Portfolio (Quarterly)
Guide ↗
Jackson Square Partners, LLC
· CIK 0001605911| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | Technology | 103,004 | $19.2M | 7.77% | SOLD |
| 2 | MSFT | MICROSOFT CORPORATION | Technology | 34,840 | $18.0M | 7.30% | SOLD |
| 3 | GOOGL | ALPHABET INC CLASS A | Communication Services | 58,637 | $14.3M | 5.76% | SOLD |
| 4 | AAON | AAON INC | Industrials | 133,734 | $12.5M | 5.05% | SOLD |
| 5 | — | CYBERARK SOFTWARE LTD | — | 25,036 | $12.1M | 4.89% | SOLD |
| 6 | AMZN | AMAZON.COM INC | Consumer Cyclical | 54,421 | $11.9M | 4.83% | SOLD |
| 7 | VRT | VERTIV HOLDINGS CO | Industrials | 63,364 | $9.6M | 3.87% | SOLD |
| 8 | MEDP | MEDPACE HOLDINGS INC | Healthcare | 17,843 | $9.2M | 3.71% | SOLD |
| 9 | CDNS | CADENCE DESIGN SYSTEMS INC | Technology | 22,147 | $7.8M | 3.15% | SOLD |
| 10 | SBAC | SBA COMMUNICATIONS CORP | Real Estate | 35,850 | $6.9M | 2.80% | SOLD |
| 11 | BA | BOEING CO/THE | Industrials | 30,799 | $6.6M | 2.69% | SOLD |
| 12 | MA | MASTERCARD INC | Financial Services | 10,351 | $5.9M | 2.38% | SOLD |
| 13 | ASML | ASML HOLDING NV | Technology | 6,066 | $5.9M | 2.37% | SOLD |
| 14 | FOUR | SHIFT4 PAYMENTS INC | Technology | 74,100 | $5.7M | 2.32% | SOLD |
| 15 | SPGI | S&P GLOBAL INC | Financial Services | 10,815 | $5.3M | 2.13% | SOLD |
| 16 | V | VISA INC | Financial Services | 15,167 | $5.2M | 2.09% | SOLD |
| 17 | — | CANADIAN PACIFIC KANSAS CITY LIMITED | — | 65,169 | $4.9M | 1.96% | SOLD |
| 18 | WM | WASTE MANAGEMENT INC | Industrials | 20,200 | $4.5M | 1.80% | SOLD |
| 19 | CME | CME GROUP INC | Financial Services | 16,024 | $4.3M | 1.75% | SOLD |
| 20 | CLH | CLEAN HARBORS INC | Industrials | 17,029 | $4.0M | 1.60% | SOLD |