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CIK: 0001605911
Total reported value
—
$270.4M
54 檔
29.1%
At the close of Q2 2025, Jackson Square Partners, LLC disclosed equity holdings valued at approximately $270.4M, spread across 54 reported holdings.
During Q2 2025, Jackson Square Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.02% | -7.30% | EXIT | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.73% | -7.77% | EXIT | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.43% | -4.83% | EXIT | |
| 4 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 4.03% | -3.86% | EXIT | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.89% | -5.76% | EXIT | |
| 6 | SBAC | Sba Communications CORP | Stock-Real Estate | 3.50% | -2.80% | EXIT | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 2.88% | -2.38% | EXIT | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.58% | -2.09% | EXIT | |
| 9 | BA | Boeing Co/the | Stock-Industrials | 2.43% | -2.69% | EXIT | |
| 10 | SPGI | S&p Global Inc | Stock-Financials | 2.14% | -2.13% | EXIT | |
| 11 | CME | Cme Group Inc | Stock-Financials | 2.14% | -1.75% | EXIT | |
| 12 | NOW | Servicenow Inc | Stock-Tech | 2.11% | -1.52% | EXIT | |
| 13 | CP | Canadian Pacific Kansas City | Stock-Industrials | 1.94% | -1.96% | EXIT | |
| 14 | CLH | Clean Harbors Inc | Stock-Industrials | 1.87% | -1.60% | EXIT | |
| 15 | ASML | ASML Holding N.V. | Stock-Tech | 1.83% | -2.37% | EXIT | |
| 16 | STVN | Stevanato Group S.p.A. | Stock-Other | 1.74% | -0.97% | EXIT | |
| 17 | WM | Waste Management Inc | Stock-Industrials | 1.74% | -1.80% | EXIT | |
| 18 | ENTG | Entegris Inc | Stock-Tech | 1.73% | -1.51% | EXIT | |
| 19 | WH | Wyndham Hotels & Resorts Inc | Stock-Consumer Disc | 1.65% | -1.39% | EXIT | |
| 20 | ALGN | Align Technology Inc | Stock-Healthcare | 1.60% | -0.69% | EXIT | |
| 21 | HXL | Hexcel CORP | Stock-Industrials | 1.57% | -1.48% | EXIT | |
| 22 | WDAY | Workday Inc-class A | Stock-Tech | 1.48% | -1.59% | EXIT | |
| 23 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.46% | -1.29% | EXIT | |
| 24 | SNPS | Synopsys Inc | Stock-Tech | 1.44% | — | +27.52% | |
| 25 | HAPN | Happen Inc | Stock-Other | 1.43% | -0.75% | EXIT | |
| 26 | AMD | Advanced Micro Devices | Stock-Tech | 1.37% | -1.50% | EXIT | |
| 27 | MKTX | Marketaxess Holdings Inc | Stock-Financials | 1.34% | — | -83.35% | |
| 28 | OKTA | Okta Inc | Stock-Tech | 1.34% | -1.05% | EXIT | |
| 29 | LIN | Linde plc | Stock-Materials | 1.32% | -1.10% | EXIT | |
| 30 | BILL | Bill Holdings Inc | Stock-Tech | 1.32% | -0.60% | EXIT | |
| 31 | KKR | Kkr & Co Inc | Stock-Financials | 1.32% | — | -12.95% | |
| 32 | SITE | Siteone Landscape Supply Inc | Stock-Industrials | 1.32% | -1.20% | EXIT | |
| 33 | WSC | Willscot Holdings CORP | Stock-Industrials | 1.31% | — | -74.82% | |
| 34 | VOO | Vanguard S&P 500 ETF | ETF-Large Cap & Growth | 1.28% | -1.09% | EXIT | |
| 35 | UBER | Uber Technologies Inc | Stock-Industrials | 1.26% | -1.42% | EXIT | |
| 36 | AAON | Aaon Inc | Stock-Industrials | 1.23% | -5.05% | EXIT | |
| 37 | NYT | New York Times Co-a | Stock-Comm Services | 1.19% | — | -83.34% | |
| 38 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.13% | -1.12% | EXIT | |
| 39 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.09% | -0.98% | EXIT | |
| 40 | TECH | Bio-techne CORP | Stock-Healthcare | 1.09% | -1.00% | EXIT | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.09% | -1.14% | EXIT | |
| 42 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 1.08% | -3.71% | EXIT | |
| 43 | MOH | Molina Healthcare Inc | Stock-Healthcare | 1.08% | — | -85.26% | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 1.04% | — | -12.96% | |
| 45 | BLD | Topbuild CORP | Stock-Industrials | 1.04% | -1.07% | EXIT | |
| 46 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 1.03% | -1.10% | EXIT | |
| 47 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.96% | -1.24% | EXIT | |
| 48 | SSD | Simpson Manufacturing Co Inc | Stock-Materials | 0.93% | -0.85% | EXIT | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.92% | — | — | |
| 50 | RYAN | Ryan Specialty Holdings Inc | Stock-Financials | 0.91% | -0.64% | EXIT |
According to official SEC Form 13F filings, Jackson Square Partners, LLC reported a total U.S. public equity portfolio value of $270.4M across 54 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AMZN) accounted for 29.1% of total reported equity market value during Q2 2025.
During Q2 2025, Jackson Square Partners, LLC's top holdings by market value included MSFT (8.0%)、NVDA (7.7%)、AMZN (5.4%). The largest single position, MSFT, represented 8.0% of total portfolio value.
In Q2 2025, Jackson Square Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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