JSC
Jackson Square Capital Portfolio holdings
AUM
$477M
1-Year Est. Return
78.87%
This Fund
S&P 500
1 Year Est. Return
+78.87%
AUM
$477M
AUM Growth
-$28.5M
(-5.6%)
Holding
169
Top Buys
| 1 | +$6.61M | |
| 2 | +$5.01M | |
| 3 | +$4.69M | |
| 4 |
Corning
GLW
|
+$4.68M |
| 5 |
Caterpillar
CAT
|
+$3.9M |
Top Sells
| 1 | +$10.5M | |
| 2 | +$8.78M | |
| 3 | +$6.88M | |
| 4 |
Lumentum
LITE
|
+$6.62M |
| 5 |
CrowdStrike
CRWD
|
+$6.03M |
Sector Composition
| 1 | Technology | 51.94% |
| 2 | Industrials | 11.02% |
| 3 | Healthcare | 9.33% |
| 4 | Communication Services | 6.16% |
| 5 | Consumer Discretionary | 5.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
JB Hunt Transport Services
JBHT
$23.1B
| – | – |
-14,853
|
|
||
152
MP Materials
MP
$10.8B
| – | – |
-35,253
|
|
||
153
Morgan Stanley
MS
$298B
| – | – |
-1,151
|
|
||
154
ServiceNow
NOW
$100B
| – | – |
-1,805
|
|
||
155
Nutrien
NTR
$34B
| – | – |
-4,588
|
|
||
156
NatWest
NWG
$67.4B
| – | – |
-44,524
|
|
||
157
PagerDuty
PD
$535M
| – | – |
-35,169
|
|
||
158
PayPal
PYPL
$45.7B
| – | – |
-4,002
|
|
||
159
Qualcomm
QCOM
$145B
| – | – |
-3,586
|
|
||
160
Roku
ROKU
$17.1B
| – | – |
-2,000
|
|
||
161
Spotify
SPOT
$110B
| – | – |
-6,008
|
|
||
162
SS&C Technologies
SSNC
$17.4B
| – | – |
-4,699
|
|
||
163
Trimble
TRMB
$16.1B
| – | – |
-56,404
|
|
||
164
United Airlines
UAL
$33B
| – | – |
-5,029
|
|
||
165
Ulta Beauty
ULTA
$24.2B
| – | – |
-370
|
|
||
166
United Rentals
URI
$50.1B
| – | – |
-386
|
|
||
167
Vistra
VST
$55.3B
| – | – |
-7,549
|
|
||
168
Xcel Energy
XEL
$50.6B
| – | – |
-7,091
|
|
||
169
Astera Labs
ALAB
$29.6B
| – | – |
-3,461
|
|