We are live on ! Find out more
JSP

Jackson Square Partners Portfolio holdings

AUM $247M
1-Year Est. Return 20.29%
This Fund
S&P 500
This Quarter Est. Return
+15.01%
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
$270M
AUM Growth
-$473M
Cap. Flow
-$510M
Cap. Flow %
-188.45%
Top 10 Hldgs %
42.63%
Holding
57
New
2
Increased
2
Reduced
50
Closed
3

Top Buys

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$3.05M
2
NEOG icon
Neogen
NEOG
+$1.98M
3
SNPS icon
Synopsys
SNPS
+$765K
4
IQV icon
IQVIA
IQV
+$315K

Top Sells

Rank Stock Value
1
CLH icon
Clean Harbors
CLH
+$23.9M
2
WH icon
Wyndham Hotels & Resorts
WH
+$23M
3
SBAC icon
SBA Communications
SBAC
+$22.3M
4
KNSL icon
Kinsale Capital Group
KNSL
+$22.2M
5
STVN icon
Stevanato
STVN
+$21.8M

Sector Composition

Rank Sector Weight
1 Technology 31.82%
2 Industrials 19.57%
3 Financials 15.76%
4 Healthcare 12.92%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
26
Advanced Micro Devices
AMD
$851B
$3.69M 1.37%
26,036
-3,875
-13% -$422K
MKTX icon
27
MarketAxess Holdings
MKTX
$4.15B
$3.63M 1.34%
16,274
-81,441
-83% -$17.9M
OKTA icon
28
Okta
OKTA
$24.1B
$3.63M 1.34%
36,350
-181,887
-83% -$19.4M
LIN icon
29
Linde
LIN
$237B
$3.57M 1.32%
7,614
-1,133
-13% -$517K
BILL icon
30
BILL Holdings
BILL
$4.33B
$3.57M 1.32%
77,076
-190,311
-71% -$8.41M
KKR icon
31
KKR & Co
KKR
$89.2B
$3.56M 1.32%
26,772
-3,984
-13% -$466K
SITE icon
32
SiteOne Landscape Supply
SITE
$4.43B
$3.56M 1.32%
29,448
-147,307
-83% -$17.4M
WSC icon
33
WillScot Mobile Mini Holdings
WSC
$4.8B
$3.55M 1.31%
129,547
-384,892
-75% -$10.3M
ESTC icon
34
Elastic
ESTC
$6.1B
$3.46M 1.28%
41,075
-180,880
-81% -$15.3M
UBER icon
35
Uber
UBER
$134B
$3.4M 1.26%
36,473
-19,938
-35% -$1.64M
AAON icon
36
Aaon
AAON
$8.41B
$3.33M 1.23%
45,218
-223,079
-83% -$19.6M
NYT icon
37
New York Times
NYT
$11.6B
$3.23M 1.19%
57,706
-288,589
-83% -$15.3M
SBUX icon
38
Starbucks
SBUX
$118B
$3.05M 1.13%
33,288
-4,955
-13% -$429K
HWM icon
39
Howmet Aerospace
HWM
$116B
$2.95M 1.09%
15,835
-140,660
-90% -$21.6M
TECH icon
40
Bio-Techne
TECH
$11.2B
$2.95M 1.09%
57,272
-286,615
-83% -$14.4M
LLY icon
41
Eli Lilly
LLY
$1.07T
$2.94M 1.09%
3,767
-560
-13% -$435K
MEDP icon
42
Medpace
MEDP
$16.8B
$2.93M 1.08%
9,326
-57,233
-86% -$17.2M
MOH icon
43
Molina Healthcare
MOH
$10.3B
$2.91M 1.08%
9,778
-56,563
-85% -$17.8M
DHR icon
44
Danaher
DHR
$135B
$2.81M 1.04%
14,223
-2,117
-13% -$411K
BLD
45
DELISTED
TopBuild
BLD
$2.81M 1.04%
8,673
-43,375
-83% -$12.9M
KNSL icon
46
Kinsale Capital Group
KNSL
$7.95B
$2.77M 1.03%
5,732
-47,539
-89% -$22.2M
IQV icon
47
IQVIA
IQV
$34.7B
$2.59M 0.96%
16,461
+2,094
+15% +$315K
SSD icon
48
Simpson Manufacturing
SSD
$7.98B
$2.51M 0.93%
16,173
-80,893
-83% -$12.5M
UNH icon
49
UnitedHealth
UNH
$382B
$2.49M 0.92%
+7,971
New +$3.05M
RYAN icon
50
Ryan Specialty Holdings
RYAN
$5.41B
$2.45M 0.91%
36,086
-243,369
-87% -$16.8M
1
2
3

Similar funds

OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
SRC
Stone Run Capital New York $254M AUM 12.86% 1-Year Est. Return
TCB
Texas Capital Bancshares Dallas, Texas $254M AUM 27.01% 1-Year Est. Return
MTWM
Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return
SSW
Smith Shellnut Wilson Ridgeland, Mississippi $260M AUM 19.19% 1-Year Est. Return
WS
Wela Strategies Atlanta, Georgia $264M AUM 16.32% 1-Year Est. Return
FC
Franchise Capital Grand Cayman, Cayman Islands $230M AUM 49.93% 1-Year Est. Return
KSWA
Kathleen S. Wright Associates Pittsburgh, Pennsylvania $270M AUM 12.59% 1-Year Est. Return

Jackson Square Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Jackson Square Partners held 57 positions worth $270M, down 64% from $744M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Jackson Square Partners withdrew a net $510M in Q2 2025, closing 3 positions and reducing 50 holdings. Its most notable exit was Grocery Outlet, an estimated $20.1M position sold in full.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 19% a quarter earlier, followed by Industrials and Financials.

Against the trend, Jackson Square Partners opened a new position in UnitedHealth worth $2.49M.

  • Jackson Square Partners's largest Q2 2025 buy was UnitedHealth: 7,971 shares worth $2.49M.
  • Jackson Square Partners added most to Synopsys in Q2 2025, an estimated $765K increase.
  • Jackson Square Partners's biggest Q2 2025 reduction was Clean Harbors, cutting an estimated $23.9M.
  • Jackson Square Partners fully exited Grocery Outlet in Q2 2025, selling an estimated $20.1M.
  • Jackson Square Partners's ten largest holdings make up 43% of its $270M portfolio in Q2 2025.
  • Jackson Square Partners opened 2 new positions and closed 3 in Q2 2025.
  • Jackson Square Partners's portfolio value fell 64% quarter-over-quarter to $270M.

Based on Jackson Square Partners's 13F filing for Q2 2025, filed 7 Aug 2025.