Jackson Square Capital, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 15, 2025), Jackson Square Capital, LLC reported 141 stock positions worth $415.0 million. Its top holding was Apple (AAPL) at 7.8% of the portfolio, followed by Nvidia (NVDA, 5.8%) and Broadcom (AVGO, 5.7%). Compared with Q3 2024, it opened 25 new positions, sold out of 17, added to 44 and reduced 55. The biggest buy was ServiceNow (NOW, shares +1442%) and the biggest sale Eli Lilly (LLY, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001812178
- Portfolio Value
- $415.0M (Q4 2024)
- SEC Filing
- 0001812178-25-000001 ↗ filed Jan 15, 2025
Holdings Value
Holdings 141 stocks · $415.0M
| AAPL Apple Inc. | 7.77% | 128,738 | $32.2M | Add +4.5% |
| NVDA Nvidia Corp. | 5.78% | 178,495 | $24.0M | Reduce -21.4% |
| AVGO Broadcom Inc. | 5.66% | 101,269 | $23.5M | Reduce -0.8% |
| MSFT Microsoft Corp. | 5.36% | 52,729 | $22.2M | Reduce -5.8% |
| AMZN Amazon.com Inc. | 5.21% | 98,570 | $21.6M | Add +20.2% |
| LLY Eli Lilly & Co. | 3.57% | 19,200 | $14.8M | Reduce -16.1% |
| GOOGL Alphabet Inc. Class A | 3.45% | 75,556 | $14.3M | Reduce -2.6% |
| ANET Arista Networks Inc. | 2.53% | 94,912 | $10.5M | Reduce -13.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.18% | 19,971 | $9.1M | Reduce -3.4% |
| MU Micron Technology Inc. | 2.01% | 99,279 | $8.4M | Reduce -13.1% |
| CYBR Cyberark Software Ltd./Israel | 1.92% | 23,854 | $7.9M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 1.81% | 8,201 | $7.5M | Add +6.1% |
| VRT Vertiv Holdings Co. Class A | 1.80% | 65,601 | $7.5M | Add +82.2% |
| NOW ServiceNow Inc. | 1.62% | 6,354 | $6.7M | Add +1442.2% |
| ETN Eaton Corp. PLC | 1.56% | 19,471 | $6.5M | Reduce -8.1% |
| TSM Taiwan Semiconductor-SP ADR | 1.48% | 31,162 | $6.2M | Add +17.2% |
| CAT Caterpillar Inc. | 1.48% | 16,889 | $6.1M | Add +1.9% |
| PANW Palo Alto Networks Inc. | 1.39% | 31,600 | $5.7M | Add +1352.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.34% | 21,119 | $5.6M | Add +114.4% |
| NFLX Netflix Inc. | 1.34% | 6,230 | $5.6M | Reduce -25.1% |
| T AT&T Inc. | 1.32% | 240,251 | $5.5M | Reduce -8.6% |
| TMUS T-Mobile US Inc. | 1.19% | 22,455 | $5.0M | Reduce -26.8% |
| ARM Arm Holdings PLC-ADR | 1.19% | 39,867 | $4.9M | Reduce -27.9% |
| PNC PNC Financial Services Group | 1.15% | 24,699 | $4.8M | Reduce -5.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.14% | 39,006 | $4.7M | Add +123.3% |
| LIN Linde PLC | 1.13% | 11,202 | $4.7M | Reduce -2.6% |
| COHR Coherent Corp. | 1.08% | 47,194 | $4.5M | Reduce -28.1% |
| MA Mastercard Inc. Class A | 1.04% | 8,203 | $4.3M | Add +59.4% |
| CDNS Cadence Design SYS Inc. | 1.02% | 14,028 | $4.2M | Reduce -0.5% |
| MRVL Marvell Technology Inc. | 0.84% | 31,484 | $3.5M | Add +726.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.83% | 5,860 | $3.4M | Reduce -1.2% |
| V Visa Inc. Class A | 0.83% | 10,853 | $3.4M | Add +7.6% |
| CB Chubb Ltd. | 0.81% | 12,137 | $3.4M | Reduce -1.4% |
| TMO Thermo Fisher Scientific Inc. | 0.74% | 5,943 | $3.1M | Reduce -42.4% |
| AMD Advanced Micro Devices | 0.73% | 25,137 | $3.0M | Reduce -0.3% |
| SNPS Synopsys Inc. | 0.72% | 6,149 | $3.0M | Reduce -2.9% |
| ABBV Abbvie Inc. | 0.70% | 16,284 | $2.9M | Reduce -36.9% |
| SYK Stryker Corp. | 0.69% | 7,964 | $2.9M | Reduce -12.6% |
| HUBS HubSpot Inc. | 0.69% | 4,081 | $2.8M | New |
| WAL Western Alliance Bancorp | 0.67% | 33,114 | $2.8M | Add +64.4% |
| NEE Nextera Energy Inc. | 0.64% | 36,897 | $2.6M | Reduce -55.5% |
| AXP American Express Co. | 0.63% | 8,781 | $2.6M | New |
| ISRG Intuitive Surgical Inc. | 0.60% | 4,792 | $2.5M | Add +60.2% |
| DHR Danaher Corp. | 0.60% | 10,868 | $2.5M | Reduce -8.8% |
| LRCX Lam Research Corp. | 0.53% | 30,474 | $2.2M | Reduce -2.8% |
| HON Honeywell International Inc. | 0.52% | 9,523 | $2.2M | Reduce -5.2% |
| CSCO Cisco Systems Inc. | 0.51% | 35,893 | $2.1M | Add +53.5% |
| KLAC KLA Corp. | 0.51% | 3,351 | $2.1M | Reduce -60.5% |
| APH Amphenol Corp. Class A | 0.50% | 30,018 | $2.1M | New |
| GTLB Gitlab Inc. Class A | 0.50% | 36,600 | $2.1M | Add +328.1% |
| GOOG Alphabet Inc. Class C | 0.49% | 10,730 | $2.0M | Add +1.7% |
| SHEL Shell PLC-ADR | 0.41% | 27,192 | $1.7M | Reduce -9.7% |
| DFH Dream Finders Homes Inc. Class A | 0.39% | 70,000 | $1.6M | No change |
| IBIT iShares Bitcoin Trust ETF | 0.39% | 30,366 | $1.6M | New |
| CLBT Cellebrite Di Ltd. | 0.38% | 72,456 | $1.6M | New |
| VST Vistra Corp. | 0.33% | 9,966 | $1.4M | New |
| BMY Bristol-Myers Squibb Co. | 0.33% | 24,206 | $1.4M | New |
| DELL Dell Technologies -C | 0.33% | 11,752 | $1.4M | Add +8.7% |
| PEP Pepsico Inc. | 0.32% | 8,680 | $1.3M | Reduce -1.4% |
| ICE Intercontinental Exchange Inc. | 0.31% | 8,701 | $1.3M | Add +12.5% |
| TYL Tyler Technologies Inc. | 0.31% | 2,238 | $1.3M | Add +5.1% |
| ABT Abbott Laboratories | 0.30% | 10,916 | $1.2M | No change |
| NET Cloudflare Inc. Class A | 0.29% | 11,247 | $1.2M | Add +0.6% |
| SSNC Ss&c Technologies Holdings | 0.29% | 15,640 | $1.2M | Reduce -28.0% |
| DDOG Datadog Inc. Class A | 0.27% | 7,813 | $1.1M | New |
| CNQ Canadian Natural Resources | 0.27% | 36,042 | $1.1M | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 0.26% | 1,851 | $1.1M | Add +47.4% |
| EMN Eastman Chemical Co. | 0.26% | 11,795 | $1.1M | Reduce -20.9% |
| HD Home Depot Inc. | 0.26% | 2,767 | $1.1M | Add +13.4% |
| GLW Corning Inc. | 0.26% | 22,420 | $1.1M | Add +2.2% |
| CALX Calix Inc. | 0.26% | 30,500 | $1.1M | No change |
| MET Metlife Inc. | 0.25% | 12,528 | $1.0M | Add +50.8% |
| ECL Ecolab Inc. | 0.25% | 4,340 | $1.0M | Reduce -0.1% |
| FCNCA First Citizens Bcshs Class A | 0.24% | 473 | $999K | New |
| ETR Entergy Corp. | 0.24% | 13,152 | $997K | No change |
| GE General Electric filed as GE AEROSPACE | 0.24% | 5,954 | $993K | Reduce -34.0% |
| KO The Coca-Cola Co. | 0.24% | 15,824 | $985K | Reduce -0.7% |
| DLR Digital Realty Trust Inc. | 0.24% | 5,501 | $975K | Add +20.4% |
| HPE Hewlett Packard Enterprise | 0.23% | 44,715 | $955K | Add +7.9% |
| AEP American Electric Power | 0.23% | 10,350 | $955K | Add +1.0% |
| BRX Brixmor Property Group Inc. | 0.22% | 33,439 | $931K | Reduce -16.1% |
| TSLA Tesla Inc. | 0.22% | 2,238 | $904K | New |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.22% | 4,762 | $895K | Add +36.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 1,750 | $895K | Reduce -0.8% |
| XLK SS Technology Select Sector | 0.22% | 3,840 | $893K | Reduce -0.7% |
| TT Trane Technologies PLC | 0.21% | 2,356 | $870K | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.21% | 7,373 | $867K | Reduce -5.2% |
| DT Dynatrace Inc. | 0.21% | 15,861 | $862K | New |
| GAP The Gap Inc. | 0.20% | 34,808 | $823K | New |
| AMT American Tower Corp. | 0.20% | 4,453 | $817K | Reduce -19.9% |
| XOM Exxon Mobil Corp. | 0.19% | 7,510 | $808K | Reduce -15.7% |
| CAVA Cava Group Inc. | 0.19% | 7,043 | $794K | Reduce -10.5% |
| ITW Illinois Tool Works | 0.19% | 3,115 | $790K | Reduce -0.7% |
| TRP TC Energy Corp. | 0.19% | 16,635 | $775K | New |
| MMM 3M Co. | 0.18% | 5,938 | $767K | Reduce -2.9% |
| CVGW Calavo Growers Inc. | 0.18% | 29,792 | $760K | Add +13.2% |
| CFR Cullen/Frost Bankers Inc. | 0.18% | 5,647 | $758K | Add +47.9% |
| EQT Eqt Corp. | 0.17% | 15,348 | $708K | New |
| MCK McKesson Corp. | 0.17% | 1,227 | $699K | Reduce -44.0% |
| PG The Procter & Gamble Co. | 0.16% | 3,979 | $667K | Reduce -0.1% |
Portfolio Sells Q3 2024 → Q4 2024
| LLY Eli Lilly & Co. | Reduce -16.1% | 3.57% | −1.46 |
| KLAC KLA Corp. | Reduce -60.5% | 0.51% | −1.12 |
| NEE Nextera Energy Inc. | Reduce -55.5% | 0.64% | −1.10 |
| MNDY Monday.com Ltd. | Sold out | 0.00% | −1.10 |
| NVDA Nvidia Corp. | Reduce -21.4% | 5.78% | −1.07 |
| MU Micron Technology Inc. | Reduce -13.1% | 2.01% | −0.93 |
| TMO Thermo Fisher Scientific Inc. | Reduce -42.4% | 0.74% | −0.84 |
| ARM Arm Holdings PLC-ADR | Reduce -27.9% | 1.19% | −0.78 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.68 |
| MSFT Microsoft Corp. | Reduce -5.8% | 5.36% | −0.62 |
| ABBV Abbvie Inc. | Reduce -36.9% | 0.70% | −0.57 |
| MRK Merck & Co. Inc. | Reduce -71.8% | 0.15% | −0.47 |
| TECK Teck Resources Ltd.-CLS B | Sold out | 0.00% | −0.41 |
| BLDR Builders Firstsource Inc. | Sold out | 0.00% | −0.41 |
| TMUS T-Mobile US Inc. | Reduce -26.8% | 1.19% | −0.38 |
| COHR Coherent Corp. | Reduce -28.1% | 1.08% | −0.37 |
| ASND Ascendis Pharma A/S | Sold out | 0.00% | −0.36 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.31 |
| AMD Advanced Micro Devices | Reduce -0.3% | 0.73% | −0.29 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.27 |
| LIN Linde PLC | Reduce -2.6% | 1.13% | −0.23 |
| DHR Danaher Corp. | Reduce -8.8% | 0.60% | −0.22 |
| AES AES Corp. | Sold out | 0.00% | −0.20 |
| CWBC Community West Bancshares | Sold out | 0.00% | −0.19 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.19 |
| ETN Eaton Corp. PLC | Reduce -8.1% | 1.56% | −0.19 |
| GE General Electric | Reduce -34.0% | 0.24% | −0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.4% | 2.18% | −0.18 |
| KNTK Kinetik Holdings Inc. | Sold out | 0.00% | −0.17 |
| EMN Eastman Chemical Co. | Reduce -20.9% | 0.26% | −0.15 |
| VICI Vici Properties Inc. | Reduce -45.8% | 0.11% | −0.13 |
| ASO Academy Sports & Outdoors Inc. | Sold out | 0.00% | −0.13 |
| SYK Stryker Corp. | Reduce -12.6% | 0.69% | −0.13 |
| NFLX Netflix Inc. | Reduce -25.1% | 1.34% | −0.13 |
| AMT American Tower Corp. | Reduce -19.9% | 0.20% | −0.12 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.12 |
| EPR Epr Properties | Sold out | 0.00% | −0.12 |
| T AT&T Inc. | Reduce -8.6% | 1.32% | −0.12 |
| SSNC Ss&c Technologies Holdings | Reduce -28.0% | 0.29% | −0.11 |
| LRCX Lam Research Corp. | Reduce -2.8% | 0.53% | −0.10 |
| MCK McKesson Corp. | Reduce -44.0% | 0.17% | −0.10 |
| ANET Arista Networks Inc. | Reduce -13.6% | 2.53% | −0.09 |
| SHEL Shell PLC-ADR | Reduce -9.7% | 0.41% | −0.08 |
| SNPS Synopsys Inc. | Reduce -2.9% | 0.72% | −0.08 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.07 |
| CB Chubb Ltd. | Reduce -1.4% | 0.81% | −0.07 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.07 |
| XOM Exxon Mobil Corp. | Reduce -15.7% | 0.19% | −0.06 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.06 |
| PNC PNC Financial Services Group | Reduce -5.8% | 1.15% | −0.05 |
Portfolio Buys Q3 2024 → Q4 2024
| NOW ServiceNow Inc. | Add +1442.2% | 1.62% | +1.53 |
| AMZN Amazon.com Inc. | Add +20.2% | 5.21% | +1.42 |
| PANW Palo Alto Networks Inc. | Add +1352.2% | 1.39% | +1.29 |
| VRT Vertiv Holdings Co. Class A | Add +82.2% | 1.80% | +0.91 |
| MRVL Marvell Technology Inc. | Add +726.8% | 0.84% | +0.77 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +114.4% | 1.34% | +0.70 |
| HUBS HubSpot Inc. | New | 0.69% | +0.69 |
| AAPL Apple Inc. | Add +4.5% | 7.77% | +0.64 |
| AXP American Express Co. | New | 0.63% | +0.63 |
| TJX TJX Companies Inc. | Add +123.3% | 1.14% | +0.63 |
| APH Amphenol Corp. Class A | New | 0.50% | +0.50 |
| MA Mastercard Inc. Class A | Add +59.4% | 1.04% | +0.41 |
| IBIT iShares Bitcoin Trust ETF | New | 0.39% | +0.39 |
| GTLB Gitlab Inc. Class A | Add +328.1% | 0.50% | +0.39 |
| CLBT Cellebrite Di Ltd. | New | 0.38% | +0.38 |
| TSM Taiwan Semiconductor-SP ADR | Add +17.2% | 1.48% | +0.34 |
| VST Vistra Corp. | New | 0.33% | +0.33 |
| BMY Bristol-Myers Squibb Co. | New | 0.33% | +0.33 |
| DDOG Datadog Inc. Class A | New | 0.27% | +0.27 |
| FCNCA First Citizens Bcshs Class A | New | 0.24% | +0.24 |
| ISRG Intuitive Surgical Inc. | Add +60.2% | 0.60% | +0.24 |
| WAL Western Alliance Bancorp | Add +64.4% | 0.67% | +0.23 |
| TSLA Tesla Inc. | New | 0.22% | +0.22 |
| DT Dynatrace Inc. | New | 0.21% | +0.21 |
| CSCO Cisco Systems Inc. | Add +53.5% | 0.51% | +0.20 |
| GAP The Gap Inc. | New | 0.20% | +0.20 |
| TRP TC Energy Corp. | New | 0.19% | +0.19 |
| EQT Eqt Corp. | New | 0.17% | +0.17 |
| GEV GE Vernova Inc. | New | 0.14% | +0.14 |
| V Visa Inc. Class A | Add +7.6% | 0.83% | +0.14 |
| CWAN Clearwater Analytics HDS-A | New | 0.13% | +0.13 |
| COST Costco Wholesale Corp. | Add +6.1% | 1.81% | +0.11 |
| RBRK Rubrik Inc. Class A | New | 0.10% | +0.10 |
| CFLT Confluent Inc. Class A | New | 0.09% | +0.09 |
| FICO Fair Isaac Corp. | New | 0.09% | +0.09 |
| LYV Live Nation Entertainment Inc. | New | 0.09% | +0.09 |
| META Meta Platforms Inc. Class A | Add +47.4% | 0.26% | +0.08 |
| MET Metlife Inc. | Add +50.8% | 0.25% | +0.08 |
| CFR Cullen/Frost Bankers Inc. | Add +47.9% | 0.18% | +0.08 |
| FTNT Fortinet Inc. | New | 0.08% | +0.08 |
| NET Cloudflare Inc. Class A | Add +0.6% | 0.29% | +0.07 |
| WDAY Workday Inc. Class A | New | 0.06% | +0.06 |
| ARES Ares Management Corp. Class A | New | 0.06% | +0.06 |
| MTB M & T Bank Corp. | Add +36.7% | 0.22% | +0.06 |
| GOOG Alphabet Inc. Class C | Add +1.7% | 0.49% | +0.05 |
| DLR Digital Realty Trust Inc. | Add +20.4% | 0.24% | +0.05 |
| CDXS Codexis Inc. | New | 0.05% | +0.05 |
| GILD Gilead Sciences Inc. | New | 0.05% | +0.05 |
| CRM Salesforce Inc. | Add +41.0% | 0.09% | +0.04 |
| FITB Fifth Third Bancorp | Add +36.0% | 0.15% | +0.03 |
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 |