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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 8 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PYPL PAYPAL HLDGS INC Financial Services 4,002.0 $234K 0.05% $58.38 -23.9%
142 VICI VICI PPTYS INC Real Estate 8,304.0 $234K 0.05% $28.12 -0.8%
143 ULTA ULTA BEAUTY INC Consumer Cyclical 370.0 $224K 0.04% NEW $605.01 -18.3%
144 ROKU ROKU INC Communication Services 2,000.0 $217K 0.04% $108.49 +14.3%
145 IYW ISHARES TR 1,058.0 $211K 0.04% NEW $199.68 +18.4%
146 AMD ADVANCED MICRO DEVICES INC Technology 971.0 $208K 0.04% NEW $214.16 +96.6%
147 MGV VANGUARD WORLD FD 1,471.0 $208K 0.04% $141.16 +9.6%
148 ITOT ISHARES TR 1,394.0 $207K 0.04% $148.69 +8.2%
149 MS MORGAN STANLEY Financial Services 1,151.0 $204K 0.04% NEW $177.53 +8.4%
150 DTD WISDOMTREE TR 2,385.0 $202K 0.04% $84.88 +8.0%
151 IE IVANHOE ELECTRIC INC Technology 12,229.0 $195K 0.04% NEW $15.98 -20.2%
152 VLYPN VALLEY NATL BANCORP Financial Services 16,173.0 $189K 0.04% -37K -69.5% $11.68 +122.2%
Page 8 of 8  ·  152 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%