Jackson Square Partners, LLC Portfolio Holdings by Sector
Jackson Square Partners, LLC
- $236 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
MSFT CYBR FOUR OKTA 4 stocks |
$38,475
16.33% of portfolio
|
2
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
CDNS WDAY NOW UBER ESTC BILL NCNO 7 stocks |
$24,152
10.25% of portfolio
|
2
|
5
|
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD 2 stocks |
$22,931
9.73% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$14,254
6.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V LC 3 stocks |
$12,926
5.48% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA HXL HWM 3 stocks |
$12,742
5.41% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
AAON 1 stocks |
$12,496
5.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML ENTG ACLS 3 stocks |
$12,264
5.2% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MEDP IQV 2 stocks |
$12,248
5.2% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$11,949
5.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI CME 2 stocks |
$9,592
4.07% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM CLH 2 stocks |
$8,414
3.57% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
SBAC 1 stocks |
$6,931
2.94% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG STVN 2 stocks |
$5,591
2.37% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$5,491
2.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
WH 1 stocks |
$3,427
1.45% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
SITE 1 stocks |
$2,958
1.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$2,826
1.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$2,769
1.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
KNSL 1 stocks |
$2,708
1.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
BLD 1 stocks |
$2,644
1.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
TECH 1 stocks |
$2,484
1.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Lumber & Wood Production | Basic Materials
SSD 1 stocks |
$2,112
0.9% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ALGN 1 stocks |
$1,697
0.72% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
RYAN 1 stocks |
$1,586
0.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|