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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 $270.38 million in total holdings as of June 30, 2025.
  • Jackson Square Partners, LLC owns shares of 54 different stocks, but just 34 companies or ETFs make up 80% of its holdings.
  • Approximately 1.96% of the portfolio was purchased this quarter.
  • About 198.80% of the portfolio was sold this quarter.
  • This quarter, Jackson Square Partners, LLC has purchased 55 new stocks and bought additional shares in 2 stocks.
  • Jackson Square Partners, LLC sold shares of 50 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Microsoft
$21,677,625
NVIDIA
$20,907,449
Amazon.com
$14,682,018
Vertiv
$10,904,449
Alphabet
$10,509,476

Largest New Holdings this Quarter

91324P102 - UnitedHealth Group
$2,486,713 Holding
640491106 - Neogen
$1,650,725 Holding

Largest Purchases this Quarter

UnitedHealth Group
7,971 shares (about $2.49M)
Neogen
345,340 shares (about $1.65M)
Synopsys
1,642 shares (about $841.82K)
IQVIA
2,094 shares (about $329.99K)

Largest Sales this Quarter

Howmet Aerospace
140,660 shares (about $26.18M)
Clean Harbors
109,273 shares (about $25.26M)
Stevanato Group
965,268 shares (about $23.58M)
Kinsale Capital Group
47,539 shares (about $23.00M)
SBA Communications
97,297 shares (about $22.85M)

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
Microsoft Corporation stock logo
MSFT
Microsoft
$21,677,625$5,133,271 -19.1%43,5818.0%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$20,907,449$3,111,771 -13.0%132,3347.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$14,682,018$2,185,344 -13.0%66,9225.4%Retail/Wholesale
Vertiv Holdings Co. stock logo
VRT
Vertiv
$10,904,449$17,619,522 -61.8%84,9194.0%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$10,509,476$1,564,217 -13.0%59,6353.9%Computer and Technology
SBA Communications Corporation stock logo
SBAC
SBA Communications
$9,476,499$22,849,229 -70.7%40,3533.5%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$7,774,440$3,119,329 -28.6%13,8352.9%Business Services
Visa Inc. stock logo
V
Visa
$6,965,371$1,883,895 -21.3%19,6182.6%Business Services
The Boeing Company stock logo
BA
Boeing
$6,563,108$976,829 -13.0%31,3232.4%Aerospace
S&P Global Inc. stock logo
SPGI
S&P Global
$5,799,663$863,174 -13.0%10,9992.1%Finance
CME Group Inc. stock logo
CME
CME Group
$5,781,956$3,144,548 -35.2%20,9782.1%Finance
ServiceNow, Inc. stock logo
NOW
ServiceNow
$5,717,153$850,222 -12.9%5,5612.1%Computer and Technology
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$5,253,936$1,200,544 -18.6%66,2791.9%Transportation
Clean Harbors, Inc. stock logo
CLH
Clean Harbors
$5,047,815$25,261,731 -83.3%21,8351.9%Business Services
ASML Holding N.V. stock logo
ASML
ASML
$4,943,775$735,676 -13.0%6,1691.8%Computer and Technology
Stevanato Group S.p.A. stock logo
STVN
Stevanato Group
$4,706,904$23,581,499 -83.4%192,6691.7%Medical
Waste Management, Inc. stock logo
WM
Waste Management
$4,700,878$2,585,895 -35.5%20,5441.7%Business Services
Entegris, Inc. stock logo
ENTG
Entegris
$4,689,072$10,855,088 -69.8%58,1411.7%Computer and Technology
Wyndham Hotels & Resorts stock logo
WH
Wyndham Hotels & Resorts
$4,466,956$22,351,103 -83.3%55,0051.7%Consumer Discretionary
Align Technology, Inc. stock logo
ALGN
Align Technology
$4,323,540$21,331,244 -83.1%22,8361.6%Medical
Hexcel Corporation stock logo
HXL
Hexcel
$4,242,060$12,826,280 -75.1%75,0941.6%Aerospace
Workday, Inc. stock logo
WDAY
Workday
$3,992,160$594,240 -13.0%16,6341.5%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$3,940,809$586,339 -13.0%7,2521.5%Medical
Synopsys, Inc. stock logo
SNPS
Synopsys
$3,900,469$841,820 27.5%7,6081.4%Computer and Technology
LendingClub Corporation stock logo
LC
LendingClub
$3,877,281$19,403,752 -83.3%322,3011.4%Financial Services
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$3,694,508$549,862 -13.0%26,0361.4%Computer and Technology
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
$3,634,635$18,189,032 -83.3%16,2741.3%Finance
Okta, Inc. stock logo
OKTA
Okta
$3,633,910$18,183,246 -83.3%36,3501.3%Computer and Technology
LINDE PLC
$3,572,337$531,581 -13.0%7,6141.3%COM
BILL Holdings, Inc. stock logo
BILL
BILL
$3,565,536$8,803,787 -71.2%77,0761.3%Computer and Technology
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$3,561,479$529,991 -13.0%26,7721.3%Finance
SiteOne Landscape Supply, Inc. stock logo
SITE
SiteOne Landscape Supply
$3,561,441$17,815,308 -83.3%29,4481.3%Industrials
WillScot Holdings Corporation stock logo
WSC
WillScot
$3,549,588$10,546,041 -74.8%129,5471.3%Finance
Elastic N.V. stock logo
ESTC
Elastic
$3,463,855$15,253,612 -81.5%41,0751.3%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$3,402,931$1,860,215 -35.3%36,4731.3%Computer and Technology
AAON, Inc. stock logo
AAON
AAON
$3,334,827$16,452,074 -83.1%45,2181.2%Construction
The New York Times Company stock logo
NYT
New York Times
$3,230,382$16,155,213 -83.3%57,7061.2%Consumer Staples
Starbucks Corporation stock logo
SBUX
Starbucks
$3,050,179$454,027 -13.0%33,2881.1%Retail/Wholesale
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$2,947,369$26,181,050 -89.9%15,8351.1%Aerospace
Bio-Techne Corp stock logo
TECH
Bio-Techne
$2,946,644$14,746,340 -83.3%57,2721.1%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,936,490$436,537 -12.9%3,7671.1%Medical
Medpace Holdings, Inc. stock logo
MEDP
Medpace
$2,927,058$17,963,147 -86.0%9,3261.1%Medical
Molina Healthcare, Inc stock logo
MOH
Molina Healthcare
$2,912,866$16,850,117 -85.3%9,7781.1%Medical
Danaher Corporation stock logo
DHR
Danaher
$2,809,611$418,192 -13.0%14,2231.0%Medical
TopBuild Corp. stock logo
BLD
TopBuild
$2,807,797$14,042,222 -83.3%8,6731.0%Construction
Kinsale Capital Group, Inc. stock logo
KNSL
Kinsale Capital Group
$2,773,715$23,004,124 -89.2%5,7321.0%Finance
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$2,594,089$329,993 14.6%16,4611.0%Medical
Simpson Manufacturing Company, Inc. stock logo
SSD
Simpson Manufacturing
$2,511,829$12,563,494 -83.3%16,1730.9%Construction
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$2,486,713$2,486,713 New Holding7,9710.9%Medical
Ryan Specialty Holdings Inc. stock logo
RYAN
Ryan Specialty
$2,453,487$16,546,657 -87.1%36,0860.9%Finance
Axcelis Technologies, Inc. stock logo
ACLS
Axcelis Technologies
$2,442,565$12,216,310 -83.3%35,0490.9%Computer and Technology
Warner Music Group Corp. stock logo
WMG
Warner Music Group
$2,395,949$11,988,843 -83.3%87,9570.9%Consumer Discretionary
Neogen Corporation stock logo
NEOG
Neogen
$1,650,725$1,650,725 New Holding345,3400.6%Medical
Pacific Biosciences of California, Inc. stock logo
PACB
Pacific Biosciences of California
$685,848$3,431,401 -83.3%553,1030.3%Medical
Grocery Outlet Holding Corp. stock logo
GO
Grocery Outlet
$0$20,134,276 -100.0%00.0%Consumer Staples
Wabtec stock logo
WAB
Wabtec
$0$12,983,391 -100.0%00.0%Transportation
Copart, Inc. stock logo
CPRT
Copart
$0$4,082,572 -100.0%00.0%Business Services

Showing largest 100 holdings. View all holdings.
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