Jackson Square Capital, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), Jackson Square Capital, LLC reported 138 stock positions worth $719.0 million. Its top holding was Micron Technology (MU) at 14.6% of the portfolio, followed by Nvidia (NVDA, 5.8%) and Apple (AAPL, 4.7%). Compared with Q1 2026, it opened 26 new positions, sold out of 18, added to 44 and reduced 50. The biggest buy was Applied Materials (AMAT, shares +167%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001812178
- Portfolio Value
- $719.0M (Q2 2026)
- SEC Filing
- 0001812178-26-000003 ↗ filed Jul 21, 2026
Holdings Value
Holdings 138 stocks · $719.0M
| MU Micron Technology Inc. | 14.59% | 90,864 | $104.9M | Reduce -12.3% |
| NVDA Nvidia Corp. | 5.85% | 210,075 | $42.0M | Add +1.2% |
| AAPL Apple Inc. | 4.66% | 115,767 | $33.5M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 4.26% | 85,639 | $30.6M | Add +50.6% |
| AVGO Broadcom Inc. | 3.92% | 74,650 | $28.2M | Reduce -0.4% |
| COHR Coherent Corp. | 3.51% | 64,066 | $25.3M | Reduce -3.5% |
| LLY Eli Lilly & Co. | 3.15% | 18,872 | $22.6M | Add +1.7% |
| LITE Lumentum Holdings Inc. | 2.92% | 24,485 | $21.0M | Reduce -2.5% |
| KLAC KLA Corp. | 2.88% | 68,560 | $20.7M | No change |
| AMZN Amazon.com Inc. | 2.76% | 83,248 | $19.8M | Add +25.2% |
| LRCX Lam Research Corp. | 2.50% | 41,406 | $17.9M | Add +10.4% |
| MSFT Microsoft Corp. | 2.31% | 44,525 | $16.6M | Add +98.3% |
| CAT Caterpillar Inc. | 2.30% | 15,546 | $16.6M | Add +3.2% |
| VRT Vertiv Holdings Co. Class A | 2.13% | 45,745 | $15.3M | Reduce -0.1% |
| CSCO Cisco Systems Inc. | 2.07% | 126,470 | $14.9M | Reduce -0.3% |
| GLW Corning Inc. | 2.00% | 56,395 | $14.4M | Add +4.3% |
| ANET Arista Networks Inc. | 1.89% | 79,993 | $13.6M | Add +6.4% |
| PANW Palo Alto Networks Inc. | 1.75% | 36,822 | $12.6M | Add +62.8% |
| AMAT Applied Materials Inc. | 1.70% | 16,863 | $12.2M | Add +166.9% |
| GEV GE Vernova Inc. | 1.53% | 9,388 | $11.0M | Add +3.5% |
| ARM Arm Holdings PLC-ADR | 1.39% | 28,218 | $10.0M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 1.28% | 18,331 | $9.2M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.26% | 12,118 | $9.0M | Reduce -1.9% |
| LIN Linde PLC | 1.23% | 17,081 | $8.9M | Reduce -1.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.22% | 57,902 | $8.8M | Add +10.6% |
| CDNS Cadence Design SYS Inc. | 1.16% | 22,126 | $8.3M | Add +70.2% |
| HWM Howmet Aerospace Inc. | 1.11% | 29,802 | $8.0M | Add +5.0% |
| GOOG Alphabet Inc. Class C | 1.01% | 20,483 | $7.2M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 0.90% | 6,908 | $6.5M | Add +0.4% |
| DELL Dell Technologies -C | 0.89% | 14,872 | $6.4M | Add +252.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.85% | 7,974 | $6.1M | New |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.71% | 2,565 | $5.1M | Add +5.2% |
| ITA iShares U.S. Aerospace & Def | 0.68% | 20,027 | $4.9M | Reduce -0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.65% | 16,648 | $4.7M | New |
| NET Cloudflare Inc. Class A | 0.64% | 18,876 | $4.6M | Reduce -3.7% |
| CVS CVS Health Corp. | 0.63% | 43,545 | $4.5M | New |
| MRK Merck & Co. Inc. | 0.62% | 34,686 | $4.5M | Reduce -0.8% |
| GE General Electric filed as GE AEROSPACE | 0.62% | 11,910 | $4.5M | Reduce -7.2% |
| AMKR Amkor Technology Inc. | 0.58% | 48,185 | $4.2M | Reduce -34.0% |
| QQQM Invesco Nasdaq 100 ETF | 0.57% | 13,638 | $4.1M | Reduce -0.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.55% | 8,317 | $4.0M | Add +5.2% |
| ABBV Abbvie Inc. | 0.51% | 14,566 | $3.7M | Reduce -5.0% |
| INTC Intel Corp. | 0.49% | 25,045 | $3.5M | New |
| APH Amphenol Corp. Class A | 0.47% | 19,365 | $3.4M | New |
| EQIX Equinix Inc. | 0.47% | 3,269 | $3.4M | New |
| CIEN Ciena Corp. | 0.41% | 5,943 | $2.9M | Reduce -14.0% |
| FN Fabrinet | 0.39% | 4,998 | $2.8M | Reduce -26.4% |
| V Visa Inc. Class A | 0.36% | 7,553 | $2.6M | Reduce -0.2% |
| BE Bloom Energy Corp. Class A | 0.34% | 8,025 | $2.4M | New |
| NFLX Netflix Inc. | 0.33% | 33,346 | $2.4M | Reduce -3.4% |
| TMO Thermo Fisher Scientific Inc. | 0.29% | 4,215 | $2.1M | Reduce -7.1% |
| JNJ Johnson & Johnson | 0.27% | 7,767 | $2.0M | Reduce -54.2% |
| WMT Walmart Inc. | 0.27% | 17,226 | $2.0M | Reduce -0.6% |
| XLK SS Technology Select Sector | 0.26% | 9,800 | $1.9M | Reduce -3.8% |
| MA Mastercard Inc. Class A | 0.26% | 3,611 | $1.9M | Reduce -0.2% |
| DHR Danaher Corp. | 0.25% | 9,260 | $1.8M | Reduce -0.6% |
| MRVL Marvell Technology Inc. | 0.23% | 5,666 | $1.7M | Add +3.9% |
| DDOG Datadog Inc. Class A | 0.23% | 6,431 | $1.7M | New |
| ETR Entergy Corp. | 0.19% | 11,941 | $1.4M | Add +0.2% |
| TRP TC Energy Corp. | 0.19% | 20,542 | $1.4M | Add +0.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 1,753 | $1.3M | Add +10.4% |
| VOO Vanguard S&P 500 ETF | 0.17% | 1,798 | $1.2M | Add +1.6% |
| TT Trane Technologies PLC | 0.17% | 2,504 | $1.2M | No change |
| DFH Dream Finders Homes Inc. Class A | 0.17% | 69,500 | $1.2M | No change |
| WELL Welltower Inc. | 0.16% | 5,096 | $1.2M | Reduce -0.5% |
| SNPS Synopsys Inc. | 0.16% | 2,585 | $1.2M | Add +69.4% |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 0.15% | 13,304 | $1.1M | Add +1.4% |
| RTX RTX Corp. | 0.15% | 5,691 | $1.1M | Reduce -24.6% |
| CFG Citizens Financial Group | 0.15% | 15,232 | $1.1M | Add +34.4% |
| AEP American Electric Power | 0.15% | 7,735 | $1.1M | No change |
| LHX L3HARRIS Technologies Inc. | 0.15% | 3,606 | $1.0M | Add +0.1% |
| AGX Argan Inc. | 0.15% | 1,312 | $1.0M | Reduce -15.4% |
| BRX Brixmor Property Group Inc. | 0.15% | 33,111 | $1.0M | Add +56.5% |
| SYK Stryker Corp. | 0.14% | 3,130 | $985K | Reduce -2.3% |
| RVLV Revolve Group Inc. Class A | 0.13% | 41,837 | $958K | Add +1.3% |
| CRVS Corvus Pharmaceuticals Inc. | 0.13% | 63,773 | $953K | No change |
| CALX Calix Inc. | 0.13% | 25,000 | $933K | No change |
| KO The Coca-Cola Co. | 0.12% | 10,772 | $875K | Add +1.9% |
| HII Huntington Ingalls Industrie | 0.12% | 3,122 | $874K | Reduce -43.4% |
| CDW CDW Corp. | 0.12% | 6,195 | $871K | New |
| WDC Western Digital Corp. | 0.12% | 1,348 | $861K | Reduce -4.9% |
| ING ING Groep N.V.-Sponsored ADR | 0.12% | 26,578 | $834K | Add +66.6% |
| IVV iShares Core S&P 500 ETF | 0.11% | 1,097 | $822K | Add +6.2% |
| ECL Ecolab Inc. | 0.11% | 2,831 | $789K | Reduce -6.8% |
| VLY Valley National Bancorp | 0.11% | 53,650 | $786K | Add +231.7% |
| WMB Williams Cos Inc. | 0.11% | 10,369 | $771K | Reduce -0.7% |
| T AT&T Inc. | 0.10% | 36,226 | $750K | Reduce -60.2% |
| JCI Johnson Controls Internation | 0.10% | 4,694 | $686K | New |
| HD Home Depot Inc. | 0.09% | 1,930 | $681K | Reduce -11.7% |
| TENB Tenable Holdings Inc. | 0.09% | 18,321 | $676K | New |
| XOM Exxon Mobil Corp. | 0.09% | 4,928 | $674K | Add +7.6% |
| IWM iShares Russell 2000 ETF | 0.09% | 2,219 | $667K | Add +51.5% |
| AMD Advanced Micro Devices | 0.09% | 1,096 | $637K | Add +10.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 1,710 | $633K | No change |
| VLO Valero Energy Corp. | 0.09% | 2,411 | $628K | Add +179.1% |
| MMM 3M Co. | 0.08% | 3,770 | $610K | Reduce -46.8% |
| WAL Western Alliance Bancorp | 0.08% | 7,224 | $594K | Reduce -3.6% |
| NVS Novartis AG-Sponsored ADR | 0.08% | 3,643 | $571K | Add +1.2% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.08% | 6,260 | $550K | No change |
| BMY Bristol-Myers Squibb Co. | 0.08% | 9,490 | $547K | Reduce -84.5% |
Portfolio Sells Q1 2026 → Q2 2026
| AAPL Apple Inc. | Reduce -0.8% | 4.66% | −1.55 |
| AVGO Broadcom Inc. | Reduce -0.4% | 3.92% | −0.94 |
| DOW Dow Inc. | Sold out | 0.00% | −0.91 |
| LITE Lumentum Holdings Inc. | Reduce -2.5% | 2.92% | −0.78 |
| BMY Bristol-Myers Squibb Co. | Reduce -84.5% | 0.08% | −0.70 |
| CHRW C.H. Robinson Worldwide Inc. | Sold out | 0.00% | −0.62 |
| JNJ Johnson & Johnson | Reduce -54.2% | 0.27% | −0.60 |
| LIN Linde PLC | Reduce -1.9% | 1.23% | −0.58 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 1.28% | −0.57 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.55 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.47 |
| T AT&T Inc. | Reduce -60.2% | 0.10% | −0.45 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.9% | 1.26% | −0.43 |
| NFLX Netflix Inc. | Reduce -3.4% | 0.33% | −0.36 |
| FN Fabrinet | Reduce -26.4% | 0.39% | −0.35 |
| HII Huntington Ingalls Industrie | Reduce -43.4% | 0.12% | −0.32 |
| VRT Vertiv Holdings Co. Class A | Reduce -0.1% | 2.13% | −0.28 |
| MRK Merck & Co. Inc. | Reduce -0.8% | 0.62% | −0.26 |
| ITA iShares U.S. Aerospace & Def | Reduce -0.0% | 0.68% | −0.24 |
| GOOG Alphabet Inc. Class C | Reduce -0.2% | 1.01% | −0.23 |
| NET Cloudflare Inc. Class A | Reduce -3.7% | 0.64% | −0.20 |
| ABBV Abbvie Inc. | Reduce -5.0% | 0.51% | −0.19 |
| WMT Walmart Inc. | Reduce -0.6% | 0.27% | −0.18 |
| TMO Thermo Fisher Scientific Inc. | Reduce -7.1% | 0.29% | −0.17 |
| CIEN Ciena Corp. | Reduce -14.0% | 0.41% | −0.16 |
| RTX RTX Corp. | Reduce -24.6% | 0.15% | −0.15 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.15 |
| GE General Electric | Reduce -7.2% | 0.62% | −0.14 |
| ABT Abbott Laboratories | Reduce -54.2% | 0.05% | −0.14 |
| TRS Trimas Corp. | Sold out | 0.00% | −0.14 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.14 |
| MMM 3M Co. | Reduce -46.8% | 0.08% | −0.13 |
| DHR Danaher Corp. | Reduce -0.6% | 0.25% | −0.13 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.12 |
| MA Mastercard Inc. Class A | Reduce -0.2% | 0.26% | −0.12 |
| V Visa Inc. Class A | Reduce -0.2% | 0.36% | −0.12 |
| AMKR Amkor Technology Inc. | Reduce -34.0% | 0.58% | −0.11 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -0.7% | 0.57% | −0.11 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.11 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.10 |
| HON Honeywell International Inc. | Reduce -0.3% | 0.04% | −0.09 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.09 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −0.08 |
| SYK Stryker Corp. | Reduce -2.3% | 0.14% | −0.08 |
| ISRG Intuitive Surgical Inc. | Reduce -38.8% | 0.04% | −0.08 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.07 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.07 |
| CNQ Canadian Natural Resources | Reduce -14.4% | 0.05% | −0.06 |
| CRC California Resources Corp. | Sold out | 0.00% | −0.06 |
| ECL Ecolab Inc. | Reduce -6.8% | 0.11% | −0.06 |
Portfolio Buys Q1 2026 → Q2 2026
| AMAT Applied Materials Inc. | Add +166.9% | 1.70% | +1.24 |
| PANW Palo Alto Networks Inc. | Add +62.8% | 1.75% | +0.99 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.85% | +0.85 |
| GOOGL Alphabet Inc. Class A | Add +50.6% | 4.26% | +0.83 |
| LRCX Lam Research Corp. | Add +10.4% | 2.50% | +0.82 |
| DELL Dell Technologies -C | Add +252.4% | 0.89% | +0.75 |
| IBM Intl Business Machines Corp. | New | 0.65% | +0.65 |
| CVS CVS Health Corp. | New | 0.63% | +0.63 |
| MSFT Microsoft Corp. | Add +98.3% | 2.31% | +0.57 |
| INTC Intel Corp. | New | 0.49% | +0.49 |
| APH Amphenol Corp. Class A | New | 0.47% | +0.47 |
| EQIX Equinix Inc. | New | 0.47% | +0.47 |
| GLW Corning Inc. | Add +4.3% | 2.00% | +0.46 |
| CDNS Cadence Design SYS Inc. | Add +70.2% | 1.16% | +0.40 |
| BE Bloom Energy Corp. Class A | New | 0.34% | +0.34 |
| DDOG Datadog Inc. Class A | New | 0.23% | +0.23 |
| MRVL Marvell Technology Inc. | Add +3.9% | 0.23% | +0.12 |
| CDW CDW Corp. | New | 0.12% | +0.12 |
| JCI Johnson Controls Internation | New | 0.10% | +0.10 |
| TENB Tenable Holdings Inc. | New | 0.09% | +0.09 |
| VLY Valley National Bancorp | Add +231.7% | 0.11% | +0.07 |
| CAT Caterpillar Inc. | Add +3.2% | 2.30% | +0.07 |
| JPM JPMorgan Chase & Co. | New | 0.06% | +0.06 |
| DLR Digital Realty Trust Inc. | New | 0.05% | +0.05 |
| THC Tenet Healthcare Corp. | New | 0.05% | +0.05 |
| TXN Texas Instruments Inc. | New | 0.05% | +0.05 |
| AMD Advanced Micro Devices | Add +10.0% | 0.09% | +0.05 |
| VLO Valero Energy Corp. | Add +179.1% | 0.09% | +0.04 |
| HLIO Helios Technologies Inc. | New | 0.04% | +0.04 |
| ROKU Roku Inc. | New | 0.04% | +0.04 |
| IYW iShares Ustechnology ETF | New | 0.04% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | Add +5.2% | 0.71% | +0.03 |
| SNPS Synopsys Inc. | Add +69.4% | 0.16% | +0.03 |
| GTLB Gitlab Inc. Class A | New | 0.03% | +0.03 |
| ITOT iShares Core S&P Total U.S. | New | 0.03% | +0.03 |
| URI United Rentals Inc. | New | 0.03% | +0.03 |
| MS Morgan Stanley | New | 0.03% | +0.03 |
| TFII Tfi International Inc. | New | 0.03% | +0.03 |
| ING ING Groep N.V.-Sponsored ADR | Add +66.6% | 0.12% | +0.03 |
| UAE iShares MSCI Uae ETF | New | 0.03% | +0.03 |
| IVW iShares S&P 500 Growth ETF | New | 0.03% | +0.03 |
| BRX Brixmor Property Group Inc. | Add +56.5% | 0.15% | +0.02 |
| HPE Hewlett Packard Enterprise | Add +2.8% | 0.07% | +0.02 |
| IWM iShares Russell 2000 ETF | Add +51.5% | 0.09% | +0.02 |
| CFG Citizens Financial Group | Add +34.4% | 0.15% | +0.01 |
| OBE Obsidian Energy Ltd. | New | 0.00% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Add +5.2% | 0.55% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +10.4% | 0.18% | −0.01 |
| TSLA Tesla Inc. | Add +0.5% | 0.05% | −0.02 |
| META Meta Platforms Inc. Class A | Add +5.1% | 0.04% | −0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 138 | $719.0M | MU, NVDA, AAPL, GOOGL, AVGO |
| Q1 2026 | 129 | $477.0M | NVDA, MU, AAPL, AVGO, LITE |
| Q4 2025 | 152 | $505.5M | NVDA, AAPL, MU, AVGO, GOOGL |
| Q3 2025 | 144 | $458.5M | NVDA, AAPL, AVGO, MSFT, MU |
| Q2 2025 | 144 | $450.2M | NVDA, AVGO, MSFT, AMZN, LLY |
| Q1 2025 | 132 | $307.6M | AAPL, NVDA, LLY, AVGO, MSFT |
| Q4 2024 | 141 | $415.0M | AAPL, NVDA, AVGO, MSFT, AMZN |
| Q3 2024 | 133 | $403.0M | AAPL, NVDA, MSFT, LLY, AVGO |
| Q2 2024 | 126 | $406.4M | NVDA, AAPL, MSFT, LLY, MU |
| Q1 2024 | 137 | $388.4M | MSFT, NVDA, AAPL, LLY, MU |