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Jackson Square Capital, LLC

All holdings · as of Dec 31, 2025

152 positions

CompanyClassValueShares% of portfolio
NVIDIA Corp—$35.41M189,8877.0%
Apple Inc.—$31.66M116,4546.3%
MICRON TECHNOLOGY INC—$31.57M110,6036.2%
Broadcom Inc.—$25.95M74,9885.1%
Alphabet Inc.—$24.65M78,7494.9%
MICROSOFT CORP—$21.01M43,4444.2%
ELI LILLY & Co—$19.81M18,4373.9%
Amazon.com Inc—$18.71M81,0593.7%
LUMENTUM HLDGS INC—$13.69M37,1502.7%
COHERENT CORP—$13.51M73,2002.7%
CYBERARK SOFTWARE LTD—$10.53M23,6032.1%
SPDR S&P 500 ETF TR—$10.52M15,4302.1%
Arista Networks, Inc.ANETCommon Stock$9.65M73,6711.9%
Warren E. Buffett—$9.30M18,5031.8%
Vertiv Holdings Co—$8.40M51,8311.7%
Cloudflare, Inc.—$7.93M40,2021.6%
KLA CORP—$7.84M6,4541.6%
CISCO SYSTEMS, INC.—$7.59M98,5741.5%
INVESCO EXCH TRADED FD TR II—$7.15M28,2861.4%
TJX Cos Inc/The—$7.03M45,7821.4%
GE Vernova Inc.—$6.72M10,2771.3%
CADENCE DESIGN SYSTEMS INC—$6.50M20,8031.3%
Alphabet Inc.—$6.40M20,4051.3%
CrowdStrike Holdings, Inc.—$6.03M12,8681.2%
CATERPILLAR INC—$5.40M9,4321.1%
Fabrinet—$5.19M11,4031.0%
Mastercard Inc—$5.07M8,8811.0%
LAM RESEARCH CORP—$4.53M26,4910.9%
TRIMBLE INC.—$4.42M56,4040.9%
Netflix Inc—$4.42M47,0890.9%
Constellation Energy Corp—$4.27M12,0870.8%
AT&T INC.—$3.91M157,4500.8%
Visa Inc—$3.87M11,0410.8%
CELESTICA INCCLSCommon Stock$3.78M12,7540.7%
COSTCO WHOLESALE CORP /NEW—$3.64M4,2190.7%
AbbVie Inc.—$3.50M15,3300.7%
SPOTIFY TECHNOLOGY S A—$3.49M6,0080.7%
Meta Platforms Inc—$3.40M5,1520.7%
GENERAL ELECTRIC CO—$3.32M10,7880.7%
Credo Technology Group Holding Ltd—$3.30M22,9140.7%
ARM HOLDINGS PLC /UKARMADR$3.20M29,3120.6%
Amkor Technology Inc—$2.94M74,4070.6%
LINDE PLC—$2.90M6,7930.6%
HUNT J B TRANSPORT SERVICES INC—$2.89M14,8530.6%
T-Mobile US, Inc.TMUSCommon Stock$2.76M13,5800.5%
THERMO FISHER SCIENTIFIC INC.—$2.67M4,6110.5%
ASML HOLDING N V—$2.47M2,3050.5%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$2.35M7,7330.5%
FREEPORT-MCMORAN INC—$2.28M44,9610.5%
DANAHER CORP /DE—$2.15M9,4030.4%
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