Jackson Square Capital, LLC Top Holdings and 13F Report (2024) → It’s now possible to know the win rate of every trade… BEFORE you take it! (From WealthPress) (Ad) About Jackson Square Capital, LLCInvestment ActivityJackson Square Capital, LLC has $388.42 million in total holdings as of December 31, 2023.Jackson Square Capital, LLC owns shares of 137 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 14.62% of the portfolio was purchased this quarter.About 7.34% of the portfolio was sold this quarter.This quarter, Jackson Square Capital, LLC has purchased 116 new stocks and bought additional shares in 53 stocks.Jackson Square Capital, LLC sold shares of 40 stocks and completely divested from 9 stocks this quarter.Largest Holdings Microsoft $22,674,663NVIDIA $21,525,510Apple $19,102,400Eli Lilly and Company $18,735,611Micron Technology $16,673,183 Largest New Holdings this Quarter Vertiv $3,929,960 HoldingTaiwan Semiconductor Manufacturing $3,783,142 HoldingCoherent $3,374,715 HoldingDell Technologies $3,164,613 HoldingAnalog Devices $1,618,318 Holding Largest Purchases this Quarter Arista Networks 19,876 shares (about $5.76M)Vertiv 48,120 shares (about $3.93M)Taiwan Semiconductor Manufacturing 27,807 shares (about $3.78M)Coherent 55,670 shares (about $3.37M)Dell Technologies 27,733 shares (about $3.16M) Largest Sales this Quarter Shell 56,294 shares (about $3.77M)ARM HOLDINGS PLC 22,903 shares (about $2.86M)Exxon Mobil 18,703 shares (about $2.17M)Cadence Design Systems 5,588 shares (about $1.74M)Vertex Pharmaceuticals 2,663 shares (about $1.11M) 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 PortfolioSectorMSFTMicrosoft$22,674,663$607,519 ▲2.8%53,8955.8%Computer and TechnologyNVDANVIDIA$21,525,510$948,738 ▼-4.2%23,8235.5%Computer and TechnologyAAPLApple$19,102,400$761,201 ▼-3.8%111,3974.9%Computer and TechnologyLLYEli Lilly and Company$18,735,611$27,229 ▲0.1%24,0834.8%MedicalMUMicron Technology$16,673,183$2,269,854 ▲15.8%141,4304.3%Computer and TechnologyAMZNAmazon.com$16,313,026$963,590 ▲6.3%90,4374.2%Retail/WholesaleGOOGLAlphabet$14,112,106$786,496 ▼-5.3%93,5013.6%Computer and TechnologyAVGOBroadcom$12,556,934$850,913 ▲7.3%9,4743.2%Computer and TechnologyBRK.BBerkshire Hathaway$8,783,401$72,750 ▲0.8%20,8872.3%FinanceABBVAbbVie$8,541,036$43,886 ▲0.5%46,9032.2%MedicalAMDAdvanced Micro Devices$7,721,904$78,152 ▲1.0%42,7832.0%Computer and TechnologyANETArista Networks$7,316,485$5,763,642 ▲371.2%25,2311.9%Computer and TechnologyLINDE PLC$7,237,356$17,180 ▲0.2%15,5871.9%SHSARM HOLDINGS PLC$6,960,943$2,862,646 ▼-29.1%55,6921.8%SPONSORED ADRMRKMerck & Co., Inc.$6,893,596$2,060,399 ▲42.6%52,2441.8%MedicalVVisa$6,573,729$11,163 ▼-0.2%23,5551.7%Business ServicesSNPSSynopsys$6,463,094$178,880 ▲2.8%11,3091.7%Computer and TechnologyKLACKLA$5,962,994$139,015 ▲2.4%8,5361.5%Computer and TechnologyCOSTCostco Wholesale$5,497,546$1,500,396 ▲37.5%7,5041.4%Retail/WholesaleDDOGDatadog$5,478,446$153,511 ▲2.9%44,3241.4%Computer and TechnologyTMUST-Mobile US$5,068,634$7,345 ▲0.1%31,0541.3%Computer and TechnologyMCKMcKesson$5,010,958$90,728 ▼-1.8%9,3341.3%MedicalCDNSCadence Design Systems$4,967,406$1,739,433 ▼-25.9%15,9581.3%Computer and TechnologyASMLASML$4,893,110$151,393 ▲3.2%5,0421.3%Computer and TechnologyCATCaterpillar$4,682,975$68,889 ▲1.5%12,7801.2%Industrial ProductsCYBRCyberArk Software$4,454,881$313,975 ▲7.6%16,7711.1%Computer and TechnologyNFLXNetflix$4,288,964$501,655 ▲13.2%7,0621.1%Consumer DiscretionaryCRWDCrowdStrike$4,030,457$1,849,483 ▲84.8%12,5721.0%Computer and TechnologyNOWServiceNow$3,966,005$3,122,028 ▲369.9%5,2021.0%Computer and TechnologyVRTVertiv$3,929,960$3,929,960 ▲New Holding48,1201.0%Computer and TechnologySHELShell$3,825,772$3,773,950 ▼-49.7%57,0671.0%Oils/EnergyTSMTaiwan Semiconductor Manufacturing$3,783,142$3,783,142 ▲New Holding27,8071.0%Computer and TechnologyPCARPACCAR$3,734,045$23,539 ▼-0.6%30,1401.0%Auto/Tires/TrucksMRVLMarvell Technology$3,716,026$1,598,131 ▲75.5%52,4271.0%Business ServicesTJXTJX Companies$3,580,735$18,458 ▼-0.5%35,3060.9%Retail/WholesaleTMOThermo Fisher Scientific$3,534,338$24,992 ▲0.7%6,0810.9%MedicalCOHRCoherent$3,374,715$3,374,715 ▲New Holding55,6700.9%Business ServicesCBChubb$3,211,657$551,947 ▼-14.7%12,3940.8%FinanceDELLDell Technologies$3,164,613$3,164,613 ▲New Holding27,7330.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$3,098,667$10,461 ▼-0.3%5,9240.8%FinanceLRCXLam Research$3,059,4740.0%3,1490.8%Computer and TechnologyDFHDream Finders Homes$3,039,235$21,865 ▼-0.7%69,5000.8%ConstructionDHRDanaher$2,818,839$29,467 ▲1.1%11,2880.7%Multi-Sector ConglomeratesMAMastercard$2,791,180$11,558 ▲0.4%5,7960.7%Business ServicesPPGPPG Industries$2,757,157$1,250,197 ▲83.0%19,0280.7%Basic MaterialsAMTAmerican Tower$2,526,188$35,566 ▼-1.4%12,7850.7%FinanceHONHoneywell International$2,277,044$224,749 ▲11.0%11,0940.6%Multi-Sector ConglomeratesWDAYWorkday$2,176,000$1,751,874 ▲413.1%7,9780.6%Computer and TechnologyCNQCanadian Natural Resources$1,911,892$79,220 ▼-4.0%25,0510.5%Oils/EnergyMNDYmonday.com$1,714,353$266,075 ▼-13.4%7,5900.4%Computer and TechnologyADIAnalog Devices$1,618,318$1,618,318 ▲New Holding8,1820.4%Computer and TechnologyGOOGAlphabet$1,599,948$24,971 ▲1.6%10,5080.4%Computer and TechnologyPEPPepsiCo$1,544,288$481,277 ▼-23.8%8,8240.4%Consumer StaplesABNBAirbnb$1,492,888$1,492,888 ▲New Holding9,0500.4%Computer and TechnologyEMNEastman Chemical$1,332,325$26,959 ▲2.1%13,2940.3%Basic MaterialsKNTKKinetik$1,315,670$1,315,670 ▲New Holding32,9990.3%Oils/EnergyXOMExxon Mobil$1,287,358$2,174,037 ▼-62.8%11,0750.3%Oils/EnergyABTAbbott Laboratories$1,263,331$17,617 ▲1.4%11,1150.3%MedicalNETCloudflare$1,252,980$50,352 ▲4.2%12,9400.3%Computer and TechnologySYKStryker$1,201,370$17,178 ▲1.5%3,3570.3%MedicalTAT&T$1,190,464$1,190,464 ▲New Holding67,6400.3%Computer and TechnologyICEIntercontinental Exchange$1,165,819$339,864 ▲41.1%8,4830.3%FinanceETNEaton$1,127,524$21,575 ▲2.0%3,6060.3%Industrial ProductsCWBCCommunity West Bancshares$1,110,582$1,110,582 ▲New Holding71,7430.3%FinanceISRGIntuitive Surgical$1,064,373$3,991 ▼-0.4%2,6670.3%MedicalPGProcter & Gamble$1,064,198$68,794 ▲6.9%6,5590.3%Consumer StaplesGILDGilead Sciences$1,039,564$10,035 ▼-1.0%14,1920.3%MedicalWALWestern Alliance Bancorporation$1,032,304$74,589 ▼-6.7%16,0820.3%FinanceECLEcolab$1,009,726$678,384 ▼-40.2%4,3730.3%Basic MaterialsULTAUlta Beauty$999,747$294,382 ▲41.7%1,9120.3%Retail/WholesaleMETMetLife$967,358$393,969 ▲68.7%13,0530.2%FinanceHDHome Depot$963,411$26,090 ▲2.8%2,5110.2%Retail/WholesaleBRXBrixmor Property Group$943,6280.0%40,2400.2%FinanceITWIllinois Tool Works$913,127$581,739 ▲175.5%3,4030.2%Industrial ProductsVICIVICI Properties$892,717$213,356 ▼-19.3%29,9670.2%FinanceACNAccenture$880,736$442,621 ▲101.0%2,5410.2%Business ServicesHPEHewlett Packard Enterprise$866,306$33,598 ▼-3.7%48,8610.2%Computer and TechnologyPSXPhillips 66$849,695$173,304 ▼-16.9%5,2020.2%Oils/EnergyLYBLyondellBasell Industries$833,991$833,991 ▲New Holding8,1540.2%Basic MaterialsTTETotalEnergies$794,298$305,536 ▼-27.8%11,5400.2%Oils/EnergyFLYWFlywire$783,004$783,004 ▲New Holding31,5600.2%Business ServicesXLKTechnology Select Sector SPDR Fund$782,470$2,916 ▲0.4%3,7570.2%ETFQQQInvesco QQQ$781,014$1,332 ▼-0.2%1,7590.2%FinanceMDBMongoDB$780,759$39,450 ▲5.3%2,1770.2%Computer and TechnologyCSCOCisco Systems$760,129$11,230 ▲1.5%15,2300.2%Computer and TechnologyTTDTrade Desk$751,812$131,130 ▲21.1%8,6000.2%Computer and TechnologyVRTXVertex Pharmaceuticals$744,058$1,113,161 ▼-59.9%1,7800.2%MedicalNEENextEra Energy$740,270$740,270 ▲New Holding11,5830.2%UtilitiesCVSCVS Health$740,173$96,669 ▼-11.6%9,2800.2%Retail/WholesaleCVGWCalavo Growers$731,7920.0%26,3140.2%Consumer StaplesTTTrane Technologies$709,9730.0%2,3650.2%Business ServicesEENI$675,541$385,430 ▼-36.3%21,2970.2%Oils/EnergyCVXChevron$645,630$385,201 ▼-37.4%4,0930.2%Oils/EnergyTRSTriMas$636,3610.0%23,8070.2%Industrial ProductsMCHPMicrochip Technology$626,086$626,086 ▲New Holding6,9790.2%Computer and TechnologyBPBP$612,7900.0%16,2630.2%Oils/EnergyALTRAltair Engineering$531,459$531,459 ▲New Holding6,1690.1%ConstructionGTLBGitLab$528,729$5,832 ▼-1.1%9,0660.1%Computer and TechnologyCRMSalesforce$515,620$205,405 ▲66.2%1,7120.1%Computer and TechnologySPGSimon Property Group$512,348$512,348 ▲New Holding3,2740.1%FinanceShowing largest 100 holdings. 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