JACKSON SQUARE CAPITAL, LLC

Est. AUM

$477.0M

13F long equity, this entity only

Positions

129

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$36.2M	207533	7.59%	SOLE
2	MICRON TECHNOLOGY INC	COM	$35.0M	103670	7.34%	SOLE
3	APPLE INC	COM	$29.6M	116683	6.21%	SOLE
4	BROADCOM INC	COM	$23.2M	74969	4.86%	SOLE
5	LUMENTUM HLDGS INC	COM	$17.6M	25108	3.70%	SOLE
6	ELI LILLY & CO	COM	$17.1M	18563	3.58%	SOLE
7	ALPHABET INC	CAP STK CL A	$16.4M	56856	3.43%	SOLE
8	COHERENT CORP	COM	$15.8M	66394	3.32%	SOLE
9	AMAZON COM INC	COM	$13.8M	66469	2.90%	SOLE
10	VERTIV HOLDINGS CO	COM CL A	$11.5M	45782	2.41%	SOLE
11	CATERPILLAR INC	COM	$10.7M	15061	2.24%	SOLE
12	KLA CORP	COM NEW	$10.1M	6861	2.12%	SOLE
13	CISCO SYS INC	COM	$9.8M	126913	2.06%	SOLE
14	ARISTA NETWORKS INC	COM SHS	$9.2M	75186	1.94%	SOLE
15	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.8M	18348	1.84%	SOLE
16	LINDE PLC	SHS	$8.6M	17407	1.81%	SOLE
17	TJX COS INC NEW	COM	$8.4M	52333	1.75%	SOLE
18	MICROSOFT CORP	COM	$8.3M	22453	1.74%	SOLE
19	STATE STR SPDR S&P 500 ETF T	TR UNIT	$8.0M	12350	1.68%	SOLE
20	LAM RESEARCH CORP	COM NEW	$8.0M	37493	1.68%	SOLE
21	GE VERNOVA INC	COM	$7.9M	9070	1.66%	SOLE
22	CORNING INC	COM	$7.4M	54060	1.54%	SOLE
23	COSTCO WHOLESALE CORPORATION	COM	$6.9M	6883	1.44%	SOLE
24	HOWMET AEROSPACE INC	COM	$6.5M	28379	1.37%	SOLE
25	ALPHABET INC	CAP STK CL C	$5.9M	20528	1.23%	SOLE
26	ISHARES TR	US AER DEF ETF	$4.4M	20030	0.92%	SOLE
27	DOW HLDGS INC	COM	$4.3M	104434	0.91%	SOLE
28	ARM HOLDINGS PLC	SPONSORED ADS	$4.3M	28218	0.90%	SOLE
29	MERCK & CO INC	COM	$4.2M	34967	0.88%	SOLE
30	JOHNSON & JOHNSON	COM	$4.1M	16966	0.87%	SOLE
31	CLOUDFLARE INC	CL A COM	$4.0M	19608	0.85%	SOLE
32	BRISTOL-MYERS SQUIBB CO	COM	$3.7M	61310	0.78%	SOLE
33	GE AEROSPACE	COM NEW	$3.6M	12838	0.76%	SOLE
34	PALO ALTO NETWORKS INC	COM	$3.6M	22617	0.76%	SOLE
35	CADENCE DESIGN SYSTEM INC	COM	$3.6M	13000	0.76%	SOLE
36	FABRINET	SHS	$3.5M	6787	0.74%	SOLE
37	ABBVIE INC	COM	$3.3M	15337	0.70%	SOLE
38	NETFLIX INC.	COM	$3.3M	34520	0.70%	SOLE
39	AMKOR TECHNOLOGY INC	COM	$3.3M	73050	0.69%	SOLE
40	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$3.3M	13729	0.68%	SOLE
41	ASML HLDG NV	N Y REGISTRY SHS	$3.2M	2439	0.68%	SOLE
42	C H ROBINSON WORLDWIDE IN	COM NEW	$3.0M	17939	0.62%	SOLE
43	CIENA CORP	COM NEW	$2.7M	6913	0.56%	SOLE
44	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$2.7M	7907	0.56%	SOLE
45	AT&T INC	COM	$2.6M	91090	0.55%	SOLE
46	GILEAD SCIENCES INC	COM	$2.6M	18785	0.55%	SOLE
47	VISA INC	COM CL A	$2.3M	7566	0.48%	SOLE
48	ISHARES TR	CORE S&P MCP ETF	$2.2M	33170	0.47%	SOLE
49	THERMO FISHER SCIENTIFIC INC	COM	$2.2M	4537	0.47%	SOLE
50	APPLIED MATLS INC	COM	$2.2M	6319	0.45%	SOLE

1–50 of 129

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.