StockDriftsStockDriftsTop 50 Jackson Square Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 12.62% | 78.7K | $83.8M | -13.38%(-12.16K) | $75.48(+1098.93%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 6.7% | 194.8K | $44.5M | -7.28%(-15.29K) | $58.29(+272.40%) | 2026-09-30 | |
| AAPL | APPLE INC | 6.27% | 125.0K | $41.6M | +8.01%(+9.28K) | $186.12(+84.26%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 4.97% | 95.9K | $33.0M | +11.99%(+10.27K) | $227.28(+51.43%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 4.05% | 52.5K | $26.9M | +17.91%(+7.98K) | $349.92(+52.47%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 3.69% | 69.8K | $24.5M | -6.52%(-4.87K) | $70.26(+376.22%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 3.27% | 18.8K | $21.7M | -0.48%(-90) | $402.00(+208.54%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.19% | 85.0K | $21.2M | +2.05%(+1.70K) | $163.17(+60.84%) | 2026-09-30 | |
| LITE | LUMENTUM HLDGS INC | 2.75% | 18.8K | $18.3M | -23.23%(-5.69K) | $149.60(+457.81%) | 2026-09-30 | |
| ANET | ARISTA NETWORKS INC | 2.45% | 79.8K | $16.2M | -0.26%(-207) | $67.58(+170.71%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +43.25% | +193.96% | +22.91% | +180.51% |
| Top 20 Holdings Unweighted | +39.36% | +170.64% | +20.57% | +154.75% |
Jackson Square Capital LLC reports $667.27M in US-listed equity holdings across 143 positions in its most recent 13F filing. Its largest disclosed positions are MU (12.6%), NVDA (6.7%) and AAPL (6.3%). The top 20 holdings account for 68.03% of reported assets. Its disclosed equity book has returned +193.96% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Jackson Square Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1812178). View Jackson Square Capital LLC’s 13F filings on SEC