Jackson Square Partners as of March 31, 2020
Portfolio Holdings for Jackson Square Partners
Jackson Square Partners holds 83 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.1 | $1.3B | 8.1M | 157.71 | |
| Visa (V) | 4.2 | $663M | 4.1M | 161.12 | |
| Ball Corporation (BALL) | 3.6 | $567M | 8.8M | 64.66 | |
| Iqvia Holdings (IQV) | 3.5 | $550M | 5.1M | 107.86 | |
| Cme (CME) | 3.4 | $531M | 3.1M | 172.91 | |
| Amazon (AMZN) | 3.3 | $524M | 269k | 1949.72 | |
| MasterCard Incorporated (MA) | 3.1 | $488M | 2.0M | 241.56 | |
| UnitedHealth (UNH) | 3.0 | $469M | 1.9M | 249.38 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 2.9 | $463M | 1.1M | 436.31 | |
| Netflix (NFLX) | 2.7 | $422M | 1.1M | 375.50 | |
| Servicenow (NOW) | 2.7 | $420M | 1.5M | 286.58 | |
| Alphabet Inc Class A cs (GOOGL) | 2.6 | $419M | 360k | 1161.95 | |
| Kkr & Co (KKR) | 2.6 | $404M | 17M | 23.47 | |
| New York Times Company (NYT) | 2.4 | $385M | 13M | 30.71 | |
| Illumina (ILMN) | 2.3 | $372M | 1.4M | 273.12 | |
| Paypal Holdings (PYPL) | 2.2 | $352M | 3.7M | 95.74 | |
| Autodesk (ADSK) | 2.0 | $319M | 2.0M | 156.10 | |
| Uber Technologies (UBER) | 2.0 | $315M | 11M | 27.92 | |
| Coupa Software | 1.8 | $293M | 2.1M | 139.73 | |
| Domino's Pizza (DPZ) | 1.8 | $289M | 892k | 324.07 | |
| Charles Schwab Corporation (SCHW) | 1.7 | $268M | 8.0M | 33.62 | |
| Take-Two Interactive Software (TTWO) | 1.5 | $241M | 2.0M | 118.61 | |
| Wix (WIX) | 1.5 | $235M | 2.3M | 100.82 | |
| Equity Commonwealth (EQC) | 1.4 | $226M | 7.1M | 31.71 | |
| Guidewire Software (GWRE) | 1.4 | $214M | 2.7M | 79.31 | |
| Arista Networks (ANET) | 1.3 | $198M | 978k | 202.55 | |
| Waste Management (WM) | 1.2 | $194M | 2.1M | 92.56 | |
| Grocery Outlet Hldg Corp (GO) | 1.2 | $194M | 5.6M | 34.34 | |
| Bio-techne Corporation (TECH) | 1.2 | $189M | 995k | 189.62 | |
| Liveramp Holdings (RAMP) | 1.1 | $180M | 5.5M | 32.92 | |
| Healthequity (HQY) | 1.1 | $180M | 3.5M | 50.59 | |
| Haemonetics Corporation (HAE) | 1.1 | $179M | 1.8M | 99.66 | |
| Gci Liberty Incorporated | 1.1 | $175M | 3.1M | 56.97 | |
| Adobe Systems Incorporated (ADBE) | 1.0 | $164M | 516k | 318.24 | |
| Twilio Inc cl a (TWLO) | 1.0 | $163M | 1.8M | 89.49 | |
| Papa John's Int'l (PZZA) | 1.0 | $158M | 3.0M | 53.37 | |
| Applied Materials (AMAT) | 0.9 | $147M | 3.2M | 45.82 | |
| Nike (NKE) | 0.9 | $146M | 1.8M | 82.74 | |
| Dunkin' Brands Group | 0.9 | $142M | 2.7M | 53.10 | |
| J Global (ZD) | 0.9 | $142M | 1.9M | 74.85 | |
| Wyndham Hotels And Resorts (WH) | 0.9 | $137M | 4.3M | 31.51 | |
| LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) | 0.8 | $122M | 2.8M | 42.93 | |
| Varonis Sys (VRNS) | 0.8 | $120M | 1.9M | 63.67 | |
| Gra (GGG) | 0.7 | $116M | 2.4M | 48.73 | |
| Intuitive Surgical (ISRG) | 0.7 | $114M | 230k | 495.21 | |
| Farfetch Ltd ord sh cl a (FTCHF) | 0.6 | $98M | 12M | 7.90 | |
| Experian (EXPGF) | 0.6 | $95M | 3.4M | 27.96 | |
| Airbus Se Eur1 Isin#nl00002351 (EADSF) | 0.5 | $85M | 1.3M | 65.46 | |
| Asml Holding Nv (ASMLF) | 0.5 | $79M | 296k | 267.45 | |
| Stitch Fix (SFIX) | 0.5 | $79M | 6.2M | 12.70 | |
| Nevro (NVRO) | 0.5 | $78M | 783k | 99.98 | |
| Dsv Panalpina A/s Dkk1 | 0.5 | $77M | 847k | 91.34 | |
| Ihs Markit | 0.5 | $75M | 1.3M | 60.00 | |
| Carlyle Group (CG) | 0.5 | $74M | 3.4M | 21.65 | |
| Otsuka Hldgs (OTSKF) | 0.5 | $72M | 1.8M | 39.35 | |
| Samsung Electronics Co Ltd Ord (SSNLF) | 0.5 | $72M | 1.8M | 39.19 | |
| Safran Sa (SAFRF) | 0.5 | $72M | 814k | 88.40 | |
| Tree (TREE) | 0.5 | $72M | 391k | 183.39 | |
| Lyft (LYFT) | 0.4 | $71M | 2.6M | 26.85 | |
| Ubisoft Entmnt Sa Montreuil Ac (UBSFF) | 0.4 | $71M | 954k | 74.11 | |
| Adyen Nv 144a (ADYYF) | 0.4 | $70M | 82k | 850.05 | |
| Intertek Group Ord Gbp0.01 (IKTSF) | 0.4 | $69M | 1.2M | 58.70 | |
| Sailpoint Technlgies Hldgs I | 0.4 | $66M | 4.3M | 15.22 | |
| Arco Platform Cl A Ord | 0.4 | $65M | 1.5M | 42.26 | |
| Monotaro (MONOF) | 0.4 | $64M | 2.4M | 26.67 | |
| Redfin Corp (RDFN) | 0.4 | $57M | 3.7M | 15.42 | |
| Abiomed | 0.4 | $57M | 392k | 145.16 | |
| Amadeus It | 0.3 | $54M | 1.1M | 47.65 | |
| Afya Ltd cl a (AFYA) | 0.3 | $54M | 2.8M | 19.06 | |
| Aon (AON) | 0.3 | $53M | 321k | 165.04 | |
| Five Below (FIVE) | 0.3 | $53M | 749k | 70.38 | |
| MercadoLibre (MELI) | 0.3 | $53M | 107k | 488.57 | |
| Vestas Wind Sys As | 0.3 | $48M | 585k | 81.65 | |
| Portola Pharmaceuticals | 0.2 | $25M | 3.5M | 7.13 | |
| Constellation Brands (STZ) | 0.0 | $2.7M | 19k | 143.32 | |
| Biogen Idec (BIIB) | 0.0 | $2.2M | 6.9k | 316.34 | |
| Linde | 0.0 | $968k | 5.6k | 172.89 | |
| Alphabet Inc Class C cs (GOOG) | 0.0 | $717k | 617.00 | 1162.07 | |
| Crown Castle Intl (CCI) | 0.0 | $649k | 4.5k | 144.19 | |
| Facebook Inc cl a (META) | 0.0 | $607k | 3.6k | 166.67 | |
| Dollar General (DG) | 0.0 | $411k | 2.7k | 150.94 | |
| Paycom Software (PAYC) | 0.0 | $350k | 1.7k | 201.61 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $7.0k | 164.00 | 42.68 |
