JACKSON SQUARE CAPITAL, LLC

Q2 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
138
Total value ($000)
$718,990
Net value change ($000)
+242,026 (50.7%)
New positions
28
Sold out positions
19
Turnover %
7.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MU 69,859 199.5%
GOOGL 14,255 87.2%
KLAC 10,583 104.8%
AMAT 10,032 464.4%
LRCX 9,931 124.0%
COHR 9,456 59.8%
PANW 8,931 246.3%
MSFT 8,297 99.8%
GLW 7,054 96.0%
CRWD 6,085 NEW
Top Reduces (Value $000, Stocks/ETFs)
DOW -4,350 -100.0%
BMY -3,171 -85.3%
CHRW -2,979 -100.0%
GILD -2,618 -100.0%
IJH -2,240 -100.0%
JNJ -2,174 -52.4%
T -1,891 -71.6%
HII -1,220 -58.3%
NFLX -938 -28.3%
FN -731 -20.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type