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JACKSON SQUARE CAPITAL, LLC13F | |
| JACKSON SQUARE CAPITAL, LLC | |
| Last update 2025-07-10 | 146 Stocks (33 new) |
| Value $450.00 Mil | Turnover 29 % |
JACKSON SQUARE CAPITAL, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 196,817 | 31,095.1 | +25.77% | 6.910 | +1.42% | 0.000 | +48.21% | +22.20% | 4,001,266.5 | Semiconductors | |
AVGO | Broadcom Inc | 85,697 | 23,622.4 | +2.76% | 5.250 | +0.14% | 0.000 | +54.88% | +19.52% | 1,296,276.6 | Semiconductors | |
MSFT | Microsoft Corp | 39,029 | 19,413.4 | +7.49% | 4.310 | +0.30% | 0.000 | +29.95% | +19.80% | 3,738,718.2 | Software | |
AMZN | Amazon.com Inc | 82,560 | 18,112.9 | +26.15% | 4.020 | +0.83% | 0.000 | +23.92% | +2.87% | 2,396,004.6 | Retail - Cyclical | |
LLY | Eli Lilly and Co | 20,311 | 15,833.0 | +6.00% | 3.520 | +0.20% | 0.000 | +6.18% | +3.93% | 717,596.0 | Drug Manufacturers | |
MU | Micron Technology Inc | 116,233 | 14,325.7 | +17.08% | 3.180 | +0.46% | 0.010 | +67.17% | +41.25% | 132,739.4 | Semiconductors | |
AAPL | Apple Inc | 67,670 | 13,883.8 | -24.94% | 3.080 | -1.62% | 0.000 | +3.15% | -16.49% | 3,115,912.0 | Hardware | |
CYBR | CyberArk Software Ltd | 25,455 | 10,357.1 | +1.08% | 2.300 | +0.02% | 0.050 | +9.81% | +13.17% | 18,962.2 | Software | |
T | AT&T Inc | 353,133 | 10,219.7 | +21.59% | 2.270 | +0.40% | 0.000 | +0.85% | +23.29% | 195,432.6 | Telecommunication Services | |
BRK.B | Berkshire Hathaway Inc | 20,286 | 9,854.3 | -0.37% | 2.190 | -0.01% | 0.000 | -10.05% | +5.08% | 1,027,045.0 | Insurance |
JACKSON SQUARE CAPITAL, LLC's Historical Top Holdings Breakdowns
JACKSON SQUARE CAPITAL, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -1.62% | 172.42 ($202.27) 223.89 | $208.62 | 3.14% | Reduce -24.94% | 67,670 | -22,488 | |
MRVL | Marvell Technology Inc | 2025-06-30 | Add Add | +1.60% | 49.38 ($62.41) 79.97 | $72.51 | 16.18% | Add 2458.4% | 97,424 | 93,616 | |
QQQM | Invesco NASDAQ 100 ETF | 2025-06-30 | New Buy New Buy | +1.47% | 171.4 ($204.58) 227.1 | $228.94 | 11.91% | New holding | 29,086 | 29,086 | |
VRT | Vertiv Holdings Co | 2025-06-30 | New Buy New Buy | +1.43% | 59.41 ($96.85) 128.41 | $124.72 | 28.78% | New holding | 50,123 | 50,123 | |
NVDA | NVIDIA Corp | 2025-06-30 | Add Add | +1.42% | 94.31 ($125.57) 157.99 | $164.07 | 30.66% | Add 25.77% | 196,817 | 40,331 | |
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Add Add | +1.35% | 496.48 ($571.44) 617.85 | $624.81 | 9.34% | Add 166.36% | 15,766 | 9,847 | |
BSX | Boston Scientific Corp | 2025-06-30 | New Buy New Buy | +1.34% | 89.7 ($101.18) 107.41 | $104.33 | 3.11% | New holding | 56,306 | 56,306 | |
NET | Cloudflare Inc | 2025-06-30 | Add Add | +1.26% | 97.08 ($144.67) 195.83 | $182.90 | 26.43% | Add 236.27% | 41,311 | 29,026 | |
TRMB | Trimble Inc | 2025-06-30 | New Buy New Buy | +1.15% | 55.12 ($67.15) 75.98 | $80.20 | 19.43% | New holding | 68,259 | 68,259 | |
MA | Mastercard Inc | 2025-06-30 | Reduce Reduce | -1.13% | 479.92 ($552.94) 590.74 | $553.02 | 0.01% | Reduce -53.22% | 5,566 | -6,332 |
JACKSON SQUARE CAPITAL, LLC Total Holding History ($B)
JACKSON SQUARE CAPITAL, LLC's Asset Allocation
JACKSON SQUARE CAPITAL, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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JACKSON SQUARE CAPITAL, LLC's Hypothetical Growth since 2025-06-30
JACKSON SQUARE CAPITAL, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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JACKSON SQUARE CAPITAL, LLC's Holdings Heat Map
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JACKSON SQUARE CAPITAL, LLC's Holdings Bubble Chart
JACKSON SQUARE CAPITAL, LLC News
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