The Analysis of Jackson Square Partners, LLC's Holdings
Currently, Jackson Square Partners, LLC holds 47 types of securities in its portfolio with a total value $247.3M. In the most recent quarter, they have increased their positions in CYBR (+25.0K shares, valued at $12.1M), AAON (+88.5K shares, valued at $8.3M), CDNS (+22.1K shares, valued at $7.8M); decreased their positions in NVDA (-29.3K shares, valued at $5.5M), MSFT (-8.7K shares, valued at $4.5M), VRT (-21.6K shares, valued at $3.3M); initiated new positions in CYBR (+25.0K shares, valued at $12.1M), CDNS (+22.1K shares, valued at $7.8M), FOUR (+74.1K shares, valued at $5.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORP103.0K shares-22.16%2025-09-302025-11-05
MSFT MICROSOFT CORPORATION34.8K shares-20.06%2025-09-302025-11-05 GOOGL ALPHABET INC CLASS A58.6K shares-1.67%2025-09-302025-11-05 AAON AAON INC133.7K shares195.75%2025-09-302025-11-05 CYBR CYBERARK SOFTWARE LTD25.0K sharesnew addition2025-09-302025-11-05 AMZN AMAZON.COM INC54.4K shares-18.68%2025-09-302025-11-05 VRT VERTIV HOLDINGS CO63.4K shares-25.38%2025-09-302025-11-05 MEDP MEDPACE HOLDINGS INC17.8K shares91.33%2025-09-302025-11-05 CDNS CADENCE DESIGN SYSTEMS INC22.1K sharesnew addition2025-09-302025-11-05 SBAC SBA COMMUNICATIONS CORP35.9K shares-11.16%2025-09-302025-11-05 BA BOEING CO/THE30.8K shares-1.67%2025-09-302025-11-05 MA MASTERCARD INC10.4K shares-25.18%2025-09-302025-11-05 ASML ASML HOLDING NV6.1K shares-1.67%2025-09-302025-11-05 FOUR SHIFT4 PAYMENTS INC74.1K sharesnew addition2025-09-302025-11-05 SPGI S&P GLOBAL INC10.8K shares-1.67%2025-09-302025-11-05 V VISA INC15.2K shares-22.69%2025-09-302025-11-05 CP CANADIAN PACIFIC KANSAS CITY LIMITED65.2K shares-1.67%2025-09-302025-11-05 WM WASTE MANAGEMENT INC20.2K shares-1.67%2025-09-302025-11-05 CME CME GROUP INC16.0K shares-23.62%2025-09-302025-11-05 CLH CLEAN HARBORS INC17.0K shares-22.01%2025-09-302025-11-05 WDAY WORKDAY INC16.4K shares-1.68%2025-09-302025-11-05 NOW SERVICENOW INC4.1K shares-26.63%2025-09-302025-11-05 ENTG ENTEGRIS INC40.3K shares-30.73%2025-09-302025-11-05 AMD ADVANCED MICRO DEVICES INC23.0K shares-11.85%2025-09-302025-11-05 HXL HEXCEL CORP58.6K shares-22.01%2025-09-302025-11-05 UBER UBER TECHNOLOGIES INC35.9K shares-1.68%2025-09-302025-11-05 WH WYNDHAM HOTELS & RESORTS INC42.9K shares-22.01%2025-09-302025-11-05 ISRG INTUITIVE SURGICAL INC7.1K shares-1.67%2025-09-302025-11-05 IQV IQVIA HOLDINGS INC16.2K shares-1.68%2025-09-302025-11-05 SITE SITEONE LANDSCAPE SUPPLY INC23.0K shares-22.01%2025-09-302025-11-05 LLY ELI LILLY & CO3.7K shares-1.67%2025-09-302025-11-05 SBUX STARBUCKS CORP32.7K shares-1.67%2025-09-302025-11-05 LIN LINDE PLC5.7K shares-24.88%2025-09-302025-11-05 KNSL KINSALE CAPITAL GROUP INC6.4K shares11.11%2025-09-302025-11-05 ESTC ELASTIC NV32.0K shares-22.01%2025-09-302025-11-05 ACLS AXCELIS TECHNOLOGIES INC27.3K shares-22.01%2025-09-302025-11-05 BLD TOPBUILD CORP6.8K shares-22.00%2025-09-302025-11-05 OKTA OKTA INC28.3K shares-22.01%2025-09-302025-11-05 TECH BIO-TECHNE CORP44.7K shares-22.01%2025-09-302025-11-05 HWM HOWMET AEROSPACE INC12.3K shares-22.01%2025-09-302025-11-05 STVN STEVANATO GROUP SPA93.3K shares-51.58%2025-09-302025-11-05 SSD SIMPSON MANUFACTURING CO INC12.6K shares-22.01%2025-09-302025-11-05 LC LENDINGCLUB CORP122.6K shares-61.95%2025-09-302025-11-05 ALGN ALIGN TECHNOLOGY INC13.6K shares-40.64%2025-09-302025-11-05 RYAN RYAN SPECIALTY HOLDINGS INC28.1K shares-22.01%2025-09-302025-11-05 BILL BILL HOLDINGS INC28.2K shares-63.42%2025-09-302025-11-05 NCNO NCINO INC35.8K sharesnew addition2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available