Jackson Square Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Jackson Square Partners, LLC reported 60 stock positions worth $960.9 million. Its top holding was Happen (HAPN) at 4.8% of the portfolio, followed by Wyndham Hotels & Resorts (WH, 4.2%) and Clean Harbors (CLH, 3.8%). Compared with Q3 2024, it opened 1 new position, sold out of 19, added to 5 and reduced 54. The biggest buy was a new position in Topbuild (BLD) and the biggest sale Siteone Landscape Supply (SITE, shares −98%).
- Most Recent 13F
- Q4 2025
- Location
- LARKSPUR, CA
- CIK
- 0001605911
- Portfolio Value
- $960.9M (Q4 2024)
- SEC Filing
- 0001104659-25-011639 ↗ filed Feb 12, 2025
Holdings Value
Holdings 60 stocks · $960.9M
| HAPN Happen Inc. filed as LENDINGCLUB CORP | 4.79% | 2,840,376 | $46.0M | Reduce -17.0% |
| WH Wyndham Hotels & Resorts Inc. | 4.16% | 396,752 | $40.0M | Reduce -16.7% |
| CLH Clean Harbors Inc. | 3.78% | 157,687 | $36.3M | Reduce -16.7% |
| STVN Stevanato Group SPA | 3.69% | 1,627,513 | $35.5M | Reduce -14.6% |
| GO Grocery Outlet Holding Corp. | 3.43% | 2,112,096 | $33.0M | Reduce -11.9% |
| SGHT Sight Sciences Inc. | 3.17% | 230,997 | $30.4M | Reduce -74.8% |
| TECH Bio-Techne Corp. | 3.10% | 413,184 | $29.8M | Reduce -16.7% |
| BILL Bill Holdings Inc. | 2.83% | 321,249 | $27.2M | Reduce -16.8% |
| HWM Howmet Aerospace Inc. | 2.79% | 245,093 | $26.8M | Reduce -30.1% |
| MKTX Marketaxess Holdings Inc. | 2.76% | 117,411 | $26.5M | Reduce -16.8% |
| GGG Graco Inc. | 2.68% | 305,917 | $25.8M | Reduce -16.7% |
| CRL Charles River Laboratories | 2.59% | 134,927 | $24.9M | Reduce -16.7% |
| ALGN Align Technology Inc. | 2.57% | 118,644 | $24.7M | Reduce -5.6% |
| WIX Wix.com Ltd. | 2.55% | 114,320 | $24.5M | Reduce -25.0% |
| NYT New York Times Co. Class A | 2.49% | 459,552 | $23.9M | Reduce -57.9% |
| MSFT Microsoft Corp. | 2.46% | 56,094 | $23.6M | Reduce -5.0% |
| MOH Molina Healthcare Inc. | 2.41% | 79,501 | $23.1M | Add +48.1% |
| ENTG Entegris Inc. | 2.39% | 231,555 | $22.9M | Reduce -16.7% |
| NVDA Nvidia Corp. | 2.28% | 162,970 | $21.9M | Reduce -5.0% |
| RYAN Ryan Specialty Holdings Inc. | 2.25% | 336,250 | $21.6M | Reduce -16.6% |
| HXL Hexcel Corp. | 2.18% | 333,668 | $20.9M | Reduce -22.0% |
| OKTA Okta Inc. | 2.15% | 262,198 | $20.7M | Reduce -16.8% |
| MEDP Medpace Holdings Inc. | 2.11% | 61,045 | $20.3M | Reduce -16.7% |
| AZPN Aspen Technology Inc. | 2.05% | 78,798 | $19.7M | Reduce -46.6% |
| WMG Warner Music Group Corp. Class A | 2.05% | 634,446 | $19.7M | Reduce -16.7% |
| ESTC Elastic NV | 2.03% | 197,258 | $19.5M | Reduce -23.4% |
| BLD Topbuild Corp. | 2.03% | 62,512 | $19.5M | New |
| SSD Simpson Manufacturing Co. Inc. | 2.01% | 116,623 | $19.3M | Reduce -16.7% |
| KNSL Kinsale Capital Group Inc. | 1.97% | 40,690 | $18.9M | Reduce -16.7% |
| AMZN Amazon.com Inc. | 1.83% | 79,980 | $17.5M | Reduce -11.3% |
| WSC Willscot Holdings Corp. | 1.70% | 488,709 | $16.3M | Reduce -16.7% |
| WAB Wabtec Corp. | 1.70% | 86,014 | $16.3M | Reduce -16.7% |
| GOOGL Alphabet Inc. Class A | 1.41% | 71,533 | $13.5M | Reduce -4.9% |
| ACLS Axcelis Technologies Inc. | 1.36% | 186,590 | $13.0M | Reduce -23.3% |
| MA Mastercard Inc. Class A | 1.11% | 20,209 | $10.6M | Reduce -5.0% |
| PACB Pacific Biosciences of Calif | 0.97% | 5,109,266 | $9.3M | Reduce -18.9% |
| CME Cme Group Inc. | 0.86% | 35,427 | $8.2M | Reduce -7.7% |
| V Visa Inc. Class A | 0.86% | 26,002 | $8.2M | Reduce -18.4% |
| NOW ServiceNow Inc. | 0.74% | 6,665 | $7.1M | Reduce -27.2% |
| WM Waste Management Inc. | 0.73% | 34,835 | $7.0M | Reduce -4.9% |
| BA The Boeing Co. | 0.69% | 37,340 | $6.6M | Add +26.8% |
| SNPS Synopsys Inc. | 0.68% | 13,176 | $6.6M | Add +26252.0% |
| CP Canadian Pacific Kansas City | 0.64% | 84,851 | $6.1M | Reduce -4.8% |
| UBER Uber Technologies Inc. | 0.62% | 98,473 | $5.9M | Reduce -4.9% |
| ISRG Intuitive Surgical Inc. | 0.56% | 10,236 | $5.3M | Reduce -9.7% |
| SBAC SBA Communications Corp. | 0.54% | 25,678 | $5.2M | Add +24.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.53% | 7,390 | $5.1M | Add +20427.8% |
| WDAY Workday Inc. Class A | 0.53% | 19,824 | $5.1M | Reduce -4.9% |
| KKR KKR & Co. Inc. | 0.49% | 31,920 | $4.7M | Reduce -23.2% |
| CPRT Copart Inc. | 0.47% | 78,578 | $4.5M | Reduce -4.9% |
| LIN Linde PLC | 0.45% | 10,307 | $4.3M | Reduce -4.7% |
| SBUX Starbucks Corp. | 0.44% | 46,699 | $4.3M | Reduce -4.9% |
| DHR Danaher Corp. | 0.40% | 16,950 | $3.9M | Reduce -4.9% |
| AMD Advanced Micro Devices | 0.39% | 31,029 | $3.7M | Reduce -4.8% |
| LLY Eli Lilly & Co. | 0.36% | 4,521 | $3.5M | Reduce -4.9% |
| SITE Siteone Landscape Supply Inc. | 0.32% | 6,241 | $3.0M | Reduce -97.9% |
| IQV Iqvia Holdings Inc. | 0.31% | 14,996 | $2.9M | Reduce -4.7% |
| NCNO Ncino Inc. | 0.24% | 69,988 | $2.4M | Reduce -52.7% |
| RMBS Rambus Inc. | 0.17% | 31,318 | $1.7M | Reduce -52.7% |
| CWST Casella Waste Systems Inc. Class A | 0.17% | 15,256 | $1.6M | Reduce -52.7% |
Portfolio Sells Q3 2024 → Q4 2024
| SITE Siteone Landscape Supply Inc. | Reduce -97.9% | 0.32% | −3.52 |
| NYT New York Times Co. Class A | Reduce -57.9% | 2.49% | −2.75 |
| APPF Appfolio Inc. Class A | Sold out | 0.00% | −1.52 |
| AZPN Aspen Technology Inc. | Reduce -46.6% | 2.05% | −0.99 |
| ACLS Axcelis Technologies Inc. | Reduce -23.3% | 1.36% | −0.84 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.62 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.51 |
| MKTX Marketaxess Holdings Inc. | Reduce -16.8% | 2.76% | −0.36 |
| TECH Bio-Techne Corp. | Reduce -16.7% | 3.10% | −0.32 |
| ENTG Entegris Inc. | Reduce -16.7% | 2.39% | −0.31 |
| SSD Simpson Manufacturing Co. Inc. | Reduce -16.7% | 2.01% | −0.30 |
| HWM Howmet Aerospace Inc. | Reduce -30.1% | 2.79% | −0.24 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.21 |
| WSC Willscot Holdings Corp. | Reduce -16.7% | 1.70% | −0.20 |
| GO Grocery Outlet Holding Corp. | Reduce -11.9% | 3.43% | −0.20 |
| ALGN Align Technology Inc. | Reduce -5.6% | 2.57% | −0.18 |
| CLH Clean Harbors Inc. | Reduce -16.7% | 3.78% | −0.17 |
| CRL Charles River Laboratories | Reduce -16.7% | 2.59% | −0.16 |
| NCNO Ncino Inc. | Reduce -52.7% | 0.24% | −0.16 |
| CWST Casella Waste Systems Inc. Class A | Reduce -52.7% | 0.17% | −0.11 |
| HXL Hexcel Corp. | Reduce -22.0% | 2.18% | −0.10 |
| GGG Graco Inc. | Reduce -16.7% | 2.68% | −0.09 |
| AMD Advanced Micro Devices | Reduce -4.8% | 0.39% | −0.07 |
| RMBS Rambus Inc. | Reduce -52.7% | 0.17% | −0.07 |
| RYAN Ryan Specialty Holdings Inc. | Reduce -16.6% | 2.25% | −0.07 |
| UBER Uber Technologies Inc. | Reduce -4.9% | 0.62% | −0.05 |
| DHR Danaher Corp. | Reduce -4.9% | 0.40% | −0.02 |
| CP Canadian Pacific Kansas City | Reduce -4.8% | 0.64% | −0.02 |
| IQV Iqvia Holdings Inc. | Reduce -4.7% | 0.31% | −0.02 |
| WMG Warner Music Group Corp. Class A | Reduce -16.7% | 2.05% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.00 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.00 |
| SAFRY Safran SA-Unspon ADR | Sold out | 0.00% | −0.00 |
| YUMC Yum China Holdings Inc. | Sold out | 0.00% | −0.00 |
| EADSY Airbus SE - Unsp ADR | Sold out | 0.00% | −0.00 |
| DSDVY DSV A/S - Unsp ADR | Sold out | 0.00% | −0.00 |
| RCRUY Recruit Holdings Co. Ltd.-ADR | Sold out | 0.00% | −0.00 |
| EXPGY Experian PLC-Spons ADR | Sold out | 0.00% | −0.00 |
| RYCEY Rolls-Royce Holdings-SP ADR | Sold out | 0.00% | −0.00 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.00 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.00 |
| LZAGY Lonza Group AG-Unspon ADR | Sold out | 0.00% | −0.00 |
| LVMUY LVMH Moet Hennessy-Unsp ADR | Sold out | 0.00% | −0.00 |
| MONOY Monotaro Co. Ltd. - Unsp ADR | Sold out | 0.00% | −0.00 |
| NTDOY Nintendo Co. Ltd.-Unspons ADR | Sold out | 0.00% | −0.00 |
| LLY Eli Lilly & Co. | Reduce -4.9% | 0.36% | 0.00 |
| MEDP Medpace Holdings Inc. | Reduce -16.7% | 2.11% | +0.00 |
| LIN Linde PLC | Reduce -4.7% | 0.45% | +0.00 |
| KNSL Kinsale Capital Group Inc. | Reduce -16.7% | 1.97% | +0.01 |
| KKR KKR & Co. Inc. | Reduce -23.2% | 0.49% | +0.02 |
Portfolio Buys Q3 2024 → Q4 2024
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 |