Jackson Square Capital, LLC holds a focused book of 138 reported positions worth $719.0M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Crowdstrike Holdings Inc - A and trimmed Micron Technology Inc. Their largest long position is Micron Technology Inc at 15% of the reported non-option book. Cloning the disclosed picks since 2024 would be +63% (+30.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.9 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 each quarter's actual reporting lag, ~21 days for the latest filing, with 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
+4 sectors below the cut, 3% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Jackson Square Capital, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Graticule Asia Macro Advisors LLC | 8 / 80 | $1.3B |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $441.4M |
| Uhlmann Price Securities, LLC | 43 / 80 | $2.5B |
| Trans-Canada Capital Inc. | 10 / 80 | $1.7B |
| Telligent Fund, LP | 16 / 80 | $118.6M |
| Ramsey Quantitative Systems | 8 / 80 | $95.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Jackson Square Capital, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show JACKSON SQUARE CAPITAL, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 21d | 138 | $719.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 13d | 129 | $477.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 21d | 152 | $505.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 9d | 144 | $458.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 10, 2025 | 10d | 146 | $450.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 16d | 132 | $307.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 15d | 141 | $415.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 31, 2024 | 31d | 133 | $403.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.