Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
JACKSON SQUARE CAPITAL, LLC (CIK 1812178) reported $477.0M across 129 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($36.2M, 7.59%), MU ($35.0M, 7.34%), AAPL ($29.6M, 6.21%), AVGO ($23.2M, 4.86%), LITE ($17.6M, 3.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $36.2M | 7.59% | 207,533 | Added |
| 2 | MU | MICRON TECHNOLOGY INC | $35.0M | 7.34% | 103,670 | Trimmed |
| 3 | AAPL | APPLE INC | $29.6M | 6.21% | 116,683 | Added |
| 4 | AVGO | BROADCOM INC | $23.2M | 4.86% | 74,969 | Trimmed |
| 5 | LITE | LUMENTUM HLDGS INC | $17.6M | 3.70% | 25,108 | Trimmed |
| 6 | LLY | ELI LILLY & CO | $17.1M | 3.58% | 18,563 | Added |
| 7 | GOOGL | ALPHABET INC | $16.3M | 3.43% | 56,856 | Trimmed |
| 8 | COHR | COHERENT CORP | $15.8M | 3.32% | 66,394 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $13.8M | 2.90% | 66,469 | Trimmed |
| 10 | VRT | VERTIV HOLDINGS CO | $11.5M | 2.41% | 45,782 | Trimmed |
| 11 | CAT | CATERPILLAR INC | $10.7M | 2.24% | 15,061 | Added |
| 12 | KLAC | KLA CORP | $10.1M | 2.12% | 6,861 | Added |
| 13 | CSCO | CISCO SYS INC | $9.8M | 2.06% | 126,913 | Added |
| 14 | ANET | ARISTA NETWORKS INC | $9.2M | 1.94% | 75,186 | Added |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.8M | 1.84% | 18,348 | Trimmed |
| 16 | LIN | LINDE PLC | $8.6M | 1.81% | 17,407 | Added |
| 17 | TJX | TJX COS INC NEW | $8.4M | 1.75% | 52,333 | Added |
| 18 | MSFT | MICROSOFT CORP | $8.3M | 1.74% | 22,453 | Trimmed |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $8.0M | 1.68% | 12,350 | Trimmed |
| 20 | LRCX | LAM RESEARCH CORP | $8.0M | 1.68% | 37,493 | Added |
| 21 | GEV | GE VERNOVA INC | $7.9M | 1.66% | 9,070 | Trimmed |
| 22 | GLW | CORNING INC | $7.4M | 1.54% | 54,060 | Added |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $6.9M | 1.44% | 6,883 | Added |
| 24 | HWM | HOWMET AEROSPACE INC | $6.5M | 1.37% | 28,379 | New |
| 25 | GOOG | ALPHABET INC | $5.9M | 1.23% | 20,528 | Added |
Source: SEC Form 13F filings · as of 2026-03-31