Jackson Square Capital, LLC
138 holdingsFiling period: 2026-06-30Current AUM: $630.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | 90.9K | $104.9M | $80.4M | 12.74% | -12,806 | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 210.1K | $42.0M | $43.0M | 6.81% | +2.5K | 2026-06-30 |
| 3 | AAPL | Apple Inc | 115.8K | $33.5M | $39.9M | 6.32% | -916 | 2026-06-30 |
| 4 | GOOGL | Alphabet Inc | 85.6K | $30.6M | $24.0M | 3.80% | +28.8K | 2026-06-30 |
| 5 | AVGO | Broadcom Inc | 74.7K | $28.2M | $24.3M | 3.86% | -319 | 2026-06-30 |
| 6 | COHR | Coherent Corp | 64.1K | $25.3M | $13.5M | 2.14% | -2,328 | 2026-06-30 |
| 7 | LLY | Eli Lilly & Co | 18.9K | $22.6M | $26.8M | 4.24% | +309 | 2026-06-30 |
| 8 | LITE | Lumentum Hldgs Inc | 24.5K | $21.0M | $20.6M | 3.26% | -623 | 2026-06-30 |
| 9 | KLAC | Kla Corp | 68.6K | $20.7M | $10.8M | 1.72% | +61.7K | 2026-06-30 |
| 10 | AMZN | Amazon.com Inc | 83.2K | $19.8M | $20.0M | 3.17% | +16.8K | 2026-06-30 |
| 11 | LRCX | Lam Research Corp | 41.4K | $17.9M | $9.9M | 1.57% | +3.9K | 2026-06-30 |
| 12 | MSFT | Microsoft Corp | 44.5K | $16.6M | $23.2M | 3.68% | +22.1K | 2026-06-30 |
| 13 | CAT | Caterpillar Inc | 15.5K | $16.6M | $9.7M | 1.53% | +485 | 2026-06-30 |
| 14 | VRT | Vertiv Holdings Co | 45.7K | $15.3M | $10.6M | 1.69% | -37 | 2026-06-30 |
| 15 | CSCO | Cisco Sys Inc | 126.5K | $14.9M | $13.2M | 2.10% | -443 | 2026-06-30 |
| 16 | GLW | Corning Inc | 56.4K | $14.4M | $7.0M | 1.10% | +2.3K | 2026-06-30 |
| 17 | ANET | Arista Networks Inc | 80.0K | $13.6M | $13.5M | 2.14% | +4.8K | 2026-06-30 |
| 18 | PANW | Palo Alto Networks Inc | 36.8K | $12.6M | $13.5M | 2.14% | +14.2K | 2026-06-30 |
| 19 | AMAT | Applied Matls Inc | 16.9K | $12.2M | $6.6M | 1.04% | +10.5K | 2026-06-30 |
| 20 | GEV | GE Vernova Inc | 9.4K | $11.0M | $8.1M | 1.28% | +318 | 2026-06-30 |
| 21 | ARM | Arm Holdings PLC | 28.2K | $10.0M | $5.8M | 0.92% | -- | 2026-06-30 |
| 22 | BRK-B | Berkshire Hathaway Inc Del | 18.3K | $9.2M | $9.2M | 1.45% | -17 | 2026-06-30 |
| 23 | SPY | State Str Spdr S&P 500 ETF T | 12.1K | $9.0M | $9.2M | 1.45% | -232 | 2026-06-30 |
| 24 | — | Linde PLC | 17.1K | $8.9M | $8.9M | 1.41% | -326 | 2026-06-30 |
| 25 | TJX | Tjx Cos Inc New | 57.9K | $8.8M | $8.1M | 1.29% | +5.6K | 2026-06-30 |
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