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Jackson Square Partners, LLC Historic Quarter Change: USA Stocks, Reduced

Jackson Square Partners, LLC historic quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), over 17 quarters from 2014-06-30 to 2025-12-31, Jackson Square Partners, LLC opened 116 positions, added to 130, reduced 485 and sold out of 171.

  • Q3 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 43,581.
  • Q3 2025: Stock AMZN; Country of operation United States; Class COM; Shares before 66,922.
  • Q3 2025: Stock ALGN; Country of operation United States; Class COM; Shares before 22,836.
  • Q3 2025: Stock BILL; Country of operation United States; Class COM; Shares before 77,076.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1605911), 17 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-15); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-12); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-28); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-08); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-10); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2014-06-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2025MSFT
MICROSOFT CORPORATION
United StatesCOM43,58134,840-8,741$21,677,625$18,045,378-$3,632,2472025-11-05
Q3 2025AMZN
AMAZON.COM INC
United StatesCOM66,92254,421-12,501$14,682,018$11,949,219-$2,732,7992025-11-05
Q3 2025ALGN
ALIGN TECHNOLOGY INC
United StatesCOM22,83613,556-9,280$4,323,540$1,697,482-$2,626,0582025-11-05
Q3 2025BILL
BILL HOLDINGS INC
United StatesCOM77,07628,197-48,879$3,565,536$1,493,595-$2,071,9412025-11-05
Q3 2025NOW
SERVICENOW INC
United StatesCOM5,5614,080-1,481$5,717,153$3,754,742-$1,962,4112025-11-05
Q3 2025NVDA
NVIDIA CORP
United StatesCOM132,334103,004-29,330$20,907,449$19,218,486-$1,688,9632025-11-05
Q3 2025CME
CME GROUP INC
United StatesCOM20,97816,024-4,954$5,781,956$4,329,525-$1,452,4312025-11-05
Q3 2025CLH
CLEAN HARBORS INC
United StatesCOM21,83517,029-4,806$5,047,815$3,954,474-$1,093,3412025-11-05
Q3 2025WH
WYNDHAM HOTELS & RESORTS INC
United StatesCOM55,00542,898-12,107$4,466,956$3,427,550-$1,039,4062025-11-05
Q3 2025ENTG
ENTEGRIS INC
United StatesCOM58,14140,277-17,864$4,689,072$3,724,011-$965,0612025-11-05
Q3 2025SITE
SITEONE LANDSCAPE SUPPLY INC
United StatesCOM29,44822,966-6,482$3,561,441$2,958,021-$603,4202025-11-05
Q3 2025HXL
HEXCEL CORP
United StatesCOM75,09458,566-16,528$4,242,060$3,672,088-$569,9722025-11-05
Q3 2025SPGI
S&P GLOBAL INC
United StatesCOM10,99910,815-184$5,799,663$5,263,769-$535,8942025-11-05
Q3 2025HWM
HOWMET AEROSPACE INC
United StatesCOM15,83512,349-3,486$2,947,369$2,423,244-$524,1252025-11-05
Q3 2025IQV
IQVIA HOLDINGS INC
United StatesCOM16,46116,185-276$2,594,089$3,074,179+$480,0902025-11-05
Q3 2025TECH
BIO-TECHNE CORP
United StatesCOM57,27244,666-12,606$2,946,644$2,484,770-$461,8742025-11-05
Q3 2025SSD
SIMPSON MANUFACTURING CO INC
United StatesCOM16,17312,613-3,560$2,511,829$2,112,173-$399,6562025-11-05
Q3 2025CP
CANADIAN PACIFIC KANSAS CITY LIMITED
COM66,27965,169-1,110$5,253,936$4,854,439-$399,4972025-11-05
Q3 2025SBUX
STARBUCKS CORP
United StatesCOM33,28832,731-557$3,050,179$2,769,043-$281,1362025-11-05
Q3 2025WM
WASTE MANAGEMENT INC
United StatesCOM20,54420,200-344$4,700,878$4,460,766-$240,1122025-11-05
Q3 2025BLD
TOPBUILD CORP
United StatesCOM8,6736,765-1,908$2,807,797$2,644,168-$163,6292025-11-05
Q3 2025UBER
UBER TECHNOLOGIES INC
United StatesCOM36,47335,862-611$3,402,931$3,513,400+$110,4692025-11-05
Q3 2025LLY
ELI LILLY & CO
United StatesCOM3,7673,704-63$2,936,490$2,826,152-$110,3382025-11-05
Q3 2025BA
BOEING CO/THE
United StatesCOM31,32330,799-524$6,563,108$6,647,348+$84,2402025-11-05
Q3 2025AMD
ADVANCED MICRO DEVICES INC
United StatesCOM26,03622,951-3,085$3,694,508$3,713,242+$18,7342025-11-05

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