Jackson Square Partners, LLC Top Holdings and 13F Report (2024) → Everybody laughed when he recommended Netflix (From Stansberry Research) (Ad) About Jackson Square Partners, LLCInvestment ActivityJackson Square Partners, LLC has $2.40 billion in total holdings as of March 31, 2024.Jackson Square Partners, LLC owns shares of 85 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 12.78% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Jackson Square Partners, LLC has purchased 83 new stocks and bought additional shares in 22 stocks.Jackson Square Partners, LLC sold shares of 54 stocks and completely divested from 7 stocks this quarter.Largest Holdings New York Times $103,833,025Wix.com $94,391,431SiteOne Landscape Supply $93,557,055Clean Harbors $82,540,120Wyndham Hotels & Resorts $79,238,619 Largest New Holdings this Quarter WillScot Mobile Mini $55,507,236 HoldingAPPLOVIN CORP COM CL A COM CL A $54,735,715 HoldingKinsale Capital Group $48,035,224 HoldingMedpace $32,298,456 HoldingAppFolio $21,567,790 Holding Largest Purchases this Quarter WillScot Mobile Mini 1,193,704 shares (about $55.51M)APPLOVIN CORP COM CL A COM CL A 790,750 shares (about $54.74M)Stevanato Group 1,613,075 shares (about $51.78M)Kinsale Capital Group 91,541 shares (about $48.04M)Medpace 79,917 shares (about $32.30M) Largest Sales this Quarter Masimo 465,871 shares (about $68.41M)Wix.com 479,382 shares (about $65.91M)Grocery Outlet 1,715,410 shares (about $49.37M)New York Times 1,105,768 shares (about $47.79M)SiteOne Landscape Supply 273,785 shares (about $47.79M) Sector Allocation Over TimeMap of 500 Largest Holdings ofJackson Square Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNYTNew York Times$103,833,025$47,791,293 ▼-31.5%2,402,4304.3%Consumer StaplesWIXWix.com$94,391,431$65,905,437 ▼-41.1%686,5833.9%Computer and TechnologySITESiteOne Landscape Supply$93,557,055$47,789,172 ▼-33.8%535,9903.9%Industrial ProductsCLHClean Harbors$82,540,120$32,170,345 ▼-28.0%410,0153.4%Business ServicesWHWyndham Hotels & Resorts$79,238,619$40,330,360 ▼-33.7%1,032,4253.3%Consumer DiscretionaryGOGrocery Outlet$77,944,701$49,369,500 ▼-38.8%2,708,2943.2%Consumer StaplesSWAVShockwave Medical$77,078,900$14,796,953 ▼-16.1%236,7073.2%MedicalTECHBio-Techne$75,746,609$29,633,275 ▼-28.1%1,076,0993.2%MedicalGGGGraco$74,259,017$37,167,453 ▼-33.4%794,5543.1%Industrial ProductsOKTAOkta$71,281,895$13,847,189 ▼-16.3%681,3413.0%Computer and TechnologyENTGEntegris$69,804,672$27,328,706 ▼-28.1%496,6892.9%Computer and TechnologyHWMHowmet Aerospace$69,684,459$27,127,158 ▼-28.0%1,018,3322.9%ConstructionCRLCharles River Laboratories International$68,091,903$26,602,684 ▼-28.1%251,3082.8%MedicalAZPNAspen Technology$68,055,515$44,318,304 ▼-39.4%319,0902.8%Computer and TechnologyMKTXMarketAxess$67,105,409$26,154,990 ▼-28.0%306,0682.8%FinanceLCLendingClub$60,870,152$24,603,307 ▼-28.8%6,924,9322.5%FinanceSTVNStevanato Group$58,558,104$51,779,708 ▲763.9%1,824,2402.4%MedicalBILLBILL$57,531,628$9,404,744 ▼-14.1%837,1892.4%Computer and TechnologyHXLHexcel$55,911,574$19,606,193 ▼-26.0%767,4892.3%AerospaceRYANRyan Specialty$55,779,221$21,942,869 ▼-28.2%1,005,0312.3%FinanceWSCWillScot Mobile Mini$55,507,236$55,507,236 ▲New Holding1,193,7042.3%Consumer DiscretionaryACLSAxcelis Technologies$54,953,041$18,070,701 ▲49.0%492,7642.3%Computer and TechnologyAPPLOVIN CORP COM CL A COM CL A$54,735,715$54,735,715 ▲New Holding790,7502.3%COMMONWMGWarner Music Group$54,525,695$37,732,747 ▼-40.9%1,651,2932.3%Consumer DiscretionaryLPLALPL Financial$51,245,817$9,082,668 ▲21.5%193,9662.1%FinanceKNSLKinsale Capital Group$48,035,224$48,035,224 ▲New Holding91,5412.0%FinanceMOHMolina Healthcare$47,637,793$18,498,443 ▼-28.0%115,9552.0%MedicalMASIMasimo$43,534,857$68,413,156 ▼-61.1%296,4581.8%MedicalWABWestinghouse Air Brake Technologies$40,266,680$44,963,112 ▼-52.8%276,4051.7%TransportationLSCCLattice Semiconductor$38,453,252$15,010,459 ▼-28.1%491,5411.6%Computer and TechnologyMSFTMicrosoft$37,848,392$3,030,025 ▼-7.4%89,9611.6%Computer and TechnologyESTCElastic$37,423,602$37,215,604 ▼-49.9%373,3401.6%Business ServicesMEDPMedpace$32,298,456$32,298,456 ▲New Holding79,9171.3%MedicalPACBPacific Biosciences of California$26,941,174$9,451,699 ▼-26.0%7,184,3131.1%MedicalAMZNAmazon.com$24,786,016$2,034,686 ▼-7.6%137,4101.0%Retail/WholesaleNVDANVIDIA$23,516,956$1,976,086 ▼-7.8%26,0271.0%Computer and TechnologyAPPFAppFolio$21,567,790$21,567,790 ▲New Holding87,4110.9%Computer and TechnologyGOOGLAlphabet$17,375,967$3,577,041 ▲25.9%115,1260.7%Computer and TechnologyMAMastercard$15,643,801$1,401,369 ▼-8.2%32,4850.7%Business ServicesVVisa$13,566,358$1,070,830 ▼-7.3%48,6110.6%Business ServicesCMECME Group$12,595,326$1,032,961 ▼-7.6%58,5040.5%FinanceUBERUber Technologies$12,102,135$2,212,308 ▼-15.5%157,1910.5%Computer and TechnologyCPCanadian Pacific Kansas City$12,009,459$954,176 ▼-7.4%136,2080.5%TransportationWMWaste Management$11,852,845$1,000,952 ▼-7.8%55,6080.5%Business ServicesNOWServiceNow$10,616,420$2,343,618 ▼-18.1%13,9250.4%Computer and TechnologyEWEdwards Lifesciences$10,452,353$815,413 ▼-7.2%109,3800.4%MedicalVEEVVeeva Systems$9,949,695$791,221 ▼-7.4%42,9440.4%Computer and TechnologySPGIS&P Global$9,002,947$700,291 ▼-7.2%21,1610.4%Business ServicesAMDAdvanced Micro Devices$8,945,626$2,986,388 ▼-25.0%49,5630.4%Computer and TechnologyBABoeing$8,640,741$734,134 ▼-7.8%44,7730.4%AerospaceSGHTSight Sciences$8,500,388$104,671 ▼-1.2%1,609,9220.4%MedicalKKRKKR & Co. Inc.$8,259,026$700,640 ▼-7.8%82,1140.3%FinanceISRGIntuitive Surgical$8,069,600$1,960,330 ▼-19.5%20,2200.3%MedicalLINDE PLC$7,630,635$652,834 ▼-7.9%16,4340.3%COMMONCPRTCopart$7,279,038$616,906 ▼-7.8%125,6740.3%Business ServicesWDAYWorkday$6,837,570$6,837,570 ▲New Holding25,0690.3%Computer and TechnologyDHRDanaher$6,778,899$578,851 ▼-7.9%27,1460.3%Multi-Sector ConglomeratesPRFTPerficient$6,256,746$190,260 ▼-3.0%111,1520.3%Computer and TechnologyIQVIQVIA$6,096,419$473,410 ▼-7.2%24,1070.3%MedicalCWSTCasella Waste Systems$5,701,536$275,946 ▼-4.6%57,6670.2%Industrial ProductsLLYEli Lilly and Company$5,693,111$55,235 ▼-1.0%7,3180.2%MedicalNCNOnCino$4,932,441$4,932,441 ▲New Holding131,9540.2%Computer and TechnologyCTVACorteva$4,469,310$3,513,833 ▼-44.0%77,4980.2%Consumer StaplesRMBSRambus$4,294,250$564,387 ▼-11.6%69,4750.2%Computer and TechnologyDDOGDatadog$4,048,765$1,185,200 ▼-22.6%32,7570.2%Computer and TechnologyEADSFAirbus$143,681$69,630 ▲94.0%7800.0%IndustrialsSAFRFSafran$123,521$43,289 ▲54.0%5450.0%IndustrialsTSMTaiwan Semiconductor Manufacturing$121,765$58,774 ▲93.3%8950.0%Computer and TechnologyASML HOLDING NV EUR0.09$118,410$51,022 ▲75.7%1230.0%COMMONAONAON$104,788$50,725 ▲93.8%3140.0%FinanceSNPSSynopsys$97,155$47,435 ▲95.4%1700.0%Computer and TechnologyLVMH MOET HENNESSY EUR0.30$95,354$45,878 ▲92.7%1060.0%COMMONUMGNFUniversal Music Group$94,850$45,906 ▲93.8%3,1530.0%Communication ServicesMELIMercadoLibre$93,742$45,359 ▲93.8%620.0%Retail/WholesaleEXPGFExperian$89,162$43,120 ▲93.7%2,0450.0%IndustrialsDSDVFDSV A/S$87,983$42,531 ▲93.6%5420.0%IndustrialsADYYFAdyen$87,977$37,221 ▲73.3%520.0%Computer and TechnologyUNHUnitedHealth Group$84,594$41,060 ▲94.3%1710.0%MedicalLONZA GROUP AG CHF1 (REGD)$82,104$39,554 ▲93.0%1370.0%COMMONRCRRFRecruit$81,751$39,900 ▲95.3%1,8440.0%Business ServicesRYCEFRolls-Royce Holdings plc$68,281$68,281 ▲New Holding12,6770.0%IndustrialsNINTENDO CO LTD NPV$56,343$27,088 ▲92.6%1,0400.0%COMMONLULULululemon Athletica$51,175$21,095 ▲70.1%1310.0%Consumer DiscretionaryMONOTARO CO.LTD NPV$47,178$22,826 ▲93.7%3,9270.0%COMMONNKENIKE$0-100.0%00.0%Consumer DiscretionaryFMCFMC$0$72,242,501 ▼-100.0%00.0%Basic MaterialsSTAASTAAR Surgical$0$52,900,700 ▼-100.0%00.0%MedicalVFCV.F.$0$46,645,752 ▼-100.0%00.0%Consumer DiscretionaryPTONPeloton Interactive$0$32,246,976 ▼-100.0%00.0%Consumer DiscretionaryDLBDolby Laboratories$0$2,122,441 ▼-100.0%00.0%Consumer DiscretionaryL'OREAL EUR0.20$0$47,260 ▼-100.0%00.0%COMMONShowing largest 100 holdings. 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