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Jackson Square Partners, LLC Top Holdings and 13F Report (2025)

About Jackson Square Partners, LLC

Investment Activity

  • Jackson Square Partners, LLC has $743.55 million in total holdings as of March 31, 2025.
  • Jackson Square Partners, LLC owns shares of 55 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
  • Approximately 13.90% of the portfolio was purchased this quarter.
  • About 33.24% of the portfolio was sold this quarter.
  • This quarter, Jackson Square Partners, LLC has purchased 60 new stocks and bought additional shares in 8 stocks.
  • Jackson Square Partners, LLC sold shares of 44 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

SBA Communications
$30,284,377
Clean Harbors
$25,841,387
Stevanato Group
$23,645,074

Largest New Holdings this Quarter

000360206 - AAON
$20,962,045 Holding
92537N108 - Vertiv
$16,037,930 Holding
78409V104 - S&P Global
$6,420,352 Holding

Largest Purchases this Quarter

SBA Communications
111,972 shares (about $24.63M)
AAON
268,297 shares (about $20.96M)
SiteOne Landscape Supply
170,514 shares (about $20.71M)
Vertiv
222,132 shares (about $16.04M)
S&P Global
12,636 shares (about $6.42M)

Largest Sales this Quarter

Howmet Aerospace
88,598 shares (about $11.49M)
Stevanato Group
469,576 shares (about $9.59M)
Grocery Outlet
671,876 shares (about $9.39M)
LendingClub
905,128 shares (about $9.34M)
Wyndham Hotels & Resorts
66,521 shares (about $6.02M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofJackson Square Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SBA Communications Co. stock logo
SBAC
SBA Communications
$30,284,377$24,634,960 436.1%137,6504.1%Finance
Wyndham Hotels & Resorts, Inc. stock logo
WH
Wyndham Hotels & Resorts
$29,889,208$6,020,816 -16.8%330,2314.0%Consumer Discretionary
Kinsale Capital Group, Inc. stock logo
KNSL
Kinsale Capital Group
$25,927,528$6,123,298 30.9%53,2713.5%Finance
Clean Harbors, Inc. stock logo
CLH
Clean Harbors
$25,841,387$5,238,721 -16.9%131,1083.5%Business Services
Stevanato Group S.p.A. stock logo
STVN
Stevanato Group
$23,645,074$9,588,742 -28.9%1,157,9373.2%Medical
Okta, Inc. stock logo
OKTA
Okta
$22,962,897$4,625,576 -16.8%218,2373.1%Computer and Technology
Molina Healthcare, Inc. stock logo
MOH
Molina Healthcare
$21,852,062$4,334,772 -16.6%66,3412.9%Medical
Align Technology, Inc. stock logo
ALGN
Align Technology
$21,526,007$2,678,221 14.2%135,5032.9%Medical
SiteOne Landscape Supply, Inc. stock logo
SITE
SiteOne Landscape Supply
$21,465,127$20,707,220 2,732.2%176,7552.9%Industrials
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
$21,140,640$4,261,230 -16.8%97,7152.8%Finance
AAON, Inc. stock logo
AAON
AAON
$20,962,045$20,962,045 New Holding268,2972.8%Construction
Ryan Specialty Holdings, Inc. stock logo
RYAN
Ryan Specialty
$20,643,341$4,195,447 -16.9%279,4552.8%Finance
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$20,302,096$11,493,818 -36.1%156,4952.7%Aerospace
Medpace Holdings, Inc. stock logo
MEDP
Medpace
$20,279,862$1,680,061 9.0%66,5592.7%Medical
Microsoft Co. stock logo
MSFT
Microsoft
$20,233,896$823,230 -3.9%53,9012.7%Computer and Technology
Bio-Techne Co. stock logo
TECH
Bio-Techne
$20,162,095$4,062,883 -16.8%343,8872.7%Medical
Grocery Outlet Holding Corp. stock logo
GO
Grocery Outlet
$20,134,276$9,392,827 -31.8%1,440,2202.7%Consumer Staples
LendingClub Co. stock logo
LC
LendingClub
$19,971,759$9,340,921 -31.9%1,935,2482.7%Finance
Elastic stock logo
ESTC
Elastic
$19,776,190$2,200,503 12.5%221,9552.7%Computer and Technology
The New York Times Company stock logo
NYT
New York Times
$17,176,232$5,617,547 -24.6%346,2952.3%Consumer Staples
Entegris, Inc. stock logo
ENTG
Entegris
$16,860,545$3,395,886 -16.8%192,7362.3%Computer and Technology
Warner Music Group Corp. stock logo
WMG
Warner Music Group
$16,555,183$3,334,700 -16.8%528,0762.2%Consumer Discretionary
Hexcel Co. stock logo
HXL
Hexcel
$16,545,624$1,726,035 -9.4%302,1482.2%Aerospace
NVIDIA Co. stock logo
NVDA
NVIDIA
$16,477,011$1,185,677 -6.7%152,0302.2%Computer and Technology
Vertiv Holdings Co stock logo
VRT
Vertiv
$16,037,930$16,037,930 New Holding222,1322.2%Computer and Technology
TopBuild Corp. stock logo
BLD
TopBuild
$15,872,038$3,190,997 -16.7%52,0482.1%Construction
Simpson Manufacturing Co., Inc. stock logo
SSD
Simpson Manufacturing
$15,247,127$3,072,014 -16.8%97,0662.1%Construction
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$14,627,760$589,235 -3.9%76,8832.0%Retail/Wholesale
WillScot Mobile Mini Holdings Corp. stock logo
WSC
WillScot Mobile Mini
$14,301,404$715,294 5.3%514,4391.9%Finance
Westinghouse Air Brake Technologies Co. stock logo
WAB
Westinghouse Air Brake Technologies
$12,983,391$2,615,248 -16.8%71,5931.7%Transportation
BILL Holdings, Inc. stock logo
BILL
BILL
$12,270,389$2,471,727 -16.8%267,3871.7%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$10,625,854$451,103 -4.1%19,3861.4%Business Services
Alphabet Inc. stock logo
GOOGL
Alphabet
$10,594,541$467,322 -4.2%68,5111.4%Computer and Technology
Axcelis Technologies, Inc. stock logo
ACLS
Axcelis Technologies
$10,447,786$1,179,861 12.7%210,3441.4%Computer and Technology
Visa Inc. stock logo
V
Visa
$8,734,865$377,796 -4.1%24,9241.2%Business Services
CME Group Inc. stock logo
CME
CME Group
$8,591,947$806,482 -8.6%32,3871.2%Finance
Waste Management, Inc. stock logo
WM
Waste Management
$7,372,436$692,215 -8.6%31,8451.0%Business Services
S&P Global Inc. stock logo
SPGI
S&P Global
$6,420,352$6,420,352 New Holding12,6360.9%Business Services
The Boeing Company stock logo
BA
Boeing
$6,137,242$231,095 -3.6%35,9850.8%Aerospace
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$5,716,779$240,610 -4.0%81,4240.8%Transportation
ServiceNow, Inc. stock logo
NOW
ServiceNow
$5,085,742$220,531 -4.2%6,3880.7%Computer and Technology
ASML Holding stock logo
ASML
ASML
$4,696,059$200,777 -4.1%7,0870.6%Computer and Technology
Workday, Inc. stock logo
WDAY
Workday
$4,462,758$166,740 -3.6%19,1100.6%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$4,126,094$943,489 -18.6%8,3310.6%Medical
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$4,110,105$3,064,637 -42.7%56,4110.6%Computer and Technology
Copart, Inc. stock logo
CPRT
Copart
$4,082,572$364,157 -8.2%72,1430.5%Business Services
LINDE PLC
$4,072,953$726,398 -15.1%8,7470.5%COM
Pacific Biosciences of California, Inc. stock logo
PACB
Pacific Biosciences of California
$3,918,026$2,110,908 -35.0%3,320,3610.5%Medical
Starbucks Co. stock logo
SBUX
Starbucks
$3,751,256$829,449 -18.1%38,2430.5%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$3,573,713$160,227 -4.3%4,3270.5%Medical
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$3,555,701$134,570 -3.6%30,7560.5%Finance
Danaher Co. stock logo
DHR
Danaher
$3,349,700$125,050 -3.6%16,3400.5%Medical
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$3,073,056$114,863 -3.6%29,9110.4%Computer and Technology
Synopsys, Inc. stock logo
SNPS
Synopsys
$2,558,519$3,092,008 -54.7%5,9660.3%Computer and Technology
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$2,532,902$110,893 -4.2%14,3670.3%Medical
Sight Sciences, Inc. stock logo
SGHT
Sight Sciences
$0$30,438,475 -100.0%00.0%Medical
Graco Inc. stock logo
GGG
Graco
$0$25,785,744 -100.0%00.0%Industrials
Charles River Laboratories International, Inc. stock logo
CRL
Charles River Laboratories International
$0$24,907,524 -100.0%00.0%Medical
Wix.com Ltd. stock logo
WIX
Wix.com
$0$24,527,356 -100.0%00.0%Computer and Technology
Aspen Technology, Inc. stock logo
AZPN
Aspen Technology
$0$19,670,345 -100.0%00.0%Computer and Technology
nCino, Inc. stock logo
NCNO
nCino
$0$2,350,197 -100.0%00.0%Computer and Technology
Rambus Inc. stock logo
RMBS
Rambus
$0$1,655,469 -100.0%00.0%Computer and Technology
Casella Waste Systems, Inc. stock logo
CWST
Casella Waste Systems
$0$1,614,237 -100.0%00.0%Business Services

Showing largest 100 holdings. View all holdings.
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