JACKSON SQUARE CAPITAL, LLC

CIK 0001812178 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source

JACKSON SQUARE CAPITAL, LLC reported 138 positions worth $719.0M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: MU (14.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$719.0M
2026 Q2
Positions
138
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
48.5%
Est. Net Flow (Q)
2026 Q2
10 / 138 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MUMICRON TECHNOLOGY INCSH$104.9M14.59%90,864
2NVDANVIDIA CORPORATIONSH$42.0M5.85%210,075
3AAPLAPPLE INCSH$33.5M4.66%115,767
4GOOGLALPHABET INCSH$30.6M4.26%85,639
5AVGOBROADCOM INCSH$28.2M3.92%74,650
6COHRCOHERENT CORPSH$25.3M3.51%64,066
7LLYELI LILLY & COSH$22.6M3.15%18,872
8LITELUMENTUM HLDGS INCSH$21.0M2.92%24,485
9KLACKLA CORPSH$20.7M2.88%68,560
10AMZNAMAZON COM INCSH$19.8M2.76%83,248

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does JACKSON SQUARE CAPITAL, LLC hold as of Q2 2026?

JACKSON SQUARE CAPITAL, LLC reported 138 positions worth $719.0M in its Q2 2026 13F filing. Largest positions: MU (14.6%), NVDA (5.8%), AAPL (4.7%), GOOGL (4.3%) and AVGO (3.9%).

What did JACKSON SQUARE CAPITAL, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did JACKSON SQUARE CAPITAL, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.