Jackson Square Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Jackson Square Partners, LLC reported 54 stock positions worth $270.4 million. Its top holding was Microsoft (MSFT) at 8.0% of the portfolio, followed by Nvidia (NVDA, 7.7%) and Amazon.com (AMZN, 5.4%). Compared with Q1 2025, it opened 2 new positions, sold out of 3, added to 2 and reduced 50. The biggest buy was Synopsys (SNPS, shares +28%) and the biggest sale an exit from Grocery Outlet (GO).
- Most Recent 13F
- Q4 2025
- Location
- LARKSPUR, CA
- CIK
- 0001605911
- Portfolio Value
- $270.4M (Q2 2025)
- SEC Filing
- 0001104659-25-074883 ↗ filed Aug 7, 2025
Holdings Value
Holdings 54 stocks · $270.4M
| MSFT Microsoft Corp. | 8.02% | 43,581 | $21.7M | Reduce -19.1% |
| NVDA Nvidia Corp. | 7.73% | 132,334 | $20.9M | Reduce -13.0% |
| AMZN Amazon.com Inc. | 5.43% | 66,922 | $14.7M | Reduce -13.0% |
| VRT Vertiv Holdings Co. Class A | 4.03% | 84,919 | $10.9M | Reduce -61.8% |
| GOOGL Alphabet Inc. Class A | 3.89% | 59,635 | $10.5M | Reduce -13.0% |
| SBAC SBA Communications Corp. | 3.50% | 40,353 | $9.5M | Reduce -70.7% |
| MA Mastercard Inc. Class A | 2.88% | 13,835 | $7.8M | Reduce -28.6% |
| V Visa Inc. Class A | 2.58% | 19,618 | $7.0M | Reduce -21.3% |
| BA The Boeing Co. | 2.43% | 31,323 | $6.6M | Reduce -13.0% |
| SPGI S&P Global Inc. | 2.15% | 10,999 | $5.8M | Reduce -13.0% |
| CME Cme Group Inc. | 2.14% | 20,978 | $5.8M | Reduce -35.2% |
| NOW ServiceNow Inc. | 2.11% | 5,561 | $5.7M | Reduce -12.9% |
| CP Canadian Pacific Kansas City | 1.94% | 66,279 | $5.3M | Reduce -18.6% |
| CLH Clean Harbors Inc. | 1.87% | 21,835 | $5.0M | Reduce -83.3% |
| ASML ASML Holding NV-NY Reg SHS | 1.83% | 6,169 | $4.9M | Reduce -12.9% |
| STVN Stevanato Group SPA | 1.74% | 192,669 | $4.7M | Reduce -83.4% |
| WM Waste Management Inc. | 1.74% | 20,544 | $4.7M | Reduce -35.5% |
| ENTG Entegris Inc. | 1.73% | 58,141 | $4.7M | Reduce -69.8% |
| WH Wyndham Hotels & Resorts Inc. | 1.65% | 55,005 | $4.5M | Reduce -83.3% |
| ALGN Align Technology Inc. | 1.60% | 22,836 | $4.3M | Reduce -83.2% |
| HXL Hexcel Corp. | 1.57% | 75,094 | $4.2M | Reduce -75.2% |
| WDAY Workday Inc. Class A | 1.48% | 16,634 | $4.0M | Reduce -13.0% |
| ISRG Intuitive Surgical Inc. | 1.46% | 7,252 | $3.9M | Reduce -12.9% |
| SNPS Synopsys Inc. | 1.44% | 7,608 | $3.9M | Add +27.5% |
| HAPN Happen Inc. filed as LENDINGCLUB CORP | 1.43% | 322,301 | $3.9M | Reduce -83.3% |
| AMD Advanced Micro Devices | 1.37% | 26,036 | $3.7M | Reduce -13.0% |
| MKTX Marketaxess Holdings Inc. | 1.34% | 16,274 | $3.6M | Reduce -83.3% |
| OKTA Okta Inc. | 1.34% | 36,350 | $3.6M | Reduce -83.3% |
| LIN Linde PLC | 1.32% | 7,614 | $3.6M | Reduce -12.9% |
| BILL Bill Holdings Inc. | 1.32% | 77,076 | $3.6M | Reduce -71.2% |
| KKR KKR & Co. Inc. | 1.32% | 26,772 | $3.6M | Reduce -12.9% |
| SITE Siteone Landscape Supply Inc. | 1.32% | 29,448 | $3.6M | Reduce -83.3% |
| WSC Willscot Holdings Corp. | 1.31% | 129,547 | $3.5M | Reduce -74.8% |
| ESTC Elastic NV | 1.28% | 41,075 | $3.5M | Reduce -81.5% |
| UBER Uber Technologies Inc. | 1.26% | 36,473 | $3.4M | Reduce -35.3% |
| AAON Aaon Inc. | 1.23% | 45,218 | $3.3M | Reduce -83.2% |
| NYT New York Times Co. Class A | 1.19% | 57,706 | $3.2M | Reduce -83.3% |
| SBUX Starbucks Corp. | 1.13% | 33,288 | $3.1M | Reduce -13.0% |
| HWM Howmet Aerospace Inc. | 1.09% | 15,835 | $2.9M | Reduce -89.9% |
| TECH Bio-Techne Corp. | 1.09% | 57,272 | $2.9M | Reduce -83.3% |
| LLY Eli Lilly & Co. | 1.09% | 3,767 | $2.9M | Reduce -12.9% |
| MEDP Medpace Holdings Inc. | 1.08% | 9,326 | $2.9M | Reduce -86.0% |
| MOH Molina Healthcare Inc. | 1.08% | 9,778 | $2.9M | Reduce -85.3% |
| DHR Danaher Corp. | 1.04% | 14,223 | $2.8M | Reduce -13.0% |
| BLD Topbuild Corp. | 1.04% | 8,673 | $2.8M | Reduce -83.3% |
| KNSL Kinsale Capital Group Inc. | 1.03% | 5,732 | $2.8M | Reduce -89.2% |
| IQV Iqvia Holdings Inc. | 0.96% | 16,461 | $2.6M | Add +14.6% |
| SSD Simpson Manufacturing Co. Inc. | 0.93% | 16,173 | $2.5M | Reduce -83.3% |
| UNH Unitedhealth Group Inc. | 0.92% | 7,971 | $2.5M | New |
| RYAN Ryan Specialty Holdings Inc. | 0.91% | 36,086 | $2.5M | Reduce -87.1% |
| ACLS Axcelis Technologies Inc. | 0.90% | 35,049 | $2.4M | Reduce -83.3% |
| WMG Warner Music Group Corp. Class A | 0.89% | 87,957 | $2.4M | Reduce -83.3% |
| NEOG Neogen Corp. | 0.61% | 345,340 | $1.7M | New |
| PACB Pacific Biosciences of Calif | 0.25% | 553,103 | $686K | Reduce -83.3% |
Portfolio Sells Q1 2025 → Q2 2025
| GO Grocery Outlet Holding Corp. | Sold out | 0.00% | −2.71 |
| KNSL Kinsale Capital Group Inc. | Reduce -89.2% | 1.03% | −2.46 |
| WH Wyndham Hotels & Resorts Inc. | Reduce -83.3% | 1.65% | −2.37 |
| RYAN Ryan Specialty Holdings Inc. | Reduce -87.1% | 0.91% | −1.87 |
| MOH Molina Healthcare Inc. | Reduce -85.3% | 1.08% | −1.86 |
| WAB Wabtec Corp. | Sold out | 0.00% | −1.75 |
| OKTA Okta Inc. | Reduce -83.3% | 1.34% | −1.74 |
| MEDP Medpace Holdings Inc. | Reduce -86.0% | 1.08% | −1.64 |
| HWM Howmet Aerospace Inc. | Reduce -89.9% | 1.09% | −1.64 |
| TECH Bio-Techne Corp. | Reduce -83.3% | 1.09% | −1.62 |
| CLH Clean Harbors Inc. | Reduce -83.3% | 1.87% | −1.61 |
| AAON Aaon Inc. | Reduce -83.2% | 1.23% | −1.59 |
| SITE Siteone Landscape Supply Inc. | Reduce -83.3% | 1.32% | −1.57 |
| MKTX Marketaxess Holdings Inc. | Reduce -83.3% | 1.34% | −1.50 |
| STVN Stevanato Group SPA | Reduce -83.4% | 1.74% | −1.44 |
| ESTC Elastic NV | Reduce -81.5% | 1.28% | −1.38 |
| WMG Warner Music Group Corp. Class A | Reduce -83.3% | 0.89% | −1.34 |
| ALGN Align Technology Inc. | Reduce -83.2% | 1.60% | −1.30 |
| HAPN Happen Inc. | Reduce -83.3% | 1.43% | −1.25 |
| SSD Simpson Manufacturing Co. Inc. | Reduce -83.3% | 0.93% | −1.12 |
| NYT New York Times Co. Class A | Reduce -83.3% | 1.19% | −1.12 |
| BLD Topbuild Corp. | Reduce -83.3% | 1.04% | −1.10 |
| HXL Hexcel Corp. | Reduce -75.2% | 1.57% | −0.66 |
| WSC Willscot Holdings Corp. | Reduce -74.8% | 1.31% | −0.61 |
| SBAC SBA Communications Corp. | Reduce -70.7% | 3.50% | −0.57 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.55 |
| ENTG Entegris Inc. | Reduce -69.8% | 1.73% | −0.53 |
| ACLS Axcelis Technologies Inc. | Reduce -83.3% | 0.90% | −0.50 |
| BILL Bill Holdings Inc. | Reduce -71.2% | 1.32% | −0.33 |
| PACB Pacific Biosciences of Calif | Reduce -83.3% | 0.25% | −0.27 |
| DHR Danaher Corp. | Reduce -13.0% | 1.04% | +0.59 |
| LLY Eli Lilly & Co. | Reduce -12.9% | 1.09% | +0.61 |
| SBUX Starbucks Corp. | Reduce -13.0% | 1.13% | +0.62 |
| UBER Uber Technologies Inc. | Reduce -35.3% | 1.26% | +0.71 |
| WM Waste Management Inc. | Reduce -35.5% | 1.74% | +0.75 |
| LIN Linde PLC | Reduce -12.9% | 1.32% | +0.77 |
| KKR KKR & Co. Inc. | Reduce -12.9% | 1.32% | +0.84 |
| WDAY Workday Inc. Class A | Reduce -13.0% | 1.48% | +0.88 |
| ISRG Intuitive Surgical Inc. | Reduce -12.9% | 1.46% | +0.90 |
| AMD Advanced Micro Devices | Reduce -13.0% | 1.37% | +0.95 |
| CME Cme Group Inc. | Reduce -35.2% | 2.14% | +0.98 |
| CP Canadian Pacific Kansas City | Reduce -18.6% | 1.94% | +1.17 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -12.9% | 1.83% | +1.20 |
| SPGI S&P Global Inc. | Reduce -13.0% | 2.15% | +1.28 |
| V Visa Inc. Class A | Reduce -21.3% | 2.58% | +1.40 |
| NOW ServiceNow Inc. | Reduce -12.9% | 2.11% | +1.43 |
| MA Mastercard Inc. Class A | Reduce -28.6% | 2.88% | +1.45 |
| BA The Boeing Co. | Reduce -13.0% | 2.43% | +1.60 |
| VRT Vertiv Holdings Co. Class A | Reduce -61.8% | 4.03% | +1.88 |
| GOOGL Alphabet Inc. Class A | Reduce -13.0% | 3.89% | +2.46 |
Portfolio Buys Q1 2025 → Q2 2025
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 |