Jackson Square Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Jackson Square Partners, LLC reported 55 stock positions worth $743.5 million. Its top holding was SBA Communications (SBAC) at 4.1% of the portfolio, followed by Wyndham Hotels & Resorts (WH, 4.0%) and Kinsale Capital (KNSL, 3.5%). Compared with Q4 2024, it opened 3 new positions, sold out of 8, added to 8 and reduced 44. The biggest buy was SBA Communications (SBAC, shares +436%) and the biggest sale an exit from Sight Sciences (SGHT).
- Most Recent 13F
- Q4 2025
- Location
- LARKSPUR, CA
- CIK
- 0001605911
- Portfolio Value
- $743.5M (Q1 2025)
- SEC Filing
- 0001104659-25-046944 ↗ filed May 12, 2025
Holdings Value
Holdings 55 stocks · $743.5M
| SBAC SBA Communications Corp. | 4.07% | 137,650 | $30.3M | Add +436.1% |
| WH Wyndham Hotels & Resorts Inc. | 4.02% | 330,231 | $29.9M | Reduce -16.8% |
| KNSL Kinsale Capital Group Inc. | 3.49% | 53,271 | $25.9M | Add +30.9% |
| CLH Clean Harbors Inc. | 3.48% | 131,108 | $25.8M | Reduce -16.9% |
| STVN Stevanato Group SPA | 3.18% | 1,157,937 | $23.6M | Reduce -28.9% |
| OKTA Okta Inc. | 3.09% | 218,237 | $23.0M | Reduce -16.8% |
| MOH Molina Healthcare Inc. | 2.94% | 66,341 | $21.9M | Reduce -16.6% |
| ALGN Align Technology Inc. | 2.90% | 135,503 | $21.5M | Add +14.2% |
| SITE Siteone Landscape Supply Inc. | 2.89% | 176,755 | $21.5M | Add +2732.2% |
| MKTX Marketaxess Holdings Inc. | 2.84% | 97,715 | $21.1M | Reduce -16.8% |
| AAON Aaon Inc. | 2.82% | 268,297 | $21.0M | New |
| RYAN Ryan Specialty Holdings Inc. | 2.78% | 279,455 | $20.6M | Reduce -16.9% |
| HWM Howmet Aerospace Inc. | 2.73% | 156,495 | $20.3M | Reduce -36.1% |
| MEDP Medpace Holdings Inc. | 2.73% | 66,559 | $20.3M | Add +9.0% |
| MSFT Microsoft Corp. | 2.72% | 53,901 | $20.2M | Reduce -3.9% |
| TECH Bio-Techne Corp. | 2.71% | 343,887 | $20.2M | Reduce -16.8% |
| GO Grocery Outlet Holding Corp. | 2.71% | 1,440,220 | $20.1M | Reduce -31.8% |
| HAPN Happen Inc. filed as LENDINGCLUB CORP | 2.69% | 1,935,248 | $20.0M | Reduce -31.9% |
| ESTC Elastic NV | 2.66% | 221,955 | $19.8M | Add +12.5% |
| NYT New York Times Co. Class A | 2.31% | 346,295 | $17.2M | Reduce -24.6% |
| ENTG Entegris Inc. | 2.27% | 192,736 | $16.9M | Reduce -16.8% |
| WMG Warner Music Group Corp. Class A | 2.23% | 528,076 | $16.6M | Reduce -16.8% |
| HXL Hexcel Corp. | 2.23% | 302,148 | $16.5M | Reduce -9.4% |
| NVDA Nvidia Corp. | 2.22% | 152,030 | $16.5M | Reduce -6.7% |
| VRT Vertiv Holdings Co. Class A | 2.16% | 222,132 | $16.0M | New |
| BLD Topbuild Corp. | 2.13% | 52,048 | $15.9M | Reduce -16.7% |
| SSD Simpson Manufacturing Co. Inc. | 2.05% | 97,066 | $15.2M | Reduce -16.8% |
| AMZN Amazon.com Inc. | 1.97% | 76,883 | $14.6M | Reduce -3.9% |
| WSC Willscot Holdings Corp. | 1.92% | 514,439 | $14.3M | Add +5.3% |
| WAB Wabtec Corp. | 1.75% | 71,593 | $13.0M | Reduce -16.8% |
| BILL Bill Holdings Inc. | 1.65% | 267,387 | $12.3M | Reduce -16.8% |
| MA Mastercard Inc. Class A | 1.43% | 19,386 | $10.6M | Reduce -4.1% |
| GOOGL Alphabet Inc. Class A | 1.42% | 68,511 | $10.6M | Reduce -4.2% |
| ACLS Axcelis Technologies Inc. | 1.41% | 210,344 | $10.4M | Add +12.7% |
| V Visa Inc. Class A | 1.17% | 24,924 | $8.7M | Reduce -4.2% |
| CME Cme Group Inc. | 1.16% | 32,387 | $8.6M | Reduce -8.6% |
| WM Waste Management Inc. | 0.99% | 31,845 | $7.4M | Reduce -8.6% |
| SPGI S&P Global Inc. | 0.86% | 12,636 | $6.4M | New |
| BA The Boeing Co. | 0.83% | 35,985 | $6.1M | Reduce -3.6% |
| CP Canadian Pacific Kansas City | 0.77% | 81,424 | $5.7M | Reduce -4.0% |
| NOW ServiceNow Inc. | 0.68% | 6,388 | $5.1M | Reduce -4.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.63% | 7,087 | $4.7M | Reduce -4.1% |
| WDAY Workday Inc. Class A | 0.60% | 19,110 | $4.5M | Reduce -3.6% |
| ISRG Intuitive Surgical Inc. | 0.55% | 8,331 | $4.1M | Reduce -18.6% |
| UBER Uber Technologies Inc. | 0.55% | 56,411 | $4.1M | Reduce -42.7% |
| CPRT Copart Inc. | 0.55% | 72,143 | $4.1M | Reduce -8.2% |
| LIN Linde PLC | 0.55% | 8,747 | $4.1M | Reduce -15.1% |
| PACB Pacific Biosciences of Calif | 0.53% | 3,320,361 | $3.9M | Reduce -35.0% |
| SBUX Starbucks Corp. | 0.50% | 38,243 | $3.8M | Reduce -18.1% |
| LLY Eli Lilly & Co. | 0.48% | 4,327 | $3.6M | Reduce -4.3% |
| KKR KKR & Co. Inc. | 0.48% | 30,756 | $3.6M | Reduce -3.6% |
| DHR Danaher Corp. | 0.45% | 16,340 | $3.3M | Reduce -3.6% |
| AMD Advanced Micro Devices | 0.41% | 29,911 | $3.1M | Reduce -3.6% |
| SNPS Synopsys Inc. | 0.34% | 5,966 | $2.6M | Reduce -54.7% |
| IQV Iqvia Holdings Inc. | 0.34% | 14,367 | $2.5M | Reduce -4.2% |
Portfolio Sells Q4 2024 → Q1 2025
| SGHT Sight Sciences Inc. | Sold out | 0.00% | −3.17 |
| GGG Graco Inc. | Sold out | 0.00% | −2.68 |
| CRL Charles River Laboratories | Sold out | 0.00% | −2.59 |
| WIX Wix.com Ltd. | Sold out | 0.00% | −2.55 |
| HAPN Happen Inc. | Reduce -31.9% | 2.69% | −2.10 |
| AZPN Aspen Technology Inc. | Sold out | 0.00% | −2.05 |
| BILL Bill Holdings Inc. | Reduce -16.8% | 1.65% | −1.18 |
| GO Grocery Outlet Holding Corp. | Reduce -31.8% | 2.71% | −0.72 |
| STVN Stevanato Group SPA | Reduce -28.9% | 3.18% | −0.51 |
| PACB Pacific Biosciences of Calif | Reduce -35.0% | 0.53% | −0.45 |
| TECH Bio-Techne Corp. | Reduce -16.8% | 2.71% | −0.39 |
| SNPS Synopsys Inc. | Reduce -54.7% | 0.34% | −0.34 |
| CLH Clean Harbors Inc. | Reduce -16.9% | 3.48% | −0.30 |
| NCNO Ncino Inc. | Sold out | 0.00% | −0.24 |
| NYT New York Times Co. Class A | Reduce -24.6% | 2.31% | −0.18 |
| RMBS Rambus Inc. | Sold out | 0.00% | −0.17 |
| CWST Casella Waste Systems Inc. Class A | Sold out | 0.00% | −0.17 |
| WH Wyndham Hotels & Resorts Inc. | Reduce -16.8% | 4.02% | −0.14 |
| ENTG Entegris Inc. | Reduce -16.8% | 2.27% | −0.12 |
| UBER Uber Technologies Inc. | Reduce -42.7% | 0.55% | −0.07 |
| NVDA Nvidia Corp. | Reduce -6.7% | 2.22% | −0.06 |
| HWM Howmet Aerospace Inc. | Reduce -36.1% | 2.73% | −0.06 |
| NOW ServiceNow Inc. | Reduce -4.2% | 0.68% | −0.05 |
| KKR KKR & Co. Inc. | Reduce -3.6% | 0.48% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -18.6% | 0.55% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -4.2% | 1.42% | +0.02 |
| AMD Advanced Micro Devices | Reduce -3.6% | 0.41% | +0.02 |
| IQV Iqvia Holdings Inc. | Reduce -4.2% | 0.34% | +0.03 |
| SSD Simpson Manufacturing Co. Inc. | Reduce -16.8% | 2.05% | +0.04 |
| DHR Danaher Corp. | Reduce -3.6% | 0.45% | +0.05 |
| HXL Hexcel Corp. | Reduce -9.4% | 2.23% | +0.05 |
| WAB Wabtec Corp. | Reduce -16.8% | 1.75% | +0.05 |
| SBUX Starbucks Corp. | Reduce -18.1% | 0.50% | +0.06 |
| WDAY Workday Inc. Class A | Reduce -3.6% | 0.60% | +0.07 |
| CPRT Copart Inc. | Reduce -8.2% | 0.55% | +0.08 |
| MKTX Marketaxess Holdings Inc. | Reduce -16.8% | 2.84% | +0.08 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -4.1% | 0.63% | +0.10 |
| LIN Linde PLC | Reduce -15.1% | 0.55% | +0.10 |
| BLD Topbuild Corp. | Reduce -16.7% | 2.13% | +0.11 |
| LLY Eli Lilly & Co. | Reduce -4.3% | 0.48% | +0.12 |
| CP Canadian Pacific Kansas City | Reduce -4.0% | 0.77% | +0.13 |
| BA The Boeing Co. | Reduce -3.6% | 0.83% | +0.14 |
| AMZN Amazon.com Inc. | Reduce -3.9% | 1.97% | +0.14 |
| WMG Warner Music Group Corp. Class A | Reduce -16.8% | 2.23% | +0.18 |
| WM Waste Management Inc. | Reduce -8.6% | 0.99% | +0.26 |
| MSFT Microsoft Corp. | Reduce -3.9% | 2.72% | +0.26 |
| CME Cme Group Inc. | Reduce -8.6% | 1.16% | +0.30 |
| V Visa Inc. Class A | Reduce -4.2% | 1.17% | +0.32 |
| MA Mastercard Inc. Class A | Reduce -4.1% | 1.43% | +0.32 |
| MOH Molina Healthcare Inc. | Reduce -16.6% | 2.94% | +0.53 |
Portfolio Buys Q4 2024 → Q1 2025
| SBAC SBA Communications Corp. | Add +436.1% | 4.07% | +3.53 |
| AAON Aaon Inc. | New | 2.82% | +2.82 |
| SITE Siteone Landscape Supply Inc. | Add +2732.2% | 2.89% | +2.57 |
| VRT Vertiv Holdings Co. Class A | New | 2.16% | +2.16 |
| KNSL Kinsale Capital Group Inc. | Add +30.9% | 3.49% | +1.52 |
| SPGI S&P Global Inc. | New | 0.86% | +0.86 |
| ESTC Elastic NV | Add +12.5% | 2.66% | +0.63 |
| MEDP Medpace Holdings Inc. | Add +9.0% | 2.73% | +0.62 |
| ALGN Align Technology Inc. | Add +14.2% | 2.90% | +0.32 |
| WSC Willscot Holdings Corp. | Add +5.3% | 1.92% | +0.22 |
| ACLS Axcelis Technologies Inc. | Add +12.7% | 1.41% | +0.05 |
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 |