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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
-6.95%
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
$744M
AUM Growth
-$217M
Cap. Flow
-$136M
Cap. Flow %
-18.3%
Top 10 Hldgs %
32.89%
Holding
63
New
3
Increased
8
Reduced
44
Closed
8

Top Buys

Rank Stock Value
1
AAON icon
Aaon
AAON
+$27.7M
2
VRT icon
Vertiv
VRT
+$23.6M
3
SBAC icon
SBA Communications
SBAC
+$23.4M
4
SITE icon
SiteOne Landscape Supply
SITE
+$22.6M
5
SPGI icon
S&P Global
SPGI
+$6.46M

Top Sells

Rank Stock Value
1
SGHT icon
Sight Sciences
SGHT
+$30.4M
2
GGG icon
Graco
GGG
+$25.8M
3
CRL icon
Charles River Laboratories
CRL
+$24.9M
4
WIX icon
WIX.com
WIX
+$24.5M
5
AZPN
Aspen Technology Inc
AZPN
+$19.7M

Sector Composition

Rank Sector Weight
1 Industrials 25.23%
2 Technology 19.23%
3 Financials 16.89%
4 Healthcare 16.81%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLD
26
DELISTED
TopBuild
BLD
$15.9M 2.13%
52,048
-10,464
-17% -$3.35M
SSD icon
27
Simpson Manufacturing
SSD
$7.42B
$15.2M 2.05%
97,066
-19,557
-17% -$3.21M
AMZN icon
28
Amazon
AMZN
$2.79T
$14.6M 1.97%
76,883
-3,097
-4% -$672K
WSC icon
29
WillScot Mobile Mini Holdings
WSC
$3.62B
$14.3M 1.92%
514,439
+25,730
+5% +$875K
WAB icon
30
Wabtec
WAB
$47.8B
$13M 1.75%
71,593
-14,421
-17% -$2.77M
BILL icon
31
BILL Holdings
BILL
$4.19B
$12.3M 1.65%
267,387
-53,862
-17% -$3.62M
MA icon
32
Mastercard
MA
$507B
$10.6M 1.43%
19,386
-823
-4% -$448K
GOOGL icon
33
Alphabet (Google) Class A
GOOGL
$4.14T
$10.6M 1.42%
68,511
-3,022
-4% -$548K
ACLS icon
34
Axcelis
ACLS
$3.55B
$10.4M 1.41%
210,344
+23,754
+13% +$1.5M
V icon
35
Visa
V
$700B
$8.73M 1.17%
24,924
-1,078
-4% -$365K
CME icon
36
CME Group
CME
$101B
$8.59M 1.16%
32,387
-3,040
-9% -$750K
WM icon
37
Waste Management
WM
$87.5B
$7.37M 0.99%
31,845
-2,990
-9% -$662K
SPGI icon
38
S&P Global
SPGI
$131B
$6.42M 0.86%
+12,636
New +$6.46M
BA icon
39
Boeing
BA
$168B
$6.14M 0.83%
35,985
-1,355
-4% -$235K
CP icon
40
Canadian Pacific Kansas City
CP
$80.5B
$5.72M 0.77%
81,424
-3,427
-4% -$261K
NOW icon
41
ServiceNow
NOW
$146B
$5.09M 0.68%
31,940
-1,385
-4% -$267K
ASML icon
42
ASML
ASML
$659B
$4.7M 0.63%
7,087
-303
-4% -$220K
WDAY icon
43
Workday
WDAY
$47.2B
$4.46M 0.6%
19,110
-714
-4% -$182K
ISRG icon
44
Intuitive Surgical
ISRG
$130B
$4.13M 0.55%
8,331
-1,905
-19% -$1.05M
UBER icon
45
Uber
UBER
$155B
$4.11M 0.55%
56,411
-42,062
-43% -$3.03M
CPRT icon
46
Copart
CPRT
$31.2B
$4.08M 0.55%
72,143
-6,435
-8% -$362K
LIN icon
47
Linde
LIN
$220B
$4.07M 0.55%
8,747
-1,560
-15% -$702K
PACB icon
48
Pacific Biosciences
PACB
$420M
$3.92M 0.53%
3,320,361
-1,788,905
-35% -$2.74M
SBUX icon
49
Starbucks
SBUX
$119B
$3.75M 0.5%
38,243
-8,456
-18% -$874K
LLY icon
50
Eli Lilly
LLY
$1.02T
$3.57M 0.48%
4,327
-194
-4% -$161K
1
2
3

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Jackson Square Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Jackson Square Partners held 63 positions worth $744M, down 23% from $961M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Jackson Square Partners withdrew a net $136M in Q1 2025, closing 8 positions and reducing 44 holdings. Its most notable exit was Sight Sciences, an estimated $30.4M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 25% of assets, up from 20% a quarter earlier, followed by Technology and Financials.

Against the trend, Jackson Square Partners opened a new position in Aaon worth $21M.

  • Jackson Square Partners's largest Q1 2025 buy was Aaon: 268,297 shares worth $21M.
  • Jackson Square Partners added most to SBA Communications in Q1 2025, an estimated $23.4M increase.
  • Jackson Square Partners's biggest Q1 2025 reduction was Happen Inc, cutting an estimated $12.1M.
  • Jackson Square Partners fully exited Sight Sciences in Q1 2025, selling an estimated $30.4M.
  • Jackson Square Partners's ten largest holdings make up 33% of its $744M portfolio in Q1 2025.
  • Jackson Square Partners opened 3 new positions and closed 8 in Q1 2025.
  • Jackson Square Partners's portfolio value fell 23% quarter-over-quarter to $744M.

Based on Jackson Square Partners's 13F filing for Q1 2025, filed 12 May 2025.