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Jackson Square Partners, LLC
Jackson Square Partners, LLC is an independent, majority employee-owned investment manager headquartered in San Francisco, specializing in long-only, growth-oriented equity investing. The firm seeks superior long-term, risk-adjusted returns by building concentrated portfolios of companies with strong business models, attractive cash flows, and potential for consistent growth in intrinsic business value. The firm serves institutional investors and consultants through separately managed accounts, mutual funds, collective investment trusts, and private funds. The investment team and philosophy originated at Transamerica more than 20 years ago, evolving through autonomous structures within larger asset managers before becoming fully independent in 2014.
Investment Strategy
Long-only, growth-oriented equity investing with a focus on concentrated, conviction-weighted portfolios of companies that exhibit strong business models, sustainable competitive advantages, and the potential for consistent long-term growth in intrinsic business value. The team emphasizes fundamental, bottom-up stock selection, with a preference for holding investments for three to five years or more. Investment strategies include Global Growth, Large-Cap Growth, Small-Cap Growth, and SMID-Cap Growth. The process is research-intensive, focusing on fundamental change at the company, industry, or product level rather than quantitative screens.
Latest 13F Filing Activity
Jackson Square Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 54 equity positions with a total 13F market value of $270M. The fund increased holdings in Nvidia Corporation, Unitedhealth Group Inc., Neogen Corp. among other positions. Jackson Square Partners, LLC reduced exposure to Wyndham Hotels & Resorts Inc., Kinsale Cap Group Inc., Sba Communications Corp. New CL A among others.
Top Holdings
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 8.02% | $21.7M | 43,581 | $47.71 | $497.41 | +$1.4M |
N NVDA | NVIDIA CORPORATION | 7.73% | $20.9M | 132,334 | $27.29 | $157.99 | +$4.4M |
A AMZN | AMAZON COM INC | 5.43% | $14.7M | 66,922 | $99.11 | $219.39 | +$54.3K |
V VRT | VERTIV HOLDINGS CO CL A | 4.03% | $10.9M | 84,919 | $72.20 | $128.41 | -$5.1M |
| ALPHABET INC Class A | 3.89% | $10.5M | 59,635 | $129.00 | $176.23 | -$85.1K |
Industry Allocation
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