JSP
Jackson Square Partners Portfolio holdings
AUM
$270M
1-Year Est. Return
15.71%
1 Year Est. Return
+15.71%
AUM
$744M
AUM Growth
-$217M
(-23%)
Holding
63
Top Buys
| 1 | +$24.6M | |
| 2 | +$21M | |
| 3 | +$20.7M | |
| 4 |
Vertiv
VRT
|
+$16M |
| 5 |
S&P Global
SPGI
|
+$6.42M |
Top Sells
| 1 | +$30.4M | |
| 2 | +$25.8M | |
| 3 | +$24.9M | |
| 4 |
WIX.com
WIX
|
+$24.5M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
+$19.7M |
Sector Composition
| 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 | |
|---|---|---|---|---|---|---|
51
KKR & Co
KKR
$108B
| $3.56M | 0.48% |
30,756
-1,164
|
|
||
52
Danaher
DHR
$158B
| $3.35M | 0.45% |
16,340
-610
|
|
||
53
Advanced Micro Devices
AMD
$410B
| $3.07M | 0.41% |
29,911
-1,118
|
|
||
54
Synopsys
SNPS
$86.2B
| $2.56M | 0.34% |
5,966
-7,210
|
|
||
55
IQVIA
IQV
$37.5B
| $2.53M | 0.34% |
14,367
-629
|
|
||
56
Charles River Laboratories
CRL
$9.7B
| – | – |
-134,927
|
|
||
57
Casella Waste Systems
CWST
$5.62B
| – | – |
-15,256
|
|
||
58
Graco
GGG
$13.7B
| – | – |
-305,917
|
|
||
59
nCino
NCNO
$3.02B
| – | – |
-69,988
|
|
||
60
Rambus
RMBS
$11.3B
| – | – |
-31,318
|
|
||
61
Sight Sciences
SGHT
$276M
| – | – |
-230,997
|
|
||
|
62
WIX.com
WIX
$7.85B
| – | – |
-114,320
|
|
||
|
AZPN
63
DELISTED
Aspen Technology Inc
AZPN
| – | – |
-78,798
|
|