Jackson Square Capital, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 21, 2026, Jackson Square Capital, Llc disclosed 138 stock positions valued at approximately $718.99M as of quarter-end June 30, 2026. The largest holdings include MICRON TECHNOLOGY INC, NVIDIA CORPORATION, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 138
- Portfolio Value
- $718.99M
Holdings by Sector
Jackson Square Capital, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICRON TECHNOLOGY INC | MU | Technology | 14.59% | 90,864 | -12,806 | -12.35% | $104,883,407 |
| NVIDIA CORPORATION | NVDA | Technology | 5.85% | 210,075 | +2,542 | +1.22% | $42,033,884 |
| APPLE INC | AAPL | Technology | 4.66% | 115,767 | -916 | -0.79% | $33,498,284 |
| ALPHABET INC | GOOGL | Communication Services | 4.26% | 85,639 | +28,783 | +50.62% | $30,604,815 |
| BROADCOM INC | AVGO | Technology | 3.92% | 74,650 | -319 | -0.43% | $28,199,038 |
| COHERENT CORP | COHR | Technology | 3.51% | 64,066 | -2,328 | -3.51% | $25,272,115 |
| ELI LILLY & CO | LLY | Healthcare | 3.15% | 18,872 | +309 | +1.66% | $22,635,643 |
| LUMENTUM HLDGS INC | LITE | Technology | 2.92% | 24,485 | -623 | -2.48% | $21,009,599 |
| KLA CORP | KLAC | Technology | 2.88% | 68,560 | +61,699 | +899.27% | $20,685,238 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.76% | 83,248 | +16,779 | +25.24% | $19,841,360 |
| LAM RESEARCH CORP | LRCX | Other | 2.50% | 41,406 | +3,913 | +10.44% | $17,942,462 |
| MICROSOFT CORP | MSFT | Technology | 2.31% | 44,525 | +22,072 | +98.30% | $16,608,609 |
| CATERPILLAR INC | CAT | Industrials | 2.30% | 15,546 | +485 | +3.22% | $16,554,935 |
| VERTIV HOLDINGS CO | VRT | Industrials | 2.13% | 45,745 | -37 | -0.08% | $15,316,341 |
| CISCO SYS INC | CSCO | Technology | 2.07% | 126,470 | -443 | -0.35% | $14,855,159 |
| CORNING INC | GLW | Technology | 2.00% | 56,395 | +2,335 | +4.32% | $14,404,975 |
| ARISTA NETWORKS INC | ANET | Other | 1.89% | 79,993 | +4,807 | +6.39% | $13,589,211 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.75% | 36,822 | +14,205 | +62.81% | $12,557,038 |
| APPLIED MATLS INC | AMAT | Technology | 1.70% | 16,863 | +10,544 | +166.86% | $12,191,949 |
| GE VERNOVA INC | GEV | Utilities | 1.53% | 9,388 | +318 | +3.51% | $11,029,586 |
| ARM HOLDINGS PLC | ARM | Technology | 1.39% | 28,218 | - | - | $10,005,256 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.28% | 18,331 | -17 | -0.09% | $9,172,649 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.26% | 12,118 | -232 | -1.88% | $9,049,004 |
| LINDE PLC | LIN | Other | 1.23% | 17,081 | -326 | -1.87% | $8,864,014 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.22% | 57,902 | +5,569 | +10.64% | $8,772,153 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 1.15% | 22,126 | +9,126 | +70.20% | $8,304,330 |
| HOWMET AEROSPACE INC | HWM | Industrials | 1.11% | 29,802 | +1,423 | +5.01% | $8,012,566 |
| ALPHABET INC | GOOG | Communication Services | 1.01% | 20,483 | -45 | -0.22% | $7,237,172 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.90% | 6,908 | +25 | +0.36% | $6,462,087 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.89% | 14,872 | +10,652 | +252.42% | $6,416,673 |
Showing 30 of 138 holdings in the latest reporting period.