13F HOLDINGS REPORT
Jackson Square Partners, LLC
Quarter ended Q3 2025 · Filed November 5, 2025 · Accession 0001104659-25-107043
Total Value
$247.3M
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 103,004 | $19.2M | 7.77% |
| 2 | MICROSOFT CORPORATION | MSFT | 34,840 | $18.0M | 7.30% |
| 3 | ALPHABET INC CLASS A | GOOG | 58,637 | $14.3M | 5.76% |
| 4 | AAON INC | AAON | 133,734 | $12.5M | 5.05% |
| 5 | CYBERARK SOFTWARE LTD | M2682V108 | 25,036 | $12.1M | 4.89% |
| 6 | AMAZON.COM INC | AMZN | 54,421 | $11.9M | 4.83% |
| 7 | VERTIV HOLDINGS CO | VRT | 63,364 | $9.6M | 3.87% |
| 8 | MEDPACE HOLDINGS INC | MEDP | 17,843 | $9.2M | 3.71% |
| 9 | CADENCE DESIGN SYSTEMS INC | CDNS | 22,147 | $7.8M | 3.15% |
| 10 | SBA COMMUNICATIONS CORP | SBAC | 35,850 | $6.9M | 2.80% |
| 11 | BOEING CO/THE | BA-PA | 30,799 | $6.6M | 2.69% |
| 12 | MASTERCARD INC | MA | 10,351 | $5.9M | 2.38% |
| 13 | ASML HOLDING NV | ASMLF | 6,066 | $5.9M | 2.37% |
| 14 | SHIFT4 PAYMENTS INC | 82452J109 | 74,100 | $5.7M | 2.32% |
| 15 | S&P GLOBAL INC | SPGI | 10,815 | $5.3M | 2.13% |
| 16 | VISA INC | V | 15,167 | $5.2M | 2.09% |
| 17 | CANADIAN PACIFIC KANSAS CITY LIMITED | CP | 65,169 | $4.9M | 1.96% |
| 18 | WASTE MANAGEMENT INC | 94106L109 | 20,200 | $4.5M | 1.80% |
| 19 | CME GROUP INC | CME | 16,024 | $4.3M | 1.75% |
| 20 | CLEAN HARBORS INC | CLH | 17,029 | $4.0M | 1.60% |
| 21 | WORKDAY INC | WDAY | 16,355 | $3.9M | 1.59% |
| 22 | SERVICENOW INC | NOW | 4,080 | $3.8M | 1.52% |
| 23 | ENTEGRIS INC | ENTG | 40,277 | $3.7M | 1.51% |
| 24 | ADVANCED MICRO DEVICES INC | AMD | 22,951 | $3.7M | 1.50% |
| 25 | HEXCEL CORP | 428291108 | 58,566 | $3.7M | 1.48% |
| 26 | UBER TECHNOLOGIES INC | UBER | 35,862 | $3.5M | 1.42% |
| 27 | WYNDHAM HOTELS & RESORTS INC | WH | 42,898 | $3.4M | 1.39% |
| 28 | INTUITIVE SURGICAL INC | ISRG | 7,131 | $3.2M | 1.29% |
| 29 | IQVIA HOLDINGS INC | IQV | 16,185 | $3.1M | 1.24% |
| 30 | SITEONE LANDSCAPE SUPPLY INC | SITE | 22,966 | $3.0M | 1.20% |
| 31 | ELI LILLY & CO | LLY | 3,704 | $2.8M | 1.14% |
| 32 | STARBUCKS CORP | SBUX | 32,731 | $2.8M | 1.12% |
| 33 | LINDE PLC | LIN | 5,720 | $2.7M | 1.10% |
| 34 | KINSALE CAPITAL GROUP INC | 49714P108 | 6,369 | $2.7M | 1.10% |
| 35 | ELASTIC NV | ESTC | 32,034 | $2.7M | 1.09% |
| 36 | AXCELIS TECHNOLOGIES INC | ACLS | 27,335 | $2.7M | 1.08% |
| 37 | TOPBUILD CORP | BLD | 6,765 | $2.6M | 1.07% |
| 38 | OKTA INC | OKTA | 28,349 | $2.6M | 1.05% |
| 39 | BIO-TECHNE CORP | TECH | 44,666 | $2.5M | 1.00% |
| 40 | HOWMET AEROSPACE INC | HWM | 12,349 | $2.4M | 0.98% |
| 41 | STEVANATO GROUP SPA | STVN | 93,282 | $2.4M | 0.97% |
| 42 | SIMPSON MANUFACTURING CO INC | 829073105 | 12,613 | $2.1M | 0.85% |
| 43 | LENDINGCLUB CORP | LC | 122,623 | $1.9M | 0.75% |
| 44 | ALIGN TECHNOLOGY INC | ALGN | 13,556 | $1.7M | 0.69% |
| 45 | RYAN SPECIALTY HOLDINGS INC | RYAN | 28,143 | $1.6M | 0.64% |
| 46 | BILL HOLDINGS INC | BILL | 28,197 | $1.5M | 0.60% |
| 47 | NCINO INC | NCNO | 35,786 | $970,158 | 0.39% |