Jackson Square Partners, LLC Portfolio Holdings by Sector
Jackson Square Partners, LLC
- $258 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
MSFT SNPS OKTA 3 stocks |
$29,210
11.32% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD 2 stocks |
$24,601
9.54% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW WDAY BILL ESTC UBER 5 stocks |
$20,139
7.81% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V LC 3 stocks |
$18,616
7.22% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$14,682
5.69% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA HXL HWM 3 stocks |
$13,752
5.33% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML ENTG ACLS 3 stocks |
$12,074
4.68% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI CME 2 stocks |
$11,580
4.49% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$10,509
4.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MEDP DHR IQV NEOG 4 stocks |
$9,980
3.87% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
CLH WM 2 stocks |
$9,747
3.78% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
SBAC 1 stocks |
$9,476
3.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
STVN ISRG 2 stocks |
$8,646
3.35% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$7,359
2.85% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
MOH UNH 2 stocks |
$5,398
2.09% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ALGN PACB 2 stocks |
$5,008
1.94% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
WH 1 stocks |
$4,466
1.73% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MKTX 1 stocks |
$3,634
1.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR 1 stocks |
$3,561
1.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
SITE 1 stocks |
$3,561
1.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
WSC 1 stocks |
$3,549
1.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
AAON 1 stocks |
$3,334
1.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
NYT 1 stocks |
$3,230
1.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$3,050
1.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
TECH 1 stocks |
$2,946
1.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$2,936
1.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
BLD 1 stocks |
$2,807
1.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
KNSL 1 stocks |
$2,773
1.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Lumber & Wood Production | Basic Materials
SSD 1 stocks |
$2,511
0.97% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
RYAN 1 stocks |
$2,453
0.95% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
WMG 1 stocks |
$2,395
0.93% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|