JSC
Jackson Square Capital Portfolio holdings
AUM
$505M
1-Year Est. Return
59.71%
This Fund
S&P 500
1 Year Est. Return
+59.71%
AUM
$505M
AUM Growth
+$47M
(+10%)
Holding
173
Top Buys
| 1 | +$4.06M | |
| 2 | +$3.84M | |
| 3 | +$3.71M | |
| 4 |
Lumentum
LITE
|
+$3.61M |
| 5 |
Credo Technology Group
CRDO
|
+$3.52M |
Top Sells
| 1 | +$4.31M | |
| 2 | +$4.15M | |
| 3 | +$4.05M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.4M |
| 5 |
Boeing
BA
|
+$2.54M |
Sector Composition
| 1 | Technology | 53.59% |
| 2 | Communication Services | 9.74% |
| 3 | Healthcare | 7.33% |
| 4 | Industrials | 7.08% |
| 5 | Consumer Discretionary | 6.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Fabrinet
FN
$19.5B
| $5.19M | 1.03% |
11,403
+9,329
|
|
||
27
Mastercard
MA
$468B
| $5.07M | 1% |
8,881
+3,861
|
|
||
28
Lam Research
LRCX
$268B
| $4.53M | 0.9% |
26,491
+1,537
|
|
||
29
Trimble
TRMB
$16.8B
| $4.42M | 0.87% |
56,404
-9,982
|
|
||
30
Netflix
NFLX
$419B
| $4.42M | 0.87% |
47,089
-11,631
|
|
||
31
Constellation Energy
CEG
$120B
| $4.27M | 0.84% |
12,087
+130
|
|
||
32
AT&T
T
$203B
| $3.91M | 0.77% |
157,450
-163,869
|
|
||
33
Visa
V
$615B
| $3.87M | 0.77% |
11,041
+1,592
|
|
||
34
Celestica
CLS
$30.5B
| $3.78M | 0.75% |
+12,754
|
|
||
35
Costco
COST
$436B
| $3.64M | 0.72% |
4,219
-2,468
|
|
||
36
AbbVie
ABBV
$411B
| $3.5M | 0.69% |
15,330
-4
|
|
||
37
Spotify
SPOT
$114B
| $3.49M | 0.69% |
6,008
-869
|
|
||
|
38
Meta Platforms (Facebook)
META
$1.67T
| $3.4M | 0.67% |
5,152
-5,095
|
|
||
39
GE Aerospace
GE
$343B
| $3.32M | 0.66% |
10,788
+1,734
|
|
||
|
40
Credo Technology Group
CRDO
$20.7B
| $3.3M | 0.65% |
+22,914
|
|
||
41
Arm
ARM
$128B
| $3.2M | 0.63% |
29,312
-5,725
|
|
||
42
Amkor Technology
AMKR
$11B
| $2.94M | 0.58% |
+74,407
|
|
||
43
Linde
LIN
$227B
| $2.9M | 0.57% |
6,793
-2,508
|
|
||
44
JB Hunt Transport Services
JBHT
$21.4B
| $2.89M | 0.57% |
+14,853
|
|
||
45
T-Mobile US
TMUS
$243B
| $2.76M | 0.55% |
13,580
-4,024
|
|
||
46
Thermo Fisher Scientific
TMO
$195B
| $2.67M | 0.53% |
4,611
+44
|
|
||
47
ASML
ASML
$527B
| $2.47M | 0.49% |
+2,305
|
|
||
48
TSMC
TSM
$1.84T
| $2.35M | 0.46% |
7,733
-83
|
|
||
49
Freeport-McMoran
FCX
$90.1B
| $2.28M | 0.45% |
+44,961
|
|
||
50
Danaher
DHR
$143B
| $2.15M | 0.43% |
9,403
+57
|
|