We are live on ! Find out more
JSC

Jackson Square Capital Portfolio holdings

AUM $719M
1-Year Est. Return 144.18%
This Fund
S&P 500
This Quarter Est. Return
+13.44%
1 Year Est. Return
+144.18%
3 Year Est. Return
+415.93%
5 Year Est. Return
+613.77%
10 Year Est. Return
–
AUM
$459M
AUM Growth
+$8.22M
Cap. Flow
-$36.5M
Cap. Flow %
-7.96%
Top 10 Hldgs %
43.03%
Holding
163
New
17
Increased
24
Reduced
85
Closed
19

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$10.8M
2
CRWD icon
CrowdStrike
CRWD
+$5.67M
3
IWM icon
iShares Russell 2000 ETF
IWM
+$4.02M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.95M
5
MSFT icon
Microsoft
MSFT
+$3.11M

Top Sells

Rank Stock Value
1
MRVL icon
Marvell Technology
MRVL
+$6.81M
2
SAP icon
SAP
SAP
+$5.84M
3
BSX icon
Boston Scientific
BSX
+$5.08M
4
LLY icon
Eli Lilly
LLY
+$4.28M
5
AVGO icon
Broadcom
AVGO
+$3.49M

Sector Composition

Rank Sector Weight
1 Technology 49.4%
2 Communication Services 11.59%
3 Industrials 7.63%
4 Consumer Discretionary 6.11%
5 Healthcare 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XOM icon
101
ExxonMobil
XOM
$651B
$517K 0.11%
4,581
-1,766
-28% -$196K
VTI icon
102
Vanguard Total Stock Market ETF
VTI
$654B
$507K 0.11%
1,546
+114
+8% +$36K
MGK icon
103
Vanguard Mega Cap Growth ETF
MGK
$31.9B
$504K 0.11%
6,260
– –
CRC icon
104
California Resources
CRC
$4.75B
$502K 0.11%
+9,443
New +$473K
STEP icon
105
StepStone Group
STEP
$3.48B
$489K 0.11%
+7,486
New +$457K
MCK icon
106
McKesson
MCK
$98.5B
$475K 0.1%
615
-612
-50% -$431K
CRVS icon
107
Corvus Pharmaceuticals
CRVS
$1.1B
$470K 0.1%
63,773
– –
TSLA icon
108
Tesla
TSLA
$1.24T
$468K 0.1%
1,052
-940
-47% -$326K
GWRE icon
109
Guidewire Software
GWRE
$11.5B
$466K 0.1%
2,027
-12,371
-86% -$2.81M
GLD icon
110
SPDR Gold Trust
GLD
$131B
$427K 0.09%
1,202
+16
+1% +$5.1K
EWG icon
111
iShares MSCI Germany ETF
EWG
$1.5B
$422K 0.09%
10,147
-16,719
-62% -$700K
INDA icon
112
iShares MSCI India ETF
INDA
$6.71B
$416K 0.09%
7,998
-41,670
-84% -$2.23M
MRVL icon
113
Marvell Technology
MRVL
$174B
$411K 0.09%
4,884
-92,540
-95% -$6.81M
WMT icon
114
Walmart Inc
WMT
$871B
$408K 0.09%
3,961
+67
+2% +$6.67K
ITW icon
115
Illinois Tool Works
ITW
$81.4B
$408K 0.09%
1,564
-479
-23% -$125K
PLTR icon
116
Palantir
PLTR
$295B
$376K 0.08%
2,062
-1,053
-34% -$171K
MET icon
117
MetLife
MET
$61B
$373K 0.08%
4,533
-2,580
-36% -$203K
NEM icon
118
Newmont
NEM
$98.2B
$364K 0.08%
4,312
– –
XLV icon
119
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$360K 0.08%
2,585
-118
-4% -$16K
NOW icon
120
ServiceNow
NOW
$102B
$350K 0.08%
1,900
-6,195
-77% -$1.16M
CNQ icon
121
Canadian Natural Resources
CNQ
$96.9B
$348K 0.08%
10,893
– –
GTLB icon
122
GitLab
GTLB
$5.28B
$338K 0.07%
7,500
-1,000
-12% -$45.8K
BAC icon
123
Bank of America
BAC
$435B
$334K 0.07%
6,475
+1,076
+20% +$52.5K
LYV icon
124
Live Nation Entertainment
LYV
$41.2B
$323K 0.07%
1,976
– –
AEG icon
125
Aegon
AEG
$13.5B
$321K 0.07%
40,131
-22,613
-36% -$169K
3 4
5
6 7

Similar funds

EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return
KC
Kadensa Capital Central, Hong Kong $718M AUM 38.33% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return
WLIM
White Lighthouse Investment Management Bedford, Massachusetts $721M AUM 16.12% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Jackson Square Capital's Q3 2025 Portfolio in Review

As of Q3 2025, Jackson Square Capital held 163 positions worth $459M, up 1.8% from $450M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Jackson Square Capital withdrew a net $36.5M in Q3 2025, closing 19 positions and reducing 85 holdings. Its most notable exit was SAP, an estimated $5.84M position sold in full.

By sector, the portfolio is most concentrated in Technology at 49% of assets, up from 46% a quarter earlier, followed by Communication Services and Industrials.

Against the trend, Jackson Square Capital opened a new position in CrowdStrike worth $6.11M.

  • Jackson Square Capital's largest Q3 2025 buy was CrowdStrike: 49,856 shares worth $6.11M.
  • Jackson Square Capital added most to Apple in Q3 2025, an estimated $10.8M increase.
  • Jackson Square Capital's biggest Q3 2025 reduction was Marvell Technology, cutting an estimated $6.81M.
  • Jackson Square Capital fully exited SAP in Q3 2025, selling an estimated $5.84M.
  • Jackson Square Capital's ten largest holdings make up 43% of its $459M portfolio in Q3 2025.
  • Jackson Square Capital opened 17 new positions and closed 19 in Q3 2025.
  • Jackson Square Capital's portfolio value rose 1.8% quarter-over-quarter to $459M.

Based on Jackson Square Capital's 13F filing for Q3 2025, filed 9 Oct 2025.