Jackson Square Capital, LLC
Net buyer this quarter
$719M
124
+$43.4M
48.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MU | $105M | 14.59% | 0.01% | -12.4% | Q4 2019 |
 NVDA | $42M | 5.85% | 0.00% | +1.2% | Q4 2019 |
 AAPL | $33.5M | 4.66% | 0.00% | -0.8% | Q4 2019 |
 GOOGL | $30.6M | 4.26% | 0.00% | +50.6% | Q4 2019 |
 AVGO | $28.2M | 3.92% | 0.00% | -0.4% | Q4 2019 |
 COHR | $25.3M | 3.51% | 0.03% | -3.5% | Q1 2024 |
 LLY | $22.6M | 3.15% | 0.00% | +1.7% | Q4 2019 |
 LITE | $21M | 2.92% | 0.03% | -2.5% | Q2 2025 |
 KLAC | $20.7M | 2.88% | 0.01% | -0.1% | Q4 2019 |
 AMZN | $19.8M | 2.76% | 0.00% | +25.2% | Q4 2019 |
 LRCX | $17.9M | 2.50% | 0.00% | +10.4% | Q4 2019 |
 MSFT | $16.6M | 2.31% | 0.00% | +98.3% | Q4 2019 |
 CAT | $16.6M | 2.30% | 0.00% | +3.2% | Q4 2019 |
 VRT | $15.3M | 2.13% | 0.01% | -0.1% | Q1 2024 |
 CSCO | $14.9M | 2.07% | 0.00% | -0.4% | Q4 2019 |
 GLW | $14.4M | 2.00% | 0.01% | +4.3% | Q4 2019 |
 ANET | $13.6M | 1.89% | 0.01% | +6.4% | Q1 2021 |
 PANW | $12.6M | 1.75% | 0.00% | +62.8% | Q4 2019 |
 AMAT | $12.2M | 1.70% | 0.00% | +166.9% | Q4 2019 |
 GEV | $11M | 1.53% | 0.00% | +3.5% | Q4 2024 |
 ARM | $10M | 1.39% | 0.00% | Not reported | Q4 2023 |
 BRK.B | $9.17M | 1.28% | Not reported | -0.1% | Q4 2019 |
 SPY | $9.05M | 1.26% | Not reported | -1.9% | Q4 2019 |
 LIN | $8.86M | 1.23% | 0.00% | -1.9% | Q1 2020 |
 TJX | $8.77M | 1.22% | 0.01% | +10.6% | Q4 2019 |
 CDNS | $8.3M | 1.16% | 0.01% | +70.2% | Q4 2019 |
 HWM | $8.01M | 1.11% | 0.01% | +5.0% | Q1 2025 |
| GOOG | $7.24M | 1.01% | Not reported | -0.2% | Q4 2019 |
 COST | $6.46M | 0.90% | 0.00% | +0.4% | Q4 2019 |
 DELL | $6.42M | 0.89% | 0.00% | +252.4% | Q4 2019 |
 CRWD | $6.09M | 0.85% | 0.00% | Not reported | Q2 2020 |
 ASML | $5.1M | 0.71% | 0.00% | +5.2% | Q4 2019 |
 IBM | $4.68M | 0.65% | 0.00% | Not reported | Q4 2019 |
 NET | $4.63M | 0.64% | Not reported | -3.7% | Q4 2019 |
 CVS | $4.5M | 0.63% | 0.00% | Not reported | Q4 2019 |
 MRK | $4.46M | 0.62% | 0.00% | -0.8% | Q4 2019 |
 GE | $4.45M | 0.62% | 0.00% | -7.2% | Q3 2024 |
 AMKR | $4.15M | 0.58% | 0.02% | -34.0% | Q4 2025 |
 TSM | $3.97M | 0.55% | 0.00% | +5.2% | Q4 2019 |
 ABBV | $3.67M | 0.51% | 0.00% | -5.0% | Q4 2019 |
 INTC | $3.5M | 0.49% | 0.00% | Not reported | Q4 2019 |
 APH | $3.41M | 0.47% | 0.00% | Not reported | Q4 2024 |
 EQIX | $3.41M | 0.47% | 0.00% | Not reported | Q4 2019 |
 CIEN | $2.92M | 0.41% | 0.00% | -14.0% | Q4 2019 |
 FN | $2.81M | 0.39% | 0.01% | -26.4% | Q3 2025 |
 V | $2.59M | 0.36% | 0.00% | -0.2% | Q4 2019 |
 BE | $2.43M | 0.34% | 0.00% | New | Q2 2026 |
 NFLX | $2.38M | 0.33% | 0.00% | -3.4% | Q4 2019 |
 TMO | $2.11M | 0.29% | 0.00% | -7.1% | Q4 2019 |
 JNJ | $1.97M | 0.27% | 0.00% | -54.2% | Q4 2019 |
| Q1 2026 | |||||
| NVDA | $36.2M | 7.59% | 0.00% | +9.3% | Q4 2019 |
| MU | $35M | 7.34% | 0.01% | -6.3% | Q4 2019 |
| AAPL | $29.6M | 6.21% | 0.00% | +0.2% | Q4 2019 |
| AVGO | $23.2M | 4.86% | 0.00% | 0.0% | Q4 2019 |
| LITE | $17.6M | 3.70% | 0.04% | -32.4% | Q2 2025 |
| LLY | $17.1M | 3.58% | 0.00% | +0.7% | Q4 2019 |
| GOOGL | $16.3M | 3.43% | 0.00% | -27.8% | Q4 2019 |
| COHR | $15.8M | 3.32% | 0.04% | -9.3% | Q1 2024 |
| AMZN | $13.8M | 2.90% | 0.00% | -18.0% | Q4 2019 |
| VRT | $11.5M | 2.41% | 0.01% | -11.7% | Q1 2024 |
| CAT | $10.7M | 2.24% | 0.00% | +59.7% | Q4 2019 |
| KLAC | $10.1M | 2.12% | 0.01% | +6.3% | Q4 2019 |
| CSCO | $9.85M | 2.06% | 0.00% | +28.8% | Q4 2019 |
| ANET | $9.23M | 1.94% | 0.01% | +2.1% | Q1 2021 |
| BRK.B | $8.79M | 1.84% | Not reported | -0.8% | Q4 2019 |
| LIN | $8.63M | 1.81% | 0.00% | +156.3% | Q1 2020 |
| TJX | $8.36M | 1.75% | 0.00% | +14.3% | Q4 2019 |
| MSFT | $8.31M | 1.74% | 0.00% | -48.3% | Q4 2019 |
| SPY | $8.03M | 1.68% | Not reported | -20.0% | Q4 2019 |
| LRCX | $8.01M | 1.68% | 0.00% | +41.5% | Q4 2019 |
| GEV | $7.92M | 1.66% | 0.00% | -11.7% | Q4 2024 |
| GLW | $7.35M | 1.54% | 0.01% | +254.1% | Q4 2019 |
| COST | $6.86M | 1.44% | 0.00% | +63.1% | Q4 2019 |
| HWM | $6.54M | 1.37% | 0.01% | Not reported | Q1 2025 |
| GOOG | $5.89M | 1.23% | Not reported | +0.6% | Q4 2019 |
 DOW | $4.35M | 0.91% | 0.01% | Not reported | Q4 2019 |
| ARM | $4.27M | 0.89% | 0.00% | -3.7% | Q4 2023 |
| MRK | $4.21M | 0.88% | 0.00% | +260.5% | Q4 2019 |
| JNJ | $4.15M | 0.87% | 0.00% | +221.6% | Q4 2019 |
| NET | $4.05M | 0.85% | Not reported | -51.2% | Q4 2019 |
 BMY | $3.72M | 0.78% | 0.00% | Not reported | Q4 2019 |
| GE | $3.64M | 0.76% | 0.00% | +19.0% | Q3 2024 |
| PANW | $3.63M | 0.76% | 0.00% | Not reported | Q4 2019 |
| CDNS | $3.61M | 0.76% | 0.00% | -37.5% | Q4 2019 |
| FN | $3.54M | 0.74% | 0.02% | -40.5% | Q3 2025 |
| ABBV | $3.34M | 0.70% | 0.00% | +0.1% | Q4 2019 |
| NFLX | $3.32M | 0.70% | 0.00% | -26.7% | Q4 2019 |
| AMKR | $3.29M | 0.69% | 0.03% | -1.8% | Q4 2025 |
| ASML | $3.22M | 0.68% | 0.00% | +5.8% | Q4 2019 |
 CHRW | $2.98M | 0.62% | 0.02% | New | Q1 2026 |
| CIEN | $2.68M | 0.56% | 0.00% | +4.2% | Q4 2019 |
| TSM | $2.67M | 0.56% | 0.00% | +2.3% | Q4 2019 |
 T | $2.64M | 0.55% | 0.00% | -42.2% | Q4 2019 |
 GILD | $2.62M | 0.55% | 0.00% | +122.3% | Q4 2019 |
| V | $2.29M | 0.48% | 0.00% | -31.5% | Q4 2019 |
| TMO | $2.23M | 0.47% | 0.00% | -1.6% | Q4 2019 |
| AMAT | $2.16M | 0.45% | 0.00% | Not reported | Q4 2019 |
 WMT | $2.15M | 0.45% | 0.00% | +12.9% | Q4 2019 |
 HII | $2.09M | 0.44% | 0.01% | +27.3% | Q2 2025 |
 MA | $1.81M | 0.38% | 0.00% | -59.3% | Q4 2019 |
| Q4 2025 | |||||
| NVDA | $35.4M | 7.01% | 0.00% | +4.0% | Q4 2019 |
| AAPL | $31.7M | 6.26% | 0.00% | +1.0% | Q4 2019 |
| MU | $31.6M | 6.25% | 0.01% | +3.0% | Q4 2019 |
| AVGO | $26M | 5.13% | 0.00% | +0.9% | Q4 2019 |
| GOOGL | $24.6M | 4.88% | 0.00% | +10.4% | Q4 2019 |
| MSFT | $21M | 4.16% | 0.00% | -3.7% | Q4 2019 |
| LLY | $19.8M | 3.92% | 0.00% | +26.6% | Q4 2019 |
| AMZN | $18.7M | 3.70% | 0.00% | +3.7% | Q4 2019 |
| LITE | $13.7M | 2.71% | 0.05% | +61.0% | Q2 2025 |
| COHR | $13.5M | 2.67% | 0.05% | +2.7% | Q1 2024 |
| SPY | $10.5M | 2.08% | Not reported | +0.9% | Q4 2019 |
| ANET | $9.65M | 1.91% | 0.01% | -2.4% | Q1 2021 |
| BRK.B | $9.3M | 1.84% | Not reported | -3.9% | Q4 2019 |
| VRT | $8.4M | 1.66% | 0.01% | -1.8% | Q1 2024 |
| NET | $7.93M | 1.57% | Not reported | +1.2% | Q4 2019 |
| KLAC | $7.84M | 1.55% | 0.00% | +1.1% | Q4 2019 |
| CSCO | $7.59M | 1.50% | 0.00% | +50.6% | Q4 2019 |
| TJX | $7.03M | 1.39% | 0.00% | +18.3% | Q4 2019 |
| GEV | $6.72M | 1.33% | 0.00% | -2.2% | Q4 2024 |
| CDNS | $6.5M | 1.29% | 0.01% | -2.5% | Q4 2019 |
| GOOG | $6.4M | 1.27% | Not reported | +90.2% | Q4 2019 |
| CRWD | $6.03M | 1.19% | 0.01% | +3.2% | Q2 2020 |
| CAT | $5.4M | 1.07% | 0.00% | +0.5% | Q4 2019 |
| FN | $5.19M | 1.03% | 0.03% | +449.8% | Q3 2025 |
| MA | $5.07M | 1.00% | 0.00% | +76.9% | Q4 2019 |
| LRCX | $4.53M | 0.90% | 0.00% | +6.2% | Q4 2019 |
 TRMB | $4.42M | 0.87% | 0.02% | -15.0% | Q2 2025 |
| NFLX | $4.42M | 0.87% | 0.00% | -19.8% | Q4 2019 |
 CEG | $4.27M | 0.84% | 0.00% | +1.1% | Q2 2025 |
| T | $3.91M | 0.77% | 0.00% | -51.0% | Q4 2019 |
| V | $3.87M | 0.77% | 0.00% | +16.9% | Q4 2019 |
 CLS | $3.78M | 0.75% | 0.01% | New | Q4 2025 |
| COST | $3.64M | 0.72% | 0.00% | -36.9% | Q4 2019 |
| ABBV | $3.5M | 0.69% | 0.00% | 0.0% | Q4 2019 |
 SPOT | $3.49M | 0.69% | 0.00% | -12.6% | Q1 2025 |
 META | $3.4M | 0.67% | Not reported | -49.7% | Q4 2019 |
| GE | $3.32M | 0.66% | 0.00% | +19.2% | Q3 2024 |
 CRDO | $3.3M | 0.65% | 0.01% | New | Q4 2025 |
| ARM | $3.2M | 0.63% | 0.00% | -16.3% | Q4 2023 |
| AMKR | $2.94M | 0.58% | 0.03% | New | Q4 2025 |
| LIN | $2.9M | 0.57% | 0.00% | -27.0% | Q1 2020 |
 JBHT | $2.89M | 0.57% | 0.02% | Not reported | Q2 2023 |
 TMUS | $2.76M | 0.55% | 0.00% | -22.9% | Q2 2020 |
| TMO | $2.67M | 0.53% | 0.00% | +1.0% | Q4 2019 |
| ASML | $2.47M | 0.49% | 0.00% | Not reported | Q4 2019 |
| TSM | $2.35M | 0.46% | 0.00% | -1.1% | Q4 2019 |
 FCX | $2.28M | 0.45% | 0.00% | Not reported | Q4 2022 |
 DHR | $2.15M | 0.43% | 0.00% | +0.6% | Q4 2019 |
 MP | $1.78M | 0.35% | 0.02% | Not reported | Q4 2021 |
| WMT | $1.71M | 0.34% | 0.00% | +287.7% | Q4 2019 |
| Q3 2025 | |||||
| NVDA | $34.1M | 7.43% | 0.00% | -7.2% | Q4 2019 |
| AAPL | $29.4M | 6.40% | 0.00% | +70.3% | Q4 2019 |
| AVGO | $24.5M | 5.35% | 0.00% | -13.3% | Q4 2019 |
| MSFT | $23.4M | 5.10% | 0.00% | +15.6% | Q4 2019 |
| MU | $18M | 3.92% | 0.01% | -7.6% | Q4 2019 |
| GOOGL | $17.3M | 3.78% | 0.00% | +36.0% | Q4 2019 |
| AMZN | $17.2M | 3.74% | 0.00% | -5.4% | Q4 2019 |
| LLY | $11.1M | 2.42% | 0.00% | -28.3% | Q4 2019 |
| ANET | $11M | 2.40% | 0.01% | -8.1% | Q1 2021 |
| SPY | $10.2M | 2.22% | Not reported | -3.0% | Q4 2019 |
| BRK.B | $9.67M | 2.11% | Not reported | -5.1% | Q4 2019 |
| T | $9.07M | 1.98% | 0.00% | -9.0% | Q4 2019 |
| NET | $8.53M | 1.86% | Not reported | -3.8% | Q4 2019 |
| VRT | $7.97M | 1.74% | 0.01% | +5.4% | Q1 2024 |
| COHR | $7.68M | 1.68% | 0.05% | -3.0% | Q1 2024 |
| META | $7.53M | 1.64% | Not reported | +8.4% | Q4 2019 |
| CDNS | $7.5M | 1.63% | 0.01% | +51.8% | Q4 2019 |
| NFLX | $7.04M | 1.54% | 0.00% | -11.6% | Q4 2019 |
| KLAC | $6.89M | 1.50% | 0.00% | -28.2% | Q4 2019 |
| GEV | $6.46M | 1.41% | 0.00% | +36.6% | Q4 2024 |
| COST | $6.19M | 1.35% | 0.00% | -10.8% | Q4 2019 |
| CRWD | $6.11M | 1.33% | 0.01% | Not reported | Q2 2020 |
| TJX | $5.59M | 1.22% | 0.00% | +0.3% | Q4 2019 |
| TRMB | $5.42M | 1.18% | 0.03% | -2.7% | Q2 2025 |
| ARM | $4.96M | 1.08% | 0.00% | -9.1% | Q4 2023 |
| SPOT | $4.8M | 1.05% | 0.00% | -38.9% | Q1 2025 |
| CSCO | $4.48M | 0.98% | 0.00% | +30.5% | Q4 2019 |
| CAT | $4.48M | 0.98% | 0.00% | -17.0% | Q4 2019 |
| LIN | $4.42M | 0.96% | 0.00% | -13.0% | Q1 2020 |
| TMUS | $4.21M | 0.92% | 0.00% | -10.6% | Q2 2020 |
| CEG | $3.93M | 0.86% | 0.00% | -21.6% | Q2 2025 |
| LITE | $3.75M | 0.82% | 0.03% | -9.3% | Q2 2025 |
| ABBV | $3.55M | 0.77% | 0.00% | -12.9% | Q4 2019 |
| LRCX | $3.34M | 0.73% | 0.00% | -17.4% | Q4 2019 |
| V | $3.23M | 0.70% | 0.00% | -5.2% | Q4 2019 |
 SYK | $3.01M | 0.66% | 0.00% | -1.3% | Q4 2019 |
 ETN | $2.91M | 0.63% | 0.00% | -11.7% | Q4 2019 |
| MA | $2.86M | 0.62% | 0.00% | -9.8% | Q4 2019 |
| GE | $2.72M | 0.59% | 0.00% | -1.4% | Q3 2024 |
| GOOG | $2.61M | 0.57% | Not reported | Not reported | Q4 2019 |
 BA | $2.54M | 0.55% | 0.00% | -43.9% | Q4 2019 |
 DLR | $2.45M | 0.53% | 0.00% | -10.8% | Q4 2019 |
| TMO | $2.22M | 0.48% | 0.00% | -12.6% | Q4 2019 |
| TSM | $2.18M | 0.48% | 0.00% | -10.9% | Q4 2019 |
 SSNC | $1.87M | 0.41% | 0.01% | -0.2% | Q4 2019 |
| DHR | $1.85M | 0.40% | 0.00% | -12.2% | Q4 2019 |
 VST | $1.84M | 0.40% | 0.00% | -0.9% | Q4 2024 |
 DFH | $1.81M | 0.40% | Not reported | Not reported | Q2 2023 |
 CALX | $1.56M | 0.34% | 0.04% | Not reported | Q4 2019 |
 HON | $1.5M | 0.33% | 0.00% | -21.0% | Q4 2019 |