Jackson Square Partners, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Jackson Square Partners, LLC reported 79 stock positions worth $1.6 billion. Its top holding was New York Times Class A (NYT) at 5.3% of the portfolio, followed by Clean Harbors (CLH, 4.0%) and Grocery Outlet (GO, 3.8%). Compared with Q1 2024, it opened 1 new position, sold out of 6, added to 6 and reduced 72. The biggest buy was Elastic (ESTC, shares +3%) and the biggest sale an exit from Shockwave Medical (SWAV).

Most Recent 13F
Q4 2025
Location
LARKSPUR, CA
CIK
0001605911
Portfolio Value
$1.6B (Q2 2024)
SEC Filing
0001104659-24-088800 ↗ filed Aug 13, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $2.4B Q1 2024 Q2 2024: $1.6B $1.6B Q2 2024 Q3 2024: $1.2B Q3 2024 Q4 2024: $960.9M Q4 2024 Q1 2025: $743.5M Q1 2025 Q2 2025: $270.4M Q2 2025 Q3 2025: $247.3M Q3 2025 Q4 2025: $0 Q4 2025

Holdings 79 stocks · $1.6B

NYT New York Times Co. Class A 5.34% 1,708,834 $87.5M Reduce -28.9%
CLH Clean Harbors Inc. 4.01% 290,777 $65.8M Reduce -29.1%
GO Grocery Outlet Holding Corp. 3.76% 2,785,658 $61.6M Add +2.9%
WIX Wix.com Ltd. 3.55% 365,482 $58.1M Reduce -46.8%
HWM Howmet Aerospace Inc. 3.42% 722,459 $56.1M Reduce -29.1%
TECH Bio-Techne Corp. 3.34% 763,789 $54.7M Reduce -29.0%
WH Wyndham Hotels & Resorts Inc. 3.31% 732,815 $54.2M Reduce -29.0%
ACLS Axcelis Technologies Inc. 3.15% 362,943 $51.6M Reduce -26.4%
SITE Siteone Landscape Supply Inc. 2.91% 393,241 $47.7M Reduce -26.6%
ENTG Entegris Inc. 2.91% 352,296 $47.7M Reduce -29.1%
APP AppLovin Corp. Class A 2.85% 560,946 $46.7M Reduce -29.1%
OKTA Okta Inc. 2.76% 483,040 $45.2M Reduce -29.1%
AZPN Aspen Technology Inc. 2.74% 226,306 $45.0M Reduce -29.1%
GGG Graco Inc. 2.73% 563,527 $44.7M Reduce -29.1%
ESTC Elastic NV 2.66% 383,212 $43.7M Add +2.6%
MKTX Marketaxess Holdings Inc. 2.66% 217,166 $43.5M Reduce -29.1%
HAPN Happen Inc. filed as LENDINGCLUB CORP 2.62% 5,079,657 $43.0M Reduce -26.6%
RYAN Ryan Specialty Holdings Inc. 2.52% 714,044 $41.4M Reduce -28.9%
STVN Stevanato Group SPA 2.48% 2,217,772 $40.7M Add +21.6%
HXL Hexcel Corp. 2.42% 635,297 $39.7M Reduce -17.2%
LPLA LPL Financial Holdings Inc. 2.35% 137,689 $38.5M Reduce -29.0%
CRL Charles River Laboratories 2.25% 178,226 $36.8M Reduce -29.1%
MSFT Microsoft Corp. 2.20% 80,856 $36.1M Reduce -10.1%
WMG Warner Music Group Corp. Class A 2.19% 1,172,181 $35.9M Reduce -29.0%
WSC Willscot Holdings Corp. 1.94% 846,782 $31.9M Reduce -29.1%
BILL Bill Holdings Inc. 1.91% 594,262 $31.3M Reduce -29.0%
WAB Wabtec Corp. 1.89% 196,226 $31.0M Reduce -29.0%
NVDA Nvidia Corp. 1.77% 234,686 $29.0M Reduce -9.8%
KNSL Kinsale Capital Group Inc. 1.76% 75,091 $28.9M Reduce -18.0%
MOH Molina Healthcare Inc. 1.49% 82,362 $24.5M Reduce -29.0%
AMZN Amazon.com Inc. 1.46% 123,576 $23.9M Reduce -10.1%
MEDP Medpace Holdings Inc. 1.43% 56,762 $23.4M Reduce -29.0%
APPF Appfolio Inc. Class A 1.23% 82,652 $20.2M Reduce -5.4%
GOOGL Alphabet Inc. Class A 1.15% 103,119 $18.8M Reduce -10.4%
MA Mastercard Inc. Class A 0.78% 29,151 $12.9M Reduce -10.3%
PACB Pacific Biosciences of Calif 0.74% 8,883,443 $12.2M Add +23.6%
V Visa Inc. Class A 0.70% 43,645 $11.5M Reduce -10.2%
WM Waste Management Inc. 0.65% 50,133 $10.7M Reduce -9.8%
CME Cme Group Inc. 0.63% 52,595 $10.3M Reduce -10.1%
UBER Uber Technologies Inc. 0.63% 141,674 $10.3M Reduce -9.9%
NOW ServiceNow Inc. 0.60% 12,520 $9.8M Reduce -10.1%
CP Canadian Pacific Kansas City 0.59% 122,228 $9.6M Reduce -10.3%
SGHT Sight Sciences Inc. 0.58% 1,424,992 $9.5M Reduce -11.5%
EW Edwards Lifesciences Corp. 0.55% 98,062 $9.1M Reduce -10.3%
SPGI S&P Global Inc. 0.52% 18,996 $8.5M Reduce -10.2%
ISRG Intuitive Surgical Inc. 0.49% 18,210 $8.1M Reduce -9.9%
BA The Boeing Co. 0.45% 40,338 $7.3M Reduce -9.9%
AMD Advanced Micro Devices 0.44% 44,635 $7.2M Reduce -9.9%
VEEV Veeva Systems Inc. Class A 0.43% 38,575 $7.1M Reduce -10.2%
LIN Linde PLC 0.40% 14,804 $6.5M Reduce -9.9%
WDAY Workday Inc. Class A 0.39% 28,510 $6.4M Add +13.7%
CPRT Copart Inc. 0.37% 113,233 $6.1M Reduce -9.9%
DHR Danaher Corp. 0.37% 24,449 $6.1M Reduce -9.9%
KKR KKR & Co. Inc. 0.37% 56,903 $6.0M Reduce -30.7%
LLY Eli Lilly & Co. 0.36% 6,537 $5.9M Reduce -10.7%
SBAC SBA Communications Corp. 0.34% 28,189 $5.5M New
CWST Casella Waste Systems Inc. Class A 0.33% 55,004 $5.5M Reduce -4.6%
NCNO Ncino Inc. 0.33% 170,643 $5.4M Add +29.3%
IQV Iqvia Holdings Inc. 0.28% 21,590 $4.6M Reduce -10.4%
RMBS Rambus Inc. 0.24% 66,267 $3.9M Reduce -4.6%
DDOG Datadog Inc. Class A 0.23% 29,504 $3.8M Reduce -9.9%
TSM Taiwan Semiconductor-SP ADR 0.00% 463 $80K Reduce -48.3%
ASMLF ASML Holding NV 0.00% 64 $66K Reduce -48.0%
SAFRF Safran SA 0.00% 281 $59K Reduce -48.4%
EADSF Airbus SE 0.00% 402 $55K Reduce -48.5%
MELI MercadoLibre Inc. 0.00% 32 $53K Reduce -48.4%
SNPS Synopsys Inc. 0.00% 87 $52K Reduce -48.8%
RCRRF Recruit Holdings Co. Ltd. 0.00% 944 $51K Reduce -48.8%
EXPGF Experian PLC 0.00% 1,056 $49K Reduce -48.4%
UMGNF Universal Music Group NV 0.00% 1,627 $48K Reduce -48.4%
RYCEF Rolls-Royce Holdings PLC 0.00% 7,882 $46K Reduce -37.8%
UNH Unitedhealth Group Inc. 0.00% 88 $45K Reduce -48.5%
DSDVF DSV A/S filed as DSV A S DKK1 0.00% 280 $43K Reduce -48.3%
LVMHF LVMH Moet Hennessy Louis Vui 0.00% 55 $42K Reduce -48.1%
LZAGF Lonza Group AG-Reg 0.00% 71 $39K Reduce -48.2%
ADYYF Adyen NV 0.00% 27 $32K Reduce -48.1%
NTDOF Nintendo Co. Ltd. 0.00% 540 $29K Reduce -48.1%
MONOF Monotaro Co. Ltd. 0.00% 2,027 $24K Reduce -48.4%
LULU Lululemon Athletica Inc. 0.00% 68 $20K Reduce -48.1%

Portfolio Sells Q1 2024 → Q2 2024

SWAV Shockwave Medical Inc. Sold out 0.00% −3.21
MASI Masimo Corp. Sold out 0.00% −1.81
LSCC Lattice Semiconductor Corp. Sold out 0.00% −1.60
SITE Siteone Landscape Supply Inc. Reduce -26.6% 2.91% −0.98
CRL Charles River Laboratories Reduce -29.1% 2.25% −0.59
MOH Molina Healthcare Inc. Reduce -29.0% 1.49% −0.49
BILL Bill Holdings Inc. Reduce -29.0% 1.91% −0.49
WIX Wix.com Ltd. Reduce -46.8% 3.55% −0.38
WSC Willscot Holdings Corp. Reduce -29.1% 1.94% −0.36
GGG Graco Inc. Reduce -29.1% 2.73% −0.36
PRFT Perficient Inc. Sold out 0.00% −0.26
KNSL Kinsale Capital Group Inc. Reduce -18.0% 1.76% −0.23
OKTA Okta Inc. Reduce -29.1% 2.76% −0.21
CTVA Corteva Inc. Sold out 0.00% −0.19
MKTX Marketaxess Holdings Inc. Reduce -29.1% 2.66% −0.13
AZPN Aspen Technology Inc. Reduce -29.1% 2.74% −0.09
WMG Warner Music Group Corp. Class A Reduce -29.0% 2.19% −0.08
AON Aon PLC Class A Sold out 0.00% −0.00
EADSF Airbus SE Reduce -48.5% 0.00% −0.00
ADYYF Adyen NV Reduce -48.1% 0.00% −0.00
SAFRF Safran SA Reduce -48.4% 0.00% −0.00
LVMHF LVMH Moet Hennessy Louis Vui Reduce -48.1% 0.00% −0.00
LZAGF Lonza Group AG-Reg Reduce -48.2% 0.00% −0.00
DSDVF DSV A/S Reduce -48.3% 0.00% −0.00
UMGNF Universal Music Group NV Reduce -48.4% 0.00% −0.00
LULU Lululemon Athletica Inc. Reduce -48.1% 0.00% −0.00
SNPS Synopsys Inc. Reduce -48.8% 0.00% −0.00
ASMLF ASML Holding NV Reduce -48.0% 0.00% −0.00
UNH Unitedhealth Group Inc. Reduce -48.5% 0.00% −0.00
MELI MercadoLibre Inc. Reduce -48.4% 0.00% −0.00
EXPGF Experian PLC Reduce -48.4% 0.00% −0.00
NTDOF Nintendo Co. Ltd. Reduce -48.1% 0.00% −0.00
MONOF Monotaro Co. Ltd. Reduce -48.4% 0.00% −0.00
RCRRF Recruit Holdings Co. Ltd. Reduce -48.8% 0.00% −0.00
TSM Taiwan Semiconductor-SP ADR Reduce -48.3% 0.00% −0.00
RYCEF Rolls-Royce Holdings PLC Reduce -37.8% 0.00% −0.00
ENTG Entegris Inc. Reduce -29.1% 2.91% +0.01
WH Wyndham Hotels & Resorts Inc. Reduce -29.0% 3.31% +0.01
VEEV Veeva Systems Inc. Class A Reduce -10.2% 0.43% +0.02
KKR KKR & Co. Inc. Reduce -30.7% 0.37% +0.02
IQV Iqvia Holdings Inc. Reduce -10.4% 0.28% +0.02
RMBS Rambus Inc. Reduce -4.6% 0.24% +0.06
DDOG Datadog Inc. Class A Reduce -9.9% 0.23% +0.07
AMD Advanced Micro Devices Reduce -9.9% 0.44% +0.07
CPRT Copart Inc. Reduce -9.9% 0.37% +0.07
LIN Linde PLC Reduce -9.9% 0.40% +0.08
MEDP Medpace Holdings Inc. Reduce -29.0% 1.43% +0.08
CP Canadian Pacific Kansas City Reduce -10.3% 0.59% +0.09
BA The Boeing Co. Reduce -9.9% 0.45% +0.09
HAPN Happen Inc. Reduce -26.6% 2.62% +0.09

Portfolio Buys Q1 2024 → Q2 2024

ESTC Elastic NV Add +2.6% 2.66% +1.11
GO Grocery Outlet Holding Corp. Add +2.9% 3.76% +0.52
SBAC SBA Communications Corp. New 0.34% +0.34
NCNO Ncino Inc. Add +29.3% 0.33% +0.12
WDAY Workday Inc. Class A Add +13.7% 0.39% +0.10
STVN Stevanato Group SPA Add +21.6% 2.48% +0.05
PACB Pacific Biosciences of Calif Add +23.6% 0.74% −0.38

Notes & Other Activity Q1 2024 → Q2 2024

NKE Nike Inc. Class B CL B Sold out 0 $0before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q4 2025 0$0
Q3 2025 47$247.3MNVDA, MSFT, GOOGL, AAON, CYBR
Q2 2025 54$270.4MMSFT, NVDA, AMZN, VRT, GOOGL
Q1 2025 55$743.5MSBAC, WH, KNSL, CLH, STVN
Q4 2024 60$960.9MHAPN, WH, CLH, STVN, GO
Q3 2024 78$1.2BNYT, CLH, SITE, GO, TECH
Q2 2024 79$1.6BNYT, CLH, GO, WIX, HWM
Q1 2024 84$2.4BNYT, WIX, SITE, CLH, WH