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JACKSON SQUARE CAPITAL, LLC 13F portfolio summary

JACKSON SQUARE CAPITAL, LLC of JACKSON SQUARE CAPITAL, LLC has 138 current stock holdings with a reported portfolio value of $719.0M. The portfolio 1 year return is +72.84%. Top holdings include MU (14.59%), NVDA (5.85%), AAPL (4.66%), GOOGL (4.26%), AVGO (3.92%).

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JACKSON SQUARE CAPITAL, LLC

JACKSON SQUARE CAPITAL, LLC
Latest filing: 2026-06-30

JACKSON SQUARE CAPITAL, LLC runs JACKSON SQUARE CAPITAL, LLC and currently holds 138 stock positions, which is fewer than the average of 230 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%.

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Top 5 Holdings
MU14.6%
NVDA5.8%
AAPL4.7%
GOOGL4.3%
AVGO3.9%
Top 5: 33.3%
Portfolio Returns
1 Year
+72.84%
#0/1000
3 Year
+162.76%
#0/1000
5 Year
+176.33%
#0/1000

Portfolio Value

$718.99M

Alpha Score

138.2

#0 of 1000

Holdings

138

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138 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
MU
MICRON TECHNOLOGY INC
14.59%$87.16$966.78+1,009.20%
Trimmed
-12.35%
NVDA
NVIDIA CORPORATION
5.85%$64.61$214.76+232.39%
Added
+1.22%
AAPL
APPLE INC
4.66%$190.31$309.35+62.55%
Trimmed
-0.79%
GOOGL
ALPHABET INC
4.26%$236.83$344.82+45.60%
Added
+50.62%
AVGO
BROADCOM INC
3.92%$78.17$368.45+371.34%
Trimmed
-0.43%
COHR
COHERENT CORP
3.51%$83.42$289.26+246.75%
Trimmed
-3.51%
LLY
ELI LILLY & CO
3.15%$422.13$1,254.77+197.25%
Added
+1.66%
LITE
LUMENTUM HLDGS INC
2.92%$198.69$866.71+336.21%
Trimmed
-2.48%
KLAC
KLA CORP
2.88%$78.95$183.99+133.05%
Added
+899.27%
AMZN
AMAZON COM INC
2.76%$170.51$258.63+51.68%
Added
+25.24%

Showing 1-10 of 138