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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
UBER icon
26
Uber
UBER
$134B
$3.51M 1.42%
35,862
-611
-2% -$57.1K
WH icon
27
Wyndham Hotels & Resorts
WH
$5.5B
$3.43M 1.39%
42,898
-12,107
-22% -$1.04M
ISRG icon
28
Intuitive Surgical
ISRG
$121B
$3.19M 1.29%
7,131
-121
-2% -$58.1K
IQV icon
29
IQVIA
IQV
$34.7B
$3.07M 1.24%
16,185
-276
-2% -$50.2K
SITE icon
30
SiteOne Landscape Supply
SITE
$4.43B
$2.96M 1.2%
22,966
-6,482
-22% -$879K
LLY icon
31
Eli Lilly
LLY
$1.07T
$2.83M 1.14%
3,704
-63
-2% -$46.9K
SBUX icon
32
Starbucks
SBUX
$118B
$2.77M 1.12%
32,731
-557
-2% -$49.9K
LIN icon
33
Linde
LIN
$237B
$2.72M 1.1%
5,720
-1,894
-25% -$897K
KNSL icon
34
Kinsale Capital Group
KNSL
$8.05B
$2.71M 1.1%
6,369
+637
+11% +$289K
ESTC icon
35
Elastic
ESTC
$6.1B
$2.71M 1.09%
32,034
-9,041
-22% -$761K
ACLS icon
36
Axcelis
ACLS
$4.12B
$2.67M 1.08%
27,335
-7,714
-22% -$621K
BLD
37
DELISTED
TopBuild
BLD
$2.64M 1.07%
6,765
-1,908
-22% -$762K
OKTA icon
38
Okta
OKTA
$24.1B
$2.6M 1.05%
28,349
-8,001
-22% -$747K
TECH icon
39
Bio-Techne
TECH
$11.2B
$2.48M 1%
44,666
-12,606
-22% -$675K
HWM icon
40
Howmet Aerospace
HWM
$116B
$2.42M 0.98%
12,349
-3,486
-22% -$635K
STVN icon
41
Stevanato
STVN
$5.37B
$2.4M 0.97%
93,282
-99,387
-52% -$2.45M
SSD icon
42
Simpson Manufacturing
SSD
$7.98B
$2.11M 0.85%
12,613
-3,560
-22% -$637K
HAPN
43
Happen Inc
HAPN
$2.08B
$1.86M 0.75%
122,623
-199,678
-62% -$3.03M
ALGN icon
44
Align Technology
ALGN
$12B
$1.7M 0.69%
13,556
-9,280
-41% -$1.45M
RYAN icon
45
Ryan Specialty Holdings
RYAN
$5.41B
$1.59M 0.64%
28,143
-7,943
-22% -$471K
BILL icon
46
BILL Holdings
BILL
$4.33B
$1.49M 0.6%
28,197
-48,879
-63% -$2.27M
NCNO icon
47
nCino
NCNO
$1.81B
$970K 0.39%
+35,786
New +$1.05M
DHR icon
48
Danaher
DHR
$135B
– –
-14,223
Closed -$2.81M
KKR icon
49
KKR & Co
KKR
$89.2B
– –
-26,772
Closed -$3.56M
MKTX icon
50
MarketAxess Holdings
MKTX
$4.15B
– –
-16,274
Closed -$3.63M
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.