13F HOLDINGS REPORT
Jackson Square Partners, LLC
Quarter ended Q1 2025 · Filed May 12, 2025 · Accession 0001104659-25-046944
Total Value
$743.5M
Positions
55
Other Managers
0
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SBA COMMUNICATIONS CORP NEW CL A | SBAC | 137,650 | $30.3M | 4.07% |
| 2 | WYNDHAM HOTELS & RESORTS INC | WH | 330,231 | $29.9M | 4.02% |
| 3 | KINSALE CAP GROUP INC | 49714P108 | 53,271 | $25.9M | 3.49% |
| 4 | CLEAN HARBORS INC | CLH | 131,108 | $25.8M | 3.48% |
| 5 | STEVANATO GROUP S P A | STVN | 1,157,937 | $23.6M | 3.18% |
| 6 | OKTA INC CL A | OKTA | 218,237 | $23.0M | 3.09% |
| 7 | MOLINA HEALTHCARE INC | MOH | 66,341 | $21.9M | 2.94% |
| 8 | ALIGN TECHNOLOGY INC | ALGN | 135,503 | $21.5M | 2.90% |
| 9 | SITEONE LANDSCAPE SUPPLY INC | SITE | 176,755 | $21.5M | 2.89% |
| 10 | MARKETAXESS HLDGS INC | MKTX | 97,715 | $21.1M | 2.84% |
| 11 | AAON INC | AAON | 268,297 | $21.0M | 2.82% |
| 12 | RYAN SPECIALTY HOLDINGS INC CL A | RYAN | 279,455 | $20.6M | 2.78% |
| 13 | HOWMET AEROSPACE INC | HWM | 156,495 | $20.3M | 2.73% |
| 14 | MEDPACE HLDGS INC | MEDP | 66,559 | $20.3M | 2.73% |
| 15 | MICROSOFT CORP | MSFT | 53,901 | $20.2M | 2.72% |
| 16 | BIO-TECHNE CORP | TECH | 343,887 | $20.2M | 2.71% |
| 17 | GROCERY OUTLET HLDG CORP | GO | 1,440,220 | $20.1M | 2.71% |
| 18 | LENDINGCLUB CORP COM NEW | LC | 1,935,248 | $20.0M | 2.69% |
| 19 | ELASTIC N V USD0.01 | ESTC | 221,955 | $19.8M | 2.66% |
| 20 | NEW YORK TIMES CO CL A | NYT | 346,295 | $17.2M | 2.31% |
| 21 | ENTEGRIS INC | ENTG | 192,736 | $16.9M | 2.27% |
| 22 | WARNER MUSIC GROUP CORP CL A | WMG | 528,076 | $16.6M | 2.23% |
| 23 | HEXCEL CORP NEW | 428291108 | 302,148 | $16.5M | 2.23% |
| 24 | NVIDIA CORPORATION | NVDA | 152,030 | $16.5M | 2.22% |
| 25 | VERTIV HOLDINGS CO CL A | VRT | 222,132 | $16.0M | 2.16% |
| 26 | TOPBUILD CORP | BLD | 52,048 | $15.9M | 2.13% |
| 27 | SIMPSON MFG INC | 829073105 | 97,066 | $15.2M | 2.05% |
| 28 | AMAZON COM INC | AMZN | 76,883 | $14.6M | 1.97% |
| 29 | WILLSCOT HLDGS CORP CL A | WSC | 514,439 | $14.3M | 1.92% |
| 30 | WABTEC | 929740108 | 71,593 | $13.0M | 1.75% |
| 31 | BILL HOLDINGS INC | BILL | 267,387 | $12.3M | 1.65% |
| 32 | MASTERCARD INCORPORATED CL A | MA | 19,386 | $10.6M | 1.43% |
| 33 | ALPHABET INC Class A | GOOG | 68,511 | $10.6M | 1.42% |
| 34 | AXCELIS TECHNOLOGIES INC | ACLS | 210,344 | $10.4M | 1.41% |
| 35 | VISA INC CL A | V | 24,924 | $8.7M | 1.17% |
| 36 | CME GROUP INC | CME | 32,387 | $8.6M | 1.16% |
| 37 | WASTE MGMT INC DEL | 94106L109 | 31,845 | $7.4M | 0.99% |
| 38 | S&P GLOBAL INC | SPGI | 12,636 | $6.4M | 0.86% |
| 39 | BOEING CO | BA-PA | 35,985 | $6.1M | 0.83% |
| 40 | CANADIAN PACIFIC KANSAS CITY | CP | 81,424 | $5.7M | 0.77% |
| 41 | SERVICENOW INC | NOW | 6,388 | $5.1M | 0.68% |
| 42 | ADR ASML HOLDING N V | ASMLF | 7,087 | $4.7M | 0.63% |
| 43 | WORKDAY INC CL A | WDAY | 19,110 | $4.5M | 0.60% |
| 44 | INTUITIVE SURGICAL INC | ISRG | 8,331 | $4.1M | 0.55% |
| 45 | UBER TECHNOLOGIES INC | UBER | 56,411 | $4.1M | 0.55% |
| 46 | COPART INC | CPRT | 72,143 | $4.1M | 0.55% |
| 47 | LINDE PLC | LIN | 8,747 | $4.1M | 0.55% |
| 48 | PACIFIC BIOSCIENCES CALIF IN | 69404D108 | 3,320,361 | $3.9M | 0.53% |
| 49 | STARBUCKS CORP | SBUX | 38,243 | $3.8M | 0.50% |
| 50 | ELI LILLY & CO | LLY | 4,327 | $3.6M | 0.48% |
| 51 | KKR & CO INC | KKRT | 30,756 | $3.6M | 0.48% |
| 52 | DANAHER CORPORATION | 235851102 | 16,340 | $3.3M | 0.45% |
| 53 | ADVANCED MICRO DEVICES INC | AMD | 29,911 | $3.1M | 0.41% |
| 54 | SYNOPSYS INC | SNPS | 5,966 | $2.6M | 0.34% |
| 55 | IQVIA HLDGS INC | IQV | 14,367 | $2.5M | 0.34% |