Data as of Q4 2025 (Dec 31, 2025)
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Showing Q3 2025 data
Jackson Square Partners, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Jackson Square Partners, LLC

โ€ขCIK: 1605911โ€ขFiling: Q3 2025

**Jackson Square Partners, LLC** manages $247M across a portfolio of 47 positions, exhibiting a concentrated, technology-and-financial-sector tilt. Top holdings are heavily weighted toward mega-cap technology names, notably NVDA ($19.2M) and MSFT ($18.0M), which together represent over 30% of disclosed assets. The fund maintains significant exposure to key growth areas, including GOOGL ($14.3M) and AMZN ($11.9M), alongside strategic allocations in specialized sectors like AAON ($12.5M) and UBS ($12.1M). This positioning suggests a conviction-driven approach targeting established market leaders and high-growth technology vectors.

Total AUM
$247.3M
QoQ Performance
-8.5%
Positions
47
Top 10 Concentration
49.1%
Latest Filing
Q3 2025

Top Holdings Allocation

NVDA
MSFT
GOOGL
AAON
NVDA7.8%
MSFT7.3%
GOOGL5.8%
AAON5.1%
CYBR4.9%
AMZN4.8%
VRT3.9%
MEDP3.7%

๐Ÿ“ˆ Biggest Buys

CYBR
CYBERARK SOFTWARE LTD
NEW
4.9% of portfolio
AAON
AAON INC
+195.8%
5.1% of portfolio
CDNS
CADENCE DESIGN SYSTEMS INC
NEW
3.1% of portfolio
FOUR
SHIFT4 PAYMENTS INC
NEW
2.3% of portfolio
MEDP
MEDPACE HOLDINGS INC
+91.3%
3.7% of portfolio

๐Ÿ“‰ Biggest Sells

NVDA
NVIDIA CORP
-22.2%
7.8% of portfolio
MSFT
MICROSOFT CORPORATION
-20.1%
7.3% of portfolio
VRT
VERTIV HOLDINGS CO
-25.4%
3.9% of portfolio
LC
LENDINGCLUB CORP
-62.0%
0.8% of portfolio
AMZN
AMAZON.COM INC
-18.7%
4.8% of portfolio

Sector Breakdown

Other60.9%
Technology22.3%
Consumer7.4%
Financial4.5%
Industrial2.7%
Healthcare1.1%
Materials1.1%

๐Ÿšช Exited Positionssold since Q2 2025

SNPS
SYNOPSYS INC
SOLD
$3.9M
MKTX
MARKETAXESS HLDGS INC
SOLD
$3.6M
KKR
KKR & CO INC
SOLD
$3.6M
WSC
WILLSCOT HLDGS CORP CL A
SOLD
$3.5M
NYT
NEW YORK TIMES CO CL A
SOLD
$3.2M
+6 more exited positions

Changes from Q2 2025

NEW4 new positions
โ†‘3 increased
โ†“40 decreased

Historical Filings

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023