Jackson Square Capital, LLC
Jackson Square Capital, LLC reported 138 holdings worth US$719M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Jackson Square Capital, LLC reported 138 holdings worth US$719M as of Jun 30, 2026. Largest: Micron Technology, Inc., Nvidia Corporation and Alphabet Inc (google) Class C. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 138
- Value as reported
- US$719M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Micron Technology, Inc. | 90,864 | US$105M | 14.6% |
| Nvidia Corporation | 210K | US$42M | 5.8% |
| Alphabet Inc (google) Class C | 106K | US$37.8M | 5.3% |
| Apple Inc | 116K | US$33.5M | 4.7% |
| Broadcom Inc. | 74,650 | US$28.2M | 3.9% |
| Coherent Corp. | 64,066 | US$25.3M | 3.5% |
| Eli Lilly And Company | 18,872 | US$22.6M | 3.1% |
| Lumentum Holdings Inc. | 24,485 | US$21M | 2.9% |
| Kla Corporation | 68,560 | US$20.7M | 2.9% |
| Amazon.com, Inc. | 83,248 | US$19.8M | 2.8% |
| Lam Research Corporation | 41,406 | US$17.9M | 2.5% |
| Microsoft Corp. | 44,525 | US$16.6M | 2.3% |
| Caterpillar, Inc. | 15,546 | US$16.6M | 2.3% |
| Vertiv Holdings, Llc | 45,745 | US$15.3M | 2.1% |
| Cisco Systems, Inc. | 126K | US$14.9M | 2.1% |
| Corning Incorporated | 56,395 | US$14.4M | 2.0% |
| Arista Networks, Inc. | 79,993 | US$13.6M | 1.9% |
| Palo Alto Networks, Inc. | 36,822 | US$12.6M | 1.7% |
| Applied Materials, Inc. | 16,863 | US$12.2M | 1.7% |
| Ge Vernova Inc. | 9,388 | US$11M | 1.5% |
| Berkshire Hathaway Inc. | 18,331 | US$9.17M | 1.3% |
| Tjx Companies, Inc. (the) | 57,902 | US$8.77M | 1.2% |
| Cadence Design Systems, Inc. | 22,126 | US$8.3M | 1.2% |
| Howmet Aerospace Inc. | 29,802 | US$8.01M | 1.1% |
| Costco Wholesale Corporation | 6,908 | US$6.46M | 0.90% |
| Dell Technologies Inc. | 14,872 | US$6.42M | 0.89% |
| Crowdstrike Holdings, Inc. | 7,974 | US$6.09M | 0.85% |
| Asml Holding Nv | 2,565 | US$5.1M | 0.71% |
| International Business Machines Corporation | 16,648 | US$4.68M | 0.65% |
| Cloudflare, Inc. | 18,876 | US$4.63M | 0.64% |
| Cvs Health Corporation | 43,545 | US$4.5M | 0.63% |
| Merck & Company, Inc. | 34,686 | US$4.46M | 0.62% |
| Ge Aerospace | 11,910 | US$4.45M | 0.62% |
| Amkor Technology, Inc. | 48,185 | US$4.15M | 0.58% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 8,317 | US$3.97M | 0.55% |
| Abbvie Inc. | 14,566 | US$3.67M | 0.51% |
| Intel Corporation | 25,045 | US$3.5M | 0.49% |
| Amphenol Corporation | 19,365 | US$3.41M | 0.47% |
| Equinix, Inc. | 3,269 | US$3.41M | 0.47% |
| Ciena Corporation | 5,943 | US$2.92M | 0.41% |
| Fabrinet | 4,998 | US$2.81M | 0.39% |
| Visa Inc. | 7,553 | US$2.59M | 0.36% |
| Bloom Energy Corporation | 8,025 | US$2.43M | 0.34% |
| Netflix, Inc. | 33,346 | US$2.38M | 0.33% |
| Thermo Fisher Scientific Inc | 4,215 | US$2.11M | 0.29% |
| Johnson & Johnson | 7,767 | US$1.97M | 0.27% |
| Walmart Inc. | 17,226 | US$1.95M | 0.27% |
| Mastercard Incorporated | 3,611 | US$1.85M | 0.26% |
| Danaher Corporation | 9,260 | US$1.76M | 0.25% |
| Marvell Technology, Inc. | 5,666 | US$1.69M | 0.23% |
| Datadog, Inc. | 6,431 | US$1.67M | 0.23% |
| Entergy Corporation | 11,941 | US$1.37M | 0.19% |
| Tc Energy Corporation | 20,542 | US$1.36M | 0.19% |
| Dream Finders Homes, Inc. | 69,500 | US$1.2M | 0.17% |
| Welltower Inc. | 5,096 | US$1.16M | 0.16% |
| Synopsys, Inc. | 2,585 | US$1.15M | 0.16% |
| Bhp Group Ltd | 13,304 | US$1.11M | 0.15% |
| Rtx Corporation | 5,691 | US$1.08M | 0.15% |
| Citizens Financial Group, Inc. | 15,232 | US$1.07M | 0.15% |
| American Electric Power Company, Inc. | 7,735 | US$1.06M | 0.15% |
| L3harris Technologies, Inc. | 3,606 | US$1.05M | 0.15% |
| Argan, Inc. | 1,312 | US$1.05M | 0.15% |
| Brixmor Property Group Inc. | 33,111 | US$1.04M | 0.15% |
| Stryker Corporation | 3,130 | US$985K | 0.14% |
| Revolve Group, Inc. | 41,837 | US$958K | 0.13% |
| Corvus Pharmaceuticals, Inc. | 63,773 | US$953K | 0.13% |
| Calix, Inc | 25,000 | US$933K | 0.13% |
| Coca-cola Company (the) | 10,772 | US$875K | 0.12% |
| Huntington Ingalls Industries, Inc. | 3,122 | US$874K | 0.12% |
| Cdw Corporation | 6,195 | US$871K | 0.12% |
| Western Digital Corporation | 1,348 | US$861K | 0.12% |
| Ing Groep N.v. | 26,578 | US$834K | 0.12% |
| Ecolab Inc. | 2,831 | US$789K | 0.11% |
| Valley National Bancorp | 53,650 | US$786K | 0.11% |
| Williams Companies, Inc. (the) | 10,369 | US$771K | 0.11% |
| At&t Inc. | 36,226 | US$750K | 0.10% |
| Home Depot, Inc. (the) | 1,930 | US$681K | 0.09% |
| Tenable Holdings, Inc. | 18,321 | US$676K | 0.09% |
| Exxon Mobil Corporation | 4,928 | US$674K | 0.09% |
| Advanced Micro Devices Inc | 1,096 | US$637K | 0.09% |
| Valero Energy Corporation | 2,411 | US$628K | 0.09% |
| 3m Company | 3,770 | US$610K | 0.08% |
| Western Alliance Bancorporation | 7,224 | US$594K | 0.08% |
| Novartis Ag | 3,643 | US$571K | 0.08% |
| Bristol-myers Squibb Company | 9,490 | US$547K | 0.08% |
| Hewlett Packard Enterprise Company | 11,721 | US$529K | 0.07% |
| Epr Properties | 9,009 | US$523K | 0.07% |
| Garrett Motion Inc. | 14,404 | US$522K | 0.07% |
| Mckesson Corporation | 657 | US$496K | 0.07% |
| Shell Plc | 6,048 | US$469K | 0.07% |
| Jp Morgan Chase & Co. | 1,325 | US$434K | 0.06% |
| Amgen Inc. | 1,195 | US$433K | 0.06% |
| Digital Realty Trust, Inc. | 2,194 | US$394K | 0.05% |
| Illinois Tool Works Inc. | 1,396 | US$378K | 0.05% |
| Metlife, Inc. | 4,437 | US$375K | 0.05% |
| Canadian Natural Resources Limited | 9,323 | US$368K | 0.05% |
| Abbott Laboratories | 3,944 | US$358K | 0.05% |
| Paccar Inc. | 2,967 | US$356K | 0.05% |
| Tesla, Inc. | 836 | US$352K | 0.05% |
| Tenet Healthcare Corporation | 1,853 | US$347K | 0.05% |
Every holding of Jackson Square Capital, LLC
Source
View original at SEC
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