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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
KKR icon
51
KKR & Co
KKR
$96.7B
$3.56M 0.48%
30,756
-1,164
-4% -$160K
DHR icon
52
Danaher
DHR
$146B
$3.35M 0.45%
16,340
-610
-4% -$133K
AMD icon
53
Advanced Micro Devices
AMD
$780B
$3.07M 0.41%
29,911
-1,118
-4% -$124K
SNPS icon
54
Synopsys
SNPS
$75.5B
$2.56M 0.34%
5,966
-7,210
-55% -$3.5M
IQV icon
55
IQVIA
IQV
$44.1B
$2.53M 0.34%
14,367
-629
-4% -$122K
CRL icon
56
Charles River Laboratories
CRL
$13.8B
– –
-134,927
Closed -$24.9M
CWST icon
57
Casella Waste Systems
CWST
$5.95B
– –
-15,256
Closed -$1.61M
GGG icon
58
Graco
GGG
$12.6B
– –
-305,917
Closed -$25.8M
NCNO icon
59
nCino
NCNO
$2.44B
– –
-69,988
Closed -$2.35M
RMBS icon
60
Rambus
RMBS
$9.27B
– –
-31,318
Closed -$1.66M
SGHT icon
61
Sight Sciences
SGHT
$460M
– –
-230,997
Closed -$30.4M
WIX icon
62
WIX.com
WIX
$3.19B
– –
-114,320
Closed -$24.5M
AZPN
63
DELISTED
Aspen Technology Inc
AZPN
– –
-78,798
Closed -$19.7M
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.