Jackson Square Partners, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Jackson Square Partners, LLC reported 78 stock positions worth $1.2 billion. Its top holding was New York Times Class A (NYT) at 5.2% of the portfolio, followed by Clean Harbors (CLH, 3.9%) and Siteone Landscape Supply (SITE, 3.8%). Compared with Q2 2024, it opened 16 new positions, sold out of 17, added to 1 and reduced 60. The biggest buy was a new position in Align Technology (ALGN) and the biggest sale an exit from AppLovin Class A (APP).

Most Recent 13F
Q4 2025
Location
LARKSPUR, CA
CIK
0001605911
Portfolio Value
$1.2B (Q3 2024)
SEC Filing
0001104659-24-117473 ↗ filed Nov 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 Q2 2024 Q3 2024: $1.2B $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 78 stocks · $1.2B

NYT New York Times Co. Class A 5.24% 1,090,592 $60.7M Reduce -36.2%
CLH Clean Harbors Inc. 3.95% 189,365 $45.8M Reduce -34.9%
SITE Siteone Landscape Supply Inc. 3.83% 294,284 $44.4M Reduce -25.2%
GO Grocery Outlet Holding Corp. 3.63% 2,397,364 $42.1M Reduce -13.9%
TECH Bio-Techne Corp. 3.42% 496,286 $39.7M Reduce -35.0%
HAPN Happen Inc. filed as LENDINGCLUB CORP 3.38% 3,423,505 $39.1M Reduce -32.6%
STVN Stevanato Group SPA 3.29% 1,905,495 $38.1M Reduce -14.1%
WH Wyndham Hotels & Resorts Inc. 3.21% 476,366 $37.2M Reduce -35.0%
MKTX Marketaxess Holdings Inc. 3.12% 141,177 $36.2M Reduce -35.0%
AZPN Aspen Technology Inc. 3.04% 147,476 $35.2M Reduce -34.8%
HWM Howmet Aerospace Inc. 3.03% 350,867 $35.2M Reduce -51.4%
GGG Graco Inc. 2.77% 367,285 $32.1M Reduce -34.8%
ALGN Align Technology Inc. 2.76% 125,655 $32.0M New
CRL Charles River Laboratories 2.75% 161,925 $31.9M Reduce -9.2%
ENTG Entegris Inc. 2.70% 277,958 $31.3M Reduce -21.1%
RYAN Ryan Specialty Holdings Inc. 2.31% 403,433 $26.8M Reduce -43.5%
SSD Simpson Manufacturing Co. Inc. 2.31% 139,948 $26.8M New
HXL Hexcel Corp. 2.28% 427,826 $26.5M Reduce -32.7%
ACLS Axcelis Technologies Inc. 2.20% 243,347 $25.5M Reduce -33.0%
WIX Wix.com Ltd. 2.20% 152,448 $25.5M Reduce -58.3%
MSFT Microsoft Corp. 2.19% 59,041 $25.4M Reduce -27.0%
MEDP Medpace Holdings Inc. 2.11% 73,260 $24.5M Add +29.1%
WMG Warner Music Group Corp. Class A 2.06% 761,755 $23.8M Reduce -35.0%
OKTA Okta Inc. 2.02% 314,973 $23.4M Reduce -34.8%
KNSL Kinsale Capital Group Inc. 1.96% 48,831 $22.7M Reduce -35.0%
WSC Willscot Holdings Corp. 1.90% 586,641 $22.1M Reduce -30.7%
NVDA Nvidia Corp. 1.80% 171,468 $20.8M Reduce -26.9%
BILL Bill Holdings Inc. 1.76% 385,882 $20.4M Reduce -35.1%
ESTC Elastic NV 1.70% 257,336 $19.8M Reduce -32.9%
WAB Wabtec Corp. 1.62% 103,228 $18.8M Reduce -47.4%
MOH Molina Healthcare Inc. 1.60% 53,688 $18.5M Reduce -34.8%
APPF Appfolio Inc. Class A 1.52% 74,781 $17.6M Reduce -9.5%
AMZN Amazon.com Inc. 1.45% 90,207 $16.8M Reduce -27.0%
GOOGL Alphabet Inc. Class A 1.08% 75,191 $12.5M Reduce -27.1%
PACB Pacific Biosciences of Calif 0.92% 6,296,116 $10.7M Reduce -29.1%
MA Mastercard Inc. Class A 0.91% 21,271 $10.5M Reduce -27.0%
V Visa Inc. Class A 0.76% 31,874 $8.8M Reduce -27.0%
CME Cme Group Inc. 0.73% 38,396 $8.5M Reduce -27.0%
NOW ServiceNow Inc. 0.71% 9,150 $8.2M Reduce -26.9%
UBER Uber Technologies Inc. 0.67% 103,528 $7.8M Reduce -26.9%
CP Canadian Pacific Kansas City 0.66% 89,165 $7.6M Reduce -27.1%
WM Waste Management Inc. 0.66% 36,641 $7.6M Reduce -26.9%
SPGI S&P Global Inc. 0.62% 13,867 $7.2M Reduce -27.0%
VEEV Veeva Systems Inc. Class A 0.51% 28,177 $5.9M Reduce -27.0%
SGHT Sight Sciences Inc. 0.50% 918,059 $5.8M Reduce -35.6%
ISRG Intuitive Surgical Inc. 0.48% 11,330 $5.6M Reduce -37.8%
KKR KKR & Co. Inc. 0.47% 41,575 $5.4M Reduce -26.9%
AMD Advanced Micro Devices 0.46% 32,605 $5.3M Reduce -26.9%
LIN Linde PLC 0.45% 10,820 $5.2M Reduce -26.9%
WDAY Workday Inc. Class A 0.44% 20,844 $5.1M Reduce -26.9%
SBAC SBA Communications Corp. 0.43% 20,626 $5.0M Reduce -26.8%
DHR Danaher Corp. 0.43% 17,828 $5.0M Reduce -27.1%
SBUX Starbucks Corp. 0.41% 49,082 $4.8M New
NCNO Ncino Inc. 0.40% 148,089 $4.7M Reduce -13.2%
BA The Boeing Co. 0.39% 29,449 $4.5M Reduce -27.0%
CPRT Copart Inc. 0.37% 82,643 $4.3M Reduce -27.0%
LLY Eli Lilly & Co. 0.36% 4,752 $4.2M Reduce -27.3%
IQV Iqvia Holdings Inc. 0.32% 15,742 $3.7M Reduce -27.1%
CWST Casella Waste Systems Inc. Class A 0.28% 32,280 $3.2M Reduce -41.3%
RMBS Rambus Inc. 0.24% 66,267 $2.8M No change
DDOG Datadog Inc. Class A 0.21% 21,532 $2.5M Reduce -27.0%
TSM Taiwan Semiconductor-SP ADR 0.00% 261 $45K Reduce -43.6%
SAFRY Safran SA-Unspon ADR 0.00% 636 $37K New
MELI MercadoLibre Inc. 0.00% 18 $37K Reduce -43.8%
YUMC Yum China Holdings Inc. 0.00% 805 $36K New
EADSY Airbus SE - Unsp ADR 0.00% 912 $33K New
DSDVY DSV A/S - Unsp ADR filed as ADR DSV A/S ADR UNSP EACH REPR 0.5 ORD 0.00% 316 $33K New
RCRUY Recruit Holdings Co. Ltd.-ADR 0.00% 2,670 $32K New
RYCEY Rolls-Royce Holdings-SP ADR 0.00% 4,459 $31K New
EXPGY Experian PLC-Spons ADR 0.00% 597 $31K New
ASML ASML Holding NV-NY Reg SHS 0.00% 36 $30K New
UNH Unitedhealth Group Inc. 0.00% 50 $29K Reduce -43.2%
MRVL Marvell Technology Inc. 0.00% 400 $29K New
SNPS Synopsys Inc. 0.00% 50 $25K Reduce -42.5%
LZAGY Lonza Group AG-Unspon ADR 0.00% 400 $25K New
LVMUY LVMH Moet Hennessy-Unsp ADR 0.00% 155 $24K New
MONOY Monotaro Co. Ltd. - Unsp ADR 0.00% 1,146 $19K New
NTDOY Nintendo Co. Ltd.-Unspons ADR 0.00% 1,220 $16K New

Portfolio Sells Q2 2024 → Q3 2024

APP AppLovin Corp. Class A Sold out 0.00% −2.85
LPLA LPL Financial Holdings Inc. Sold out 0.00% −2.35
WIX Wix.com Ltd. Reduce -58.3% 2.20% −1.35
ESTC Elastic NV Reduce -32.9% 1.70% −0.96
ACLS Axcelis Technologies Inc. Reduce -33.0% 2.20% −0.95
OKTA Okta Inc. Reduce -34.8% 2.02% −0.74
EW Edwards Lifesciences Corp. Sold out 0.00% −0.55
HWM Howmet Aerospace Inc. Reduce -51.4% 3.03% −0.39
WAB Wabtec Corp. Reduce -47.4% 1.62% −0.27
RYAN Ryan Specialty Holdings Inc. Reduce -43.5% 2.31% −0.21
ENTG Entegris Inc. Reduce -21.1% 2.70% −0.21
BILL Bill Holdings Inc. Reduce -35.1% 1.76% −0.15
HXL Hexcel Corp. Reduce -32.7% 2.28% −0.14
WMG Warner Music Group Corp. Class A Reduce -35.0% 2.06% −0.13
GO Grocery Outlet Holding Corp. Reduce -13.9% 3.63% −0.13
NYT New York Times Co. Class A Reduce -36.2% 5.24% −0.10
WH Wyndham Hotels & Resorts Inc. Reduce -35.0% 3.21% −0.10
SGHT Sight Sciences Inc. Reduce -35.6% 0.50% −0.08
GOOGL Alphabet Inc. Class A Reduce -27.1% 1.08% −0.07
CLH Clean Harbors Inc. Reduce -34.9% 3.95% −0.06
BA The Boeing Co. Reduce -27.0% 0.39% −0.06
CWST Casella Waste Systems Inc. Class A Reduce -41.3% 0.28% −0.06
WSC Willscot Holdings Corp. Reduce -30.7% 1.90% −0.04
DDOG Datadog Inc. Class A Reduce -27.0% 0.21% −0.02
ISRG Intuitive Surgical Inc. Reduce -37.8% 0.48% −0.01
MSFT Microsoft Corp. Reduce -27.0% 2.19% −0.01
AMZN Amazon.com Inc. Reduce -27.0% 1.45% −0.01
ASMLF ASML Holding NV Sold out 0.00% −0.00
SAFRF Safran SA Sold out 0.00% −0.00
EADSF Airbus SE Sold out 0.00% −0.00
RCRRF Recruit Holdings Co. Ltd. Sold out 0.00% −0.00
EXPGF Experian PLC Sold out 0.00% −0.00
UMGNF Universal Music Group NV Sold out 0.00% −0.00
RYCEF Rolls-Royce Holdings PLC Sold out 0.00% −0.00
LVMHF LVMH Moet Hennessy Louis Vui Sold out 0.00% −0.00
DSDVF DSV A/S Sold out 0.00% −0.00
LZAGF Lonza Group AG-Reg Sold out 0.00% −0.00
ADYYF Adyen NV Sold out 0.00% −0.00
NTDOF Nintendo Co. Ltd. Sold out 0.00% −0.00
MONOF Monotaro Co. Ltd. Sold out 0.00% −0.00
LULU Lululemon Athletica Inc. Sold out 0.00% −0.00
SNPS Synopsys Inc. Reduce -42.5% 0.00% −0.00
TSM Taiwan Semiconductor-SP ADR Reduce -43.6% 0.00% −0.00
CPRT Copart Inc. Reduce -27.0% 0.37% −0.00
UNH Unitedhealth Group Inc. Reduce -43.2% 0.00% −0.00
MELI MercadoLibre Inc. Reduce -43.8% 0.00% 0.00
LLY Eli Lilly & Co. Reduce -27.3% 0.36% +0.00
WM Waste Management Inc. Reduce -26.9% 0.66% +0.00
AMD Advanced Micro Devices Reduce -26.9% 0.46% +0.02
NVDA Nvidia Corp. Reduce -26.9% 1.80% +0.03

Portfolio Buys Q2 2024 → Q3 2024

ALGN Align Technology Inc. New 2.76% +2.76
SSD Simpson Manufacturing Co. Inc. New 2.31% +2.31
MEDP Medpace Holdings Inc. Add +29.1% 2.11% +0.68
SBUX Starbucks Corp. New 0.41% +0.41
SAFRY Safran SA-Unspon ADR New 0.00% +0.00
YUMC Yum China Holdings Inc. New 0.00% +0.00
EADSY Airbus SE - Unsp ADR New 0.00% +0.00
DSDVY DSV A/S - Unsp ADR New 0.00% +0.00
RCRUY Recruit Holdings Co. Ltd.-ADR New 0.00% +0.00
EXPGY Experian PLC-Spons ADR New 0.00% +0.00
RYCEY Rolls-Royce Holdings-SP ADR New 0.00% +0.00
ASML ASML Holding NV-NY Reg SHS New 0.00% +0.00
MRVL Marvell Technology Inc. New 0.00% +0.00
LZAGY Lonza Group AG-Unspon ADR New 0.00% +0.00
LVMUY LVMH Moet Hennessy-Unsp ADR New 0.00% +0.00
MONOY Monotaro Co. Ltd. - Unsp ADR New 0.00% +0.00
NTDOY Nintendo Co. Ltd.-Unspons ADR New 0.00% +0.00

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