Jackson Square Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), Jackson Square Partners, LLC reported 84 stock positions worth $2.4 billion. Its top holding was New York Times Class A (NYT) at 4.3% of the portfolio, followed by Wix.com (WIX, 3.9%) and Siteone Landscape Supply (SITE, 3.9%). Compared with Q4 2023, it opened 8 new positions, sold out of 6, added to 22 and reduced 54. The biggest buy was a new position in Willscot (WSC) and the biggest sale an exit from FMC (FMC).
- Most Recent 13F
- Q4 2025
- Location
- LARKSPUR, CA
- CIK
- 0001605911
- Portfolio Value
- $2.4B (Q1 2024)
- SEC Filing
- 0001104659-24-058599 ↗ filed May 8, 2024
Holdings Value
Holdings 84 stocks · $2.4B
| NYT New York Times Co. Class A | 4.32% | 2,402,430 | $103.8M | Reduce -31.5% |
| WIX Wix.com Ltd. | 3.93% | 686,583 | $94.4M | Reduce -41.1% |
| SITE Siteone Landscape Supply Inc. | 3.89% | 535,990 | $93.6M | Reduce -33.8% |
| CLH Clean Harbors Inc. | 3.43% | 410,015 | $82.5M | Reduce -28.0% |
| WH Wyndham Hotels & Resorts Inc. | 3.30% | 1,032,425 | $79.2M | Reduce -33.7% |
| GO Grocery Outlet Holding Corp. | 3.24% | 2,708,294 | $77.9M | Reduce -38.8% |
| SWAV Shockwave Medical Inc. | 3.21% | 236,707 | $77.1M | Reduce -16.1% |
| TECH Bio-Techne Corp. | 3.15% | 1,076,099 | $75.7M | Reduce -28.1% |
| GGG Graco Inc. | 3.09% | 794,554 | $74.3M | Reduce -33.4% |
| OKTA Okta Inc. | 2.97% | 681,341 | $71.3M | Reduce -16.3% |
| ENTG Entegris Inc. | 2.90% | 496,689 | $69.8M | Reduce -28.1% |
| HWM Howmet Aerospace Inc. | 2.90% | 1,018,332 | $69.7M | Reduce -28.0% |
| CRL Charles River Laboratories | 2.83% | 251,308 | $68.1M | Reduce -28.1% |
| AZPN Aspen Technology Inc. | 2.83% | 319,090 | $68.1M | Reduce -39.4% |
| MKTX Marketaxess Holdings Inc. | 2.79% | 306,068 | $67.1M | Reduce -28.1% |
| HAPN Happen Inc. filed as LENDINGCLUB CORP | 2.53% | 6,924,932 | $60.9M | Reduce -28.8% |
| STVN Stevanato Group SPA | 2.44% | 1,824,240 | $58.6M | Add +763.9% |
| BILL Bill Holdings Inc. | 2.39% | 837,189 | $57.5M | Reduce -14.1% |
| HXL Hexcel Corp. | 2.33% | 767,489 | $55.9M | Reduce -26.0% |
| RYAN Ryan Specialty Holdings Inc. | 2.32% | 1,005,031 | $55.8M | Reduce -28.2% |
| WSC Willscot Holdings Corp. | 2.31% | 1,193,704 | $55.5M | New |
| ACLS Axcelis Technologies Inc. | 2.29% | 492,764 | $55.0M | Add +49.0% |
| APP AppLovin Corp. Class A | 2.28% | 790,750 | $54.7M | New |
| WMG Warner Music Group Corp. Class A | 2.27% | 1,651,293 | $54.5M | Reduce -40.9% |
| LPLA LPL Financial Holdings Inc. | 2.13% | 193,966 | $51.2M | Add +21.5% |
| KNSL Kinsale Capital Group Inc. | 2.00% | 91,541 | $48.0M | New |
| MOH Molina Healthcare Inc. | 1.98% | 115,955 | $47.6M | Reduce -28.0% |
| MASI Masimo Corp. | 1.81% | 296,458 | $43.5M | Reduce -61.1% |
| WAB Wabtec Corp. | 1.68% | 276,405 | $40.3M | Reduce -52.8% |
| LSCC Lattice Semiconductor Corp. | 1.60% | 491,541 | $38.5M | Reduce -28.1% |
| MSFT Microsoft Corp. | 1.57% | 89,961 | $37.8M | Reduce -7.4% |
| ESTC Elastic NV | 1.56% | 373,340 | $37.4M | Reduce -49.9% |
| MEDP Medpace Holdings Inc. | 1.34% | 79,917 | $32.3M | New |
| PACB Pacific Biosciences of Calif | 1.12% | 7,184,313 | $26.9M | Reduce -26.0% |
| AMZN Amazon.com Inc. | 1.03% | 137,410 | $24.8M | Reduce -7.6% |
| NVDA Nvidia Corp. | 0.98% | 26,027 | $23.5M | Reduce -7.8% |
| APPF Appfolio Inc. Class A | 0.90% | 87,411 | $21.6M | New |
| GOOGL Alphabet Inc. Class A | 0.72% | 115,126 | $17.4M | Add +25.9% |
| MA Mastercard Inc. Class A | 0.65% | 32,485 | $15.6M | Reduce -8.2% |
| V Visa Inc. Class A | 0.56% | 48,611 | $13.6M | Reduce -7.3% |
| CME Cme Group Inc. | 0.52% | 58,504 | $12.6M | Reduce -7.6% |
| UBER Uber Technologies Inc. | 0.50% | 157,191 | $12.1M | Reduce -15.5% |
| CP Canadian Pacific Kansas City | 0.50% | 136,208 | $12.0M | Reduce -7.4% |
| WM Waste Management Inc. | 0.49% | 55,608 | $11.9M | Reduce -7.8% |
| NOW ServiceNow Inc. | 0.44% | 13,925 | $10.6M | Reduce -18.1% |
| EW Edwards Lifesciences Corp. | 0.43% | 109,380 | $10.5M | Reduce -7.2% |
| VEEV Veeva Systems Inc. Class A | 0.41% | 42,944 | $9.9M | Reduce -7.4% |
| SPGI S&P Global Inc. | 0.37% | 21,161 | $9.0M | Reduce -7.2% |
| AMD Advanced Micro Devices | 0.37% | 49,563 | $8.9M | Reduce -25.0% |
| BA The Boeing Co. | 0.36% | 44,773 | $8.6M | Reduce -7.8% |
| SGHT Sight Sciences Inc. | 0.35% | 1,609,922 | $8.5M | Reduce -1.2% |
| KKR KKR & Co. Inc. | 0.34% | 82,114 | $8.3M | Reduce -7.8% |
| ISRG Intuitive Surgical Inc. | 0.34% | 20,220 | $8.1M | Reduce -19.5% |
| LIN Linde PLC | 0.32% | 16,434 | $7.6M | Reduce -7.9% |
| CPRT Copart Inc. | 0.30% | 125,674 | $7.3M | Reduce -7.8% |
| WDAY Workday Inc. Class A | 0.28% | 25,069 | $6.8M | New |
| DHR Danaher Corp. | 0.28% | 27,146 | $6.8M | Reduce -7.9% |
| PRFT Perficient Inc. | 0.26% | 111,152 | $6.3M | Reduce -3.0% |
| IQV Iqvia Holdings Inc. | 0.25% | 24,107 | $6.1M | Reduce -7.2% |
| CWST Casella Waste Systems Inc. Class A | 0.24% | 57,667 | $5.7M | Reduce -4.6% |
| LLY Eli Lilly & Co. | 0.24% | 7,318 | $5.7M | Reduce -1.0% |
| NCNO Ncino Inc. | 0.21% | 131,954 | $4.9M | New |
| CTVA Corteva Inc. | 0.19% | 77,498 | $4.5M | Reduce -44.0% |
| RMBS Rambus Inc. | 0.18% | 69,475 | $4.3M | Reduce -11.6% |
| DDOG Datadog Inc. Class A | 0.17% | 32,757 | $4.0M | Reduce -22.6% |
| EADSF Airbus SE | 0.01% | 780 | $144K | Add +94.0% |
| SAFRF Safran SA | 0.01% | 545 | $124K | Add +54.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.01% | 895 | $122K | Add +93.3% |
| ASMLF ASML Holding NV | 0.00% | 123 | $118K | Add +75.7% |
| AON Aon PLC Class A | 0.00% | 314 | $105K | Add +93.8% |
| SNPS Synopsys Inc. | 0.00% | 170 | $97K | Add +95.4% |
| LVMHF LVMH Moet Hennessy Louis Vui filed as LOUIS VUITTON MOET HENNESSY ORD | 0.00% | 106 | $95K | Add +92.7% |
| UMGNF Universal Music Group NV | 0.00% | 3,153 | $95K | Add +93.8% |
| MELI MercadoLibre Inc. | 0.00% | 62 | $94K | Add +93.8% |
| EXPGF Experian PLC | 0.00% | 2,045 | $89K | Add +93.7% |
| DSDVF DSV A/S filed as DSV A S DKK1 | 0.00% | 542 | $88K | Add +93.6% |
| ADYYF Adyen NV | 0.00% | 52 | $88K | Add +73.3% |
| UNH Unitedhealth Group Inc. | 0.00% | 171 | $85K | Add +94.3% |
| LZAGF Lonza Group AG-Reg | 0.00% | 137 | $82K | Add +93.0% |
| RCRRF Recruit Holdings Co. Ltd. | 0.00% | 1,844 | $82K | Add +95.3% |
| RYCEF Rolls-Royce Holdings PLC | 0.00% | 12,677 | $68K | New |
| NTDOF Nintendo Co. Ltd. | 0.00% | 1,040 | $56K | Add +92.6% |
| LULU Lululemon Athletica Inc. | 0.00% | 131 | $51K | Add +70.1% |
| MONOF Monotaro Co. Ltd. | 0.00% | 3,927 | $47K | Add +93.7% |
Portfolio Sells Q4 2023 → Q1 2024
| FMC FMC Corp. | Sold out | 0.00% | −2.35 |
| PACB Pacific Biosciences of Calif | Reduce -26.0% | 1.12% | −1.97 |
| STAA Staar Surgical Co. | Sold out | 0.00% | −1.72 |
| VFC VF Corp. | Sold out | 0.00% | −1.52 |
| NYT New York Times Co. Class A | Reduce -31.5% | 4.32% | −1.27 |
| MKTX Marketaxess Holdings Inc. | Reduce -28.1% | 2.79% | −1.26 |
| ESTC Elastic NV | Reduce -49.9% | 1.56% | −1.17 |
| MASI Masimo Corp. | Reduce -61.1% | 1.81% | −1.09 |
| PTON Peloton Interactive Inc. Class A | Sold out | 0.00% | −1.05 |
| WMG Warner Music Group Corp. Class A | Reduce -40.9% | 2.27% | −0.98 |
| AZPN Aspen Technology Inc. | Reduce -39.4% | 2.83% | −0.94 |
| WH Wyndham Hotels & Resorts Inc. | Reduce -33.7% | 3.30% | −0.77 |
| WAB Wabtec Corp. | Reduce -52.8% | 1.68% | −0.74 |
| WIX Wix.com Ltd. | Reduce -41.1% | 3.93% | −0.73 |
| GO Grocery Outlet Holding Corp. | Reduce -38.8% | 3.24% | −0.63 |
| TECH Bio-Techne Corp. | Reduce -28.1% | 3.15% | −0.60 |
| SITE Siteone Landscape Supply Inc. | Reduce -33.8% | 3.89% | −0.38 |
| GGG Graco Inc. | Reduce -33.4% | 3.09% | −0.27 |
| HAPN Happen Inc. | Reduce -28.8% | 2.53% | −0.23 |
| BILL Bill Holdings Inc. | Reduce -14.1% | 2.39% | −0.19 |
| HXL Hexcel Corp. | Reduce -26.0% | 2.33% | −0.16 |
| DLB Dolby Laboratories Inc. Class A | Sold out | 0.00% | −0.07 |
| BA The Boeing Co. | Reduce -7.8% | 0.36% | −0.05 |
| CTVA Corteva Inc. | Reduce -44.0% | 0.19% | −0.03 |
| LRLCF L'oreal | Sold out | 0.00% | −0.00 |
| DDOG Datadog Inc. Class A | Reduce -22.6% | 0.17% | +0.00 |
| RMBS Rambus Inc. | Reduce -11.6% | 0.18% | +0.00 |
| PRFT Perficient Inc. | Reduce -3.0% | 0.26% | +0.02 |
| SPGI S&P Global Inc. | Reduce -7.2% | 0.37% | +0.05 |
| NOW ServiceNow Inc. | Reduce -18.1% | 0.44% | +0.05 |
| AMD Advanced Micro Devices | Reduce -25.0% | 0.37% | +0.06 |
| IQV Iqvia Holdings Inc. | Reduce -7.2% | 0.25% | +0.06 |
| ISRG Intuitive Surgical Inc. | Reduce -19.5% | 0.34% | +0.06 |
| DHR Danaher Corp. | Reduce -7.9% | 0.28% | +0.06 |
| LSCC Lattice Semiconductor Corp. | Reduce -28.1% | 1.60% | +0.07 |
| CWST Casella Waste Systems Inc. Class A | Reduce -4.6% | 0.24% | +0.07 |
| LIN Linde PLC | Reduce -7.9% | 0.32% | +0.08 |
| SGHT Sight Sciences Inc. | Reduce -1.2% | 0.35% | +0.08 |
| CPRT Copart Inc. | Reduce -7.8% | 0.30% | +0.09 |
| CME Cme Group Inc. | Reduce -7.6% | 0.52% | +0.09 |
| MOH Molina Healthcare Inc. | Reduce -28.0% | 1.98% | +0.09 |
| LLY Eli Lilly & Co. | Reduce -1.0% | 0.24% | +0.10 |
| KKR KKR & Co. Inc. | Reduce -7.8% | 0.34% | +0.10 |
| V Visa Inc. Class A | Reduce -7.3% | 0.56% | +0.12 |
| CP Canadian Pacific Kansas City | Reduce -7.4% | 0.50% | +0.12 |
| VEEV Veeva Systems Inc. Class A | Reduce -7.4% | 0.41% | +0.12 |
| UBER Uber Technologies Inc. | Reduce -15.5% | 0.50% | +0.13 |
| WM Waste Management Inc. | Reduce -7.8% | 0.49% | +0.14 |
| EW Edwards Lifesciences Corp. | Reduce -7.2% | 0.43% | +0.14 |
| CRL Charles River Laboratories | Reduce -28.1% | 2.83% | +0.15 |
Portfolio Buys Q4 2023 → Q1 2024
| WSC Willscot Holdings Corp. | New | 2.31% | +2.31 |
| APP AppLovin Corp. Class A | New | 2.28% | +2.28 |
| STVN Stevanato Group SPA | Add +763.9% | 2.44% | +2.25 |
| KNSL Kinsale Capital Group Inc. | New | 2.00% | +2.00 |
| MEDP Medpace Holdings Inc. | New | 1.34% | +1.34 |
| LPLA LPL Financial Holdings Inc. | Add +21.5% | 2.13% | +0.95 |
| APPF Appfolio Inc. Class A | New | 0.90% | +0.90 |
| ACLS Axcelis Technologies Inc. | Add +49.0% | 2.29% | +0.89 |
| GOOGL Alphabet Inc. Class A | Add +25.9% | 0.72% | +0.31 |
| WDAY Workday Inc. Class A | New | 0.28% | +0.28 |
| NCNO Ncino Inc. | New | 0.21% | +0.21 |
| EADSF Airbus SE | Add +94.0% | 0.01% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Add +93.3% | 0.01% | +0.00 |
| ASMLF ASML Holding NV | Add +75.7% | 0.00% | +0.00 |
| SAFRF Safran SA | Add +54.0% | 0.01% | +0.00 |
| AON Aon PLC Class A | Add +93.8% | 0.00% | +0.00 |
| RYCEF Rolls-Royce Holdings PLC | New | 0.00% | +0.00 |
| SNPS Synopsys Inc. | Add +95.4% | 0.00% | +0.00 |
| LVMHF LVMH Moet Hennessy Louis Vui | Add +92.7% | 0.00% | +0.00 |
| LZAGF Lonza Group AG-Reg | Add +93.0% | 0.00% | +0.00 |
| ADYYF Adyen NV | Add +73.3% | 0.00% | +0.00 |
| UMGNF Universal Music Group NV | Add +93.8% | 0.00% | +0.00 |
| MELI MercadoLibre Inc. | Add +93.8% | 0.00% | +0.00 |
| EXPGF Experian PLC | Add +93.7% | 0.00% | +0.00 |
| RCRRF Recruit Holdings Co. Ltd. | Add +95.3% | 0.00% | +0.00 |
| DSDVF DSV A/S | Add +93.6% | 0.00% | +0.00 |
| UNH Unitedhealth Group Inc. | Add +94.3% | 0.00% | +0.00 |
| NTDOF Nintendo Co. Ltd. | Add +92.6% | 0.00% | +0.00 |
| MONOF Monotaro Co. Ltd. | Add +93.7% | 0.00% | +0.00 |
| LULU Lululemon Athletica Inc. | Add +70.1% | 0.00% | +0.00 |
Notes & Other Activity Q4 2023 → Q1 2024
| NKE Nike Inc. Class B | CL B | Reduce -100.0% | 0 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 0 | $0 | |
| Q3 2025 | 47 | $247.3M | NVDA, MSFT, GOOGL, AAON, CYBR |
| Q2 2025 | 54 | $270.4M | MSFT, NVDA, AMZN, VRT, GOOGL |
| Q1 2025 | 55 | $743.5M | SBAC, WH, KNSL, CLH, STVN |
| Q4 2024 | 60 | $960.9M | HAPN, WH, CLH, STVN, GO |
| Q3 2024 | 78 | $1.2B | NYT, CLH, SITE, GO, TECH |
| Q2 2024 | 79 | $1.6B | NYT, CLH, GO, WIX, HWM |
| Q1 2024 | 84 | $2.4B | NYT, WIX, SITE, CLH, WH |