JACKSON SQUARE CAPITAL, LLC 13F Portfolio
JACKSON SQUARE CAPITAL, LLC runs JACKSON SQUARE CAPITAL, LLC and currently holds 138 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $718.99M. Their top holdings are MU, NVDA, AAPL, GOOGL, AVGO. The top five represent 33.3% of reported portfolio weight. JACKSON SQUARE CAPITAL, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, JACKSON SQUARE CAPITAL, LLC initiated 9 new positions. They added to 43 existing positions. They trimmed 41 positions. Their current best-performing preview position is MU with returns of +241.67%.
Portfolio Value
$718.99M
Alpha Score
138.2
#0 of 1000
Holdings
138
JACKSON SQUARE CAPITAL, LLC Current 13F Holdings
Reported holdings from JACKSON SQUARE CAPITAL, LLC's latest SEC 13F filing, ranked by portfolio weight.
138 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
MU MICRON TECHNOLOGY INC | 14.59% | $87.16 | $1,029.00 | +1,080.59% | Trimmed -12.35% |
NVDA NVIDIA CORPORATION | 5.85% | $64.61 | $229.28 | +254.87% | Added +1.22% |
AAPL APPLE INC | 4.66% | $190.31 | $336.68 | +76.91% | Trimmed -0.79% |
GOOGL ALPHABET INC | 4.26% | $236.83 | $351.66 | +48.49% | Added +50.62% |
AVGO BROADCOM INC | 3.92% | $78.17 | $361.54 | +362.50% | Trimmed -0.43% |
COHR COHERENT CORP | 3.51% | $83.42 | $312.66 | +274.80% | Trimmed -3.51% |
LLY ELI LILLY & CO | 3.15% | $422.13 | $1,178.52 | +179.18% | Added +1.66% |
LITE LUMENTUM HLDGS INC | 2.92% | $198.69 | $1,103.36 | +455.31% | Trimmed -2.48% |
KLAC KLA CORP | 2.88% | $78.95 | $195.57 | +147.71% | Added +899.27% |
AMZN AMAZON COM INC | 2.76% | $170.51 | $262.43 | +53.91% | Added +25.24% |
Showing 1-10 of 138