Latest Jackson Square Partners, LLC Stock Portfolio

$247Million | No. of Holdings #47

Jackson Square Partners, LLC Performance

2025 Q3+4.81%

YTD+4.11%

2024+3.70%

About Jackson Square Partners, LLC and 13F Hedge Fund Stock Holdings

On 2025-11-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Jackson Square Partners, LLC reported an equity portfolio of $247.3 Millions as of 30 Sep, 2025. <br><br> The top stock holdings of Jackson Square Partners, LLC are NVDA, MSFT, GOOG. The fund has invested 7.8% of it's portfolio in NVIDIA CORP and 7.3% of portfolio in MICROSOFT CORPORATION. <br><br> The fund managers got completely rid off SYNOPSYS INC (SNPS), MARKETAXESS HLDGS INC (MKTX) and KKR & CO INC (KKR) stocks. They significantly reduced their stock positions in BILL HOLDINGS INC (BILL), LENDINGCLUB CORP (LC) and STEVANATO GROUP SPA. Jackson Square Partners, LLC opened new stock positions in CYBERARK SOFTWARE LTD, CADENCE DESIGN SYSTEMS INC (CDNS) and SHIFT4 PAYMENTS INC (FOUR). The fund showed a lot of confidence in some stocks as they added substantially to AAON INC (AAON), MEDPACE HOLDINGS INC (MEDP) and KINSALE CAPITAL GROUP INC (KNSL).

Jackson Square Partners, LLC Equity Portfolio Value

Last Reported on: 05 Nov, 2025

$247Million

as of Nov 05, 2025

Jackson Square Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Jackson Square Partners, LLC made a return of 4.81% in the last quarter. In trailing 12 months, it's portfolio return was 7.04%.

Performance
S&P 500

New Buys

Ticker	$ Bought
cyberark software ltd	12,096,100
cadence design systems inc	7,779,360
shift4 payments inc	5,735,340
ncino inc	970,158

New stocks bought by Jackson Square Partners, LLC

Additions

Ticker	% Inc.
aaon inc	195
medpace holdings inc	91.33
kinsale capital group inc	11.11

Additions to existing portfolio by Jackson Square Partners, LLC

Reductions

Ticker	% Reduced
bill holdings inc	-63.42
lendingclub corp	-61.95
stevanato group spa	-51.58
align technology inc	-40.64
entegris inc	-30.73
servicenow inc	-26.63
vertiv holdings co	-25.38
mastercard inc	-25.18

Jackson Square Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
pacific biosciences calif in	-685,848
neogen corp	-1,650,720
willscot hldgs corp cl a	-3,549,590
warner music group corp cl a	-2,395,950
new york times co cl a	-3,230,380
kkr & co inc	-3,561,480
marketaxess hldgs inc	-3,634,640
danaher corporation	-2,809,610

Jackson Square Partners, LLC got rid off the above stocks

Sector Distribution

Jackson Square Partners, LLC has about 32.3% of it's holdings in Technology sector.

Technology
Industrials
Financial Services
Healthcare
Others
Consumer Cyclical
Communication Services
Real Estate
Basic Materials

Sector	%
Technology	32.3
Industrials	21.7
Financial Services	10.8
Healthcare	9.1
Others	8.2
Consumer Cyclical	7.3
Communication Services	5.8
Real Estate	2.8
Basic Materials	2

Market Cap. Distribution

Jackson Square Partners, LLC has about 76.7% of it's portfolio invested in the large-cap and mega-cap stocks.

LARGE-CAP
MEGA-CAP
MID-CAP
UNALLOCATED

Category	%
LARGE-CAP	42.8
MEGA-CAP	33.9
MID-CAP	14.4
UNALLOCATED	8.2

Stocks belong to which Index?

About 63.7% of the stocks held by Jackson Square Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

S&P 500
Others
RUSSELL 2000

Index	%
S&P 500	56
Others	36.2
RUSSELL 2000	7.7

Top 5 Winners (%)		%
ACLS	axcelis technologies inc	40.1 %
GOOG	alphabet inc class a	37.9 %
LC	lendingclub corp	26.3 %
MEDP	medpace holdings inc	25.6 %
BLD	topbuild corp	20.7 %

Top 5 Winners ($)		$
GOOG	alphabet inc class a	4.0 M
NVDA	nvidia corp	3.8 M
VRT	vertiv holdings co	1.9 M
MEDP	medpace holdings inc	1.9 M
LC	lendingclub corp	1.0 M

Top 5 Losers (%)		%
ALGN	align technology inc	-33.9 %
ISRG	intuitive surgical inc	-17.7 %
SBAC	sba communications corp	-17.7 %
RYAN	ryan specialty holdings inc	-17.1 %
KNSL	kinsale capital group inc	-11.0 %

Top 5 Losers ($)		$
SBAC	sba communications corp	-1.7 M
ALGN	align technology inc	-1.5 M
ISRG	intuitive surgical inc	-0.7 M
NOW	servicenow inc	-0.6 M
SPGI	s&p global inc	-0.4 M

Jackson Square Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Jackson Square Partners, LLC

Jackson Square Partners, LLC has 47 stocks in it's portfolio. About 49.1% of the portfolio is in top 10 stocks. SBAC proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Jackson Square Partners, LLC last quarter.

$247.32MTotal Value

58.00Positions

05 Nov, 2025Last Reported

Current holdings of Current Stock Holdings of Jackson Square Partners, LLC, last reported on 05 Nov, 2025. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
AAON Aaon Inc Aaon IncAAON Jackson Square Partners, LLC's holding in Aaon Inc over time	5.05%	133,734	$12.50M 5.05%	increased 195.75 percentadded

ACLS Axcelis Technologies Inc Axcelis Technologies IncACLS Jackson Square Partners, LLC's holding in Axcelis Technologies Inc over time	1.08%	27,335	$2.67M 1.08%	decreased 22.01 percentreduced

ALGN Align Technology Inc Align Technology IncALGN Jackson Square Partners, LLC's holding in Align Technology Inc over time	0.69%	13,556	$1.70M 0.69%	decreased 40.64 percentreduced

AMD Advanced Micro Devices Inc Advanced Micro Devices IncAMD Jackson Square Partners, LLC's holding in Advanced Micro Devices Inc over time	1.5%	22,951	$3.71M 1.5%	decreased 11.85 percentreduced

AMZN Amazon.Com Inc Amazon.Com IncAMZN Jackson Square Partners, LLC's holding in Amazon.Com Inc over time	4.83%	54,421	$11.95M 4.83%	decreased 18.68 percentreduced

BA Boeing Co/The Boeing Co/TheBA Jackson Square Partners, LLC's holding in Boeing Co/The over time	2.69%	30,799	$6.65M 2.69%	decreased 1.67 percentreduced

BILL Bill Holdings Inc Bill Holdings IncBILL Jackson Square Partners, LLC's holding in Bill Holdings Inc over time	0.6%	28,197	$1.49M 0.6%	decreased 63.42 percentreduced

BLD Topbuild Corp Topbuild CorpBLD Jackson Square Partners, LLC's holding in Topbuild Corp over time	1.07%	6,765	$2.64M 1.07%	decreased 22 percentreduced

CDNS Cadence Design Systems Inc Cadence Design Systems IncCDNS Jackson Square Partners, LLC's holding in Cadence Design Systems Inc over time	3.14%	22,147	$7.78M 3.14%	new position

CLH Clean Harbors Inc Clean Harbors IncCLH Jackson Square Partners, LLC's holding in Clean Harbors Inc over time	1.6%	17,029	$3.95M 1.6%	decreased 22.01 percentreduced

CME Cme Group Inc Cme Group IncCME Jackson Square Partners, LLC's holding in Cme Group Inc over time	1.75%	16,024	$4.33M 1.75%	decreased 23.62 percentreduced

CP Canadian Pacific Kansas City Limited Canadian Pacific Kansas City LimitedCP Jackson Square Partners, LLC's holding in Canadian Pacific Kansas City Limited over time	1.96%	65,169	$4.85M 1.96%	decreased 1.67 percentreduced

DHR Danaher Corporation Danaher CorporationDHR Jackson Square Partners, LLC's holding in Danaher Corporation over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

ENTG Entegris Inc Entegris IncENTG Jackson Square Partners, LLC's holding in Entegris Inc over time	1.51%	40,277	$3.72M 1.51%	decreased 30.73 percentreduced

ESTC Elastic Nv Elastic NvESTC Jackson Square Partners, LLC's holding in Elastic Nv over time	1.09%	32,034	$2.71M 1.09%	decreased 22.01 percentreduced

FOUR Shift4 Payments Inc Shift4 Payments IncFOUR Jackson Square Partners, LLC's holding in Shift4 Payments Inc over time	2.32%	74,100	$5.74M 2.32%	new position

GOOG Alphabet Inc Class A Alphabet Inc Class AGOOG Jackson Square Partners, LLC's holding in Alphabet Inc Class A over time	5.76%	58,637	$14.25M 5.76%	decreased 1.67 percentreduced

HWM Howmet Aerospace Inc Howmet Aerospace IncHWM Jackson Square Partners, LLC's holding in Howmet Aerospace Inc over time	0.98%	12,349	$2.42M 0.98%	decreased 22.01 percentreduced

HXL Hexcel Corp Hexcel CorpHXL Jackson Square Partners, LLC's holding in Hexcel Corp over time	1.49%	58,566	$3.67M 1.49%	decreased 22.01 percentreduced

IQV Iqvia Holdings Inc Iqvia Holdings IncIQV Jackson Square Partners, LLC's holding in Iqvia Holdings Inc over time	1.24%	16,185	$3.07M 1.24%	decreased 1.68 percentreduced