JACKSON SQUARE CAPITAL, LLC — 13F holdings

JACKSON SQUARE CAPITAL, LLC reported 146 holdings worth $667M in its 13F filing for Q3 2026, filed October 19, 2026.

Largest positions

  1. MU MICRON TECHNOLOGY INC — $83.8M (12.6%)
  2. NVDA NVIDIA CORPORATION — $44.5M (6.7%)
  3. AAPL APPLE INC — $41.6M (6.2%)
  4. GOOGL ALPHABET INC — $33.0M (4.9%)
  5. MSFT MICROSOFT CORP — $26.9M (4.0%)
  6. AVGO BROADCOM INC — $24.5M (3.7%)
  7. LLY ELI LILLY & CO — $21.7M (3.3%)
  8. AMZN AMAZON COM INC — $21.2M (3.2%)
  9. LITE LUMENTUM HLDGS INC — $18.3M (2.7%)
  10. ANET ARISTA NETWORKS INC — $16.2M (2.4%)