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).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q4 2025 | NVDA NVIDIA CORP | United States | COM | 103,004 | 0 | -103,004 | $19,218,486 | $0 | -$19,218,486 | 2026-02-13 |
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| Q4 2025 | MSFT MICROSOFT CORPORATION | United States | COM | 34,840 | 0 | -34,840 | $18,045,378 | $0 | -$18,045,378 | 2026-02-13 |
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| Q4 2025 | GOOGL ALPHABET INC CLASS A | United States | CAP STK CL A | 58,637 | 0 | -58,637 | $14,254,655 | $0 | -$14,254,655 | 2026-02-13 |
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| Q4 2025 | AAON AAON INC | United States | COM PAR $0.004 | 133,734 | 0 | -133,734 | $12,496,105 | $0 | -$12,496,105 | 2026-02-13 |
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| Q4 2025 | CYBR CYBERARK SOFTWARE LTD | | SHS | 25,036 | 0 | -25,036 | $12,096,143 | $0 | -$12,096,143 | 2026-02-13 |
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| Q4 2025 | AMZN AMAZON.COM INC | United States | COM | 54,421 | 0 | -54,421 | $11,949,219 | $0 | -$11,949,219 | 2026-02-13 |
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| Q4 2025 | VRT VERTIV HOLDINGS CO | United States | COM CL A | 63,364 | 0 | -63,364 | $9,559,093 | $0 | -$9,559,093 | 2026-02-13 |
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| Q4 2025 | MEDP MEDPACE HOLDINGS INC | United States | COM | 17,843 | 0 | -17,843 | $9,174,157 | $0 | -$9,174,157 | 2026-02-13 |
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| Q4 2025 | CDNS CADENCE DESIGN SYSTEMS INC | United States | COM | 22,147 | 0 | -22,147 | $7,779,355 | $0 | -$7,779,355 | 2026-02-13 |
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| Q4 2025 | SBAC SBA COMMUNICATIONS CORP | United States | CL A | 35,850 | 0 | -35,850 | $6,931,598 | $0 | -$6,931,598 | 2026-02-13 |
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| Q4 2025 | BA BOEING CO/THE | United States | COM | 30,799 | 0 | -30,799 | $6,647,348 | $0 | -$6,647,348 | 2026-02-13 |
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| Q4 2025 | MA MASTERCARD INC | United States | CL A | 10,351 | 0 | -10,351 | $5,887,752 | $0 | -$5,887,752 | 2026-02-13 |
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| Q4 2025 | FOUR SHIFT4 PAYMENTS INC | United States | CL A | 74,100 | 0 | -74,100 | $5,735,340 | $0 | -$5,735,340 | 2026-02-13 |
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| Q4 2025 | SPGI S&P GLOBAL INC | United States | COM | 10,815 | 0 | -10,815 | $5,263,769 | $0 | -$5,263,769 | 2026-02-13 |
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| Q4 2025 | V VISA INC | United States | COM CL A | 15,167 | 0 | -15,167 | $5,177,710 | $0 | -$5,177,710 | 2026-02-13 |
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| Q4 2025 | CP CANADIAN PACIFIC KANSAS CITY LIMITED | | COM | 65,169 | 0 | -65,169 | $4,854,439 | $0 | -$4,854,439 | 2026-02-13 |
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| Q4 2025 | WM WASTE MANAGEMENT INC | United States | COM | 20,200 | 0 | -20,200 | $4,460,766 | $0 | -$4,460,766 | 2026-02-13 |
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| Q4 2025 | CME CME GROUP INC | United States | COM | 16,024 | 0 | -16,024 | $4,329,525 | $0 | -$4,329,525 | 2026-02-13 |
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| Q4 2025 | CLH CLEAN HARBORS INC | United States | COM | 17,029 | 0 | -17,029 | $3,954,474 | $0 | -$3,954,474 | 2026-02-13 |
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| Q4 2025 | WDAY WORKDAY INC | United States | CL A | 16,355 | 0 | -16,355 | $3,937,139 | $0 | -$3,937,139 | 2026-02-13 |
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| Q4 2025 | NOW SERVICENOW INC | United States | COM | 4,080 | 0 | -4,080 | $3,754,742 | $0 | -$3,754,742 | 2026-02-13 |
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| Q4 2025 | ENTG ENTEGRIS INC | United States | COM | 40,277 | 0 | -40,277 | $3,724,011 | $0 | -$3,724,011 | 2026-02-13 |
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| Q4 2025 | AMD ADVANCED MICRO DEVICES INC | United States | COM | 22,951 | 0 | -22,951 | $3,713,242 | $0 | -$3,713,242 | 2026-02-13 |
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| Q4 2025 | HXL HEXCEL CORP | United States | COM | 58,566 | 0 | -58,566 | $3,672,088 | $0 | -$3,672,088 | 2026-02-13 |
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| Q4 2025 | UBER UBER TECHNOLOGIES INC | United States | COM | 35,862 | 0 | -35,862 | $3,513,400 | $0 | -$3,513,400 | 2026-02-13 |
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| Q4 2025 | WH WYNDHAM HOTELS & RESORTS INC | United States | COM | 42,898 | 0 | -42,898 | $3,427,550 | $0 | -$3,427,550 | 2026-02-13 |
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| Q4 2025 | ISRG INTUITIVE SURGICAL INC | United States | COM NEW | 7,131 | 0 | -7,131 | $3,189,197 | $0 | -$3,189,197 | 2026-02-13 |
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| Q4 2025 | IQV IQVIA HOLDINGS INC | United States | COM | 16,185 | 0 | -16,185 | $3,074,179 | $0 | -$3,074,179 | 2026-02-13 |
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| Q4 2025 | SITE SITEONE LANDSCAPE SUPPLY INC | United States | COM | 22,966 | 0 | -22,966 | $2,958,021 | $0 | -$2,958,021 | 2026-02-13 |
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| Q4 2025 | LLY ELI LILLY & CO | United States | COM | 3,704 | 0 | -3,704 | $2,826,152 | $0 | -$2,826,152 | 2026-02-13 |
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| Q4 2025 | SBUX STARBUCKS CORP | United States | COM | 32,731 | 0 | -32,731 | $2,769,043 | $0 | -$2,769,043 | 2026-02-13 |
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| Q4 2025 | LIN LINDE PLC | United Kingdom | SHS | 5,720 | 0 | -5,720 | $2,717,000 | $0 | -$2,717,000 | 2026-02-13 |
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| Q4 2025 | KNSL KINSALE CAPITAL GROUP INC | United States | COM | 6,369 | 0 | -6,369 | $2,708,481 | $0 | -$2,708,481 | 2026-02-13 |
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| Q4 2025 | ESTC ELASTIC NV | United States | ORD SHS | 32,034 | 0 | -32,034 | $2,706,553 | $0 | -$2,706,553 | 2026-02-13 |
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| Q4 2025 | ACLS AXCELIS TECHNOLOGIES INC | United States | COM NEW | 27,335 | 0 | -27,335 | $2,668,989 | $0 | -$2,668,989 | 2026-02-13 |
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| Q4 2025 | BLD TOPBUILD CORP | United States | COM | 6,765 | 0 | -6,765 | $2,644,168 | $0 | -$2,644,168 | 2026-02-13 |
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| Q4 2025 | OKTA OKTA INC | United States | CL A | 28,349 | 0 | -28,349 | $2,599,603 | $0 | -$2,599,603 | 2026-02-13 |
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| Q4 2025 | TECH BIO-TECHNE CORP | United States | COM | 44,666 | 0 | -44,666 | $2,484,770 | $0 | -$2,484,770 | 2026-02-13 |
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| Q4 2025 | HWM HOWMET AEROSPACE INC | United States | COM | 12,349 | 0 | -12,349 | $2,423,244 | $0 | -$2,423,244 | 2026-02-13 |
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| Q4 2025 | STVN STEVANATO GROUP SPA | | ORD SHS | 93,282 | 0 | -93,282 | $2,402,012 | $0 | -$2,402,012 | 2026-02-13 |
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| Q4 2025 | SSD SIMPSON MANUFACTURING CO INC | United States | COM | 12,613 | 0 | -12,613 | $2,112,173 | $0 | -$2,112,173 | 2026-02-13 |
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| Q4 2025 | HAPN LENDINGCLUB CORP | United States | COM NEW | 122,623 | 0 | -122,623 | $1,862,643 | $0 | -$1,862,643 | 2026-02-13 |
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| Q4 2025 | ALGN ALIGN TECHNOLOGY INC | United States | COM | 13,556 | 0 | -13,556 | $1,697,482 | $0 | -$1,697,482 | 2026-02-13 |
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| Q4 2025 | RYAN RYAN SPECIALTY HOLDINGS INC | United States | CL A | 28,143 | 0 | -28,143 | $1,586,139 | $0 | -$1,586,139 | 2026-02-13 |
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| Q4 2025 | BILL BILL HOLDINGS INC | United States | COM | 28,197 | 0 | -28,197 | $1,493,595 | $0 | -$1,493,595 | 2026-02-13 |
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| Q4 2025 | NCNO NCINO INC | United States | COM | 35,786 | 0 | -35,786 | $970,158 | $0 | -$970,158 | 2026-02-13 |
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