JACKSON SQUARE CAPITAL, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
JS JACKSON SQUARE CAPITAL, LLC | Institutional Filer | ▼ 5.64% | $477.0M | 129 |
Current Portfolio Holdings
Showing all 129 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 208K | $36.2M | 7.59% |
| 2 | MU | Micron Technology, Inc. | Technology | 104K | $35.0M | 7.34% |
| 3 | AAPL | Apple Inc. | Technology | 117K | $29.6M | 6.21% |
| 4 | AVGO | Broadcom Inc. | Technology | 75K | $23.2M | 4.86% |
| 5 | LITE | Lumentum Holdings Inc. | Technology | 25K | $17.6M | 3.70% |
| 6 | LLY | Eli Lilly and Company | Healthcare | 19K | $17.1M | 3.58% |
| 7 | GOOGL | Alphabet Inc. | Technology | 57K | $16.3M | 3.43% |
| 8 | COHR | Coherent, Inc. | Technology | 66K | $15.8M | 3.32% |
| 9 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 66K | $13.8M | 2.90% |
| 10 | VRT | Vertiv Holdings Co | Industrials | 46K | $11.5M | 2.41% |
| 11 | CAT | Caterpillar Inc. | Industrials | 15K | $10.7M | 2.24% |
| 12 | KLAC | KLA Corporation | Technology | 7K | $10.1M | 2.12% |
| 13 | CSCO | Cisco Systems, Inc. | Technology | 127K | $9.8M | 2.06% |
| 14 | ANET | Arista Networks, Inc. | Technology | 75K | $9.2M | 1.94% |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 18K | $8.8M | 1.84% |
Showing 1 to 15 of 129 holdings