JACKSON SQUARE CAPITAL, LLC
130 holdingsFiling period: 2026-03-31Current AUM: $587.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 207.5K | $36.2M | $41.7M | 7.09% | +17.6K | 2026-03-31 |
| 2 | MU | MICRON TECHNOLOGY INC | 103.7K | $35.0M | $85.3M | 14.53% | -6,933 | 2026-03-31 |
| 3 | AAPL | APPLE INC | 116.7K | $29.6M | $36.0M | 6.14% | +229 | 2026-03-31 |
| 4 | AVGO | BROADCOM INC | 75.0K | $23.2M | $29.2M | 4.97% | -19 | 2026-03-31 |
| 5 | LITE | LUMENTUM HLDGS INC | 25.1K | $17.6M | $17.9M | 3.05% | -12,042 | 2026-03-31 |
| 6 | LLY | ELI LILLY & CO | 18.6K | $17.1M | $21.3M | 3.63% | +126 | 2026-03-31 |
| 7 | GOOGL | ALPHABET INC | 56.9K | $16.3M | $20.2M | 3.45% | -21,893 | 2026-03-31 |
| 8 | COHR | COHERENT CORP | 66.4K | $15.8M | $17.5M | 2.97% | -6,806 | 2026-03-31 |
| 9 | AMZN | AMAZON COM INC | 66.5K | $13.8M | $18.1M | 3.07% | -14,590 | 2026-03-31 |
| 10 | VRT | VERTIV HOLDINGS CO | 45.8K | $11.5M | $11.1M | 1.88% | -6,049 | 2026-03-31 |
| 11 | CAT | CATERPILLAR INC | 15.1K | $10.7M | $12.3M | 2.09% | +5.6K | 2026-03-31 |
| 12 | KLAC | KLA CORP | 6.9K | $10.1M | $1.3M | 0.21% | +407 | 2026-03-31 |
| 13 | CSCO | CISCO SYS INC | 126.9K | $9.8M | $14.7M | 2.51% | +28.3K | 2026-03-31 |
| 14 | ANET | ARISTA NETWORKS INC | 75.2K | $9.2M | $13.6M | 2.31% | +1.5K | 2026-03-31 |
| 15 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 18.3K | $8.8M | $8.8M | 1.50% | -155 | 2026-03-31 |
| 16 | — | LINDE PLC | 17.4K | $8.6M | $8.6M | 1.47% | +10.6K | 2026-03-31 |
| 17 | TJX | TJX COS INC NEW | 52.3K | $8.4M | $8.2M | 1.40% | +6.6K | 2026-03-31 |
| 18 | MSFT | MICROSOFT CORP | 22.5K | $8.3M | $10.4M | 1.78% | -20,991 | 2026-03-31 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | 12.3K | $8.0M | $9.2M | 1.57% | -3,080 | 2026-03-31 |
| 20 | LRCX | LAM RESEARCH CORP | 37.5K | $8.0M | $11.0M | 1.87% | +11.0K | 2026-03-31 |
| 21 | GEV | GE VERNOVA INC | 9.1K | $7.9M | $9.0M | 1.53% | -1,207 | 2026-03-31 |
| 22 | GLW | CORNING INC | 54.1K | $7.3M | $7.5M | 1.27% | +38.8K | 2026-03-31 |
| 23 | COST | COSTCO WHOLESALE CORPORATION | 6.9K | $6.9M | $6.6M | 1.12% | +2.7K | 2026-03-31 |
| 24 | HWM | HOWMET AEROSPACE INC | 28.4K | $6.5M | $8.0M | 1.36% | -- | 2026-03-31 |
| 25 | GOOG | ALPHABET INC | 20.5K | $5.9M | $7.3M | 1.25% | +123 | 2026-03-31 |
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