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JSP

Jackson Square Partners Portfolio holdings

AUM $247M
1-Year Est. Return 20.29%
This Fund
S&P 500
This Quarter Est. Return
+9.91%
1 Year Est. Return
+20.29%
3 Year Est. Return
+101.87%
5 Year Est. Return
+75.18%
10 Year Est. Return
+392.81%
AUM
$247M
AUM Growth
-$23.1M
Cap. Flow
-$38.3M
Cap. Flow %
-15.48%
Top 10 Hldgs %
49.13%
Holding
58
New
4
Increased
3
Reduced
40
Closed
11

Top Buys

Rank Stock Value
1
CYBR
CyberArk
CYBR
+$10.7M
2
CDNS icon
Cadence Design Systems
CDNS
+$7.62M
3
AAON icon
Aaon
AAON
+$7.25M
4
FOUR icon
Shift4
FOUR
+$6.89M
5
MEDP icon
Medpace
MEDP
+$3.72M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$5.11M
2
MSFT icon
Microsoft
MSFT
+$4.46M
3
SNPS icon
Synopsys
SNPS
+$3.9M
4
MKTX icon
MarketAxess Holdings
MKTX
+$3.63M
5
KKR icon
KKR & Co
KKR
+$3.56M

Sector Composition

Rank Sector Weight
1 Technology 39.55%
2 Industrials 21.7%
3 Financials 10.84%
4 Healthcare 10.05%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.01T
$19.2M 7.77%
103,004
-29,330
-22% -$5.11M
MSFT icon
2
Microsoft
MSFT
$2.84T
$18M 7.3%
34,840
-8,741
-20% -$4.46M
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$3.91T
$14.3M 5.76%
58,637
-998
-2% -$209K
AAON icon
4
Aaon
AAON
$8.41B
$12.5M 5.05%
133,734
+88,516
+196% +$7.25M
CYBR
5
DELISTED
CyberArk
CYBR
$12.1M 4.89%
+25,036
New +$10.7M
AMZN icon
6
Amazon
AMZN
$2.5T
$11.9M 4.83%
54,421
-12,501
-19% -$2.83M
VRT icon
7
Vertiv
VRT
$112B
$9.56M 3.87%
63,364
-21,555
-25% -$2.88M
MEDP icon
8
Medpace
MEDP
$16.8B
$9.17M 3.71%
17,843
+8,517
+91% +$3.72M
CDNS icon
9
Cadence Design Systems
CDNS
$90B
$7.78M 3.15%
+22,147
New +$7.62M
SBAC icon
10
SBA Communications
SBAC
$18.4B
$6.93M 2.8%
35,850
-4,503
-11% -$975K
BA icon
11
Boeing
BA
$165B
$6.65M 2.69%
30,799
-524
-2% -$118K
MA icon
12
Mastercard
MA
$477B
$5.89M 2.38%
10,351
-3,484
-25% -$2M
ASML icon
13
ASML
ASML
$675B
$5.87M 2.37%
6,066
-103
-2% -$81K
FOUR icon
14
Shift4
FOUR
$3.84B
$5.74M 2.32%
+74,100
New +$6.89M
SPGI icon
15
S&P Global
SPGI
$126B
$5.26M 2.13%
10,815
-184
-2% -$98.5K
V icon
16
Visa
V
$677B
$5.18M 2.09%
15,167
-4,451
-23% -$1.54M
CP icon
17
Canadian Pacific Kansas City
CP
$82B
$4.85M 1.96%
65,169
-1,110
-2% -$84.8K
WM icon
18
Waste Management
WM
$95.9B
$4.46M 1.8%
20,200
-344
-2% -$77.5K
CME icon
19
CME Group
CME
$92.2B
$4.33M 1.75%
16,024
-4,954
-24% -$1.35M
CLH icon
20
Clean Harbors
CLH
$16.1B
$3.95M 1.6%
17,029
-4,806
-22% -$1.14M
WDAY icon
21
Workday
WDAY
$33.4B
$3.94M 1.59%
16,355
-279
-2% -$64.5K
NOW icon
22
ServiceNow
NOW
$102B
$3.75M 1.52%
20,400
-7,405
-27% -$1.38M
ENTG icon
23
Entegris
ENTG
$19.7B
$3.72M 1.51%
40,277
-17,864
-31% -$1.52M
AMD icon
24
Advanced Micro Devices
AMD
$851B
$3.71M 1.5%
22,951
-3,085
-12% -$498K
HXL icon
25
Hexcel
HXL
$8.32B
$3.67M 1.48%
58,566
-16,528
-22% -$1.01M
1
2 3

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Jackson Square Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Jackson Square Partners held 58 positions worth $247M, down 8.5% from $270M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Jackson Square Partners withdrew a net $38.3M in Q3 2025, closing 11 positions and reducing 40 holdings. Its most notable exit was Synopsys, an estimated $3.9M position sold in full.

By sector, the portfolio is most concentrated in Technology at 40% of assets, up from 32% a quarter earlier, followed by Industrials and Financials.

Against the trend, Jackson Square Partners opened a new position in CyberArk worth $12.1M.

  • Jackson Square Partners's largest Q3 2025 buy was CyberArk: 25,036 shares worth $12.1M.
  • Jackson Square Partners added most to Aaon in Q3 2025, an estimated $7.25M increase.
  • Jackson Square Partners's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $5.11M.
  • Jackson Square Partners fully exited Synopsys in Q3 2025, selling an estimated $3.9M.
  • Jackson Square Partners's ten largest holdings make up 49% of its $247M portfolio in Q3 2025.
  • Jackson Square Partners opened 4 new positions and closed 11 in Q3 2025.
  • Jackson Square Partners's portfolio value fell 8.5% quarter-over-quarter to $247M.

Based on Jackson Square Partners's 13F filing for Q3 2025, filed 5 Nov 2025.