Filed: 11/5/2025ACC: 0001104659-25-107043
📋 What this filing means
JACKSON SQUARE PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 47 equity positions with a total reported market value of $247.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$247.32M
Total AUM (reported)
1.62M
Total Shares
Allocation by class
COM$145.64M58.9%
CL A$26.68M10.8%
SHS$14.81M6.0%
COM CL A$14.74M6.0%
CAP STK CL A$14.25M5.8%
COM PAR $0.004$12.50M5.1%
COM NEW$7.72M3.1%
Portfolio Concentration
Top 3$51.52M20.8%
4–10$69.99M28.3%
11–25$70.98M28.7%
Rest$54.83M22.2%
Top 3 weight
20.8%
Top 10 weight
49.1%
Voting Authority Distribution
Total shares with voting rights: 1.62M
Sole
Full voting authority
1.62M
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)
Sole47
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings47
Rows:
NVIDIA CORP
SOLEShares103K
TypeSH
Market value$19.22M
7.77%
Sole
103K
Shared
0.00
None
0.00
MICROSOFT CORPORATION
SOLEShares34.84K
TypeSH
Market value$18.05M
7.30%
Sole
34.84K
Shared
0.00
None
0.00
ALPHABET INC CLASS A
SOLEShares58.64K
TypeSH
Market value$14.25M
5.76%
Sole
58.64K
Shared
0.00
None
0.00
AAON INC
SOLEShares133.73K
TypeSH
Market value$12.50M
5.05%
Sole
133.73K
Shared
0.00
None
0.00
CYBERARK SOFTWARE LTD
SOLEShares25.04K
TypeSH
Market value$12.10M
4.89%
Sole
25.04K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares54.42K
TypeSH
Market value$11.95M
4.83%
Sole
54.42K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares63.36K
TypeSH
Market value$9.56M
3.87%
Sole
63.36K
Shared
0.00
None
0.00
MEDPACE HOLDINGS INC
SOLEShares17.84K
TypeSH
Market value$9.17M
3.71%
Sole
17.84K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEMS INC
SOLEShares22.15K
TypeSH
Market value$7.78M
3.15%
Sole
22.15K
Shared
0.00
None
0.00
SBA COMMUNICATIONS CORP
SOLEShares35.85K
TypeSH
Market value$6.93M
2.80%
Sole
35.85K
Shared
0.00
None
0.00
BOEING CO/THE
SOLEShares30.80K
TypeSH
Market value$6.65M
2.69%
Sole
30.80K
Shared
0.00
None
0.00
MASTERCARD INC
SOLEShares10.35K
TypeSH
Market value$5.89M
2.38%
Sole
10.35K
Shared
0.00
None
0.00
ASML HOLDING NV
SOLEShares6.07K
TypeSH
Market value$5.87M
2.37%
Sole
6.07K
Shared
0.00
None
0.00
SHIFT4 PAYMENTS INC
SOLEShares74.10K
TypeSH
Market value$5.74M
2.32%
Sole
74.10K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares10.81K
TypeSH
Market value$5.26M
2.13%
Sole
10.81K
Shared
0.00
None
0.00
VISA INC
SOLEShares15.17K
TypeSH
Market value$5.18M
2.09%
Sole
15.17K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY LIMITED
SOLEShares65.17K
TypeSH
Market value$4.85M
1.96%
Sole
65.17K
Shared
0.00
None
0.00
WASTE MANAGEMENT INC
SOLEShares20.20K
TypeSH
Market value$4.46M
1.80%
Sole
20.20K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares16.02K
TypeSH
Market value$4.33M
1.75%
Sole
16.02K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares17.03K
TypeSH
Market value$3.95M
1.60%
Sole
17.03K
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares16.36K
TypeSH
Market value$3.94M
1.59%
Sole
16.36K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares4.08K
TypeSH
Market value$3.75M
1.52%
Sole
4.08K
Shared
0.00
None
0.00
ENTEGRIS INC
SOLEShares40.28K
TypeSH
Market value$3.72M
1.51%
Sole
40.28K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares22.95K
TypeSH
Market value$3.71M
1.50%
Sole
22.95K
Shared
0.00
None
0.00
HEXCEL CORP
SOLEShares58.57K
TypeSH
Market value$3.67M
1.48%
Sole
58.57K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPSOLE | COM | 103K | SH | $19.22M 7.77% | 103K | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | COM | 34.84K | SH | $18.05M 7.30% | 34.84K | 0.00 | 0.00 |
ALPHABET INC CLASS ASOLE | CAP STK CL A | 58.64K | SH | $14.25M 5.76% | 58.64K | 0.00 | 0.00 |
AAON INCSOLE | COM PAR $0.004 | 133.73K | SH | $12.50M 5.05% | 133.73K | 0.00 | 0.00 |
CYBERARK SOFTWARE LTDSOLE | SHS | 25.04K | SH | $12.10M 4.89% | 25.04K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 54.42K | SH | $11.95M 4.83% | 54.42K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 63.36K | SH | $9.56M 3.87% | 63.36K | 0.00 | 0.00 |
MEDPACE HOLDINGS INCSOLE | COM | 17.84K | SH | $9.17M 3.71% | 17.84K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEMS INCSOLE | COM | 22.15K | SH | $7.78M 3.15% | 22.15K | 0.00 | 0.00 |
SBA COMMUNICATIONS CORPSOLE | CL A | 35.85K | SH | $6.93M 2.80% | 35.85K | 0.00 | 0.00 |
BOEING CO/THESOLE | COM | 30.80K | SH | $6.65M 2.69% | 30.80K | 0.00 | 0.00 |
MASTERCARD INCSOLE | CL A | 10.35K | SH | $5.89M 2.38% | 10.35K | 0.00 | 0.00 |
ASML HOLDING NVSOLE | N Y REGISTRY SHS | 6.07K | SH | $5.87M 2.37% | 6.07K | 0.00 | 0.00 |
SHIFT4 PAYMENTS INCSOLE | CL A | 74.10K | SH | $5.74M 2.32% | 74.10K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 10.81K | SH | $5.26M 2.13% | 10.81K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 15.17K | SH | $5.18M 2.09% | 15.17K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITY LIMITEDSOLE | COM | 65.17K | SH | $4.85M 1.96% | 65.17K | 0.00 | 0.00 |
WASTE MANAGEMENT INCSOLE | COM | 20.20K | SH | $4.46M 1.80% | 20.20K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 16.02K | SH | $4.33M 1.75% | 16.02K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 17.03K | SH | $3.95M 1.60% | 17.03K | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 16.36K | SH | $3.94M 1.59% | 16.36K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 4.08K | SH | $3.75M 1.52% | 4.08K | 0.00 | 0.00 |
ENTEGRIS INCSOLE | COM | 40.28K | SH | $3.72M 1.51% | 40.28K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 22.95K | SH | $3.71M 1.50% | 22.95K | 0.00 | 0.00 |
HEXCEL CORPSOLE | COM | 58.57K | SH | $3.67M 1.48% | 58.57K | 0.00 | 0.00 |
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