The Analysis of JACKSON SQUARE CAPITAL, LLC's Holdings

Currently, JACKSON SQUARE CAPITAL, LLC holds 152 types of securities in its portfolio with a total value $505.5M. In the most recent quarter, they have increased their positions in LITE (+14.1K shares, valued at $5.2M), FN (+9.3K shares, valued at $4.2M), LLY (+3.9K shares, valued at $4.2M); decreased their positions in IWM (-17.5K shares, valued at $4.3M), T (-163.9K shares, valued at $4.1M), META (-5.1K shares, valued at $3.4M); initiated new positions in N/A (+12.8K shares, valued at $3.8M), CRDO (+22.9K shares, valued at $3.3M), AMKR (+74.4K shares, valued at $2.9M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION189.9K shares3.99%2025-12-312026-01-21

AAPL APPLE INC116.5K shares1.03%2025-12-312026-01-21

MU MICRON TECHNOLOGY INC110.6K shares2.97%2025-12-312026-01-21

BROADCOM INC BROADCOM INC75.0K shares0.91%2025-12-312026-01-21

ALPHABET INC ALPHABET INC78.7K shares10.35%2025-12-312026-01-21

MSFT MICROSOFT CORP43.4K shares-3.73%2025-12-312026-01-21

LLY ELI LILLY & CO18.4K shares26.61%2025-12-312026-01-21

AMZN AMAZON COM INC81.1K shares3.74%2025-12-312026-01-21

Sponsored

LITE LUMENTUM HLDGS INC37.1K shares61.00%2025-12-312026-01-21

COHERENT CORP COHERENT CORP73.2K shares2.66%2025-12-312026-01-21

CYBR CYBERARK SOFTWARE LTD23.6K shares-0.16%2025-12-312026-01-21

SPY SPDR S&P 500 ETF TR15.4K shares0.94%2025-12-312026-01-21

ARISTA NETWORKS INC ARISTA NETWORKS INC73.7K shares-2.43%2025-12-312026-01-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL18.5K shares-3.85%2025-12-312026-01-21

VRT VERTIV HOLDINGS CO51.8K shares-1.84%2025-12-312026-01-21

NET CLOUDFLARE INC40.2K shares1.17%2025-12-312026-01-21

Sponsored

KLAC KLA CORP6.5K shares1.10%2025-12-312026-01-21

CSCO CISCO SYS INC98.6K shares50.57%2025-12-312026-01-21

QQQM INVESCO EXCH TRADED FD TR II28.3K shares0.02%2025-12-312026-01-21

TJX TJX COS INC NEW45.8K shares18.34%2025-12-312026-01-21

GEV GE VERNOVA INC10.3K shares-2.21%2025-12-312026-01-21

CDNS CADENCE DESIGN SYSTEM INC20.8K shares-2.51%2025-12-312026-01-21

ALPHABET INC ALPHABET INC20.4K shares90.17%2025-12-312026-01-21

CRWD CROWDSTRIKE HLDGS INC12.9K shares3.24%2025-12-312026-01-21

Sponsored

CAT CATERPILLAR INC9.4K shares0.54%2025-12-312026-01-21

FN FABRINET11.4K shares449.81%2025-12-312026-01-21

MA MASTERCARD INCORPORATED8.9K shares76.91%2025-12-312026-01-21

LAM RESEARCH CORP LAM RESEARCH CORP26.5K shares6.16%2025-12-312026-01-21

TRMB TRIMBLE INC56.4K shares-15.04%2025-12-312026-01-21

NFLX NETFLIX INC47.1K shares701.92%2025-12-312026-01-21

CEG CONSTELLATION ENERGY CORP12.1K shares1.09%2025-12-312026-01-21

T AT&T INC157.4K shares-51.00%2025-12-312026-01-21

Sponsored

V VISA INC11.0K shares16.85%2025-12-312026-01-21

CELESTICA INC CELESTICA INC12.8K sharesnew addition2025-12-312026-01-21

COST COSTCO WHSL CORP NEW4.2K shares-36.91%2025-12-312026-01-21

ABBV ABBVIE INC15.3K shares-0.03%2025-12-312026-01-21

SPOT SPOTIFY TECHNOLOGY S A6.0K shares-12.64%2025-12-312026-01-21

META META PLATFORMS INC5.2K shares-49.72%2025-12-312026-01-21

GE AEROSPACE GE AEROSPACE10.8K shares19.15%2025-12-312026-01-21

CRDO CREDO TECHNOLOGY GROUP HOLDI22.9K sharesnew addition2025-12-312026-01-21

Sponsored

ARM ARM HOLDINGS PLC29.3K shares-16.34%2025-12-312026-01-21

AMKR AMKOR TECHNOLOGY INC74.4K sharesnew addition2025-12-312026-01-21

LINDE PLC LINDE PLC6.8K shares-26.96%2025-12-312026-01-21

JBHT HUNT J B TRANS SVCS INC14.9K sharesnew addition2025-12-312026-01-21

TMUS T-MOBILE US INC13.6K shares-22.86%2025-12-312026-01-21

TMO THERMO FISHER SCIENTIFIC INC4.6K shares0.96%2025-12-312026-01-21

ASML ASML HOLDING N V2.3K sharesnew addition2025-12-312026-01-21

TSM TAIWAN SEMICONDUCTOR MFG LTD7.7K shares-1.06%2025-12-312026-01-21

Sponsored

FCX FREEPORT-MCMORAN INC45.0K sharesnew addition2025-12-312026-01-21

DHR DANAHER CORPORATION9.4K shares0.61%2025-12-312026-01-21

MP MP MATERIALS CORP35.3K sharesnew addition2025-12-312026-01-21

WMT WALMART INC15.4K shares287.73%2025-12-312026-01-21

CIEN CIENA CORP6.6K sharesnew addition2025-12-312026-01-21

HII HUNTINGTON INGALLS INDS INC4.3K shares1.93%2025-12-312026-01-21

XLK SELECT SECTOR SPDR TR10.0K shares98.77%2025-12-312026-01-21

RTX RTX CORPORATION7.5K shares66.30%2025-12-312026-01-21

Sponsored

CALX CALIX INC25.5K shares0.00%2025-12-312026-01-21

MMM 3M CO8.4K shares-1.18%2025-12-312026-01-21

GLW CORNING INC15.3K shares-5.61%2025-12-312026-01-21

RVLV REVOLVE GROUP INC41.3K shares0.00%2025-12-312026-01-21

VST VISTRA CORP7.5K shares-19.50%2025-12-312026-01-21

SYK STRYKER CORPORATION3.4K shares-57.92%2025-12-312026-01-21

DFH DREAM FINDERS HOMES INC69.5K shares-0.71%2025-12-312026-01-21

TRP TC ENERGY CORP20.2K shares21.92%2025-12-312026-01-21

Sponsored

ETR ENTERGY CORP NEW11.9K shares-1.54%2025-12-312026-01-21

JNJ JOHNSON & JOHNSON5.3K sharesnew addition2025-12-312026-01-21

ABT ABBOTT LABS8.6K shares0.00%2025-12-312026-01-21

LHX L3HARRIS TECHNOLOGIES INC3.6K shares0.62%2025-12-312026-01-21

INVESCO QQQ TR INVESCO QQQ TR1.7K shares-0.06%2025-12-312026-01-21

GILD GILEAD SCIENCES INC8.5K sharesnew addition2025-12-312026-01-21

MERCK & CO INC MERCK & CO INC9.7K sharesnew addition2025-12-312026-01-21

BLACKSTONE INC BLACKSTONE INC6.4K shares-1.23%2025-12-312026-01-21

Sponsored

TT TRANE TECHNOLOGIES PLC2.5K shares0.00%2025-12-312026-01-21

SNPS SYNOPSYS INC2.1K shares23.44%2025-12-312026-01-21

VANGUARD INDEX FDS VANGUARD INDEX FDS1.5K shares0.00%2025-12-312026-01-21

WELL WELLTOWER INC5.0K shares2.22%2025-12-312026-01-21

WAL WESTERN ALLIANCE BANCORP11.1K shares-17.91%2025-12-312026-01-21

DVAX DYNAVAX TECHNOLOGIES CORP59.4K shares0.00%2025-12-312026-01-21

AEP AMERICAN ELEC PWR CO INC7.5K shares-1.33%2025-12-312026-01-21

ECL ECOLAB INC3.0K shares0.00%2025-12-312026-01-21

Sponsored

NATWEST GROUP PLC NATWEST GROUP PLC44.5K sharesnew addition2025-12-312026-01-21

HD HOME DEPOT INC2.2K shares0.00%2025-12-312026-01-21

KO COCA COLA CO10.6K shares-2.36%2025-12-312026-01-21

TRS TRIMAS CORP20.0K shares0.00%2025-12-312026-01-21

ISRG INTUITIVE SURGICAL INC1.3K shares2.97%2025-12-312026-01-21

IVV ISHARES TR1.0K shares6.39%2025-12-312026-01-21

ARES ARES MANAGEMENT CORPORATION4.4K shares-4.89%2025-12-312026-01-21

BAC BANK AMERICA CORP11.8K shares82.73%2025-12-312026-01-21

Sponsored

SHEL SHELL PLC8.7K shares17.15%2025-12-312026-01-21

WMB WILLIAMS COS INC10.4K shares-5.54%2025-12-312026-01-21

CVGW CALAVO GROWERS INC28.8K shares-10.15%2025-12-312026-01-21

QCOM QUALCOMM INC3.6K sharesnew addition2025-12-312026-01-21

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD11.3K shares-19.19%2025-12-312026-01-21

ALAB ASTERA LABS INC3.5K shares-10.87%2025-12-312026-01-21

LOW LOWES COS INC2.4K sharesnew addition2025-12-312026-01-21

UAL UNITED AIRLS HLDGS INC5.0K sharesnew addition2025-12-312026-01-21

Sponsored

GLD SPDR GOLD TR1.4K shares16.64%2025-12-312026-01-21

BRX BRIXMOR PPTY GROUP INC21.2K shares-25.32%2025-12-312026-01-21

XOM EXXON MOBIL CORP4.6K shares0.00%2025-12-312026-01-21

VTI VANGUARD INDEX FDS1.6K shares4.85%2025-12-312026-01-21

HON HONEYWELL INTL INC2.7K shares-61.67%2025-12-312026-01-21

NEM NEWMONT CORP5.3K shares23.89%2025-12-312026-01-21

XEL XCEL ENERGY INC7.1K shares-1.85%2025-12-312026-01-21

MGK VANGUARD WORLD FD1.3K shares0.00%2025-12-312026-01-21

Sponsored

MCK MCKESSON CORP615 shares0.00%2025-12-312026-01-21

DDOG DATADOG INC3.7K shares-54.29%2025-12-312026-01-21

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC5.8K shares18.35%2025-12-312026-01-21

CRVS CORVUS PHARMACEUTICALS INC63.8K shares0.00%2025-12-312026-01-21

AGX ARGAN INC1.6K sharesnew addition2025-12-312026-01-21

NVS NOVARTIS AG3.5K shares-48.41%2025-12-312026-01-21

PD PAGERDUTY INC35.2K shares0.00%2025-12-312026-01-21

ING ING GROEP N.V.16.0K shares-28.15%2025-12-312026-01-21

Sponsored

EPR EPR PPTYS8.7K shares-13.15%2025-12-312026-01-21

EWG ISHARES INC10.1K shares0.00%2025-12-312026-01-21

AVY AVERY DENNISON CORP2.4K sharesnew addition2025-12-312026-01-21

INDA ISHARES TR7.9K shares-1.16%2025-12-312026-01-21

SSNC SS&C TECHNOLOGIES HLDGS INC4.7K shares-77.71%2025-12-312026-01-21

REGN REGENERON PHARMACEUTICALS527 sharesnew addition2025-12-312026-01-21

XLV SELECT SECTOR SPDR TR2.6K shares-1.16%2025-12-312026-01-21

TSLA TESLA INC870 shares-17.30%2025-12-312026-01-21

Sponsored

CNQ CANADIAN NAT RES LTD10.9K shares0.00%2025-12-312026-01-21

MET METLIFE INC4.5K shares0.00%2025-12-312026-01-21

IWM ISHARES TR1.4K shares-92.46%2025-12-312026-01-21

ICE INTERCONTINENTAL EXCHANGE IN2.1K shares-63.66%2025-12-312026-01-21

ITW ILLINOIS TOOL WKS INC1.4K shares-10.74%2025-12-312026-01-21

BHP BHP GROUP LTD5.6K sharesnew addition2025-12-312026-01-21

DG DOLLAR GEN CORP NEW2.5K sharesnew addition2025-12-312026-01-21

AEGON LTD AEGON LTD42.5K shares5.88%2025-12-312026-01-21

Sponsored

URI UNITED RENTALS INC386 sharesnew addition2025-12-312026-01-21

INTU INTUIT447 shares-2.19%2025-12-312026-01-21

PCAR PACCAR INC2.6K shares3.52%2025-12-312026-01-21

EATON CORP PLC EATON CORP PLC891 shares-88.52%2025-12-312026-01-21

NTR NUTRIEN LTD4.6K sharesnew addition2025-12-312026-01-21

NEE NEXTERA ENERGY INC3.5K shares-3.38%2025-12-312026-01-21

GTLB GITLAB INC7.5K shares0.00%2025-12-312026-01-21

GDX VANECK ETF TRUST3.3K shares0.00%2025-12-312026-01-21

Sponsored

NOW SERVICENOW INC1.8K shares375.00%2025-12-312026-01-21

HPE HEWLETT PACKARD ENTERPRISE C10.5K shares15.01%2025-12-312026-01-21

GTX GARRETT MOTION INC14.4K sharesnew addition2025-12-312026-01-21

WDC WESTERN DIGITAL CORP1.4K sharesnew addition2025-12-312026-01-21

PYPL PAYPAL HLDGS INC4.0K shares0.00%2025-12-312026-01-21

VICI VICI PPTYS INC8.3K shares0.00%2025-12-312026-01-21

ULTA ULTA BEAUTY INC370 sharesnew addition2025-12-312026-01-21

ROKU ROKU INC2.0K shares0.00%2025-12-312026-01-21

Sponsored

IYW ISHARES TR1.1K sharesnew addition2025-12-312026-01-21

AMD ADVANCED MICRO DEVICES INC971 sharesnew addition2025-12-312026-01-21

MGV VANGUARD WORLD FD1.5K shares0.00%2025-12-312026-01-21

ITOT ISHARES TR1.4K shares0.00%2025-12-312026-01-21

MS MORGAN STANLEY1.2K sharesnew addition2025-12-312026-01-21

DTD WISDOMTREE TR2.4K shares0.00%2025-12-312026-01-21

IE IVANHOE ELECTRIC INC12.2K sharesnew addition2025-12-312026-01-21

VLY VALLEY NATL BANCORP16.2K shares-69.46%2025-12-312026-01-21

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available