Jackson Square Partners, LLC

Adviser

CIK

1605911

Location

LARKSPUR, CA

Portfolio Value

Small $232,583,192

Diversification

Diversified

Filing Date

Global Rank

#5,381 / 8,105 ▼ 639 · as of Sep 2025

Top Industry

Software - Infrastructure 11.3%

Period ended 1 year ago

Filed Nov 5, 2025 · 12mo

23 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Adviser

Schedule 13G, Feb 4, 2025

Registered funds advised

2 series (0 index, 0 ETFs)

$206,298,045 net assets· N-CEN Dec 31, 2025

Portfolio style

Measured from the filed 13F common-share book for Sep 30, 2025, never from the firm's own description.

Style

Diversified active

Top 10 weight 49.9%, 27.5 effective positions, active share 67.7% against the Nasdaq-100 as of 2025-09-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

29.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 12.7 quarters (12+), a floor since 26.6% of the book was already held when coverage starts

Closest benchmark: the Nasdaq-100 as of 2025-09-30, active share 67.7%; sector active share 26.1% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

47 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025

Top Position

8.3%

+0.2 pts

Top 5

32.7%

+3.3 pts

Top 10

49.9%

+6.8 pts

HHI

364

Diversified+55

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025

Sector	% Portfolio	Value	Positions
Technology	36.9%	$85,732,423	15
Industrials	21.9%	$51,025,575	10
Financial Services	11.5%	$26,816,016	7
Healthcare	10.7%	$24,847,945	7
Consumer Cyclical	7.8%	$18,145,810	3
Communication Services	6.1%	$14,254,654	1
Real Estate	3.0%	$6,931,597	1
Basic Materials	2.1%	$4,829,172	2
Unclassified	0.0%	$0	1

Last Quarter's Activity

Export CSV

Sep 30, 2025 vs Jun 30, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
AAON	Aaon, Inc.	+88,516	133,734	$12,496,104
MEDP	Medpace Holdings, Inc.	+8,517	17,843	$9,174,156
KNSL	Kinsale Capital Group, Inc.	+637	6,369	$2,708,480
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HAPN	Happen, Inc.	−199,678	122,623	$1,862,643
STVN	Stevanato Group S.p.A.	−99,387	93,282	$2,402,011
BILL	BILL Holdings, Inc.	−48,879	28,197	$1,493,595
NVDA	Nvidia Corp	−29,330	103,004	$19,218,486
VRT	Vertiv Holdings Co	−21,555	63,364	$9,559,093
ENTG	Entegris Inc	−17,864	40,277	$3,724,011
HXL	Hexcel Corp	−16,528	58,566	$3,672,088
TECH	BIO-TECHNE Corp	−12,606	44,666	$2,484,769
AMZN	Amazon Com Inc	−12,501	54,421	$11,949,218
WH	Wyndham Hotels & Resorts, Inc.	−12,107	42,898	$3,427,550
ALGN	Align Technology Inc	−9,280	13,556	$1,697,482
ESTC	Elastic N.V.	−9,041	32,034	$2,706,552
MSFT	Microsoft Corp	−8,741	34,840	$18,045,378
OKTA	Okta, Inc.	−8,001	28,349	$2,599,603
RYAN	Ryan Specialty Holdings, Inc.	−7,943	28,143	$1,586,139
ACLS	Axcelis Technologies Inc	−7,714	27,335	$2,668,989
SITE	SiteOne Landscape Supply, Inc.	−6,482	22,966	$2,958,020
CME	Cme Group Inc.	−4,954	16,024	$4,329,524
CLH	Clean Harbors Inc	−4,806	17,029	$3,954,474
SBAC	Sba Communications Corp	−4,503	35,850	$6,931,597
V	Visa Inc.	−4,451	15,167	$5,177,710
SSD	Simpson Manufacturing Co., Inc.	−3,560	12,613	$2,112,172
HWM	Howmet Aerospace Inc.	−3,486	12,349	$2,423,244
MA	Mastercard Inc	−3,484	10,351	$5,887,752
AMD	Advanced Micro Devices Inc	−3,085	22,951	$3,713,242
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
CDNS	Cadence Design Systems Inc	22,147	$7,779,355
FOUR	Shift4 Payments, Inc.	74,100	$5,735,340
NCNO	nCino, Inc.	35,786	$970,158
—		25,036	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
SNPS	Synopsys Inc	7,608	$3,900,469
MKTX	Marketaxess Holdings Inc	16,274	$3,634,635
KKR	KKR & Co. Inc.	26,772	$3,561,479
WSC	WillScot Holdings Corp	129,547	$3,549,587
NYT	New York Times Co	57,706	$3,230,381
MOH	Molina Healthcare, Inc.	9,778	$2,912,866
DHR	Danaher Corp	14,223	$2,809,611
UNH	Unitedhealth Group Inc	7,971	$2,486,712
WMG	Warner Music Group Corp.	87,957	$2,395,948
NEOG	Neogen Corp	345,340	$1,650,725
PACB	Pacific Biosciences Of California, Inc.	553,103	$685,847
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

47 tracked positions · $232,583,192 total · filing declares 47 positions · $247,323,520 · as of Sep 30, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	103,004	-29,330	$19,218,486	−8.1%	15	$25.08	8.26%
MSFT	Microsoft Corp Technology	Reduced	34,840	-8,741	$18,045,378	−16.8%	23+	before history	7.76%
GOOGL	Alphabet Inc. Communication Services	Reduced	58,637	-998	$14,254,654	+35.6%	14	unpriced	6.13%
AAON	Aaon, Inc. Industrials	Added	133,734	+88,516	$12,496,104	+274.7%	3	$89.08	5.37%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	54,421	-12,501	$11,949,218	−18.6%	23+	before history	5.14%
VRT	Vertiv Holdings Co Industrials	Reduced	63,364	-21,555	$9,559,093	−12.3%	3	$106.44	4.11%
MEDP	Medpace Holdings, Inc. Healthcare	Added	17,843	+8,517	$9,174,156	+213.4%	7	$394.57	3.94%
CDNS	Cadence Design Systems Inc Technology	NEW	22,147	NEW	$7,779,355	NEW	1	$344.03	3.34%
SBAC	Sba Communications Corp Real Estate	Reduced	35,850	-4,503	$6,931,597	−26.9%	6	$208.20	2.98%
BA	Boeing Co Industrials	Reduced	30,799	-524	$6,647,348	+1.3%	13	$154.13	2.86%
MA	Mastercard Inc Financial Services	Reduced	10,351	-3,484	$5,887,752	−24.3%	23+	before history	2.53%
ASML	Asml Holding NV Technology	Reduced	6,066	-103	$5,872,433	+18.8%	5	$718.97	2.52%
FOUR	Shift4 Payments, Inc. Technology	NEW	74,100	NEW	$5,735,340	NEW	1	$92.96	2.47%
SPGI	S&P Global Inc. Financial Services	Reduced	10,815	-184	$5,263,768	−9.2%	3	unpriced	2.26%
V	Visa Inc. Financial Services	Reduced	15,167	-4,451	$5,177,710	−25.7%	23+	before history	2.23%
CP	Canadian Pacific Kansas City Ltd Industrials	Reduced	65,169	-1,110	$4,854,438	−7.6%	10	$78.95	2.09%
WM	Waste Management Inc Industrials	Reduced	20,200	-344	$4,460,766	−5.1%	23+	before history	1.92%
CME	Cme Group Inc. Financial Services	Reduced	16,024	-4,954	$4,329,524	−25.1%	12	$173.78	1.86%
CLH	Clean Harbors Inc Industrials	Reduced	17,029	-4,806	$3,954,474	−21.7%	11	$134.35	1.70%
WDAY	Workday, Inc. Technology	Reduced	16,355	-279	$3,937,139	−1.4%	7	$279.38	1.69%
NOW	ServiceNow, Inc. Technology	Reduced	4,080	-1,481	$3,754,742	−34.3%	23+	before history	1.61%
ENTG	Entegris Inc Technology	Reduced	40,277	-17,864	$3,724,011	−20.6%	8	$101.45	1.60%
AMD	Advanced Micro Devices Inc Technology	Reduced	22,951	-3,085	$3,713,242	+0.5%	12	$66.01	1.60%
HXL	Hexcel Corp Industrials	Reduced	58,566	-16,528	$3,672,088	−13.4%	11	$67.84	1.58%
UBER	Uber Technologies, Inc Technology	Reduced	35,862	-611	$3,513,400	+3.2%	23+	before history	1.51%
WH	Wyndham Hotels & Resorts, Inc. Consumer Cyclical	Reduced	42,898	-12,107	$3,427,550	−23.3%	23+	before history	1.47%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	7,131	-121	$3,189,197	−19.1%	23+	before history	1.37%
IQV	Iqvia Holdings Inc. Healthcare	Reduced	16,185	-276	$3,074,178	+18.5%	10	$194.39	1.32%
SITE	SiteOne Landscape Supply, Inc. Industrials	Reduced	22,966	-6,482	$2,958,020	−16.9%	14	$132.41	1.27%
LLY	ELI LILLY & Co Healthcare	Reduced	3,704	-63	$2,826,152	−3.8%	8	$583.70	1.22%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	32,731	-557	$2,769,042	−9.2%	5	$85.80	1.19%
LIN	Linde PLC Basic Materials	Reduced	5,720	-1,894	$2,717,000	−23.9%	11	$334.89	1.17%
KNSL	Kinsale Capital Group, Inc. Financial Services	Added	6,369	+637	$2,708,480	−2.4%	7	$451.25	1.16%
ESTC	Elastic N.V. Technology	Reduced	32,034	-9,041	$2,706,552	−21.9%	22	$85.91	1.16%
ACLS	Axcelis Technologies Inc Technology	Reduced	27,335	-7,714	$2,668,989	+9.3%	8	$123.96	1.15%
OKTA	Okta, Inc. Technology	Reduced	28,349	-8,001	$2,599,603	−28.5%	12	$61.12	1.12%
TECH	BIO-TECHNE Corp Healthcare	Reduced	44,666	-12,606	$2,484,769	−15.7%	23+	before history	1.07%
HWM	Howmet Aerospace Inc. Industrials	Reduced	12,349	-3,486	$2,423,244	−17.8%	13	$35.23	1.04%
STVN	Stevanato Group S.p.A. Healthcare	Reduced	93,282	-99,387	$2,402,011	−49.0%	17	$28.33	1.03%
SSD	Simpson Manufacturing Co., Inc. Basic Materials	Reduced	12,613	-3,560	$2,112,172	−15.9%	5	$179.61	0.91%
HAPN	Happen, Inc. Financial Services	Reduced	122,623	-199,678	$1,862,643	−52.0%	19	$13.33	0.80%
ALGN	Align Technology Inc Healthcare	Reduced	13,556	-9,280	$1,697,482	−60.7%	5	$231.02	0.73%
RYAN	Ryan Specialty Holdings, Inc. Financial Services	Reduced	28,143	-7,943	$1,586,139	−35.4%	11	$41.45	0.68%
BILL	BILL Holdings, Inc. Technology	Reduced	28,197	-48,879	$1,493,595	−58.1%	10	$88.82	0.64%
NCNO	nCino, Inc. Technology	NEW	35,786	NEW	$970,158	NEW	1	$29.22	0.42%
		Reduced	6,765	-1,908	$0	—	4	unpriced	0.00%
		NEW	25,036	NEW	$0	NEW	1	unpriced	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.