Jackson Square Capital, LLC Top Holdings and 13F Report (2024) About Jackson Square Capital, LLCInvestment ActivityJackson Square Capital, LLC has $450.31 million in total holdings as of September 30, 2024.Jackson Square Capital, LLC owns shares of 144 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 29.14% of the portfolio was purchased this quarter.About 7.89% of the portfolio was sold this quarter.This quarter, Jackson Square Capital, LLC has purchased 132 new stocks and bought additional shares in 47 stocks.Jackson Square Capital, LLC sold shares of 44 stocks and completely divested from 21 stocks this quarter.Largest Holdings NVIDIA $31,095,118Broadcom $23,622,378Microsoft $19,417,431Amazon.com $18,112,867Eli Lilly and Company $15,833,034 Largest New Holdings this Quarter 46138G649 - Invesco NASDAQ 100 ETF $6,605,410 Holding92537N108 - Vertiv $6,436,294 Holding101137107 - Boston Scientific $6,047,827 Holding896239100 - Trimble $5,186,319 Holding21037T109 - Constellation Energy $4,922,736 Holding Largest Purchases this Quarter Marvell Technology 93,616 shares (about $7.25M)Invesco NASDAQ 100 ETF 29,086 shares (about $6.61M)Vertiv 50,123 shares (about $6.44M)NVIDIA 40,331 shares (about $6.37M)SPDR S&P 500 ETF Trust 9,847 shares (about $6.08M) Largest Sales this Quarter Apple 22,488 shares (about $4.61M)Mastercard 6,332 shares (about $3.56M)T-Mobile US 10,740 shares (about $2.56M)SPDR Gold Shares 7,977 shares (about $2.43M)CAVA Group 21,645 shares (about $1.82M) Sector Allocation Over TimeMap of 500 Largest Holdings ofJackson Square Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$31,095,118$6,371,895 ▲25.8%196,8176.9%Computer and TechnologyAVGOBroadcom$23,622,378$635,373 ▲2.8%85,6975.2%Computer and TechnologyMSFTMicrosoft$19,417,431$1,490,041 ▲8.3%39,3294.3%Computer and TechnologyAMZNAmazon.com$18,112,867$3,754,866 ▲26.2%82,5604.0%Retail/WholesaleLLYEli Lilly and Company$15,833,034$895,680 ▲6.0%20,3113.5%MedicalMUMicron Technology$14,325,717$2,089,580 ▲17.1%116,2333.2%Computer and TechnologyAAPLApple$13,883,797$4,613,844 ▼-24.9%67,6703.1%Computer and TechnologyCYBRCyberArk Software$10,357,130$110,671 ▲1.1%25,4552.3%Computer and TechnologyTAT&T$10,219,680$1,814,453 ▲21.6%353,1332.3%Computer and TechnologyBRK.BBerkshire Hathaway$9,854,330$36,433 ▼-0.4%20,2862.2%FinanceSPYSPDR S&P 500 ETF Trust$9,740,785$6,083,820 ▲166.4%15,7662.2%FinanceGOOGLAlphabet$9,251,018$2,591,286 ▲38.9%52,4942.1%Computer and TechnologyNFLXNetflix$8,895,841$970,869 ▼-9.8%6,6432.0%Consumer DiscretionarySPOTSpotify Technology$8,640,248$106,660 ▼-1.2%11,2601.9%Computer and TechnologyARISTA NETWORKS INC$8,409,780$208,917 ▲2.5%82,1991.9%COM SHSNETCloudflare$8,089,933$5,684,161 ▲236.3%41,3111.8%Computer and TechnologyKLACKLA$7,967,607$4,916,717 ▲161.2%8,8951.8%Computer and TechnologyMRVLMarvell Technology$7,540,618$7,245,879 ▲2,458.4%97,4241.7%Computer and TechnologyCOSTCostco Wholesale$7,417,473$84,143 ▲1.1%7,4931.6%Retail/WholesaleMETAMeta Platforms$6,978,641$252,427 ▲3.8%9,4551.5%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$6,605,410$6,605,410 ▲New Holding29,0861.5%ETFCOHRCoherent$6,559,701$4,294,748 ▲189.6%73,5311.5%Business ServicesVRTVertiv$6,436,294$6,436,294 ▲New Holding50,1231.4%Computer and TechnologyARM HOLDINGS PLC$6,231,195$146,860 ▼-2.3%38,5261.4%SPONSORED ADSBSXBoston Scientific$6,047,827$6,047,827 ▲New Holding56,3061.3%MedicalSAPSAP$5,835,071$4,697,433 ▲412.9%19,1881.3%Computer and TechnologyTRMBTrimble$5,186,319$5,186,319 ▲New Holding68,2591.2%IndustrialsLINDE PLC$5,017,880$20,175 ▼-0.4%10,6951.1%SHSCEGConstellation Energy$4,922,736$4,922,736 ▲New Holding15,2521.1%EnergyTJXTJX Companies$4,763,009$4,940 ▼-0.1%38,5701.1%Retail/WholesaleTMUST-Mobile US$4,689,672$2,558,913 ▼-35.3%19,6831.0%Computer and TechnologyBABoeing$4,399,711$4,399,711 ▲New Holding20,9981.0%AerospaceCATCaterpillar$4,385,608$24,845 ▼-0.6%11,2971.0%IndustrialsCDNSCadence Design Systems$4,331,356$19,105 ▲0.4%14,0561.0%Computer and TechnologyGE VERNOVA INC$4,070,222$4,070,222 ▲New Holding7,6920.9%COMVVisa$3,539,138$284,750 ▼-7.4%9,9680.8%Business ServicesCSCOCisco Systems$3,479,436$1,031,967 ▲42.2%50,1500.8%Computer and TechnologyDDOGDatadog$3,438,445$3,438,445 ▲New Holding25,5970.8%Computer and TechnologyGWREGuidewire Software$3,390,009$299,257 ▲9.7%14,3980.8%Computer and TechnologyABBVAbbVie$3,268,583$160,376 ▲5.2%17,6090.7%MedicalSYKStryker$3,261,574$44,706 ▲1.4%8,2440.7%MedicalETNEaton$3,139,013$2,520,349 ▲407.4%8,7930.7%IndustrialsMAMastercard$3,127,758$3,558,204 ▼-53.2%5,5660.7%Business ServicesISHARES BITCOIN TRUST ETF$2,949,955$2,949,955 ▲New Holding48,1940.7%SHS BEN INTLAM RESEARCH CORP$2,942,102$9,053 ▼-0.3%30,2250.7%COM NEWDLRDigital Realty Trust$2,772,544$2,772,544 ▲New Holding15,9040.6%FinanceINDAiShares MSCI India ETF$2,765,514$2,425,198 ▲712.6%49,6680.6%ETFSNPSSynopsys$2,753,092$259,929 ▼-8.6%5,3700.6%Computer and TechnologyLITELumentum$2,418,707$2,418,707 ▲New Holding25,4440.5%Computer and TechnologyGEGE Aerospace$2,364,385$831,885 ▲54.3%9,1860.5%AerospaceTMOThermo Fisher Scientific$2,117,718$14,191 ▼-0.7%5,2230.5%MedicalHONHoneywell International$2,105,468$103,864 ▼-4.7%9,0410.5%Multi-Sector ConglomeratesDHRDanaher$2,102,813$5,926 ▼-0.3%10,6450.5%MedicalTSMTaiwan Semiconductor Manufacturing$1,986,091$45,524 ▲2.3%8,7690.4%Computer and TechnologyGOOGAlphabet$1,903,3950.0%10,7300.4%Computer and TechnologyVSTVistra$1,833,443$1,833,443 ▲New Holding9,4600.4%UtilitiesDFHDream Finders Homes$1,759,1000.0%70,0000.4%ConstructionMCHPMicrochip Technology$1,749,750$1,749,750 ▲New Holding24,8650.4%Computer and TechnologySSNCSS&C Technologies$1,747,908$452,419 ▲34.9%21,1100.4%Computer and TechnologyMMM3M$1,719,855$572,575 ▲49.9%11,2970.4%Multi-Sector ConglomeratesNOWServiceNow$1,664,462$1,277,904 ▲330.6%1,6190.4%Computer and TechnologyABTAbbott Laboratories$1,476,2530.0%10,8540.3%MedicalCALXCalix$1,355,600$213,505 ▼-13.6%25,4860.3%Computer and TechnologyTYLTyler Technologies$1,341,5970.0%2,2630.3%Computer and TechnologyBXBlackstone$1,233,885$1,233,885 ▲New Holding8,2490.3%FinanceXLKTechnology Select Sector SPDR Fund$1,224,114$258,295 ▲26.7%4,8340.3%ETFTTTrane Technologies$1,192,817$165,341 ▲16.1%2,7270.3%ConstructionEQTEQT$1,179,464$23,445 ▼-1.9%20,2240.3%EnergyEWGiShares MSCI Germany ETF$1,136,700$632,957 ▲125.7%26,8660.3%ETFECLEcolab$1,132,456$539 ▼0.0%4,2030.3%Basic MaterialsWALWestern Alliance Bancorporation$1,117,687$104,103 ▼-8.5%14,3330.2%FinanceLHXL3Harris Technologies$1,110,469$1,110,469 ▲New Holding4,4270.2%AerospaceHIIHuntington Ingalls Industries$1,080,051$1,080,051 ▲New Holding4,4730.2%AerospaceICEIntercontinental Exchange$1,073,8500.0%5,8530.2%FinanceETREntergy$1,070,9180.0%12,8840.2%UtilitiesAEPAmerican Electric Power$1,026,2900.0%9,8910.2%UtilitiesARESAres Management$1,021,880$1,021,880 ▲New Holding5,9000.2%FinanceKOCocaCola$1,009,603$495 ▲0.0%14,2700.2%Consumer StaplesQCOMQUALCOMM$963,364$963,364 ▲New Holding6,0490.2%Computer and TechnologyWMBWilliams Companies$956,973$441,240 ▲85.6%15,2360.2%EnergyTRPTC Energy$956,620$5,945 ▼-0.6%19,6310.2%EnergyBRXBrixmor Property Group$953,168$85,750 ▲9.9%36,6040.2%FinanceIGViShares Expanded Tech-Software Sector ETF$952,760$952,760 ▲New Holding8,7010.2%ETFQQQInvesco QQQ$951,727$13,793 ▲1.5%1,7250.2%FinanceMCKMcKesson$899,1210.0%1,2270.2%MedicalBAMBrookfield Asset Management$885,472$885,472 ▲New Holding16,0280.2%FinanceVOOVanguard S&P 500 ETF$880,902$468,565 ▲113.6%1,5510.2%ETFHDHome Depot$868,020$26,404 ▼-3.0%2,3670.2%Retail/WholesaleCVGWCalavo Growers$851,199$59,030 ▲7.5%32,0120.2%Consumer StaplesGLWCorning$848,119$286,878 ▼-25.3%16,1270.2%Computer and TechnologyRVLVRevolve Group$827,8040.0%41,2870.2%Consumer DiscretionaryIBMInternational Business Machines$820,078$820,078 ▲New Holding2,7820.2%Computer and TechnologyGILDGilead Sciences$759,504$128,728 ▼-14.5%6,8500.2%MedicalNEENextEra Energy$699,059$699,059 ▲New Holding10,0700.2%UtilitiesXOMExxon Mobil$684,2070.0%6,3470.2%EnergyNVSNovartis$680,197$680,197 ▲New Holding5,6210.2%MedicalRTXRTX$662,493$12,996 ▲2.0%4,5370.1%AerospaceISRGIntuitive Surgical$659,700$17,933 ▼-2.6%1,2140.1%MedicalSHELShell$641,224$155,606 ▼-19.5%9,1070.1%EnergyTSLATesla$632,779$366,897 ▲138.0%1,9920.1%Auto/Tires/TrucksShowing largest 100 holdings. 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