JACKSON SQUARE CAPITAL, LLC
CIK 1812178
13F filing for Q2 2026・No. 3,162
- Holdings
- US$718.99M
- Quarter change
- +US$242.03M
- Entries
- 138
- Net bought (estimate)
- +US$39.6M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 28
- Sold out 19
- Cut 49
- Added 44
- Corporate actions 2
- Unchanged 17
Largest holdings
138 stocks worth US$718.99M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MUMicronCOM | Cut | 90,864 | US$104.88M | 14.59% |
| NVDANvidiaCOM | Added | 210,075 | US$42.03M | 5.85% |
| AAPLAppleCOM | Cut | 115,767 | US$33.5M | 4.66% |
| GOOGLAlphabetCAP STK CL A | Added | 85,639 | US$30.6M | 4.26% |
| AVGOBroadcomCOM | Cut | 74,650 | US$28.2M | 3.92% |
| COHRCOHERENT CORPCOM | Cut | 64,066 | US$25.27M | 3.51% |
| LLYELI LILLY & COCOM | Added | 18,872 | US$22.64M | 3.15% |
| LITELUMENTUM HLDGS INCCOM | Cut | 24,485 | US$21.01M | 2.92% |
| KLACKLA CORPCOM NEW | CutSplit 10:1 | 68,560 | US$20.69M | 2.88% |
| AMZNAmazonCOM | Added | 83,248 | US$19.84M | 2.76% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 21, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.