Institutional Manager · CIK 0001812178
JACKSON SQUARE CAPITAL, LLC
SAN FRANCISCO, CA · File #028-20279
Latest AUM
$505.5M
Positions
152
Top-10 Concentration
53.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025152 pos · $505.5M
- 13F HOLDINGS REPORTQ/E Sep 2025144 pos · $458.5M
- 13F HOLDINGS REPORTQ/E Jun 2025146 pos · $450.3M
- 13F HOLDINGS REPORTQ/E Mar 2025132 pos · $307.6M
- 13F HOLDINGS REPORTQ/E Dec 2024141 pos · $415.0M
- 13F HOLDINGS REPORTQ/E Sep 2024133 pos · $403.0M
- 13F HOLDINGS REPORTQ/E Jun 2024126 pos · $406.4M
- 13F HOLDINGS REPORTQ/E Mar 2024137 pos · $388.4M
- 13F HOLDINGS REPORTQ/E Dec 2023107 pos · $249.0M
- 13F HOLDINGS REPORTQ/E Sep 2023112 pos · $248.9M
- 13F HOLDINGS REPORTQ/E Jun 2023107 pos · $223.4M
- 13F HOLDINGS REPORTQ/E Mar 2023120 pos · $212.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 189,887 | $35.4M | 8.05% |
| 2 | APPLE INC | AAPL | 116,454 | $31.7M | 7.20% |
| 3 | MICRON TECHNOLOGY INC | MU | 110,603 | $31.6M | 7.18% |
| 4 | BROADCOM INC | AVGO | 74,988 | $26.0M | 5.90% |
| 5 | ALPHABET INC | GOOG | 78,749 | $24.6M | 5.61% |
| 6 | MICROSOFT CORP | MSFT | 43,444 | $21.0M | 4.78% |
| 7 | ELI LILLY & CO | LLY | 18,437 | $19.8M | 4.51% |
| 8 | AMAZON COM INC | AMZN | 81,059 | $18.7M | 4.26% |
| 9 | LUMENTUM HLDGS INC | LITE | 37,150 | $13.7M | 3.11% |
| 10 | COHERENT CORP | COHR | 73,200 | $13.5M | 3.07% |
| 11 | CYBERARK SOFTWARE LTD | M2682V108 | 23,603 | $10.5M | 2.39% |
| 12 | SPDR S&P 500 ETF TR | SPY | 15,430 | $10.5M | 2.39% |
| 13 | ARISTA NETWORKS INC | ANET | 73,671 | $9.7M | 2.20% |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 18,503 | $9.3M | 2.12% |
| 15 | VERTIV HOLDINGS CO | VRT | 51,831 | $8.4M | 1.91% |
| 16 | CLOUDFLARE INC | NET | 40,202 | $7.9M | 1.80% |
| 17 | KLA CORP | KLAC | 6,454 | $7.8M | 1.78% |
| 18 | CISCO SYS INC | CSCO | 98,574 | $7.6M | 1.73% |
| 19 | INVESCO EXCH TRADED FD TR II | IVZ | 28,286 | $7.2M | 1.63% |
| 20 | TJX COS INC NEW | 872540109 | 45,782 | $7.0M | 1.60% |