Jackson Square Partners, LLC

CIK

1605911

Location

LARKSPUR, CA

Portfolio Value

Small $231,939,710

Diversification

Diversified

Filing Date

Global Rank

#3,885 / 7,986 ▼ 420 · as of Sep 2025

Top Industry

Software - Infrastructure 11.4%

3Y Alpha vs SPY

-10.9%

Period ended 9 months ago

Filed Nov 5, 2025 · 8mo

23 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+30.8%

SPY

+76.5%

Annualised alpha

-11.5%

Max drawdown

−24.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

46 positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025

Top Position

8.3%

+0.1 pts

Top 5

32.8%

+3.1 pts

Top 10

50.0%

+6.6 pts

HHI

364

Diversified+54

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025

Sector	% Portfolio	Value	Positions
Technology	35.7%	$82,728,629	15
Industrials	23.1%	$53,669,742	10
Financial Services	11.4%	$26,532,161	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

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 /De/	−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

3 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
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 /De/	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

46 positions · $231,939,710 total · 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	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	103,004	-29,330	$19,218,486	−8.1%	8.29%
MSFT	Microsoft Corp Technology	Reduced	34,840	-8,741	$18,045,378	−16.8%	7.78%
GOOGL	Alphabet Inc. Communication Services	Reduced	58,637	-998	$14,254,654	+35.6%	6.15%
AAON	Aaon, Inc. Industrials	Added	133,734	+88,516	$12,496,104	+274.7%	5.39%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	54,421	-12,501	$11,949,218	−18.6%	5.15%
VRT	Vertiv Holdings Co Industrials	Reduced	63,364	-21,555	$9,559,093	−12.3%	4.12%
MEDP	Medpace Holdings, Inc. Healthcare	Added	17,843	+8,517	$9,174,156	+213.4%	3.96%
CDNS	Cadence Design Systems Inc Technology	NEW	22,147	NEW	$7,779,355	NEW	3.35%
SBAC	Sba Communications Corp Real Estate	Reduced	35,850	-4,503	$6,931,597	−26.9%	2.99%
BA	Boeing Co Industrials	Reduced	30,799	-524	$6,647,348	+1.3%	2.87%
MA	Mastercard Inc Financial Services	Reduced	10,351	-3,484	$5,887,752	−24.3%	2.54%
ASML	Asml Holding NV Technology	Reduced	6,066	-103	$5,872,433	+18.8%	2.53%
FOUR	Shift4 Payments, Inc. Technology	NEW	74,100	NEW	$5,735,340	NEW	2.47%
V	Visa Inc. Financial Services	Reduced	15,167	-4,451	$5,177,710	−25.7%	2.23%
SPGI	S&P Global Inc. Financial Services	Reduced	10,815	-184	$4,979,913	−9.2%	2.15%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Reduced	65,169	-1,110	$4,854,438	−7.6%	2.09%
WM	Waste Management Inc Industrials	Reduced	20,200	-344	$4,460,766	−5.1%	1.92%
CME	Cme Group Inc. Financial Services	Reduced	16,024	-4,954	$4,329,524	−25.1%	1.87%
CLH	Clean Harbors Inc Industrials	Reduced	17,029	-4,806	$3,954,474	−21.7%	1.70%
WDAY	Workday, Inc. Technology	Reduced	16,355	-279	$3,937,139	−1.4%	1.70%
ENTG	Entegris Inc Technology	Reduced	40,277	-17,864	$3,724,011	−20.6%	1.61%
AMD	Advanced Micro Devices Inc Technology	Reduced	22,951	-3,085	$3,713,242	+0.5%	1.60%
HXL	Hexcel Corp /De/ Industrials	Reduced	58,566	-16,528	$3,672,088	−13.4%	1.58%
UBER	Uber Technologies, Inc Technology	Reduced	35,862	-611	$3,513,400	+3.2%	1.51%
WH	Wyndham Hotels & Resorts, Inc. Consumer Cyclical	Reduced	42,898	-12,107	$3,427,550	−23.3%	1.48%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	7,131	-121	$3,189,197	−19.1%	1.38%
IQV	Iqvia Holdings Inc. Healthcare	Reduced	16,185	-276	$3,074,178	+18.5%	1.33%
SITE	SiteOne Landscape Supply, Inc. Industrials	Reduced	22,966	-6,482	$2,958,020	−16.9%	1.28%
LLY	ELI LILLY & Co Healthcare	Reduced	3,704	-63	$2,826,152	−3.8%	1.22%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	32,731	-557	$2,769,042	−9.2%	1.19%
LIN	Linde PLC Basic Materials	Reduced	5,720	-1,894	$2,717,000	−23.9%	1.17%
KNSL	Kinsale Capital Group, Inc. Financial Services	Added	6,369	+637	$2,708,480	−2.4%	1.17%
ESTC	Elastic N.V. Technology	Reduced	32,034	-9,041	$2,706,552	−21.9%	1.17%
ACLS	Axcelis Technologies Inc Technology	Reduced	27,335	-7,714	$2,668,989	+9.3%	1.15%
BLD	QXO Insulation, LLC Industrials	Reduced	6,765	-1,908	$2,644,167	−5.8%	1.14%
OKTA	Okta, Inc. Technology	Reduced	28,349	-8,001	$2,599,603	−28.5%	1.12%
TECH	BIO-TECHNE Corp Healthcare	Reduced	44,666	-12,606	$2,484,769	−15.7%	1.07%
HWM	Howmet Aerospace Inc. Industrials	Reduced	12,349	-3,486	$2,423,244	−17.8%	1.04%
STVN	Stevanato Group S.p.A. Healthcare	Reduced	93,282	-99,387	$2,402,011	−49.0%	1.04%
SSD	Simpson Manufacturing Co., Inc. Basic Materials	Reduced	12,613	-3,560	$2,112,172	−15.9%	0.91%
HAPN	Happen, Inc. Financial Services	Reduced	122,623	-199,678	$1,862,643	−52.0%	0.80%
ALGN	Align Technology Inc Healthcare	Reduced	13,556	-9,280	$1,697,482	−60.7%	0.73%
RYAN	Ryan Specialty Holdings, Inc. Financial Services	Reduced	28,143	-7,943	$1,586,139	−35.4%	0.68%
BILL	BILL Holdings, Inc. Technology	Reduced	28,197	-48,879	$1,493,595	−58.1%	0.64%
NCNO	nCino, Inc. Technology	NEW	35,786	NEW	$970,158	NEW	0.42%
NOW	ServiceNow, Inc. Technology	Reduced	4,080	-1,481	$750,948	−34.3%	0.32%