Jackson Square Capital, LLC Portfolio Holdings

Jackson Square Capital, LLC

  • $410 Million
  • Q2 2025

Jackson Square Capital, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $410 Million distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $31.1M, Broadcom Inc. with a value of $23.6M, Microsoft Corp with a value of $19.4M, Amazon Com Inc with a value of $18.1M, and Eli Lilly & CO with a value of $15.8M.

Examining the 13F form we can see an increase of $125M in the current position value, from $286M to 410M.

Below you can find more details about Jackson Square Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $410 Million
Technology: $184 Million
Communication Services: $50.9 Million
Healthcare: $37.9 Million
Consumer Cyclical: $28.1 Million
Industrials: $27.7 Million
ETFs: $27.5 Million
Financial Services: $23.3 Million
Consumer Defensive: $10.3 Million
Other: $20.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.42B
$537,000 0.13% of portfolio
35,169
Q2 2025 Reduced 1.95%
$242B
$502,000 0.12% of portfolio
1,841
Q2 2025 Added 144.49%
$80.6B
$505,000 0.12% of portfolio
2,043
Q2 2025 Reduced 0.34%
$31.4B
$504,000 0.12% of portfolio
15,476
Q2 2025 Reduced 0.6%
$177B
$439,000 0.11% of portfolio
834
Q1 2025 Reduced 5.01%
$0
$458,000 0.11% of portfolio
1,252
Q4 2022 Reduced 5.65%
$0
$435,000 0.11% of portfolio
1,432
Q2 2025 Reduced 21.88%
$60.8B
$448,000 0.11% of portfolio
2,194
Q2 2025 Reduced 3.09%
$331B
$424,000 0.1% of portfolio
3,115
Q2 2025 Reduced 27.74%
$16.8B
$385,000 0.09% of portfolio
5,738
Q2 2025 New
$283B
$380,000 0.09% of portfolio
3,894
Q2 2025 Added 0.78%
$116B
$361,000 0.09% of portfolio
1,186
Q2 2025 Reduced 87.06%
$0
$364,000 0.09% of portfolio
2,703
Q2 2025 Reduced 13.06%
$267B
$386,000 0.09% of portfolio
2,741
Q1 2025 Reduced 0.69%
$4.41B
$363,000 0.09% of portfolio
6,928
Q2 2025 New
$4.36B
$383,000 0.09% of portfolio
8,500
Q2 2025 Reduced 0.58%
$0
$315,000 0.08% of portfolio
1,461
Q1 2025 Reduced 17.88%
$187B
$335,000 0.08% of portfolio
426
Q2 2025 Added 0.24%
$37.8B
$342,000 0.08% of portfolio
10,893
Q2 2025 Added 1.6%
$79.4B
$297,000 0.07% of portfolio
4,002
Q1 2025 Reduced 3.17%
$35.1B
$273,000 0.07% of portfolio
2,876
Q2 2025 Reduced 0.93%
$39B
$298,000 0.07% of portfolio
1,976
Q2 2025 New
$33.8B
$249,000 0.06% of portfolio
2,033
Q2 2025 Reduced 12.82%
$412B
$255,000 0.06% of portfolio
5,399
Q2 2025 New
$62.5B
$251,000 0.06% of portfolio
4,312
Q2 2025 Reduced 21.04%
$271M
$255,000 0.06% of portfolio
63,773
Q1 2022 New
$4.34B
$228,000 0.06% of portfolio
2,691
Q2 2025 New
$80.3B
$200,000 0.05% of portfolio
54
Q1 2025 New
$346B
$202,000 0.05% of portfolio
253
Q2 2025 New
$0
$220,000 0.05% of portfolio
2,771
Q1 2025 Reduced 7.32%
$77.5B
$225,000 0.05% of portfolio
1,695
Q2 2025 New
$3.06B
$114,000 0.03% of portfolio
283
Q2 2025 New
Brookfield Asset Managmt LTD
-
$0 0.0% of portfolio
-
Q2 2025 New
Linde PLC
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.4%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Aegon LTD
-
$0 0.0% of portfolio
-
Q2 2025 Added 32.36%
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q2 2025 New
Arm Holdings PLC
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 2.3%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.31%
Cava Group Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 86.59%
Coherent Corp
-
$0 0.0% of portfolio
-
Q2 2025 Added 189.62%
Astera Labs Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 2.55%

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $410 Million
  • Prior Value $286 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 33 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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