Jackson Square Partners as of June 30, 2025
Portfolio Holdings for Jackson Square Partners
Jackson Square Partners holds 54 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.0 | $22M | 44k | 497.41 | |
| NVIDIA Corporation (NVDA) | 7.7 | $21M | 132k | 157.99 | |
| Amazon (AMZN) | 5.4 | $15M | 67k | 219.39 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 4.0 | $11M | 85k | 128.41 | |
| Alphabet Inc Class A cs (GOOGL) | 3.9 | $11M | 60k | 176.23 | |
| Sba Communications Corp (SBAC) | 3.5 | $9.5M | 40k | 234.84 | |
| MasterCard Incorporated (MA) | 2.9 | $7.8M | 14k | 561.94 | |
| Visa (V) | 2.6 | $7.0M | 20k | 355.05 | |
| Boeing Company (BA) | 2.4 | $6.6M | 31k | 209.53 | |
| S&p Global (SPGI) | 2.1 | $5.8M | 11k | 527.29 | |
| Cme (CME) | 2.1 | $5.8M | 21k | 275.62 | |
| Servicenow (NOW) | 2.1 | $5.7M | 5.6k | 1028.08 | |
| Canadian Pacific Kansas City (CP) | 1.9 | $5.3M | 66k | 79.27 | |
| Clean Harbors (CLH) | 1.9 | $5.0M | 22k | 231.18 | |
| Asml Holding (ASML) | 1.8 | $4.9M | 6.2k | 801.39 | |
| Stevanato Group S P A (STVN) | 1.7 | $4.7M | 193k | 24.43 | |
| Waste Management (WM) | 1.7 | $4.7M | 21k | 228.82 | |
| Entegris (ENTG) | 1.7 | $4.7M | 58k | 80.65 | |
| Wyndham Hotels And Resorts (WH) | 1.7 | $4.5M | 55k | 81.21 | |
| Align Technology (ALGN) | 1.6 | $4.3M | 23k | 189.33 | |
| Hexcel Corporation (HXL) | 1.6 | $4.2M | 75k | 56.49 | |
| Workday Inc cl a (WDAY) | 1.5 | $4.0M | 17k | 240.00 | |
| Intuitive Surgical (ISRG) | 1.5 | $3.9M | 7.3k | 543.41 | |
| Synopsys (SNPS) | 1.4 | $3.9M | 7.6k | 512.68 | |
| Lendingclub Corp (LC) | 1.4 | $3.9M | 322k | 12.03 | |
| Advanced Micro Devices (AMD) | 1.4 | $3.7M | 26k | 141.90 | |
| MarketAxess Holdings (MKTX) | 1.3 | $3.6M | 16k | 223.34 | |
| Okta Inc cl a (OKTA) | 1.3 | $3.6M | 36k | 99.97 | |
| Linde (LIN) | 1.3 | $3.6M | 7.6k | 469.18 | |
| Bill Com Holdings Ord (BILL) | 1.3 | $3.6M | 77k | 46.26 | |
| Kkr & Co (KKR) | 1.3 | $3.6M | 27k | 133.03 | |
| Siteone Landscape Supply (SITE) | 1.3 | $3.6M | 29k | 120.94 | |
| Willscot Mobile Mini Holdin Cl A Ord (WSC) | 1.3 | $3.5M | 130k | 27.40 | |
| Elastic N V ord (ESTC) | 1.3 | $3.5M | 41k | 84.33 | |
| Uber Technologies (UBER) | 1.3 | $3.4M | 37k | 93.30 | |
| Aaon (AAON) | 1.2 | $3.3M | 45k | 73.75 | |
| New York Times Company (NYT) | 1.2 | $3.2M | 58k | 55.98 | |
| Starbucks Corporation (SBUX) | 1.1 | $3.1M | 33k | 91.63 | |
| Howmet Aerospace (HWM) | 1.1 | $2.9M | 16k | 186.13 | |
| Bio-techne Corporation (TECH) | 1.1 | $2.9M | 57k | 51.45 | |
| Eli Lilly & Co. (LLY) | 1.1 | $2.9M | 3.8k | 779.53 | |
| Medpace Hldgs (MEDP) | 1.1 | $2.9M | 9.3k | 313.86 | |
| Molina Healthcare (MOH) | 1.1 | $2.9M | 9.8k | 297.90 | |
| Danaher Corporation (DHR) | 1.0 | $2.8M | 14k | 197.54 | |
| Topbuild (BLD) | 1.0 | $2.8M | 8.7k | 323.74 | |
| Kinsale Cap Group (KNSL) | 1.0 | $2.8M | 5.7k | 483.90 | |
| Iqvia Holdings (IQV) | 1.0 | $2.6M | 17k | 157.59 | |
| Simpson Manufacturing (SSD) | 0.9 | $2.5M | 16k | 155.31 | |
| UnitedHealth (UNH) | 0.9 | $2.5M | 8.0k | 311.97 | |
| Ryan Specialty Group Hldgs I (RYAN) | 0.9 | $2.5M | 36k | 67.99 | |
| Axcelis Technologies (ACLS) | 0.9 | $2.4M | 35k | 69.69 | |
| Warner Music Group Corp (WMG) | 0.9 | $2.4M | 88k | 27.24 | |
| Neogen Corporation (NEOG) | 0.6 | $1.7M | 345k | 4.78 | |
| Pacific Biosciences of California (PACB) | 0.3 | $686k | 553k | 1.24 |
