Latest Jackson Square Partners, LLC Stock Portfolio
Jackson Square Partners, LLC Performance:
2025 Q2: 5.15%YTD: -3.41%2024: 4.33%
Performance for 2025 Q2 is 5.15%, and YTD is -3.41%, and 2024 is 4.33%.
About Jackson Square Partners, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Jackson Square Partners, LLC reported an equity portfolio of $270.4 Millions as of 30 Jun, 2025.
The top stock holdings of Jackson Square Partners, LLC are MSFT, NVDA, AMZN. The fund has invested 8% of it's portfolio in MICROSOFT CORP and 7.7% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off GROCERY OUTLET HLDG CORP (GO), WABTEC (WAB) and COPART INC (CPRT) stocks. They significantly reduced their stock positions in HOWMET AEROSPACE INC (HWM), KINSALE CAP GROUP INC (KNSL) and RYAN SPECIALTY HOLDINGS INC CL A (RYAN). Jackson Square Partners, LLC opened new stock positions in UNITEDHEALTH GROUP INC (UNH) and NEOGEN CORP (NEOG). The fund showed a lot of confidence in some stocks as they added substantially to SYNOPSYS INC (SNPS) and IQVIA HLDGS INC (IQV).
The top stock holdings of Jackson Square Partners, LLC are MSFT, NVDA, AMZN. The fund has invested 8% of it's portfolio in MICROSOFT CORP and 7.7% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off GROCERY OUTLET HLDG CORP (GO), WABTEC (WAB) and COPART INC (CPRT) stocks. They significantly reduced their stock positions in HOWMET AEROSPACE INC (HWM), KINSALE CAP GROUP INC (KNSL) and RYAN SPECIALTY HOLDINGS INC CL A (RYAN). Jackson Square Partners, LLC opened new stock positions in UNITEDHEALTH GROUP INC (UNH) and NEOGEN CORP (NEOG). The fund showed a lot of confidence in some stocks as they added substantially to SYNOPSYS INC (SNPS) and IQVIA HLDGS INC (IQV).
Jackson Square Partners, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Jackson Square Partners, LLC made a return of 5.15% in the last quarter. In trailing 12 months, it's portfolio return was 2.69%.
New Buys
| Ticker | $ Bought |
|---|---|
| unitedhealth group inc | 2,486,710 |
| neogen corp | 1,650,720 |
New stocks bought by Jackson Square Partners, LLC
Additions
| Ticker | % Inc. |
|---|---|
| synopsys inc | 27.52 |
| iqvia hldgs inc | 14.58 |
Additions to existing portfolio by Jackson Square Partners, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| howmet aerospace inc | -89.88 |
| kinsale cap group inc | -89.24 |
| ryan specialty holdings inc cl a | -87.09 |
| medpace hldgs inc | -85.99 |
| molina healthcare inc | -85.26 |
| stevanato group s p a | -83.36 |
| clean harbors inc | -83.35 |
| lendingclub corp com new | -83.35 |
Jackson Square Partners, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| grocery outlet hldg corp | -20,134,300 |
| copart inc | -4,082,570 |
| wabtec | -12,983,400 |
Jackson Square Partners, LLC got rid off the above stocks
Sector Distribution
Jackson Square Partners, LLC has about 30% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 30 |
| Industrials | 19.6 |
| Financial Services | 15.8 |
| Healthcare | 11.2 |
| Consumer Cyclical | 8.2 |
| Communication Services | 6 |
| Others | 3.6 |
| Real Estate | 3.5 |
| Basic Materials | 2.3 |
Market Cap. Distribution
Jackson Square Partners, LLC has about 81.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 46.1 |
| MEGA-CAP | 35.2 |
| MID-CAP | 13.4 |
| UNALLOCATED | 3.6 |
| SMALL-CAP | 1.7 |
Stocks belong to which Index?
About 66.9% of the stocks held by Jackson Square Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 61.5 |
| Others | 33.1 |
| RUSSELL 2000 | 5.4 |
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 54 stocks in it's portfolio. About 42.6% of the portfolio is in top 10 stocks. TECH proved to be the most loss making stock for the portfolio. VRT was the most profitable stock for Jackson Square Partners, LLC last quarter.
Last Reported on: 07 Aug, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| MSFT | microsoft corp | 8.02 | 43,581 | 21,677,600 | reduced | -19.15 | ||
Historical Trend of MICROSOFT CORP Position Held By Jackson Square Partners, LLCWhat % of Portfolio is MSFT?:Number of MSFT shares held:Change in No. of Shares Held: | ||||||||
| NVDA | nvidia corporation | 7.73 | 132,334 | 20,907,400 | reduced | -12.96 | ||
| AMZN | amazon com inc | 5.43 | 66,922 | 14,682,000 | reduced | -12.96 | ||
| VRT | vertiv holdings co cl a | 4.03 | 84,919 | 10,904,400 | reduced | -61.77 | ||
| GOOG | alphabet inc class a | 3.89 | 59,635 | 10,509,500 | reduced | -12.96 | ||
| SBAC | sba communications corp new cl a | 3.50 | 40,353 | 9,476,500 | reduced | -70.68 | ||
| MA | mastercard incorporated cl a | 2.88 | 13,835 | 7,774,440 | reduced | -28.63 | ||
| V | visa inc cl a | 2.58 | 19,618 | 6,965,370 | reduced | -21.29 | ||
| BA | boeing co | 2.43 | 31,323 | 6,563,110 | reduced | -12.96 | ||
| SPGI | s&p global inc | 2.14 | 10,999 | 5,799,660 | reduced | -12.96 | ||
| CME | cme group inc | 2.14 | 20,978 | 5,781,960 | reduced | -35.23 | ||
| NOW | servicenow inc | 2.11 | 5,561 | 5,717,150 | reduced | -12.95 | ||
| CP | canadian pacific kansas city | 1.94 | 66,279 | 5,253,940 | reduced | -18.6 | ||
| CLH | clean harbors inc | 1.87 | 21,835 | 5,047,820 | reduced | -83.35 | ||
| adr asml holding n v | 1.83 | 6,169 | 4,943,780 | reduced | -12.95 | |||
| stevanato group s p a | 1.74 | 192,669 | 4,706,900 | reduced | -83.36 | |||
| WM | waste mgmt inc del | 1.74 | 20,544 | 4,700,880 | reduced | -35.49 | ||
| ENTG | entegris inc | 1.73 | 58,141 | 4,689,070 | reduced | -69.83 | ||
| WH | wyndham hotels & resorts inc | 1.65 | 55,005 | 4,466,960 | reduced | -83.34 | ||
| ALGN | align technology inc | 1.60 | 22,836 | 4,323,540 | reduced | -83.15 | ||
