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JACKSON SQUARE CAPITAL, LLC 13F holdings

Filed 2026-07-21 · JACKSON SQUARE CAPITAL, LLC · 138 positions · $719.0M

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TickerCompanySharesValue% of portfolio
MUMICRON TECHNOLOGY INC90.9K$104.9M14.6%
NVDANVIDIA CORPORATION210.1K$42.0M5.8%
AAPLAPPLE INC115.8K$33.5M4.7%
GOOGLALPHABET INC85.6K$30.6M4.3%
AVGOBROADCOM INC74.7K$28.2M3.9%
COHRCOHERENT CORP64.1K$25.3M3.5%
LLYELI LILLY & CO18.9K$22.6M3.1%
LITELUMENTUM HLDGS INC24.5K$21.0M2.9%
KLACKLA CORP68.6K$20.7M2.9%
AMZNAMAZON COM INC83.2K$19.8M2.8%
LRCXLAM RESEARCH CORP41.4K$17.9M2.5%
MSFTMICROSOFT CORP44.5K$16.6M2.3%
CATCATERPILLAR INC15.5K$16.6M2.3%
VRTVERTIV HOLDINGS CO45.7K$15.3M2.1%
CSCOCISCO SYS INC126.5K$14.9M2.1%
GLWCORNING INC56.4K$14.4M2.0%
ANETARISTA NETWORKS INC80.0K$13.6M1.9%
PANWPALO ALTO NETWORKS INC36.8K$12.6M1.7%
AMATAPPLIED MATLS INC16.9K$12.2M1.7%
GEVGE VERNOVA INC9.4K$11.0M1.5%
ARMARM HOLDINGS PLC28.2K$10.0M1.4%
BRK-BBERKSHIRE HATHAWAY INC DEL18.3K$9.2M1.3%
SPYSTATE STR SPDR S&P 500 ETF T12.1K$9.0M1.3%
LINLINDE PLC17.1K$8.9M1.2%
TJXTJX COS INC NEW57.9K$8.8M1.2%
CDNSCADENCE DESIGN SYSTEM INC22.1K$8.3M1.2%
HWMHOWMET AEROSPACE INC29.8K$8.0M1.1%
GOOGALPHABET INC20.5K$7.2M1.0%
COSTCOSTCO WHOLESALE CORPORATION6.9K$6.5M0.9%
DELLDELL TECHNOLOGIES INC14.9K$6.4M0.9%
CRWDCROWDSTRIKE HLDGS INC8.0K$6.1M0.8%
ASMLASML HLDG NV2.6K$5.1M0.7%
ITAISHARES TR20.0K$4.9M0.7%
IBMINTERNATIONAL BUSINESS MACHS16.6K$4.7M0.7%
NETCLOUDFLARE INC18.9K$4.6M0.6%
CVSCVS HEALTH CORP43.5K$4.5M0.6%
MRKMERCK & CO INC34.7K$4.5M0.6%
GEGE AEROSPACE11.9K$4.5M0.6%
AMKRAMKOR TECHNOLOGY INC48.2K$4.2M0.6%
QQQMINVESCO EXCH TRADED FD TR II13.6K$4.1M0.6%
TSMTAIWAN SEMICONDUCTOR MANUFAC8.3K$4.0M0.6%
ABBVABBVIE INC14.6K$3.7M0.5%
INTCINTEL CORP25.0K$3.5M0.5%
APHAMPHENOL CORP19.4K$3.4M0.5%
EQIXEQUINIX INC3.3K$3.4M0.5%
CIENCIENA CORP5.9K$2.9M0.4%
FNFABRINET5.0K$2.8M0.4%
VVISA INC7.6K$2.6M0.4%
BEBLOOM ENERGY CORP8.0K$2.4M0.3%
NFLXNETFLIX INC.33.3K$2.4M0.3%
TMOTHERMO FISHER SCIENTIFIC INC4.2K$2.1M0.3%
JNJJOHNSON & JOHNSON7.8K$2.0M0.3%
WMTWALMART INC17.2K$2.0M0.3%
XLKSELECT SECTOR SPDR TR9.8K$1.9M0.3%
MAMASTERCARD INCORPORATED3.6K$1.9M0.3%
DHRDANAHER CORP DEL9.3K$1.8M0.2%
MRVLMARVELL TECHNOLOGY INC5.7K$1.7M0.2%
DDOGDATADOG INC6.4K$1.7M0.2%
ETRENTERGY CORP NEW11.9K$1.4M0.2%
TRPTC ENERGY CORP20.5K$1.4M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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