JS

Jackson Square Partners, LLC

13F
Jackson Square Partners, LLC
Last update 2025-05-12 55 Stocks (3 new)
Value $744.00 Mil Turnover 14 %
Countries:

Jackson Square Partners, LLC Profile

Jackson Square Partners is a private investment manager that was founded in 2013 and is based out of San Francisco. The company was formed out of a joint venture between Delaware Investments and the company’s San Francisco based Focus Growth team. Jackson Square Partners was officially established in early 2014 and is jointly owned by the Focus Growth team and Delaware Investments. The idea for the joint venture came out of a need for both groups to be able to work towards achieving their “long-term business objectives while continuing to deliver the high level of service clients expect,” marking a strategic evolution in the relationship between Delaware Investments and the Focus Growth team. The Focus Growth team was originally created in 2005 to address the core philosophy of “identifying and nurturing exceptional investment talent” and “combining that talent with a strong operating platform and our focus on putting client needs first.” Delaware Investments has decided that, although the Focus Growth team has grown significantly since its inception and produced good results for its managed assets, it is reaching its full capacity and now must restructure its business to cope with the new stage. Jackson Square Partners would serve as the structure for both groups to be able to funnel new expansions into and be able to provide new opportunities to its clients. When the company was formed, approximately $17 billion in institutional assets was moved to Jackson Square Partners with the intent that the company would sub-advise Delaware Investment’s mutual funds and other pooled vehicles as well as manage accounts currently held by the Focus Growth team. As of 2014, the newly formed Jackson Square Partners held over $24 billion in total assets under management and is expected to experience fast growth. Currently, the company focuses its investments in the services and technology sectors, which along makes up over half of its total assets.
Jackson Square Partners, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SBAC
SBA Communications Corp
137,650
30,284.4
+436.06%
4.070
+3.31%
0.130
+3.92%
+18.62%
25,717.0
REITs
WH
Wyndham Hotels & Resorts Inc
330,231
29,889.2
-16.77%
4.020
-0.70%
0.430
+9.33%
-11.92%
6,770.4
Travel & Leisure
KNSL
Kinsale Capital Group Inc
53,271
25,927.5
+30.92%
3.490
+0.82%
0.230
-0.45%
+4.43%
11,314.7
Insurance
CLH
Clean Harbors Inc
131,108
25,841.4
-16.86%
3.480
-0.64%
0.240
+9.07%
-1.24%
12,178.1
Waste Management
STVN
Stevanato Group SpA
1,157,937
23,645.1
-28.85%
3.180
-1.06%
0.420
+13.69%
+12.75%
6,686.0
Medical Devices & Instruments
OKTA
Okta Inc
218,237
22,962.9
-16.77%
3.090
-0.36%
0.120
+1.40%
+21.38%
16,745.8
Software
MOH
Molina Healthcare Inc
66,341
21,852.1
-16.55%
2.940
-0.40%
0.120
-43.75%
-37.94%
9,790.7
Healthcare Plans
ALGN
Align Technology Inc
135,503
21,526.0
+14.21%
2.900
+0.36%
0.190
+11.61%
-6.93%
14,066.4
Medical Devices & Instruments
SITE
SiteOne Landscape Supply Inc
176,755
21,465.1
+2,732.16%
2.890
+2.79%
0.390
+12.91%
-2.36%
5,765.2
Industrial Distribution
MKTX
MarketAxess Holdings Inc
97,715
21,140.6
-16.78%
2.840
-0.46%
0.260
-4.95%
-6.11%
7,900.5
Capital Markets

Jackson Square Partners, LLC's Historical Top Holdings Breakdowns

Jackson Square Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SBAC
SBA Communications Corp
2025-03-31
Add
Add
+3.31%
â—Ź
192.76 ($209.35) 224.91
$239.35
14.33%
Add 436.06%
137,650
111,972
SGHT
Sight Sciences Inc
2025-03-31
Sold Out
Sold Out
-3.17%
â—Ź
2.36 ($2.82) 3.58
$3.57
26.60%
Sold Out
0
-230,997
AAON
AAON Inc
2025-03-31
New Buy
New Buy
+2.82%
â—Ź
73.52 ($103.13) 136.95
$76.00
-26.31%
New holding
268,297
268,297
SITE
SiteOne Landscape Supply Inc
2025-03-31
Add
Add
+2.79%
â—Ź
120.25 ($132.62) 147.7
$128.66
-2.99%
Add 2732.16%
176,755
170,514
GGG
Graco Inc
2025-03-31
Sold Out
Sold Out
-2.68%
â—Ź
80.53 ($84.64) 87.54
$87.20
3.02%
Sold Out
0
-305,917
CRL
Charles River Laboratories International Inc
Charles River Laboratories International Inc
2025-03-31
Sold Out
Sold Out
-2.59%
â—Ź
150.52 ($167.66) 190.14
$163.36
-2.56%
Sold Out
0
-134,927
WIX
Wix.com Ltd
2025-03-31
Sold Out
Sold Out
-2.55%
â—Ź
163.38 ($207.73) 246.76
$154.57
-25.59%
Sold Out
0
-114,320
VRT
Vertiv Holdings Co
2025-03-31
New Buy
New Buy
+2.16%
â—Ź
72.2 ($106.44) 153.49
$125.29
17.71%
New holding
222,132
222,132
AZPN Unlock Delisted
Aspen Technology Inc
2025-03-31
Sold Out
Sold Out
-2.05%
â—Ź
249.06 ($260.82) 274.8
$264.33
1.35%
Sold Out
0
-78,798
LC
LendingClub Corp
2025-03-31
Reduce
Reduce
-1.53%
â—Ź
10.25 ($13.41) 17.51
$12.97
-3.28%
Reduce -31.87%
1,935,248
-905,128

Jackson Square Partners, LLC Total Holding History ($B)

To

Jackson Square Partners, LLC's Asset Allocation

To

Jackson Square Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Jackson Square Partners, LLC's Hypothetical Growth since 2025-03-31

Jackson Square Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Jackson Square Partners, LLC's Holdings Heat Map

Size field:

Jackson Square Partners, LLC's Holdings Bubble Chart

Jackson Square Partners, LLC News

  • 1

Discussions on Jackson Square Partners, LLC

No discussions yet.