JACKSON SQUARE CAPITAL, LLC: 13F holdings
CIK 18121782026Q2
| Positions | 138 |
|---|---|
| Reported value | $719.1m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MU MICRON TECHNOLOGY INC | 90,864 | $104.9m | 14.6% |
| NVDA NVIDIA CORPORATION | 210,075 | $42.0m | 5.8% |
| AAPL APPLE INC | 115,767 | $33.5m | 4.7% |
| GOOGL ALPHABET INC | 85,639 | $30.6m | 4.3% |
| AVGO BROADCOM INC | 74,650 | $28.2m | 3.9% |
| COHR COHERENT CORP | 64,066 | $25.3m | 3.5% |
| LLY ELI LILLY & CO | 18,872 | $22.6m | 3.1% |
| LITE LUMENTUM HLDGS INC | 24,485 | $21.0m | 2.9% |
| KLAC KLA CORP | 68,560 | $20.7m | 2.9% |
| AMZN AMAZON COM INC | 83,248 | $19.8m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1812178")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.