account_balance
Investment manager · 13F filer · SEC CIK 1812178
Jackson Square Capital, LLC
Reported value$664Mas of Sep 30, 2026
Positions143 22 new, 17 sold out
Top 10 weight50.0%MU alone is 13%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MUMicron Technology Inc
12.6%Trimmed −13%
NVDANVIDIA Corp
6.7%Trimmed −7%
AAPLApple Inc.
6.3%Added +8%
GOOGLAlphabet Inc.
5.0%Added +12%
MSFTMicrosoft Corp
4.1%Added +18%
AVGOBroadcom Inc.
3.7%Trimmed −7%
LLYELI Lilly & Co
3.3%
AMZNAmazon.com Inc
3.2%Added +2%
LITELumentum Holdings Inc.
2.7%−23%
ANETArista Networks, Inc.
2.4%
COHRCoherent Corp.
2.3%−17%
PANWPalo Alto Networks Inc
2.2%
MUMicron Technology Inc
12.6%Trimmed −13%
NVDANVIDIA Corp
6.7%−7%
AAPLApple Inc.
6.3%
GOOGLAlphabet Inc.
5.0%
MSFTMicrosoft Corp
4.1%+18%
AVGOBroadcom Inc.
3.7%
LLYELI Lilly & Co
3.3%
AMZNAmazon.com Inc
3.2%
LITE2.7%ANETCOHRPANWBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MU Micron Technology Inc 12.6% Trimmed −13%NVDA NVIDIA Corp 6.7% Trimmed −7%AAPL Apple Inc. 6.3% Added +8%GOOGL Alphabet Inc. 5.0% Added +12%MSFT Microsoft Corp 4.1% Added +18%AVGO Broadcom Inc. 3.7% Trimmed −7%LLY ELI Lilly & Co 3.3% HeldAMZN Amazon.com Inc 3.2% Added +2%LITE Lumentum Holdings Inc. 2.7% Trimmed −23%ANET Arista Networks, Inc. 2.4% HeldCOHR Coherent Corp. 2.3% Trimmed −17%PANW Palo Alto Networks Inc 2.2% Held
What changed
Biggest moves since Jun 30, 2026
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