31,323 | $656.3 萬 | 2.4% | −4,662−13.0% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 10,999 | $580.0 萬 | 2.1% | −1,637−13.0% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 20,978 | $578.2 萬 | 2.1% | −11,409−35.2% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 5,561 | $571.7 萬 | 2.1% | −827−12.9% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 66,279 | $525.4 萬 | 1.9% | −15,145−18.6% | 減碼 | 歷史 |
| CLHClean Harbors Inc | COM | 21,835 | $504.8 萬 | 1.9% | −109,273−83.3% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 6,169 | $494.4 萬 | 1.8% | −918−13.0% | 減碼 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 192,669 | $470.7 萬 | 1.7% | −965,268−83.4% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 20,544 | $470.1 萬 | 1.7% | −11,301−35.5% | 減碼 | 歷史 |
| ENTGEntegris Inc | COM | 58,141 | $468.9 萬 | 1.7% | −134,595−69.8% | 減碼 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 55,005 | $446.7 萬 | 1.7% | −275,226−83.3% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 22,836 | $432.4 萬 | 1.6% | −112,667−83.1% | 減碼 | 歷史 |
| HXLHexcel Corp | COM | 75,094 | $424.2 萬 | 1.6% | −227,054−75.1% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 16,634 | $399.2 萬 | 1.5% | −2,476−13.0% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 7,252 | $394.1 萬 | 1.5% | −1,079−13.0% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 7,608 | $390.0 萬 | 1.4% | +1,642+27.5% | 加碼 | 歷史 |
| HAPNHappen, Inc. | COM NEW | 322,301 | $387.7 萬 | 1.4% | −1,612,947−83.3% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 26,036 | $369.5 萬 | 1.4% | −3,875−13.0% | 減碼 | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 16,274 | $363.5 萬 | 1.3% | −81,441−83.3% | 減碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 36,350 | $363.4 萬 | 1.3% | −181,887−83.3% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 7,614 | $357.2 萬 | 1.3% | −1,133−13.0% | 減碼 | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 77,076 | $356.6 萬 | 1.3% | −190,311−71.2% | 減碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 26,772 | $356.1 萬 | 1.3% | −3,984−13.0% | 減碼 | 歷史 |
| SITESiteOne Landscape Supply, Inc. | COM | 29,448 | $356.1 萬 | 1.3% | −147,307−83.3% | 減碼 | 歷史 |
| WSCWillScot Holdings Corp | COM CL A | 129,547 | $355.0 萬 | 1.3% | −384,892−74.8% | 減碼 | 歷史 |
| ESTCElastic N.V. | ORD SHS | 41,075 | $346.4 萬 | 1.3% | −180,880−81.5% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 36,473 | $340.3 萬 | 1.3% | −19,938−35.3% | 減碼 | 歷史 |
| AAONAaon, Inc. | COM PAR $0.004 | 45,218 | $333.5 萬 | 1.2% | −223,079−83.1% | 減碼 | 歷史 |
| NYTNew York Times Co | CL A | 57,706 | $323.0 萬 | 1.2% | −288,589−83.3% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 33,288 | $305.0 萬 | 1.1% | −4,955−13.0% | 減碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 15,835 | $294.7 萬 | 1.1% | −140,660−89.9% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 57,272 | $294.7 萬 | 1.1% | −286,615−83.3% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,767 | $293.6 萬 | 1.1% | −560−12.9% | 減碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 9,326 | $292.7 萬 | 1.1% | −57,233−86.0% | 減碼 | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 9,778 | $291.3 萬 | 1.1% | −56,563−85.3% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 14,223 | $281.0 萬 | 1.0% | −2,117−13.0% | 減碼 | 歷史 |
| BLDQXO Insulation, LLC | Stock | 8,673 | $280.8 萬 | 1.0% | −43,375−83.3% | 減碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 5,732 | $277.4 萬 | 1.0% | −47,539−89.2% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 16,461 | $259.4 萬 | 1.0% | +2,094+14.6% | 加碼 | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 16,173 | $251.2 萬 | 0.9% | −80,893−83.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,971 | $248.7 萬 | 0.9% | +7,971 | 新進 | 歷史 |
| RYANRyan Specialty Holdings, Inc. | CL A | 36,086 | $245.3 萬 | 0.9% | −243,369−87.1% | 減碼 | 歷史 |
| ACLSAxcelis Technologies Inc | Stock | 35,049 | $244.3 萬 | 0.9% | −175,295−83.3% | 減碼 | 歷史 |
| WMGWarner Music Group Corp. | COM CL A | 87,957 | $239.6 萬 | 0.9% | −440,119−83.3% | 減碼 | 歷史 |
| NEOGNeogen Corp | COM | 345,340 | $165.1 萬 | 0.6% | +345,340 | 新進 | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 553,103 | $68.6 萬 | 0.3% | −2,767,258−83.3% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（3 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。