# Jackson Square Partners, LLC

> Institutional holdings reported to the SEC as of Q3 2025 on Form 13F. CIK 1605911. Source: https://holderbook.com/funds/1605911-jackson-square-partners-llc/

- Reported value: $247.3M
- Positions: 47
- Weight of the ten largest: 49.1%
- Filed: 2025-11-05

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $19.2M | 103,004 | 7.8% | 15 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $18.0M | 34,840 | 7.3% | 28 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $14.3M | 58,637 | 5.8% | 14 |
| AAON INC | [AAON](https://holderbook.com/stocks/AAON/) | $12.5M | 133,734 | 5.1% | 3 |
| CYBERARK SOFTWARE LTD | [CYBR](https://holderbook.com/stocks/CYBR/) | $12.1M | 25,036 | 4.9% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $11.9M | 54,421 | 4.8% | 23 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $9.6M | 63,364 | 3.9% | 3 |
| MEDPACE HLDGS INC | [MEDP](https://holderbook.com/stocks/MEDP/) | $9.2M | 17,843 | 3.7% | 7 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $7.8M | 22,147 | 3.1% | 1 |
| SBA COMMUNICATIONS CORP | [SBAC](https://holderbook.com/stocks/SBAC/) | $6.9M | 35,850 | 2.8% | 6 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $6.6M | 30,799 | 2.7% | 13 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $5.9M | 10,351 | 2.4% | 28 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $5.9M | 6,066 | 2.4% | 5 |
| SHIFT4 PMTS INC | [FOUR](https://holderbook.com/stocks/FOUR/) | $5.7M | 74,100 | 2.3% | 1 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $5.3M | 10,815 | 2.1% | 3 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $5.2M | 15,167 | 2.1% | 28 |
| CANADIAN PACIFIC KANSAS CITY | [CP](https://holderbook.com/stocks/CP/) | $4.9M | 65,169 | 2.0% | 10 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $4.5M | 20,200 | 1.8% | 24 |
| CME GROUP INC | [CME](https://holderbook.com/stocks/CME/) | $4.3M | 16,024 | 1.8% | 12 |
| CLEAN HARBORS INC | [CLH](https://holderbook.com/stocks/CLH/) | $4.0M | 17,029 | 1.6% | 11 |
| WORKDAY INC | [WDAY](https://holderbook.com/stocks/WDAY/) | $3.9M | 16,355 | 1.6% | 7 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $3.8M | 4,080 | 1.5% | 24 |
| ENTEGRIS INC | [ENTG](https://holderbook.com/stocks/ENTG/) | $3.7M | 40,277 | 1.5% | 8 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $3.7M | 22,951 | 1.5% | 12 |
| HEXCEL CORP NEW | [HXL](https://holderbook.com/stocks/HXL/) | $3.7M | 58,566 | 1.5% | 11 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $3.5M | 35,862 | 1.4% | 23 |
| WYNDHAM HOTELS & RESORTS INC | [WH](https://holderbook.com/stocks/WH/) | $3.4M | 42,898 | 1.4% | 28 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $3.2M | 7,131 | 1.3% | 23 |
| IQVIA HLDGS INC | [IQV](https://holderbook.com/stocks/IQV/) | $3.1M | 16,185 | 1.2% | 10 |
| SITEONE LANDSCAPE SUPPLY INC | [SITE](https://holderbook.com/stocks/SITE/) | $3.0M | 22,966 | 1.2% | 14 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $2.8M | 3,704 | 1.1% | 8 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $2.8M | 32,731 | 1.1% | 5 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $2.7M | 5,720 | 1.1% | 11 |
| KINSALE CAP GROUP INC | [KNSL](https://holderbook.com/stocks/KNSL/) | $2.7M | 6,369 | 1.1% | 7 |
| ELASTIC N V | [ESTC](https://holderbook.com/stocks/ESTC/) | $2.7M | 32,034 | 1.1% | 22 |
| AXCELIS TECHNOLOGIES INC | [ACLS](https://holderbook.com/stocks/ACLS/) | $2.7M | 27,335 | 1.1% | 8 |
| TOPBUILD COR | [BLD](https://holderbook.com/stocks/BLD/) | $2.6M | 6,765 | 1.1% | 4 |
| OKTA INC | [OKTA](https://holderbook.com/stocks/OKTA/) | $2.6M | 28,349 | 1.1% | 12 |
| BIO-TECHNE CORP | [TECH](https://holderbook.com/stocks/TECH/) | $2.5M | 44,666 | 1.0% | 28 |
| HOWMET AEROSPACE INC | [HWM](https://holderbook.com/stocks/HWM/) | $2.4M | 12,349 | 1.0% | 13 |
| STEVANATO GROUP S P A | [STVN](https://holderbook.com/stocks/STVN/) | $2.4M | 93,282 | 1.0% | 17 |
| SIMPSON MFG INC | [SSD](https://holderbook.com/stocks/SSD/) | $2.1M | 12,613 | 0.9% | 5 |
| HAPPEN INC | [HAPN](https://holderbook.com/stocks/HAPN/) | $1.9M | 122,623 | 0.8% | 19 |
| ALIGN TECHNOLOGY INC | [ALGN](https://holderbook.com/stocks/ALGN/) | $1.7M | 13,556 | 0.7% | 5 |
| RYAN SPECIALTY HOLDINGS INC | [RYAN](https://holderbook.com/stocks/RYAN/) | $1.6M | 28,143 | 0.6% | 11 |
| BILL HOLDINGS INC | [BILL](https://holderbook.com/stocks/BILL/) | $1.5M | 28,197 | 0.6% | 10 |
| NCINO INC | [NCNO](https://holderbook.com/stocks/NCNO/) | $970.2K | 35,786 | 0.4% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q3 2025 | +4.6% | +7.8% | -3.2% | 100% |
| Q2 2025 | +7.8% | +10.5% | -2.6% | 100% |
| Q1 2025 | -8.9% | -4.6% | -4.3% | 100% |
| Q4 2024 | +1.1% | +2.1% | -1.0% | 100% |
| Q3 2024 | +4.9% | +5.4% | -0.6% | 100% |
| Q2 2024 | -4.7% | +4.0% | -8.8% | 100% |
| Q1 2024 | +3.1% | +10.0% | -6.9% | 100% |
| Q4 2023 | +12.3% | +11.2% | +1.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2025 | $247.3M | 47 |
| Q2 2025 | $270.4M | 54 |
| Q1 2025 | $743.5M | 55 |
| Q4 2024 | $960.9M | 60 |
| Q3 2024 | $1.2B | 78 |
| Q2 2024 | $1.6B | 79 |
| Q1 2024 | $2.4B | 84 |
| Q4 2023 | $3.1B | 83 |
| Q3 2023 | $3.0B | 85 |
| Q2 2023 | $3.4B | 85 |
| Q1 2023 | $3.7B | 79 |
| Q4 2022 | $3.8B | 81 |