Jackson Square Partners as of Dec. 31, 2019
Portfolio Holdings for Jackson Square Partners
Jackson Square Partners holds 81 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.7 | $1.5B | 9.3M | 157.70 | |
| Iqvia Holdings (IQV) | 4.2 | $802M | 5.2M | 154.51 | |
| Ball Corporation (BALL) | 3.5 | $677M | 11M | 64.67 | |
| MasterCard Incorporated (MA) | 3.3 | $636M | 2.1M | 298.59 | |
| UnitedHealth (UNH) | 3.3 | $627M | 2.1M | 293.98 | |
| Alphabet Inc Class A cs (GOOGL) | 3.1 | $601M | 449k | 1339.39 | |
| Visa (V) | 3.1 | $599M | 3.2M | 187.90 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 3.1 | $584M | 1.2M | 485.08 | |
| Constellation Brands (STZ) | 3.0 | $574M | 3.0M | 189.75 | |
| Kkr & Co (KKR) | 3.0 | $563M | 19M | 29.17 | |
| Hasbro (HAS) | 2.8 | $532M | 5.0M | 105.61 | |
| Paypal Holdings (PYPL) | 2.6 | $506M | 4.7M | 108.17 | |
| Illumina (ILMN) | 2.5 | $479M | 1.4M | 331.74 | |
| Dollar Tree (DLTR) | 2.5 | $471M | 5.0M | 94.05 | |
| Charles Schwab Corporation (SCHW) | 2.4 | $451M | 9.5M | 47.56 | |
| New York Times Company (NYT) | 2.4 | $448M | 14M | 32.17 | |
| Cme (CME) | 2.3 | $445M | 2.2M | 200.72 | |
| Netflix (NFLX) | 2.3 | $431M | 1.3M | 323.57 | |
| Autodesk (ADSK) | 2.1 | $406M | 2.2M | 183.46 | |
| Domino's Pizza (DPZ) | 2.0 | $383M | 1.3M | 293.78 | |
| Take-Two Interactive Software (TTWO) | 1.9 | $355M | 2.9M | 122.43 | |
| Applied Materials (AMAT) | 1.8 | $341M | 5.6M | 61.04 | |
| Servicenow (NOW) | 1.7 | $317M | 1.1M | 282.32 | |
| Liveramp Holdings (RAMP) | 1.6 | $311M | 6.5M | 48.07 | |
| Guidewire Software (GWRE) | 1.6 | $299M | 2.7M | 109.77 | |
| Healthequity (HQY) | 1.4 | $264M | 3.6M | 74.07 | |
| Arista Networks (ANET) | 1.3 | $243M | 1.2M | 203.40 | |
| Equity Commonwealth (EQC) | 1.2 | $230M | 7.0M | 32.83 | |
| Wyndham Hotels And Resorts (WH) | 1.1 | $219M | 3.5M | 62.81 | |
| Wix (WIX) | 1.1 | $217M | 1.8M | 122.38 | |
| Bio-techne Corporation (TECH) | 1.1 | $215M | 980k | 219.51 | |
| Gci Liberty Incorporated | 1.1 | $215M | 3.0M | 70.85 | |
| Crown Castle Intl (CCI) | 1.1 | $211M | 1.5M | 142.15 | |
| Haemonetics Corporation (HAE) | 1.1 | $204M | 1.8M | 114.90 | |
| J Global (ZD) | 1.0 | $196M | 2.1M | 93.71 | |
| Dunkin' Brands Group | 0.9 | $172M | 2.3M | 75.54 | |
| Papa John's Int'l (PZZA) | 0.9 | $163M | 2.6M | 63.15 | |
| Varonis Sys (VRNS) | 0.8 | $158M | 2.0M | 77.71 | |
| Airbus Se Eur1 Isin#nl00002351 (EADSF) | 0.8 | $152M | 1.0M | 146.31 | |
| Redfin Corp (RDFN) | 0.8 | $149M | 7.1M | 21.14 | |
| Nevro (NVRO) | 0.8 | $143M | 1.2M | 117.54 | |
| Stitch Fix (SFIX) | 0.7 | $138M | 5.4M | 25.66 | |
| LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) | 0.7 | $132M | 2.8M | 47.16 | |
| Gra (GGG) | 0.6 | $122M | 2.4M | 52.00 | |
| Experian (EXPGF) | 0.6 | $115M | 3.4M | 33.83 | |
| Tree (TREE) | 0.6 | $111M | 366k | 303.44 | |
| Expeditors International of Washington (EXPD) | 0.6 | $105M | 1.3M | 78.02 | |
| Coupa Software | 0.6 | $106M | 723k | 146.25 | |
| Asml Holding Nv (ASMLF) | 0.5 | $97M | 330k | 295.69 | |
| Dsv Panalpina A/s Dkk1 | 0.5 | $97M | 842k | 115.24 | |
| Otsuka Hldgs (OTSKF) | 0.5 | $96M | 2.1M | 44.97 | |
| Ihs Markit | 0.5 | $94M | 1.2M | 75.35 | |
| Intertek Group Ord Gbp0.01 (IKTSF) | 0.5 | $91M | 1.2M | 77.58 | |
| Samsung Electronics Co Ltd Ord (SSNLF) | 0.5 | $89M | 1.8M | 48.28 | |
| Safran Sa (SAFRF) | 0.5 | $85M | 552k | 154.35 | |
| Sailpoint Technlgies Hldgs I | 0.5 | $85M | 3.6M | 23.60 | |
| Portola Pharmaceuticals | 0.4 | $83M | 3.5M | 23.88 | |
| Intercontl Hotels | 0.4 | $79M | 1.1M | 69.04 | |
| Amadeus It | 0.4 | $79M | 962k | 81.63 | |
| Farfetch Ltd ord sh cl a (FTCHQ) | 0.4 | $78M | 7.6M | 10.35 | |
| IPG Photonics Corporation (IPGP) | 0.4 | $75M | 516k | 144.92 | |
| Localiza Rent A Ca | 0.4 | $75M | 6.3M | 11.78 | |
| Arco Platform Cl A Ord | 0.4 | $73M | 1.7M | 44.20 | |
| Ubisoft Entmnt Sa Montreuil Ac (UBSFF) | 0.3 | $66M | 948k | 69.05 | |
| Monotaro (MONOF) | 0.3 | $64M | 2.4M | 26.92 | |
| MercadoLibre (MELI) | 0.3 | $61M | 107k | 571.93 | |
| Tripadvisor (TRIP) | 0.3 | $54M | 1.8M | 30.38 | |
| Liberty Tripadvisor Hldgs (LTRPA) | 0.3 | $53M | 7.2M | 7.35 | |
| Vestas Wind Sys As | 0.3 | $52M | 511k | 101.04 | |
| Ptc (PTC) | 0.2 | $47M | 628k | 74.89 | |
| Abiomed | 0.2 | $44M | 259k | 170.59 | |
| Afya Ltd cl a (AFYA) | 0.2 | $36M | 1.3M | 27.12 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $26M | 19k | 1337.00 | |
| Waste Management (WM) | 0.0 | $3.2M | 28k | 113.93 | |
| Biogen Idec (BIIB) | 0.0 | $2.5M | 8.4k | 296.68 | |
| Aon | 0.0 | $985k | 4.7k | 208.20 | |
| Liberty Global Inc C | 0.0 | $1.1M | 52k | 21.78 | |
| Kinder Morgan (KMI) | 0.0 | $889k | 42k | 21.15 | |
| Paycom Software (PAYC) | 0.0 | $593k | 2.2k | 264.50 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $9.0k | 164.00 | 54.88 | |
| Twilio Inc cl a (TWLO) | 0.0 | $223k | 2.3k | 98.15 |
