Jackson Square Partners, LLC

Long Only Manager • Growth

Jackson Square Partners, LLC is a Long Only Manager specializing in Growth based in New York, NY led by Kenneth Farnham Broad, reporting $995.1M in AUM as of Q3 2025 with 37% Technology concentration.

ChairmanKenneth Farnham Broad

Portfolio Value: $247.3M
Positions: 47
Top Holding: NVDA at 7.77%
Last Reported: Q3 2025

Address520 Madison Avenue, 21st Floor, New York, NY, 10022, United States

Top Holdings

Largest long holdings in Jackson Square Partners, LLC's portfolio (49.1% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$19.2M	7.77%	-$5.5M Sold	0.00% 103.0K shares	Q1 2022 Held for 3y 8m
2 Microsoft MSFT	Software - Infrastructure Technology	$18.0M	7.30%	-$4.5M Sold	0.00% 34.8K shares	Q2 2014 Held for 11y 5m
3 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$14.3M	5.76%	-$242.6K Sold	0.00% 58.6K shares	Q2 2022 Held for 3y 5m
4 Aaon AAON	Construction Industrials	$12.5M	5.05%	+$8.3M Bought	0.16% 133.7K shares	Q1 2025 Held for 8 months
5 CyberArk Software CYBR	Software - Infrastructure Technology	$12.1M	4.89%	+$12.1M New	0.05% 25.0K shares	Q3 2025 Held for 2 months
6 Amazon AMZN	Specialty Retail Consumer Cyclical	$11.9M	4.83%	-$2.7M Sold	0.00% 54.4K shares	Q1 2020 Held for 5y 8m
7 Vertiv Holdings Co VRT	Electrical Equipment & Parts Industrials	$9.6M	3.87%	-$3.3M Sold	0.02% 63.4K shares	Q1 2025 Held for 8 months
8 Medpace Holdings, Inc. MEDP	Medical - Diagnostics & Research Healthcare	$9.2M	3.71%	+$4.4M Bought	0.06% 17.8K shares	Q1 2024 Held for 1y 8m
9 Cadence Design Systems CDNS	Software - Application Technology	$7.8M	3.15%	+$7.8M New	0.01% 22.1K shares	Q3 2025 Held for 2 months
10 SBA Communications SBAC	REIT - Specialty Real Estate	$6.9M	2.80%	-$870.7K Sold	0.03% 35.9K shares	Q2 2024 Held for 1y 5m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Jackson Square Partners, LLC's latest filing

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GthenC

Market Value

$247.3M

Prior: $270.4M

Q/Q Change

-8.53%

-$23.1M

Net Flows % of MV

-15.43%

Turnover Ratio

23.49%

New Purchases

3 stocks

$25.6M

Added To

3 stocks

+$12.9M

Sold Out Of

11 stocks

$30.8M

Reduced Holdings

40 stocks

-$45.9M

Increased Positions

Position	Shares Δ	Change
1 CyberArk Software CYBR	New	0 → 25.0K +$12.1M
2 Cadence Design Systems CDNS	New	0 → 22.1K +$7.8M
3 Shift4 Payments FOUR	New	0 → 74.1K +$5.7M
4 Aaon AAON	+195.75%	45.2K → 133.7K +$8.3M
5 Medpace Holdings, Inc. MEDP	+91.33%	9.3K → 17.8K +$4.4M

Decreased Positions

Position	Shares Δ	Change
1 Synopsys SNPS	Sold	7.6K → 0 −$3.9M
2 MarketAxess MKTX	Sold	16.3K → 0 −$3.6M
3 KKR & Co. KKR	Sold	26.8K → 0 −$3.6M
4 WillScot Holdings Corporation WSC	Sold	129.5K → 0 −$3.5M
5 New York Times NYT	Sold	57.7K → 0 −$3.2M