JSP

Jackson Square Partners Portfolio holdings

AUM $247M
1-Year Est. Return 20.29%
This Quarter Est. Return
1 Year Est. Return
+20.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
-$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$12.1M
2 +$8.27M
3 +$7.78M
4
FOUR icon
Shift4
FOUR
+$5.74M
5
MEDP icon
Medpace
MEDP
+$4.38M

Top Sells

1 +$5.47M
2 +$4.53M
3 +$3.9M
4
MKTX icon
MarketAxess Holdings
MKTX
+$3.63M
5
KKR icon
KKR & Co
KKR
+$3.56M

Sector Composition

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
DHR icon
51
Danaher
DHR
$163B
-14,223
NEOG icon
52
Neogen
NEOG
$1.53B
-345,340
NYT icon
53
New York Times
NYT
$11.1B
-57,706
PACB icon
54
Pacific Biosciences
PACB
$673M
-553,103
SNPS icon
55
Synopsys
SNPS
$90.5B
-7,608
UNH icon
56
UnitedHealth
UNH
$306B
-7,971
WMG icon
57
Warner Music
WMG
$14.7B
-87,957
WSC icon
58
WillScot Mobile Mini Holdings
WSC
$3.88B
-129,547