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Jackson Square Partners, LLC Historic Quarter Change: USA Stocks, Sold Out

Jackson Square Partners, LLC historic quarter change: USA Stocks, Sold out

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.

  • Q4 2025: Stock NVDA; Country of operation United States; Class COM; Shares before 103,004.
  • Q4 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 34,840.
  • Q4 2025: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 58,637.
  • Q4 2025: Stock AAON; Country of operation United States; Class COM PAR $0.004; Shares before 133,734.

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
Q4 2025NVDA
NVIDIA CORP
United StatesCOM103,0040-103,004$19,218,486$0-$19,218,4862026-02-13
Q4 2025MSFT
MICROSOFT CORPORATION
United StatesCOM34,8400-34,840$18,045,378$0-$18,045,3782026-02-13
Q4 2025GOOGL
ALPHABET INC CLASS A
United StatesCAP STK CL A58,6370-58,637$14,254,655$0-$14,254,6552026-02-13
Q4 2025AAON
AAON INC
United StatesCOM PAR $0.004133,7340-133,734$12,496,105$0-$12,496,1052026-02-13
Q4 2025CYBR
CYBERARK SOFTWARE LTD
SHS25,0360-25,036$12,096,143$0-$12,096,1432026-02-13
Q4 2025AMZN
AMAZON.COM INC
United StatesCOM54,4210-54,421$11,949,219$0-$11,949,2192026-02-13
Q4 2025VRT
VERTIV HOLDINGS CO
United StatesCOM CL A63,3640-63,364$9,559,093$0-$9,559,0932026-02-13
Q4 2025MEDP
MEDPACE HOLDINGS INC
United StatesCOM17,8430-17,843$9,174,157$0-$9,174,1572026-02-13
Q4 2025CDNS
CADENCE DESIGN SYSTEMS INC
United StatesCOM22,1470-22,147$7,779,355$0-$7,779,3552026-02-13
Q4 2025SBAC
SBA COMMUNICATIONS CORP
United StatesCL A35,8500-35,850$6,931,598$0-$6,931,5982026-02-13
Q4 2025BA
BOEING CO/THE
United StatesCOM30,7990-30,799$6,647,348$0-$6,647,3482026-02-13
Q4 2025MA
MASTERCARD INC
United StatesCL A10,3510-10,351$5,887,752$0-$5,887,7522026-02-13
Q4 2025FOUR
SHIFT4 PAYMENTS INC
United StatesCL A74,1000-74,100$5,735,340$0-$5,735,3402026-02-13
Q4 2025SPGI
S&P GLOBAL INC
United StatesCOM10,8150-10,815$5,263,769$0-$5,263,7692026-02-13
Q4 2025V
VISA INC
United StatesCOM CL A15,1670-15,167$5,177,710$0-$5,177,7102026-02-13
Q4 2025CP
CANADIAN PACIFIC KANSAS CITY LIMITED
COM65,1690-65,169$4,854,439$0-$4,854,4392026-02-13
Q4 2025WM
WASTE MANAGEMENT INC
United StatesCOM20,2000-20,200$4,460,766$0-$4,460,7662026-02-13
Q4 2025CME
CME GROUP INC
United StatesCOM16,0240-16,024$4,329,525$0-$4,329,5252026-02-13
Q4 2025CLH
CLEAN HARBORS INC
United StatesCOM17,0290-17,029$3,954,474$0-$3,954,4742026-02-13
Q4 2025WDAY
WORKDAY INC
United StatesCL A16,3550-16,355$3,937,139$0-$3,937,1392026-02-13
Q4 2025NOW
SERVICENOW INC
United StatesCOM4,0800-4,080$3,754,742$0-$3,754,7422026-02-13
Q4 2025ENTG
ENTEGRIS INC
United StatesCOM40,2770-40,277$3,724,011$0-$3,724,0112026-02-13
Q4 2025AMD
ADVANCED MICRO DEVICES INC
United StatesCOM22,9510-22,951$3,713,242$0-$3,713,2422026-02-13
Q4 2025HXL
HEXCEL CORP
United StatesCOM58,5660-58,566$3,672,088$0-$3,672,0882026-02-13
Q4 2025UBER
UBER TECHNOLOGIES INC
United StatesCOM35,8620-35,862$3,513,400$0-$3,513,4002026-02-13
Q4 2025WH
WYNDHAM HOTELS & RESORTS INC
United StatesCOM42,8980-42,898$3,427,550$0-$3,427,5502026-02-13
Q4 2025ISRG
INTUITIVE SURGICAL INC
United StatesCOM NEW7,1310-7,131$3,189,197$0-$3,189,1972026-02-13
Q4 2025IQV
IQVIA HOLDINGS INC
United StatesCOM16,1850-16,185$3,074,179$0-$3,074,1792026-02-13
Q4 2025SITE
SITEONE LANDSCAPE SUPPLY INC
United StatesCOM22,9660-22,966$2,958,021$0-$2,958,0212026-02-13
Q4 2025LLY
ELI LILLY & CO
United StatesCOM3,7040-3,704$2,826,152$0-$2,826,1522026-02-13
Q4 2025SBUX
STARBUCKS CORP
United StatesCOM32,7310-32,731$2,769,043$0-$2,769,0432026-02-13
Q4 2025LIN
LINDE PLC
United KingdomSHS5,7200-5,720$2,717,000$0-$2,717,0002026-02-13
Q4 2025KNSL
KINSALE CAPITAL GROUP INC
United StatesCOM6,3690-6,369$2,708,481$0-$2,708,4812026-02-13
Q4 2025ESTC
ELASTIC NV
United StatesORD SHS32,0340-32,034$2,706,553$0-$2,706,5532026-02-13
Q4 2025ACLS
AXCELIS TECHNOLOGIES INC
United StatesCOM NEW27,3350-27,335$2,668,989$0-$2,668,9892026-02-13
Q4 2025BLD
TOPBUILD CORP
United StatesCOM6,7650-6,765$2,644,168$0-$2,644,1682026-02-13
Q4 2025OKTA
OKTA INC
United StatesCL A28,3490-28,349$2,599,603$0-$2,599,6032026-02-13
Q4 2025TECH
BIO-TECHNE CORP
United StatesCOM44,6660-44,666$2,484,770$0-$2,484,7702026-02-13
Q4 2025HWM
HOWMET AEROSPACE INC
United StatesCOM12,3490-12,349$2,423,244$0-$2,423,2442026-02-13
Q4 2025STVN
STEVANATO GROUP SPA
ORD SHS93,2820-93,282$2,402,012$0-$2,402,0122026-02-13
Q4 2025SSD
SIMPSON MANUFACTURING CO INC
United StatesCOM12,6130-12,613$2,112,173$0-$2,112,1732026-02-13
Q4 2025HAPN
LENDINGCLUB CORP
United StatesCOM NEW122,6230-122,623$1,862,643$0-$1,862,6432026-02-13
Q4 2025ALGN
ALIGN TECHNOLOGY INC
United StatesCOM13,5560-13,556$1,697,482$0-$1,697,4822026-02-13
Q4 2025RYAN
RYAN SPECIALTY HOLDINGS INC
United StatesCL A28,1430-28,143$1,586,139$0-$1,586,1392026-02-13
Q4 2025BILL
BILL HOLDINGS INC
United StatesCOM28,1970-28,197$1,493,595$0-$1,493,5952026-02-13
Q4 2025NCNO
NCINO INC
United StatesCOM35,7860-35,786$970,158$0-$970,1582026-02-13

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