Jackson Square Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 5, 2025), Jackson Square Partners, LLC reported 47 stock positions worth $247.3 million. Its top holding was Nvidia (NVDA) at 7.8% of the portfolio, followed by Microsoft (MSFT, 7.3%) and Alphabet Class A (GOOGL, 5.8%). Compared with Q2 2025, it opened 4 new positions, sold out of 11, added to 3 and reduced 40. The biggest buy was a new position in Cyberark Software Ltd./Israel (CYBR) and the biggest sale an exit from Synopsys (SNPS).
- Most Recent 13F
- Q4 2025
- Location
- LARKSPUR, CA
- CIK
- 0001605911
- Portfolio Value
- $247.3M (Q3 2025)
- SEC Filing
- 0001104659-25-107043 ↗ filed Nov 5, 2025
Holdings Value
Holdings 47 stocks · $247.3M
| NVDA Nvidia Corp. | 7.77% | 103,004 | $19.2M | Reduce -22.2% |
| MSFT Microsoft Corp. | 7.30% | 34,840 | $18.0M | Reduce -20.1% |
| GOOGL Alphabet Inc. Class A | 5.76% | 58,637 | $14.3M | Reduce -1.7% |
| AAON Aaon Inc. | 5.05% | 133,734 | $12.5M | Add +195.8% |
| CYBR Cyberark Software Ltd./Israel | 4.89% | 25,036 | $12.1M | New |
| AMZN Amazon.com Inc. | 4.83% | 54,421 | $11.9M | Reduce -18.7% |
| VRT Vertiv Holdings Co. Class A | 3.87% | 63,364 | $9.6M | Reduce -25.4% |
| MEDP Medpace Holdings Inc. | 3.71% | 17,843 | $9.2M | Add +91.3% |
| CDNS Cadence Design SYS Inc. | 3.15% | 22,147 | $7.8M | New |
| SBAC SBA Communications Corp. | 2.80% | 35,850 | $6.9M | Reduce -11.2% |
| BA The Boeing Co. | 2.69% | 30,799 | $6.6M | Reduce -1.7% |
| MA Mastercard Inc. Class A | 2.38% | 10,351 | $5.9M | Reduce -25.2% |
| ASML ASML Holding NV-NY Reg SHS | 2.37% | 6,066 | $5.9M | Reduce -1.7% |
| FOUR SHIFT4 Payments Inc. Class A | 2.32% | 74,100 | $5.7M | New |
| SPGI S&P Global Inc. | 2.13% | 10,815 | $5.3M | Reduce -1.7% |
| V Visa Inc. Class A | 2.09% | 15,167 | $5.2M | Reduce -22.7% |
| CP Canadian Pacific Kansas City | 1.96% | 65,169 | $4.9M | Reduce -1.7% |
| WM Waste Management Inc. | 1.80% | 20,200 | $4.5M | Reduce -1.7% |
| CME Cme Group Inc. | 1.75% | 16,024 | $4.3M | Reduce -23.6% |
| CLH Clean Harbors Inc. | 1.60% | 17,029 | $4.0M | Reduce -22.0% |
| WDAY Workday Inc. Class A | 1.59% | 16,355 | $3.9M | Reduce -1.7% |
| NOW ServiceNow Inc. | 1.52% | 4,080 | $3.8M | Reduce -26.6% |
| ENTG Entegris Inc. | 1.51% | 40,277 | $3.7M | Reduce -30.7% |
| AMD Advanced Micro Devices | 1.50% | 22,951 | $3.7M | Reduce -11.8% |
| HXL Hexcel Corp. | 1.48% | 58,566 | $3.7M | Reduce -22.0% |
| UBER Uber Technologies Inc. | 1.42% | 35,862 | $3.5M | Reduce -1.7% |
| WH Wyndham Hotels & Resorts Inc. | 1.39% | 42,898 | $3.4M | Reduce -22.0% |
| ISRG Intuitive Surgical Inc. | 1.29% | 7,131 | $3.2M | Reduce -1.7% |
| IQV Iqvia Holdings Inc. | 1.24% | 16,185 | $3.1M | Reduce -1.7% |
| SITE Siteone Landscape Supply Inc. | 1.20% | 22,966 | $3.0M | Reduce -22.0% |
| LLY Eli Lilly & Co. | 1.14% | 3,704 | $2.8M | Reduce -1.7% |
| SBUX Starbucks Corp. | 1.12% | 32,731 | $2.8M | Reduce -1.7% |
| LIN Linde PLC | 1.10% | 5,720 | $2.7M | Reduce -24.9% |
| KNSL Kinsale Capital Group Inc. | 1.10% | 6,369 | $2.7M | Add +11.1% |
| ESTC Elastic NV | 1.09% | 32,034 | $2.7M | Reduce -22.0% |
| ACLS Axcelis Technologies Inc. | 1.08% | 27,335 | $2.7M | Reduce -22.0% |
| BLD Topbuild Corp. | 1.07% | 6,765 | $2.6M | Reduce -22.0% |
| OKTA Okta Inc. | 1.05% | 28,349 | $2.6M | Reduce -22.0% |
| TECH Bio-Techne Corp. | 1.00% | 44,666 | $2.5M | Reduce -22.0% |
| HWM Howmet Aerospace Inc. | 0.98% | 12,349 | $2.4M | Reduce -22.0% |
| STVN Stevanato Group SPA | 0.97% | 93,282 | $2.4M | Reduce -51.6% |
| SSD Simpson Manufacturing Co. Inc. | 0.85% | 12,613 | $2.1M | Reduce -22.0% |
| HAPN Happen Inc. filed as LENDINGCLUB CORP | 0.75% | 122,623 | $1.9M | Reduce -62.0% |
| ALGN Align Technology Inc. | 0.69% | 13,556 | $1.7M | Reduce -40.6% |
| RYAN Ryan Specialty Holdings Inc. | 0.64% | 28,143 | $1.6M | Reduce -22.0% |
| BILL Bill Holdings Inc. | 0.60% | 28,197 | $1.5M | Reduce -63.4% |
| NCNO Ncino Inc. | 0.39% | 35,786 | $970K | New |
Portfolio Sells Q2 2025 → Q3 2025
| SNPS Synopsys Inc. | Sold out | 0.00% | −1.44 |
| MKTX Marketaxess Holdings Inc. | Sold out | 0.00% | −1.34 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −1.32 |
| WSC Willscot Holdings Corp. | Sold out | 0.00% | −1.31 |
| NYT New York Times Co. Class A | Sold out | 0.00% | −1.19 |
| MOH Molina Healthcare Inc. | Sold out | 0.00% | −1.08 |
| DHR Danaher Corp. | Sold out | 0.00% | −1.04 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.92 |
| ALGN Align Technology Inc. | Reduce -40.6% | 0.69% | −0.91 |
| WMG Warner Music Group Corp. Class A | Sold out | 0.00% | −0.89 |
| STVN Stevanato Group SPA | Reduce -51.6% | 0.97% | −0.77 |
| MSFT Microsoft Corp. | Reduce -20.1% | 7.30% | −0.72 |
| BILL Bill Holdings Inc. | Reduce -63.4% | 0.60% | −0.71 |
| SBAC SBA Communications Corp. | Reduce -11.2% | 2.80% | −0.70 |
| HAPN Happen Inc. | Reduce -62.0% | 0.75% | −0.68 |
| NEOG Neogen Corp. | Sold out | 0.00% | −0.61 |
| AMZN Amazon.com Inc. | Reduce -18.7% | 4.83% | −0.60 |
| NOW ServiceNow Inc. | Reduce -26.6% | 1.52% | −0.60 |
| MA Mastercard Inc. Class A | Reduce -25.2% | 2.38% | −0.49 |
| V Visa Inc. Class A | Reduce -22.7% | 2.09% | −0.48 |
| CME Cme Group Inc. | Reduce -23.6% | 1.75% | −0.39 |
| OKTA Okta Inc. | Reduce -22.0% | 1.05% | −0.29 |
| CLH Clean Harbors Inc. | Reduce -22.0% | 1.60% | −0.27 |
| WH Wyndham Hotels & Resorts Inc. | Reduce -22.0% | 1.39% | −0.27 |
| RYAN Ryan Specialty Holdings Inc. | Reduce -22.0% | 0.64% | −0.27 |
| PACB Pacific Biosciences of Calif | Sold out | 0.00% | −0.25 |
| ENTG Entegris Inc. | Reduce -30.7% | 1.51% | −0.23 |
| LIN Linde PLC | Reduce -24.9% | 1.10% | −0.22 |
| ESTC Elastic NV | Reduce -22.0% | 1.09% | −0.19 |
| ISRG Intuitive Surgical Inc. | Reduce -1.7% | 1.29% | −0.17 |
| VRT Vertiv Holdings Co. Class A | Reduce -25.4% | 3.87% | −0.17 |
| SITE Siteone Landscape Supply Inc. | Reduce -22.0% | 1.20% | −0.12 |
| HWM Howmet Aerospace Inc. | Reduce -22.0% | 0.98% | −0.11 |
| TECH Bio-Techne Corp. | Reduce -22.0% | 1.00% | −0.09 |
| HXL Hexcel Corp. | Reduce -22.0% | 1.48% | −0.08 |
| SSD Simpson Manufacturing Co. Inc. | Reduce -22.0% | 0.85% | −0.07 |
| SPGI S&P Global Inc. | Reduce -1.7% | 2.13% | −0.02 |
| SBUX Starbucks Corp. | Reduce -1.7% | 1.12% | −0.01 |
| CP Canadian Pacific Kansas City | Reduce -1.7% | 1.96% | +0.02 |
| BLD Topbuild Corp. | Reduce -22.0% | 1.07% | +0.03 |
| NVDA Nvidia Corp. | Reduce -22.2% | 7.77% | +0.04 |
| LLY Eli Lilly & Co. | Reduce -1.7% | 1.14% | +0.06 |
| WM Waste Management Inc. | Reduce -1.7% | 1.80% | +0.07 |
| WDAY Workday Inc. Class A | Reduce -1.7% | 1.59% | +0.12 |
| AMD Advanced Micro Devices | Reduce -11.8% | 1.50% | +0.14 |
| UBER Uber Technologies Inc. | Reduce -1.7% | 1.42% | +0.16 |
| ACLS Axcelis Technologies Inc. | Reduce -22.0% | 1.08% | +0.18 |
| BA The Boeing Co. | Reduce -1.7% | 2.69% | +0.26 |
| IQV Iqvia Holdings Inc. | Reduce -1.7% | 1.24% | +0.28 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -1.7% | 2.37% | +0.55 |
Portfolio Buys Q2 2025 → Q3 2025
| CYBR Cyberark Software Ltd./Israel | New | 4.89% | +4.89 |
| AAON Aaon Inc. | Add +195.8% | 5.05% | +3.82 |
| CDNS Cadence Design SYS Inc. | New | 3.15% | +3.15 |
| MEDP Medpace Holdings Inc. | Add +91.3% | 3.71% | +2.63 |
| FOUR SHIFT4 Payments Inc. Class A | New | 2.32% | +2.32 |
| NCNO Ncino Inc. | New | 0.39% | +0.39 |
| KNSL Kinsale Capital Group Inc. | Add +11.1% | 1.10% | +0.07 |
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 |