Jackson Square Capital, LLC holds a focused book of 138 stocks worth $719.0M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Crowdstrike Holdings Inc - A and trimmed Micron Technology Inc. Their largest long position is Micron Technology Inc at 15% of the equity book. Cloning the disclosed picks since 2024 would be +57% (+29.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1812178/holdings"
Use Arkolith to show JACKSON SQUARE CAPITAL, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.0 points over this window.
Growth of $10,000 cloning Jackson Square Capital, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Jackson Square Capital, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.3T |
| FMR LLC | 80 / 80 | $855.6B |
| MORGAN STANLEY | 80 / 80 | $569.7B |
| JPMORGAN CHASE & CO | 80 / 80 | $559.1B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $351.0B |
| NORTHERN TRUST CORP | 80 / 80 | $314.2B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $273.4B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 80 / 80 | $226.3B |
Ranked by how many of Jackson Square Capital, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Micron Technology Inc COM | $104.9M | 90.9K | 14.6% | ▼−12% Reduced · −13K sh | |
| 2 | Nvidia Corporation COM | $42.0M | 210.1K | 5.8% | ▲+1.2% Added · +3K sh | |
| 3 | Apple Inc COM | $33.5M | 115.8K | 4.7% | ▼−0.8% Reduced · −916 sh | |
| 4 | Alphabet Inc CAP STK CL A | $30.6M | 85.6K | 4.3% | ▲+51% Added · +29K sh | |
| 5 | Broadcom Inc COM | $28.2M | 74.7K | 3.9% | ▼−0.4% Reduced · −319 sh | |
| 6 | Coherent Corp COM | $25.3M | 64.1K | 3.5% | ▼−3.5% Reduced · −2K sh | |
| 7 | Eli Lilly & Co COM | $22.6M | 18.9K | 3.1% | ▲+1.7% Added · +309 sh | |
| 8 | Lumentum Hldgs Inc COM | $21.0M | 24.5K | 2.9% | ▼−2.5% Reduced · −623 sh | |
| 9 | Kla Corp COM NEW | $20.7M | 68.6K | 2.9% | ▲+899% Added · +62K sh | |
| 10 | Amazon Com Inc COM | $19.8M | 83.2K | 2.8% | ▲+25% Added · +17K sh | |
| 11 | Lam Research Corp COM NEW | $17.9M | 41.4K | 2.5% | ▲+10% Added · +4K sh | |
| 12 | Microsoft Corp COM | $16.6M | 44.5K | 2.3% | ▲+98% Added · +22K sh | |
| 13 | Caterpillar Inc COM | $16.6M | 15.5K | 2.3% | ▲+3.2% Added · +485 sh | |
| 14 | Vertiv Holdings Co COM CL A | $15.3M | 45.7K | 2.1% | ▼−0.1% Reduced · −37 sh | |
| 15 | Cisco Sys Inc COM | $14.9M | 126.5K | 2.1% | ▼−0.3% Reduced · −443 sh | |
| 16 | Corning Inc COM | $14.4M | 56.4K | 2.0% | ▲+4.3% Added · +2K sh | |
| 17 | Arista Networks Inc COM SHS | $13.6M | 80.0K | 1.9% | ▲+6.4% Added · +5K sh | |
| 18 | Palo Alto Networks Inc COM | $12.6M | 36.8K | 1.7% | ▲+63% Added · +14K sh | |
| 19 | Applied Matls Inc COM | $12.2M | 16.9K | 1.7% | ▲+167% Added · +11K sh | |
| 20 | Ge Vernova Inc COM | $11.0M | 9.4K | 1.5% | ▲+3.5% Added · +318 sh | |
| 21 | Arm Holdings PLC SPONSORED ADS | $10.0M | 28.2K | 1.4% | —Held | |
| 22 | Berkshire Hathaway Inc Del CL B NEW | $9.2M | 18.3K | 1.3% | ▼−0.1% Reduced · −17 sh | |
| 23 | State STR SPDR S&P 500 ETF T TR UNIT | $9.0M | 12.1K | 1.3% | ▼−1.9% Reduced · −232 sh | |
| 24 | Linde PLC SHS | $8.9M | 17.1K | 1.2% | ▼−1.9% Reduced · −326 sh | |
| 25 | TJX Cos Inc New COM | $8.8M | 57.9K | 1.2% | ▲+11% Added · +6K sh | |
| 26 | Cadence Design System Inc COM | $8.3M | 22.1K | 1.2% | ▲+70% Added · +9K sh | |
| 27 | Howmet Aerospace Inc COM | $8.0M | 29.8K | 1.1% | ▲+5.0% Added · +1K sh | |
| 28 | Alphabet Inc CAP STK CL C | $7.2M | 20.5K | 1.0% | ▼−0.2% Reduced · −45 sh | |
| 29 | Costco Wholesale Corporation COM | $6.5M | 6.9K | 0.9% | ▲+0.4% Added · +25 sh | |
| 30 | Dell Technologies Inc CL C | $6.4M | 14.9K | 0.9% | ▲+252% Added · +11K sh | |
| 31 | Crowdstrike Hldgs Inc CL A | $6.1M | 8.0K | 0.8% | ▲New New position | |
| 32 | ASML Hldg NV N Y REGISTRY SHS | $5.1M | 2.6K | 0.7% | ▲+5.2% Added · +126 sh | |
| 33 | Ishares TR US AER DEF ETF | $4.9M | 20.0K | 0.7% | ▼~0% Reduced · −3 sh | |
| 34 | International Business Machs COM | $4.7M | 16.6K | 0.7% | ▲New New position | |
| 35 | Cloudflare Inc CL A COM | $4.6M | 18.9K | 0.6% | ▼−3.7% Reduced · −732 sh | |
| 36 | CVS Health Corp COM | $4.5M | 43.5K | 0.6% | ▲New New position | |
| 37 | Merck & Co Inc COM | $4.5M | 34.7K | 0.6% | ▼−0.8% Reduced · −281 sh | |
| 38 | Ge Aerospace COM NEW | $4.5M | 11.9K | 0.6% | ▼−7.2% Reduced · −928 sh | |
| 39 | Amkor Technology Inc COM | $4.2M | 48.2K | 0.6% | ▼−34% Reduced · −25K sh | |
| 40 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $4.1M | 13.6K | 0.6% | ▼−0.7% Reduced · −91 sh | |
| 41 | Taiwan Semiconductor Manufac SPONSORED ADS | $4.0M | 8.3K | 0.6% | ▲+5.2% Added · +410 sh | |
| 42 | Abbvie Inc COM | $3.7M | 14.6K | 0.5% | ▼−5.0% Reduced · −771 sh | |
| 43 | Intel Corp COM | $3.5M | 25.0K | 0.5% | ▲New New position | |
| 44 | Amphenol Corp CL A | $3.4M | 19.4K | 0.5% | ▲New New position | |
| 45 | Equinix Inc COM | $3.4M | 3.3K | 0.5% | ▲New New position | |
| 46 | Ciena Corp COM NEW | $2.9M | 5.9K | 0.4% | ▼−14% Reduced · −970 sh | |
| 47 | Fabrinet SHS | $2.8M | 5.0K | 0.4% | ▼−26% Reduced · −2K sh | |
| 48 | Visa Inc COM CL A | $2.6M | 7.6K | 0.4% | ▼−0.2% Reduced · −13 sh | |
| 49 | Bloom Energy Corp COM CL A | $2.4M | 8.0K | 0.3% | ▲New New position | |
| 50 | Netflix Inc. COM | $2.4M | 33.3K | 0.3% | ▼−3.4% Reduced · −1K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 138 | $719.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 129 | $477.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 152 | $505.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 144 | $458.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 10, 2025 | 146 | $450.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 132 | $307.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 141 | $415.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 31, 2024 | 133 | $403.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.