Jackson Square Partners, LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, Jackson Square Partners, LLC opened 0 positions, added to 0, reduced 0, sold out of 46 and left 0 unchanged. The largest increase in value was NCNO (-$970,158); the largest decrease was NVDA (-$19,218,486).
- NVDA: Country of operation United States; Class COM; Shares 2025-09-30 103,004; Shares 2025-12-31 0.
- MSFT: Country of operation United States; Class COM; Shares 2025-09-30 34,840; Shares 2025-12-31 0.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2025-09-30 58,637; Shares 2025-12-31 0.
- AAON: Country of operation United States; Class COM PAR $0.004; Shares 2025-09-30 133,734; Shares 2025-12-31 0.
Two Form 13F-HR filings compared (SEC CIK 1605911): 2025-09-30 (filed 2025-11-05) and 2025-12-31 (filed 2026-02-13). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-09-30 | Shares 2025-12-31 | Share change | Value 2025-09-30 | Value 2025-12-31 | Value change |
|---|
NVDA
NVIDIA CORP | United States | COM | 103,004 | 0 | -103,004 | $19,218,486 | $0 | -$19,218,486 |
|---|
MSFT
MICROSOFT CORPORATION | United States | COM | 34,840 | 0 | -34,840 | $18,045,378 | $0 | -$18,045,378 |
|---|
GOOGL
ALPHABET INC CLASS A | United States | CAP STK CL A | 58,637 | 0 | -58,637 | $14,254,655 | $0 | -$14,254,655 |
|---|
AAON
AAON INC | United States | COM PAR $0.004 | 133,734 | 0 | -133,734 | $12,496,105 | $0 | -$12,496,105 |
|---|
CYBR
CYBERARK SOFTWARE LTD | | SHS | 25,036 | 0 | -25,036 | $12,096,143 | $0 | -$12,096,143 |
|---|
AMZN
AMAZON.COM INC | United States | COM | 54,421 | 0 | -54,421 | $11,949,219 | $0 | -$11,949,219 |
|---|
VRT
VERTIV HOLDINGS CO | United States | COM CL A | 63,364 | 0 | -63,364 | $9,559,093 | $0 | -$9,559,093 |
|---|
MEDP
MEDPACE HOLDINGS INC | United States | COM | 17,843 | 0 | -17,843 | $9,174,157 | $0 | -$9,174,157 |
|---|
CDNS
CADENCE DESIGN SYSTEMS INC | United States | COM | 22,147 | 0 | -22,147 | $7,779,355 | $0 | -$7,779,355 |
|---|
SBAC
SBA COMMUNICATIONS CORP | United States | CL A | 35,850 | 0 | -35,850 | $6,931,598 | $0 | -$6,931,598 |
|---|
BA
BOEING CO/THE | United States | COM | 30,799 | 0 | -30,799 | $6,647,348 | $0 | -$6,647,348 |
|---|
MA
MASTERCARD INC | United States | CL A | 10,351 | 0 | -10,351 | $5,887,752 | $0 | -$5,887,752 |
|---|
FOUR
SHIFT4 PAYMENTS INC | United States | CL A | 74,100 | 0 | -74,100 | $5,735,340 | $0 | -$5,735,340 |
|---|
SPGI
S&P GLOBAL INC | United States | COM | 10,815 | 0 | -10,815 | $5,263,769 | $0 | -$5,263,769 |
|---|
V
VISA INC | United States | COM CL A | 15,167 | 0 | -15,167 | $5,177,710 | $0 | -$5,177,710 |
|---|
CP
CANADIAN PACIFIC KANSAS CITY LIMITED | | COM | 65,169 | 0 | -65,169 | $4,854,439 | $0 | -$4,854,439 |
|---|
WM
WASTE MANAGEMENT INC | United States | COM | 20,200 | 0 | -20,200 | $4,460,766 | $0 | -$4,460,766 |
|---|
CME
CME GROUP INC | United States | COM | 16,024 | 0 | -16,024 | $4,329,525 | $0 | -$4,329,525 |
|---|
CLH
CLEAN HARBORS INC | United States | COM | 17,029 | 0 | -17,029 | $3,954,474 | $0 | -$3,954,474 |
|---|
WDAY
WORKDAY INC | United States | CL A | 16,355 | 0 | -16,355 | $3,937,139 | $0 | -$3,937,139 |
|---|
NOW
SERVICENOW INC | United States | COM | 4,080 | 0 | -4,080 | $3,754,742 | $0 | -$3,754,742 |
|---|
ENTG
ENTEGRIS INC | United States | COM | 40,277 | 0 | -40,277 | $3,724,011 | $0 | -$3,724,011 |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 22,951 | 0 | -22,951 | $3,713,242 | $0 | -$3,713,242 |
|---|
HXL
HEXCEL CORP | United States | COM | 58,566 | 0 | -58,566 | $3,672,088 | $0 | -$3,672,088 |
|---|
UBER
UBER TECHNOLOGIES INC | United States | COM | 35,862 | 0 | -35,862 | $3,513,400 | $0 | -$3,513,400 |
|---|
WH
WYNDHAM HOTELS & RESORTS INC | United States | COM | 42,898 | 0 | -42,898 | $3,427,550 | $0 | -$3,427,550 |
|---|
ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 7,131 | 0 | -7,131 | $3,189,197 | $0 | -$3,189,197 |
|---|
IQV
IQVIA HOLDINGS INC | United States | COM | 16,185 | 0 | -16,185 | $3,074,179 | $0 | -$3,074,179 |
|---|
SITE
SITEONE LANDSCAPE SUPPLY INC | United States | COM | 22,966 | 0 | -22,966 | $2,958,021 | $0 | -$2,958,021 |
|---|
LLY
ELI LILLY & CO | United States | COM | 3,704 | 0 | -3,704 | $2,826,152 | $0 | -$2,826,152 |
|---|
SBUX
STARBUCKS CORP | United States | COM | 32,731 | 0 | -32,731 | $2,769,043 | $0 | -$2,769,043 |
|---|
LIN
LINDE PLC | United Kingdom | SHS | 5,720 | 0 | -5,720 | $2,717,000 | $0 | -$2,717,000 |
|---|
KNSL
KINSALE CAPITAL GROUP INC | United States | COM | 6,369 | 0 | -6,369 | $2,708,481 | $0 | -$2,708,481 |
|---|
ESTC
ELASTIC NV | United States | ORD SHS | 32,034 | 0 | -32,034 | $2,706,553 | $0 | -$2,706,553 |
|---|
ACLS
AXCELIS TECHNOLOGIES INC | United States | COM NEW | 27,335 | 0 | -27,335 | $2,668,989 | $0 | -$2,668,989 |
|---|
BLD
TOPBUILD CORP | United States | COM | 6,765 | 0 | -6,765 | $2,644,168 | $0 | -$2,644,168 |
|---|
OKTA
OKTA INC | United States | CL A | 28,349 | 0 | -28,349 | $2,599,603 | $0 | -$2,599,603 |
|---|
TECH
BIO-TECHNE CORP | United States | COM | 44,666 | 0 | -44,666 | $2,484,770 | $0 | -$2,484,770 |
|---|
HWM
HOWMET AEROSPACE INC | United States | COM | 12,349 | 0 | -12,349 | $2,423,244 | $0 | -$2,423,244 |
|---|
STVN
STEVANATO GROUP SPA | | ORD SHS | 93,282 | 0 | -93,282 | $2,402,012 | $0 | -$2,402,012 |
|---|
SSD
SIMPSON MANUFACTURING CO INC | United States | COM | 12,613 | 0 | -12,613 | $2,112,173 | $0 | -$2,112,173 |
|---|
HAPN
LENDINGCLUB CORP | United States | COM NEW | 122,623 | 0 | -122,623 | $1,862,643 | $0 | -$1,862,643 |
|---|
ALGN
ALIGN TECHNOLOGY INC | United States | COM | 13,556 | 0 | -13,556 | $1,697,482 | $0 | -$1,697,482 |
|---|
RYAN
RYAN SPECIALTY HOLDINGS INC | United States | CL A | 28,143 | 0 | -28,143 | $1,586,139 | $0 | -$1,586,139 |
|---|
BILL
BILL HOLDINGS INC | United States | COM | 28,197 | 0 | -28,197 | $1,493,595 | $0 | -$1,493,595 |
|---|
NCNO
NCINO INC | United States | COM | 35,786 | 0 | -35,786 | $970,158 | $0 | -$970,158 |
|---|