Q2 2026 13F · SEC CIK 1812178

Jackson Square Capital, LLC

Wealth managerFiled 2026-07-21 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $719.0M
Reported positions: 138
Top holdings a year, 3 yrs: +38.0%
Assets under management: $564.3M

Jackson Square Capital, LLC is a wealth manager that reported 138 positions worth $719.0M in its Q2 2026 13F, filed 2026-07-21. Its largest holdings were Micron Technology Inc (MU, 14.6%), Nvidia Corporation Com (NVDA, 5.8%), Apple Inc (AAPL, 4.7%). A portfolio copying its top holdings returned 38.0% a year over the last 3 years, against 20.4% for the S&P 500.

Jackson Square Capital, LLC holdings largest 50 of 138 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Jackson Square Capital, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MUMicron Technology Inc	14.6%	7.3%	90,864	-12.4%	$104.9M
NVDANvidia Corporation Com	5.8%	7.6%	210,075	+1.2%	$42.0M
AAPLApple Inc	4.7%	6.2%	115,767	-0.8%	$33.5M
GOOGLAlphabet Inc	4.3%	3.4%	85,639	+50.6%	$30.6M
AVGOBroadcom Inc	3.9%	4.9%	74,650	-0.4%	$28.2M
COHRCoherent Corp	3.5%	3.3%	64,066	-3.5%	$25.3M
LLYLilly Eli & Co	3.1%	3.6%	18,872	+1.7%	$22.6M
LITELumentum Hldgs Inc Com	2.9%	3.7%	24,485	-2.5%	$21.0M
KLACKla Corp	2.9%	2.1%	68,560	+899.3%	$20.7M
AMZNAmazon Com Inc Com	2.8%	2.9%	83,248	+25.2%	$19.8M
LRCXLam Research Corp	2.5%	1.7%	41,406	+10.4%	$17.9M
MSFTMicrosoft Corp	2.3%	1.7%	44,525	+98.3%	$16.6M
CATCaterpillar Inc Com	2.3%	2.2%	15,546	+3.2%	$16.6M
VRTVertiv Holdings Co	2.1%	2.4%	45,745	-0.1%	$15.3M
CSCOCisco Sys Inc	2.1%	2.1%	126,470	-0.3%	$14.9M
GLWCorning Inc.	2.0%	1.5%	56,395	+4.3%	$14.4M
ANETArista Networks Inc	1.9%	1.9%	79,993	+6.4%	$13.6M
PANWPalo Alto Networks Inc	1.7%	0.8%	36,822	+62.8%	$12.6M
AMATApplied Matls Inc	1.7%	0.5%	16,863	+166.9%	$12.2M
GEVGe Vernova Inc	1.5%	1.7%	9,388	+3.5%	$11.0M
ARMArm Hldgs PLC Equity A Funsponsored ADR	1.4%	0.9%	28,218	+0.0%	$10.0M
BRK-BBerkshire Hathaway Inc Del	1.3%	1.8%	18,331	-0.1%	$9.2M
SPYSpdr S&p 500 ETF Tr	1.3%	1.7%	12,118	-1.9%	$9.0M
LINLinde PLC	1.2%	1.8%	17,081	-1.9%	$8.9M
TJXTjx Cos Inc New Com	1.2%	1.8%	57,902	+10.6%	$8.8M
CDNSCadence Design System Inc	1.2%	0.8%	22,126	+70.2%	$8.3M
HWMHowmet Aerospace Inc	1.1%	1.4%	29,802	+5.0%	$8.0M
GOOGAlphabet Inc	1.0%	1.2%	20,483	-0.2%	$7.2M
COSTCostco Whsl Corp New	0.9%	1.4%	6,908	+0.4%	$6.5M
DELLDell Technologies Inc	0.9%	—	14,872	—	$6.4M
CRWDCrowdstrike Hldgs Inc Class A	0.8%	—	7,974	—	$6.1M
ASMLAsml Hldg NV	0.7%	0.7%	2,565	+5.2%	$5.1M
ITAIshares U.s. Aerospace & Defense ETF	0.7%	0.9%	20,027	-0.0%	$4.9M
IBMInternational Business Machs	0.7%	—	16,648	—	$4.7M
NETCloudflare Inc	0.6%	0.8%	18,876	-3.7%	$4.6M
CVSCvs Caremark Corporation	0.6%	—	43,545	—	$4.5M
MRKMerck & Co. Inc	0.6%	0.9%	34,686	-0.8%	$4.5M
GEGe Aerospace	0.6%	0.8%	11,910	-7.2%	$4.5M
AMKRAmkor Technology Inc Com	0.6%	0.7%	48,185	-34.0%	$4.2M
QQQMInvesco Nasdaq 100 ETF	0.6%	0.7%	13,638	-0.7%	$4.1M
TSMTaiwan Semiconductor Manufac	0.6%	0.6%	8,317	+5.2%	$4.0M
ABBVAbbvie Inc	0.5%	0.7%	14,566	-5.0%	$3.7M
INTCIntel Corp	0.5%	—	25,045	—	$3.5M
APHAmphenol Corp	0.5%	—	19,365	—	$3.4M
EQIXEquinix Inc	0.5%	—	3,269	—	$3.4M
CIENCiena Corp	0.4%	0.6%	5,943	-14.0%	$2.9M
FNFabrinet	0.4%	0.7%	4,998	-26.4%	$2.8M
VVisa Inc Com Cl A	0.4%	0.5%	7,553	-0.2%	$2.6M
BEBloom Energy Corp	0.3%	—	8,025	—	$2.4M
NFLXNetflix Inc Total	0.3%	0.7%	33,346	-3.4%	$2.4M

What Jackson Square Capital, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +57.7% /yr; S&P 500 +20.1%
3 years: +38.0% /yr; S&P 500 +20.4%
5 years: +22.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$719.0M	138
Q1 2026	$477.0M	129
Q4 2025	$505.5M	152
Q3 2025	$458.5M	144
Q2 2025	$450.2M	144
Q1 2025	$307.6M	132
Q4 2024	$415.0M	141
Q3 2024	$403.0M	133
Q2 2024	$406.4M	126
Q1 2024	$388.4M	137
Q4 2023	$310.8M	116
Q3 2023	$249.0M	107

Questions about Jackson Square Capital, LLC's portfolio

What stocks does Jackson Square Capital, LLC own?

Jackson Square Capital, LLC's latest 13F, for Q2 2026 and filed Jul 21, 2026, lists 138 positions worth $719.0M. The largest are Micron Technology Inc (MU) at 14.6%, Nvidia Corporation Com (NVDA) at 5.8%, Apple Inc (AAPL) at 4.7%, Alphabet Inc (GOOGL) at 4.3% and Broadcom Inc (AVGO) at 3.9%.

What did Jackson Square Capital, LLC buy last quarter?

In Q2 2026, Jackson Square Capital, LLC added Kla Corp (KLAC) (+899.3% shares), Applied Matls Inc (AMAT) (+166.9% shares) and Microsoft Corp (MSFT) (+98.3% shares), compared with its Q1 2026 filing.

What did Jackson Square Capital, LLC sell last quarter?

In Q2 2026, Jackson Square Capital, LLC cut from its top 50 Dow Inc. (DOW), cut from its top 50 Johnson & Johnson (JNJ), cut from its top 50 Bristol-Myers Squibb Co Com (BMY), cut from its top 50 C H Robinson Worldwide in (CHRW), cut from its top 50 At&t Inc Com (T), Amkor Technology Inc Com (AMKR) (-34.0% shares), Fabrinet (FN) (-26.4% shares) and Ciena Corp (CIEN) (-14.0% shares), compared with its Q1 2026 filing.

How has Jackson Square Capital, LLC's portfolio performed?

A portfolio copying Jackson Square Capital, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +38.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +57.7% against +20.1%. Over 5 years: +22.0% a year against +11.6%.

When is Jackson Square Capital, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Jackson Square Capital, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Jackson Square Capital, LLC manage?

Jackson Square Capital, LLC reported $564.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $719.0M.