JACKSON SQUARE CAPITAL, LLC 13F Holdings

CIK 0001812178 · SAN FRANCISCO, CA

As of Sep 30, 2025, JACKSON SQUARE CAPITAL, LLC reported 144 positions worth $458.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology182,607$34.1M7.43%
APPLE INCAAPLTechnology115,270$29.4M6.40%
BROADCOM INCAVGOTechnology74,314$24.5M5.35%
MICROSOFT CORPMSFTTechnology45,126$23.4M5.10%
MICRON TECHNOLOGY INCMUTechnology107,408 8.0M3.92%
ALPHABET INCGOOGLEquity71,364 7.3M3.78%
AMAZON.COM INCAMZNEquity78,133 7.2M3.74%
CYBERARK SOFTWARE LTDCYBRTechnology23,641 1.4M2.49%
ELI LILLY & COLLYHealthcare14,562 1.1M2.42%
ARISTA NETWORKS INCANETTechnology75,509 1.0M2.40%
SPDR S&P 500 ETF TRUSTSPY—15,287 0.2M2.22%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services19,244$9.7M2.11%
AT&T INCTCommunication Services321,319$9.1M1.98%
CLOUDFLARE INCNETTechnology39,739$8.5M1.86%
VERTIV HOLDINGS COVRTIndustrials52,804$8.0M1.74%
COHERENT CORPCOHRTechnology71,301$7.7M1.68%
META PLATFORMS INCMETACommunication Services10,247$7.5M1.64%
CADENCE DESIGN SYSTEMS INCCDNSTechnology21,339$7.5M1.63%
NETFLIX INCNFLXCommunication Services5,872$7.0M1.54%
INVESCO NASDAQ 100 ETFQQQM—28,281$7.0M1.52%
KLA CORPKLACTechnology6,384$6.9M1.50%
GE VERNOVA INCGEVUtilities10,509$6.5M1.41%
COSTCO WHOLESALE CORPCOSTConsumer Defensive6,687$6.2M1.35%
CROWDSTRIKE HOLDINGS INCCRWDTechnology12,464$6.1M1.33%
TJX COMPANIES INCTJXConsumer Cyclical38,686$5.6M1.22%