Jackson Square Capital, LLC Top Holdings and 13F Report (2024) About Jackson Square Capital, LLCInvestment ActivityJackson Square Capital, LLC has $414.98 million in total holdings as of September 30, 2024.Jackson Square Capital, LLC owns shares of 141 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 18.31% of the portfolio was purchased this quarter.About 17.00% of the portfolio was sold this quarter.This quarter, Jackson Square Capital, LLC has purchased 133 new stocks and bought additional shares in 45 stocks.Jackson Square Capital, LLC sold shares of 53 stocks and completely divested from 19 stocks this quarter.Largest Holdings Apple $32,238,573NVIDIA $23,970,094Broadcom $23,478,205Microsoft $22,225,232Amazon.com $21,625,272 Largest New Holdings this Quarter ARISTA NETWORKS INC $10,490,623 HoldingHubSpot $2,843,518 HoldingAmerican Express $2,606,113 HoldingLAM RESEARCH CORP $2,201,137 HoldingAmphenol $2,084,750 Holding Largest Purchases this Quarter ARISTA NETWORKS INC 94,912 shares (about $10.49M)ServiceNow 5,942 shares (about $6.30M)Palo Alto Networks 30,512 shares (about $5.55M)Amazon.com 16,539 shares (about $3.63M)Vertiv 29,598 shares (about $3.36M) Largest Sales this Quarter NVIDIA 48,533 shares (about $6.52M)NextEra Energy 45,960 shares (about $3.29M)KLA 5,132 shares (about $3.23M)Eli Lilly and Company 3,677 shares (about $2.84M)Thermo Fisher Scientific 4,367 shares (about $2.27M) Sector Allocation Over TimeMap of 500 Largest Holdings ofJackson Square Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$32,238,573$1,378,813 ▲4.5%128,7387.8%Computer and TechnologyNVDANVIDIA$23,970,094$6,517,497 ▼-21.4%178,4955.8%Computer and TechnologyAVGOBroadcom$23,478,205$186,863 ▼-0.8%101,2695.7%Computer and TechnologyMSFTMicrosoft$22,225,232$1,356,806 ▼-5.8%52,7295.4%Computer and TechnologyAMZNAmazon.com$21,625,272$3,628,491 ▲20.2%98,5705.2%Retail/WholesaleLLYEli Lilly and Company$14,822,400$2,838,644 ▼-16.1%19,2003.6%MedicalGOOGLAlphabet$14,302,751$388,822 ▼-2.6%75,5563.4%Computer and TechnologyARISTA NETWORKS INC$10,490,623$10,490,623 ▲New Holding94,9122.5%COM SHSBRK.BBerkshire Hathaway$9,052,455$320,016 ▼-3.4%19,9712.2%FinanceMUMicron Technology$8,355,321$1,258,276 ▼-13.1%99,2792.0%Computer and TechnologyCYBRCyberArk Software$7,946,960$13,659 ▼-0.2%23,8541.9%Computer and TechnologyCOSTCostco Wholesale$7,514,193$430,639 ▲6.1%8,2011.8%Retail/WholesaleVRTVertiv$7,452,930$3,362,629 ▲82.2%65,6011.8%Computer and TechnologyNOWServiceNow$6,736,002$6,299,233 ▲1,442.2%6,3541.6%Computer and TechnologyETNEaton$6,461,841$570,485 ▼-8.1%19,4711.6%Industrial ProductsTSMTaiwan Semiconductor Manufacturing$6,154,183$902,924 ▲17.2%31,1621.5%Computer and TechnologyCATCaterpillar$6,126,654$111,730 ▲1.9%16,8891.5%Industrial ProductsPANWPalo Alto Networks$5,749,936$5,551,964 ▲2,804.4%31,6001.4%Computer and TechnologyVOVanguard Mid-Cap ETF$5,578,161$2,976,481 ▲114.4%21,1191.3%ETFNFLXNetflix$5,552,924$1,857,511 ▼-25.1%6,2301.3%Consumer DiscretionaryTAT&T$5,470,523$511,597 ▼-8.6%240,2511.3%Computer and TechnologyTMUST-Mobile US$4,956,492$1,812,414 ▼-26.8%22,4551.2%Computer and TechnologyARM HOLDINGS PLC$4,917,993$1,905,295 ▼-27.9%39,8671.2%SPONSORED ADSPNCThe PNC Financial Services Group$4,763,202$290,818 ▼-5.8%24,6991.1%FinanceTJXTJX Companies$4,712,315$2,602,127 ▲123.3%39,0061.1%Retail/WholesaleLINDE PLC$4,689,941$127,276 ▼-2.6%11,2021.1%SHSCOHRCoherent$4,470,688$1,743,222 ▼-28.1%47,1941.1%Business ServicesMAMastercard$4,319,454$1,609,198 ▲59.4%8,2031.0%Business ServicesCDNSCadence Design Systems$4,214,853$21,333 ▼-0.5%14,0281.0%Computer and TechnologyMRVLMarvell Technology$3,477,408$3,056,814 ▲726.8%31,4840.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$3,434,529$41,027 ▼-1.2%5,8600.8%FinanceVVisa$3,429,982$241,139 ▲7.6%10,8530.8%Business ServicesCBChubb$3,353,453$47,800 ▼-1.4%12,1370.8%FinanceTMOThermo Fisher Scientific$3,091,727$2,271,844 ▼-42.4%5,9430.7%MedicalAMDAdvanced Micro Devices$3,036,298$7,489 ▼-0.2%25,1370.7%Computer and TechnologySNPSSynopsys$2,984,479$89,792 ▼-2.9%6,1490.7%Computer and TechnologyABBVAbbVie$2,893,667$1,688,506 ▼-36.8%16,2840.7%MedicalSYKStryker$2,867,438$411,537 ▼-12.6%7,9640.7%MedicalHUBSHubSpot$2,843,518$2,843,518 ▲New Holding4,0810.7%Computer and TechnologyWALWestern Alliance Bancorporation$2,766,344$1,083,681 ▲64.4%33,1140.7%FinanceNEENextEra Energy$2,645,146$3,294,872 ▼-55.5%36,8970.6%UtilitiesAXPAmerican Express$2,606,113$2,606,113 ▲New Holding8,7810.6%FinanceISRGIntuitive Surgical$2,501,232$939,528 ▲60.2%4,7920.6%MedicalDHRDanaher$2,494,749$241,487 ▼-8.8%10,8680.6%Multi-Sector ConglomeratesLAM RESEARCH CORP$2,201,137$2,201,137 ▲New Holding30,4740.5%COM NEWHONHoneywell International$2,151,150$117,463 ▼-5.2%9,5230.5%Multi-Sector ConglomeratesCSCOCisco Systems$2,124,841$740,761 ▲53.5%35,8930.5%Computer and TechnologyKLACKLA$2,111,532$3,233,776 ▼-60.5%3,3510.5%Computer and TechnologyAPHAmphenol$2,084,750$2,084,750 ▲New Holding30,0180.5%Computer and TechnologyGTLBGitLab$2,062,410$1,580,618 ▲328.1%36,6000.5%Computer and TechnologyGOOGAlphabet$2,043,421$34,470 ▲1.7%10,7300.5%Computer and TechnologySHELShell$1,703,579$183,627 ▼-9.7%27,1920.4%Oils/EnergyDFHDream Finders Homes$1,628,9000.0%70,0000.4%ConstructionISHARES BITCOIN TRUST ETF$1,610,916$1,610,916 ▲New Holding30,3660.4%SHS BEN INTCLBTCellebrite DI$1,596,206$1,596,206 ▲New Holding72,4560.4%Business ServicesVSTVistra$1,374,012$1,374,012 ▲New Holding9,9660.3%UtilitiesBMYBristol-Myers Squibb$1,369,091$1,369,091 ▲New Holding24,2060.3%MedicalDELLDell Technologies$1,354,300$108,095 ▲8.7%11,7520.3%Computer and TechnologyPEPPepsiCo$1,319,881$18,551 ▼-1.4%8,6800.3%Consumer StaplesICEIntercontinental Exchange$1,296,536$144,242 ▲12.5%8,7010.3%FinanceTYLTyler Technologies$1,290,520$62,277 ▲5.1%2,2380.3%Computer and TechnologyABTAbbott Laboratories$1,234,7090.0%10,9160.3%MedicalNETCloudflare$1,211,077$6,784 ▲0.6%11,2470.3%Computer and TechnologySSNCSS&C Technologies$1,185,199$461,349 ▼-28.0%15,6400.3%Computer and TechnologyDDOGDatadog$1,116,400$1,116,400 ▲New Holding7,8130.3%Computer and TechnologyCNQCanadian Natural Resources$1,112,617$7,440 ▼-0.7%36,0420.3%Oils/EnergyMETAMeta Platforms$1,083,779$348,378 ▲47.4%1,8510.3%Computer and TechnologyEMNEastman Chemical$1,077,119$285,466 ▼-21.0%11,7950.3%Basic MaterialsHDHome Depot$1,076,530$126,834 ▲13.4%2,7670.3%Retail/WholesaleGLWCorning$1,065,398$23,237 ▲2.2%22,4200.3%Computer and TechnologyCALXCalix$1,063,5350.0%30,5000.3%Computer and TechnologyMETMetLife$1,025,793$345,452 ▲50.8%12,5280.2%FinanceECLEcolab$1,016,949$469 ▼0.0%4,3400.2%Basic MaterialsFCNCAFirst Citizens BancShares$999,458$999,458 ▲New Holding4730.2%FinanceETREntergy$997,185$498,593 ▲100.0%13,1520.2%UtilitiesGEGeneral Electric$993,068$510,878 ▼-34.0%5,9540.2%TransportationKOCoca-Cola$985,202$7,347 ▼-0.7%15,8240.2%Consumer StaplesDLRDigital Realty Trust$975,492$165,094 ▲20.4%5,5010.2%FinanceHPEHewlett Packard Enterprise$954,665$70,241 ▲7.9%44,7150.2%Computer and TechnologyAEPAmerican Electric Power$954,581$9,131 ▲1.0%10,3500.2%UtilitiesBRXBrixmor Property Group$930,942$178,371 ▼-16.1%33,4390.2%FinanceTSLATesla$903,794$903,794 ▲New Holding2,2380.2%Auto/Tires/TrucksMTBM&T Bank$895,304$240,465 ▲36.7%4,7620.2%FinanceQQQInvesco QQQ$894,724$7,158 ▼-0.8%1,7500.2%FinanceXLKTechnology Select Sector SPDR Fund$892,877$6,511 ▼-0.7%3,8400.2%ETFTTTrane Technologies$870,1890.0%2,3560.2%ConstructionTTDTrade Desk$866,549$47,717 ▼-5.2%7,3730.2%Computer and TechnologyDTDynatrace$862,045$862,045 ▲New Holding15,8610.2%Computer and TechnologyGPSGAP$822,513$822,513 ▲New Holding34,8080.2%Consumer CyclicalAMTAmerican Tower$816,725$202,852 ▼-19.9%4,4530.2%FinanceXOMExxon Mobil$807,851$150,706 ▼-15.7%7,5100.2%Oils/EnergyCAVACAVA Group$794,450$93,398 ▼-10.5%7,0430.2%Retail/WholesaleITWIllinois Tool Works$789,839$5,325 ▼-0.7%3,1150.2%Industrial ProductsTRPTC Energy$774,882$774,882 ▲New Holding16,6350.2%Oils/EnergyMMM3M$766,536$22,720 ▼-2.9%5,9380.2%Multi-Sector ConglomeratesCVGWCalavo Growers$759,696$88,689 ▲13.2%29,7920.2%Consumer StaplesCFRCullen/Frost Bankers$758,110$245,678 ▲47.9%5,6470.2%FinanceEQTEQT$707,696$707,696 ▲New Holding15,3480.2%Oils/EnergyMCKMcKesson$699,280$548,824 ▼-44.0%1,2270.2%MedicalPGProcter & Gamble$667,079$335 ▼-0.1%3,9790.2%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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