Jackson Square Partners, LLC
CIK 1605911 · SEC EDGAR で表示 ↗
現在の期間にアクティブな13Fポジションはありません。
このページについて
セクター別内訳
Technology
35.8%
Industrials
22.9%
Financial Services
11.4%
Healthcare
10.0%
Communication Services
5.8%
Retail
4.8%
Real Estate
2.8%
Consumer Discretionary
2.5%
Financials
1.7%
Materials
1.1%
Consumer products
1.1%
ポートフォリオ全体 47 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation - Common Stock | $19,218,486 | 7.77% | 103,004 | $-1,688,963 | 下落 ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $18,045,378 | 7.30% | 34,840 | $-3,632,247 | 下落 ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $14,254,655 | 5.76% | 58,637 | $3,745,179 | 下落 ×3 | ||
| AAON AAON, Inc. - Common Stock | $12,496,105 | 5.05% | 133,734 | $9,161,278 | 上昇 ×1 | ||
| CYBR CyberArk Software Ltd. - Ordinary Shares | $12,096,143 | 4.89% | 25,036 | 上昇 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $11,949,219 | 4.83% | 54,421 | $-2,732,799 | 下落 ×3 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $9,559,093 | 3.87% | 63,364 | $-1,345,356 | 下落 ×2 | ||
| MEDP Medpace Holdings, Inc. - Common Stock | $9,174,157 | 3.71% | 17,843 | $6,247,099 | 上昇 ×1 | ||
| CDNS Cadence Design Systems, Inc. - Common Stock | $7,779,355 | 3.15% | 22,147 | 上昇 ×1 | |||
| SBAC SBA Communications Corporation - Class A Common Stock | $6,931,598 | 2.80% | 35,850 | $-2,544,901 | 下落 ×2 | ||
| BA Boeing Company (The) Common Stock | $6,647,348 | 2.69% | 30,799 | $84,240 | 下落 ×3 | ||
| MA Mastercard Incorporated Common Stock | $5,887,752 | 2.38% | 10,351 | $-1,886,688 | 下落 ×3 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $5,872,434 | 2.37% | 6,066 | $928,659 | 下落 ×3 | ||
| FOUR Shift4 Payments, Inc. Class A Common Stock | $5,735,340 | 2.32% | 74,100 | 上昇 ×1 | |||
| SPGI S&P Global Inc. Common Stock | $5,263,769 | 2.13% | 10,815 | $-535,894 | 下落 ×2 | ||
| V Visa Inc. | $5,177,710 | 2.09% | 15,167 | $-1,787,661 | 下落 ×3 | ||
| CP Canadian Pacific Kansas City Limited Common Shares | $4,854,439 | 1.96% | 65,169 | $-399,497 | 下落 ×3 | ||
| WM Waste Management, Inc. Common Stock | $4,460,766 | 1.80% | 20,200 | $-240,112 | 下落 ×3 | ||
| CME CME Group Inc. - Class A Common Stock | $4,329,525 | 1.75% | 16,024 | $-1,452,431 | 下落 ×3 | ||
| CLH Clean Harbors, Inc. Common Stock | $3,954,474 | 1.60% | 17,029 | $-1,093,341 | 下落 ×3 | ||
| WDAY Workday, Inc. - Class A Common Stock | $3,937,139 | 1.59% | 16,355 | $-55,021 | 下落 ×3 | ||
| NOW ServiceNow, Inc. Common Stock | $3,754,742 | 1.52% | 4,080 | $-1,962,411 | 下落 ×3 | ||
| ENTG Entegris, Inc. - Common Stock | $3,724,011 | 1.51% | 40,277 | $-965,061 | 下落 ×3 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $3,713,242 | 1.50% | 22,951 | $18,734 | 下落 ×3 | ||
| HXL Hexcel Corporation Common Stock | $3,672,088 | 1.48% | 58,566 | $-569,972 | 下落 ×3 | ||
| UBER Uber Technologies, Inc. Common Stock | $3,513,400 | 1.42% | 35,862 | $110,469 | 下落 ×3 | ||
| WH Wyndham Hotels & Resorts, Inc. Common Stock | $3,427,550 | 1.39% | 42,898 | $-1,039,406 | 下落 ×3 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $3,189,197 | 1.29% | 7,131 | $-751,612 | 下落 ×3 | ||
| IQV IQVIA Holdings, Inc. Common Stock | $3,074,179 | 1.24% | 16,185 | $480,090 | 下落 ×1 | ||
| SITE SiteOne Landscape Supply, Inc. Common Stock | $2,958,021 | 1.20% | 22,966 | $-603,420 | 下落 ×2 | ||
| LLY Eli Lilly and Company Common Stock | $2,826,152 | 1.14% | 3,704 | $-110,338 | 下落 ×3 | ||
| SBUX Starbucks Corporation - Common Stock | $2,769,043 | 1.12% | 32,731 | $-281,136 | 下落 ×3 | ||
| LIN Linde plc - Ordinary Shares | $2,717,000 | 1.10% | 5,720 | $-855,337 | 下落 ×3 | ||
| KNSL Kinsale Capital Group, Inc. Common Stock | $2,708,481 | 1.10% | 6,369 | $-65,234 | 上昇 ×1 | ||
| ESTC Elastic N.V. Ordinary Shares | $2,706,553 | 1.09% | 32,034 | $-757,302 | 下落 ×2 | ||
| ACLS Axcelis Technologies, Inc. - Common Stock | $2,668,989 | 1.08% | 27,335 | $226,424 | 下落 ×2 | ||
| BLD TopBuild Corp. Common Stock | $2,644,168 | 1.07% | 6,765 | $-163,629 | 下落 ×3 | ||
| OKTA Okta, Inc. - Class A Common Stock | $2,599,603 | 1.05% | 28,349 | $-1,034,307 | 下落 ×3 | ||
| TECH Bio-Techne Corp - Common Stock | $2,484,770 | 1.00% | 44,666 | $-461,874 | 下落 ×3 | ||
| HWM Howmet Aerospace Inc. Common Stock | $2,423,244 | 0.98% | 12,349 | $-524,125 | 下落 ×3 | ||
| STVN Stevanato Group S.p.A. Ordinary Shares | $2,402,012 | 0.97% | 93,282 | $-2,304,892 | 下落 ×3 | ||
| SSD Simpson Manufacturing Company, Inc. Common Stock | $2,112,173 | 0.85% | 12,613 | $-399,656 | 下落 ×3 | ||
| LC LendingClub Corporation Common Stock | $1,862,643 | 0.75% | 122,623 | $-2,014,638 | 下落 ×3 | ||
| ALGN Align Technology, Inc. - Common Stock | $1,697,482 | 0.69% | 13,556 | $-2,626,058 | 下落 ×2 | ||
| RYAN Ryan Specialty Holdings, Inc. Class A Common Stock | $1,586,139 | 0.64% | 28,143 | $-867,348 | 下落 ×3 | ||
| BILL BILL Holdings, Inc. Common Stock | $1,493,595 | 0.60% | 28,197 | $-2,071,941 | 下落 ×3 | ||
| NCNO nCino, Inc. - Common Stock | $970,158 | 0.39% | 35,786 | ||||
| 一致なし | |||||||
最大の新規投資
今四半期に新規開設されたポジション、大きい順。
上位変動銘柄（四半期比）
解消済みポジション
企業イベント（合併、上場廃止）を含む — 全ての離脱が売りとは限らない
クローズド・ポジションは13F報告の変更を反映しています。インデックス・マネージャーの場合、これらは能動的な決定ではなく、機械的なもの（上場廃止、M&A、インデックスのリバランス）であることがよくあります。
| 証券 | 四半期 | 変更前株式数 | 変更前評価額 | 解消後の価格 |
|---|---|---|---|---|
| SGHT | 2025年3月31日 | 230,997 | $30,438,475 | 256.3% |
| GGG | 2025年3月31日 | 305,917 | $25,785,744 | -1.5% |
| CRL | 2025年3月31日 | 134,927 | $24,907,524 | 92.7% |
| WIX | 2025年3月31日 | 114,320 | $24,527,356 | -51.8% |
| GO | 2025年6月30日 | 1,440,220 | $20,134,276 | -10.4% |
| AZPN | 2025年3月31日 | 78,798 | $19,670,345 | 追跡終了 |
| WAB | 2025年6月30日 | 71,593 | $12,983,391 | 40.0% |
| CPRT | 2025年6月30日 | 72,143 | $4,082,572 | -32.0% |
| SNPS | 2025年9月30日 | 7,608 | $3,900,469 | -18.3% |
| MKTX | 2025年9月30日 | 16,274 | $3,634,635 | -7.0% |
| KKR | 2025年9月30日 | 26,772 | $3,561,479 | -15.0% |
| WSC | 2025年9月30日 | 129,547 | $3,549,588 | 9.5% |
| NYT | 2025年9月30日 | 57,706 | $3,230,382 | 15.2% |
| MOH | 2025年9月30日 | 9,778 | $2,912,866 | 7.4% |
| DHR | 2025年9月30日 | 14,223 | $2,809,611 | 6.0% |
| UNH | 2025年9月30日 | 7,971 | $2,486,713 | 14.4% |
| WMG | 2025年9月30日 | 87,957 | $2,395,949 | -21.8% |
| NCNO | 2025年3月31日 | 69,988 | $2,350,197 | -23.8% |
| RMBS | 2025年3月31日 | 31,318 | $1,655,469 | 72.9% |
| NEOG | 2025年9月30日 | 345,340 | $1,650,725 | 110.0% |
| CWST | 2025年3月31日 | 15,256 | $1,614,237 | -18.0% |
| PACB | 2025年9月30日 | 553,103 | $685,848 | -3.8% |