Jackson Square Capital, LLC Portfolio Holdings

Jackson Square Capital, LLC

  • $442 Million
  • Q4 2025

Jackson Square Capital, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $442 Million distributed in 152 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $35.4M, Apple Inc. with a value of $31.1M, Micron Technology Inc with a value of $27.3M, Broadcom Inc. with a value of $25.7M, and Microsoft Corp with a value of $22M.

Examining the 13F form we can see an increase of $27.3M in the current position value, from $415M to 442M.

Below you can find more details about Jackson Square Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $442 Million
Technology: $228 Million
Communication Services: $46.9 Million
Healthcare: $35.7 Million
Consumer Cyclical: $30.6 Million
ETFs: $27.1 Million
Industrials: $24.7 Million
Financial Services: $22.4 Million
Utilities: $8.32 Million
Other: $18.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Celestica Inc
-
$0 0.0% of portfolio
-
Q4 2025 New
Arm Holdings PLC
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 16.34%

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $442 Million
  • Prior Value $415 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 29 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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