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Portfolio (Quarterly) Guide ↗

JACKSON SQUARE CAPITAL, LLC

· CIK 0001812178
13F Portfolio $505M AUM 152 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 29 New 46 Added 48 Reduced 21 Exited
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NEM NEWMONT CORP Basic Materials 5,342.0 $533K 0.11% +1K +23.9% $99.85 +9.2%
42 MRVL MARVELL TECHNOLOGY INC Technology 5,780.0 $491K 0.10% +896.0 +18.4% $84.98 +108.2%
43 AEGON LTD 42,489.0 $328K 0.07% +2K +5.9% $7.71
44 PCAR PACCAR INC Industrials 2,650.0 $290K 0.06% +90.0 +3.5% $109.51 +0.7%
45 NOW SERVICENOW INC Technology 1,805.0 $277K 0.06% +1K +375.0% $153.19 -37.9%
46 HPE HEWLETT PACKARD ENTERPRISE C Technology 10,476.0 $252K 0.05% +1K +15.0% $24.02 +37.8%
Page 3 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 55.7%
Communication Services 10.5%
Healthcare 7.7%
Consumer Cyclical 6.6%
Industrials 6.3%
Financial Services 5.6%
Utilities 3.0%
Basic Materials 1.9%
Consumer Defensive 1.5%
Energy 0.7%