Filed: 8/7/2025ACC: 0001104659-25-074883
📋 What this filing means
JACKSON SQUARE PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 54 equity positions with a total reported market value of $270.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
54
Positions
$270.38M
Total AUM (reported)
3.19M
Total Shares
Allocation by class
COM$270.38M100.0%
Portfolio Concentration
Top 3$57.27M21.2%
4–10$57.99M21.4%
11–25$69.58M25.7%
Rest$85.54M31.6%
Top 3 weight
21.2%
Top 10 weight
42.6%
Voting Authority Distribution
Total shares with voting rights: 3.19M
Sole
Full voting authority
3.19M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole54
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings54
Rows:
MICROSOFT CORP
SOLEShares43.58K
TypeSH
Market value$21.68M
8.02%
Sole
43.58K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares132.33K
TypeSH
Market value$20.91M
7.73%
Sole
132.33K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares66.92K
TypeSH
Market value$14.68M
5.43%
Sole
66.92K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO CL A
SOLEShares84.92K
TypeSH
Market value$10.90M
4.03%
Sole
84.92K
Shared
0.00
None
0.00
ALPHABET INC Class A
SOLEShares59.63K
TypeSH
Market value$10.51M
3.89%
Sole
59.63K
Shared
0.00
None
0.00
SBA COMMUNICATIONS CORP NEW CL A
SOLEShares40.35K
TypeSH
Market value$9.48M
3.50%
Sole
40.35K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED CL A
SOLEShares13.84K
TypeSH
Market value$7.77M
2.88%
Sole
13.84K
Shared
0.00
None
0.00
VISA INC CL A
SOLEShares19.62K
TypeSH
Market value$6.97M
2.58%
Sole
19.62K
Shared
0.00
None
0.00
BOEING CO
SOLEShares31.32K
TypeSH
Market value$6.56M
2.43%
Sole
31.32K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares11K
TypeSH
Market value$5.80M
2.14%
Sole
11K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares20.98K
TypeSH
Market value$5.78M
2.14%
Sole
20.98K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares5.56K
TypeSH
Market value$5.72M
2.11%
Sole
5.56K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares66.28K
TypeSH
Market value$5.25M
1.94%
Sole
66.28K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares21.84K
TypeSH
Market value$5.05M
1.87%
Sole
21.84K
Shared
0.00
None
0.00
ADR ASML HOLDING N V
SOLEShares6.17K
TypeSH
Market value$4.94M
1.83%
Sole
6.17K
Shared
0.00
None
0.00
STEVANATO GROUP S P A
SOLEShares192.67K
TypeSH
Market value$4.71M
1.74%
Sole
192.67K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares20.54K
TypeSH
Market value$4.70M
1.74%
Sole
20.54K
Shared
0.00
None
0.00
ENTEGRIS INC
SOLEShares58.14K
TypeSH
Market value$4.69M
1.73%
Sole
58.14K
Shared
0.00
None
0.00
WYNDHAM HOTELS & RESORTS INC
SOLEShares55.01K
TypeSH
Market value$4.47M
1.65%
Sole
55.01K
Shared
0.00
None
0.00
ALIGN TECHNOLOGY INC
SOLEShares22.84K
TypeSH
Market value$4.32M
1.60%
Sole
22.84K
Shared
0.00
None
0.00
HEXCEL CORP NEW
SOLEShares75.09K
TypeSH
Market value$4.24M
1.57%
Sole
75.09K
Shared
0.00
None
0.00
WORKDAY INC CL A
SOLEShares16.63K
TypeSH
Market value$3.99M
1.48%
Sole
16.63K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares7.25K
TypeSH
Market value$3.94M
1.46%
Sole
7.25K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares7.61K
TypeSH
Market value$3.90M
1.44%
Sole
7.61K
Shared
0.00
None
0.00
LENDINGCLUB CORP COM NEW
SOLEShares322.30K
TypeSH
Market value$3.88M
1.43%
Sole
322.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 43.58K | SH | $21.68M 8.02% | 43.58K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 132.33K | SH | $20.91M 7.73% | 132.33K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 66.92K | SH | $14.68M 5.43% | 66.92K | 0.00 | 0.00 |
VERTIV HOLDINGS CO CL ASOLE | COM | 84.92K | SH | $10.90M 4.03% | 84.92K | 0.00 | 0.00 |
ALPHABET INC Class ASOLE | COM | 59.63K | SH | $10.51M 3.89% | 59.63K | 0.00 | 0.00 |
SBA COMMUNICATIONS CORP NEW CL ASOLE | COM | 40.35K | SH | $9.48M 3.50% | 40.35K | 0.00 | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | COM | 13.84K | SH | $7.77M 2.88% | 13.84K | 0.00 | 0.00 |
VISA INC CL ASOLE | COM | 19.62K | SH | $6.97M 2.58% | 19.62K | 0.00 | 0.00 |
BOEING COSOLE | COM | 31.32K | SH | $6.56M 2.43% | 31.32K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 11K | SH | $5.80M 2.14% | 11K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 20.98K | SH | $5.78M 2.14% | 20.98K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 5.56K | SH | $5.72M 2.11% | 5.56K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 66.28K | SH | $5.25M 1.94% | 66.28K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 21.84K | SH | $5.05M 1.87% | 21.84K | 0.00 | 0.00 |
ADR ASML HOLDING N VSOLE | COM | 6.17K | SH | $4.94M 1.83% | 6.17K | 0.00 | 0.00 |
STEVANATO GROUP S P ASOLE | COM | 192.67K | SH | $4.71M 1.74% | 192.67K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 20.54K | SH | $4.70M 1.74% | 20.54K | 0.00 | 0.00 |
ENTEGRIS INCSOLE | COM | 58.14K | SH | $4.69M 1.73% | 58.14K | 0.00 | 0.00 |
WYNDHAM HOTELS & RESORTS INCSOLE | COM | 55.01K | SH | $4.47M 1.65% | 55.01K | 0.00 | 0.00 |
ALIGN TECHNOLOGY INCSOLE | COM | 22.84K | SH | $4.32M 1.60% | 22.84K | 0.00 | 0.00 |
HEXCEL CORP NEWSOLE | COM | 75.09K | SH | $4.24M 1.57% | 75.09K | 0.00 | 0.00 |
WORKDAY INC CL ASOLE | COM | 16.63K | SH | $3.99M 1.48% | 16.63K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM | 7.25K | SH | $3.94M 1.46% | 7.25K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 7.61K | SH | $3.90M 1.44% | 7.61K | 0.00 | 0.00 |
LENDINGCLUB CORP COM NEWSOLE | COM | 322.30K | SH | $3.88M 1.43% | 322.30K | 0.00 | 0.00 |
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