JACKSON SQUARE CAPITAL, LLC
Top Portfolio Positions
114 positions ·
$454,898,368 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
207,533 | $36,193,755 | 7.96% | |
| MU |
Micron Technology Inc
Technology
|
103,670 | $35,023,872 | 7.70% | |
| AAPL |
Apple Inc.
Technology
|
116,683 | $29,612,978 | 6.51% | |
| AVGO |
Broadcom Inc.
Technology
|
74,969 | $23,203,655 | 5.10% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
25,108 | $17,644,898 | 3.88% | |
| LLY |
ELI LILLY & Co
Healthcare
|
18,563 | $17,073,690 | 3.75% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
56,856 | $16,349,511 | 3.59% | |
| COHR |
Coherent Corp.
Technology
|
66,394 | $15,815,714 | 3.48% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
66,469 | $13,843,498 | 3.04% | |
| VRT |
Vertiv Holdings Co
Industrials
|
45,782 | $11,472,053 | 2.52% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CALX
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,224,750 | 25,000 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,348,973 | 25,486 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,564,075 | 25,486 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,355,600 | 25,486 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,045,480 | 29,500 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,063,535 | 30,500 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,183,095 | 30,500 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,082,599 | 30,556 | Shares | Sole | 2024-08-05 | |
| 2020-09-30 | $21,247 | 1,195 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $17,805 | 1,195 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $8,460 | 1,195 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||