13F HOLDINGS REPORT
Jackson Square Partners, LLC
Quarter ended Q2 2025 · Filed August 7, 2025 · Accession 0001104659-25-074883
Total Value
$270.4M
Positions
54
Other Managers
0
Confidential Omitted
No
Holdings (54)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 43,581 | $21.7M | 8.02% |
| 2 | NVIDIA CORPORATION | NVDA | 132,334 | $20.9M | 7.73% |
| 3 | AMAZON COM INC | AMZN | 66,922 | $14.7M | 5.43% |
| 4 | VERTIV HOLDINGS CO CL A | VRT | 84,919 | $10.9M | 4.03% |
| 5 | ALPHABET INC Class A | GOOG | 59,635 | $10.5M | 3.89% |
| 6 | SBA COMMUNICATIONS CORP NEW CL A | SBAC | 40,353 | $9.5M | 3.50% |
| 7 | MASTERCARD INCORPORATED CL A | MA | 13,835 | $7.8M | 2.88% |
| 8 | VISA INC CL A | V | 19,618 | $7.0M | 2.58% |
| 9 | BOEING CO | BA-PA | 31,323 | $6.6M | 2.43% |
| 10 | S&P GLOBAL INC | SPGI | 10,999 | $5.8M | 2.14% |
| 11 | CME GROUP INC | CME | 20,978 | $5.8M | 2.14% |
| 12 | SERVICENOW INC | NOW | 5,561 | $5.7M | 2.11% |
| 13 | CANADIAN PACIFIC KANSAS CITY | CP | 66,279 | $5.3M | 1.94% |
| 14 | CLEAN HARBORS INC | CLH | 21,835 | $5.0M | 1.87% |
| 15 | ADR ASML HOLDING N V | ASMLF | 6,169 | $4.9M | 1.83% |
| 16 | STEVANATO GROUP S P A | STVN | 192,669 | $4.7M | 1.74% |
| 17 | WASTE MGMT INC DEL | 94106L109 | 20,544 | $4.7M | 1.74% |
| 18 | ENTEGRIS INC | ENTG | 58,141 | $4.7M | 1.73% |
| 19 | WYNDHAM HOTELS & RESORTS INC | WH | 55,005 | $4.5M | 1.65% |
| 20 | ALIGN TECHNOLOGY INC | ALGN | 22,836 | $4.3M | 1.60% |
| 21 | HEXCEL CORP NEW | 428291108 | 75,094 | $4.2M | 1.57% |
| 22 | WORKDAY INC CL A | WDAY | 16,634 | $4.0M | 1.48% |
| 23 | INTUITIVE SURGICAL INC | ISRG | 7,252 | $3.9M | 1.46% |
| 24 | SYNOPSYS INC | SNPS | 7,608 | $3.9M | 1.44% |
| 25 | LENDINGCLUB CORP COM NEW | LC | 322,301 | $3.9M | 1.43% |
| 26 | ADVANCED MICRO DEVICES INC | AMD | 26,036 | $3.7M | 1.37% |
| 27 | MARKETAXESS HLDGS INC | MKTX | 16,274 | $3.6M | 1.34% |
| 28 | OKTA INC CL A | OKTA | 36,350 | $3.6M | 1.34% |
| 29 | LINDE PLC | LIN | 7,614 | $3.6M | 1.32% |
| 30 | BILL HOLDINGS INC | BILL | 77,076 | $3.6M | 1.32% |
| 31 | KKR & CO INC | KKRT | 26,772 | $3.6M | 1.32% |
| 32 | SITEONE LANDSCAPE SUPPLY INC | SITE | 29,448 | $3.6M | 1.32% |
| 33 | WILLSCOT HLDGS CORP CL A | WSC | 129,547 | $3.5M | 1.31% |
| 34 | ELASTIC N V USD0.01 | ESTC | 41,075 | $3.5M | 1.28% |
| 35 | UBER TECHNOLOGIES INC | UBER | 36,473 | $3.4M | 1.26% |
| 36 | AAON INC | AAON | 45,218 | $3.3M | 1.23% |
| 37 | NEW YORK TIMES CO CL A | NYT | 57,706 | $3.2M | 1.19% |
| 38 | STARBUCKS CORP | SBUX | 33,288 | $3.1M | 1.13% |
| 39 | HOWMET AEROSPACE INC | HWM | 15,835 | $2.9M | 1.09% |
| 40 | BIO-TECHNE CORP | TECH | 57,272 | $2.9M | 1.09% |
| 41 | ELI LILLY & CO | LLY | 3,767 | $2.9M | 1.09% |
| 42 | MEDPACE HLDGS INC | MEDP | 9,326 | $2.9M | 1.08% |
| 43 | MOLINA HEALTHCARE INC | MOH | 9,778 | $2.9M | 1.08% |
| 44 | DANAHER CORPORATION | 235851102 | 14,223 | $2.8M | 1.04% |
| 45 | TOPBUILD CORP | BLD | 8,673 | $2.8M | 1.04% |
| 46 | KINSALE CAP GROUP INC | 49714P108 | 5,732 | $2.8M | 1.03% |
| 47 | IQVIA HLDGS INC | IQV | 16,461 | $2.6M | 0.96% |
| 48 | SIMPSON MFG INC | 829073105 | 16,173 | $2.5M | 0.93% |
| 49 | UNITEDHEALTH GROUP INC | UNH | 7,971 | $2.5M | 0.92% |
| 50 | RYAN SPECIALTY HOLDINGS INC CL A | RYAN | 36,086 | $2.5M | 0.91% |
| 51 | AXCELIS TECHNOLOGIES INC | ACLS | 35,049 | $2.4M | 0.90% |
| 52 | WARNER MUSIC GROUP CORP CL A | WMG | 87,957 | $2.4M | 0.89% |
| 53 | NEOGEN CORP | NEOG | 345,340 | $1.7M | 0.61% |
| 54 | PACIFIC BIOSCIENCES CALIF IN | 69404D108 | 553,103 | $685,848 | 0.25% |