HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 NEW YORK TIMES CO CL A |
3,508,198 | -1,711,147 | $171,867 |
| NYT | 3,508,198 | -1,711,147 | $171,867 |
| WIX.COM LTD COM ILS0.01 |
1,165,965 | -369,864 | $143,437 |
| WIX | 1,165,965 | -369,864 | $143,437 |
| SITEONE LANDSCAPE SUPPLY INC COM |
809,775 | +165,067 | $131,588 |
| SITE | 809,775 | +165,067 | $131,588 |
| WYNDHAM HOTELS & RESORTS INC COM |
1,557,902 | -193,337 | $125,271 |
| WH | 1,557,902 | -193,337 | $125,271 |
| MARKETAXESS HLDGS INC COM STK |
425,361 | +95,135 | $124,567 |
| MKTX | 425,361 | +95,135 | $124,567 |
| GROCERY OUTLET HLDG CORP COM |
4,423,704 | -512,079 | $119,263 |
| GO | 4,423,704 | -512,079 | $119,263 |
| ASPEN TECHNOLOGY INC COM USD0.10 |
526,884 | -97,435 | $115,994 |
| AZPN | 526,884 | -97,435 | $115,994 |
| BIO TECHNE CORP COM |
1,497,086 | +236,539 | $115,515 |
| TECH | 1,497,086 | +236,539 | $115,515 |
| GRACO INC COM |
1,192,237 | -149,988 | $103,438 |
| GGG | 1,192,237 | -149,988 | $103,438 |
| WARNER MUSIC GROUP CORP CL A CL A |
2,794,017 | -617,229 | $99,998 |
| WMG | 2,794,017 | -617,229 | $99,998 |
| CLEAN HBRS INC COM |
569,820 | -159,170 | $99,439 |
| CLH | 569,820 | -159,170 | $99,439 |
| PACIFIC BIOSCIENCES OF CALIFORNIA INC COMMON STOCK |
9,704,766 | +2,770,901 | $95,204 |
| PACB | 9,704,766 | +2,770,901 | $95,204 |
| MASIMO CORP COM STK |
762,329 | -99,379 | $89,353 |
| MASI | 762,329 | -99,379 | $89,353 |
| LENDINGCLUB CORP COM NEW |
9,723,943 | +541,538 | $84,987 |
| LC | 9,723,943 | +541,538 | $84,987 |
| ELASTIC N V COM USD0.01 |
744,605 | -678,614 | $83,917 |
| ESTC | 744,605 | -678,614 | $83,917 |
| ENTEGRIS INC COM |
691,144 | +691,144 | $82,813 |
| ENTG | 691,144 | +691,144 | $82,813 |
| CHARLES RIV LABORATORIES INTL INC COM |
349,491 | +80,873 | $82,620 |
| CRL | 349,491 | +80,873 | $82,620 |
| BILL HOLDINGS INC COM USD0.00001 |
974,045 | +467,111 | $79,472 |
| BILL | 974,045 | +467,111 | $79,472 |
| HOWMET AEROSPACE INC COM USD1.00 WI |
1,414,754 | -627,197 | $76,566 |
| HWM | 1,414,754 | -627,197 | $76,566 |
| HEXCEL CORP NEW COM |
1,036,620 | -44,211 | $76,451 |
| HXL | 1,036,620 | -44,211 | $76,451 |
| WABTEC CORP COM |
585,048 | -279,932 | $74,243 |
| WAB | 585,048 | -279,932 | $74,243 |
| OKTA INC CL A CL A |
813,698 | -102,057 | $73,664 |
| OKTA | 813,698 | -102,057 | $73,664 |
| FMC CORP COM NEW |
1,145,797 | -144,025 | $72,243 |
| FMC | 1,145,797 | -144,025 | $72,243 |
| RYAN SPECIALTY HOLDINGS INC CL A COM USD0.001 CL A |
1,400,398 | -175,382 | $60,245 |
| RYAN | 1,400,398 | -175,382 | $60,245 |
| MOLINA HEALTHCARE INC COM |
160,982 | -135,059 | $58,164 |
| MOH | 160,982 | -135,059 | $58,164 |
| SHOCKWAVE MED INC COM |
282,148 | +282,148 | $53,766 |
| SWAV | 282,148 | +282,148 | $53,766 |
| STAAR SURGICAL CO COM NEW PAR 0.01 COM NEW PAR 0.01 |
1,694,992 | -390,436 | $52,901 |
| STAA | 1,694,992 | -390,436 | $52,901 |
| LATTICE SEMICONDUCTOR CORP COM |
683,417 | +182,554 | $47,149 |
| LSCC | 683,417 | +182,554 | $47,149 |
| V F CORP COM |
2,481,157 | +2,481,157 | $46,646 |
| VFC | 2,481,157 | +2,481,157 | $46,646 |
| AXCELIS TECHNOLOGIES INC COM NEW COM NEW |
330,724 | +330,724 | $42,892 |
| ACLS | 330,724 | +330,724 | $42,892 |
| MICROSOFT CORP COM |
97,163 | -11,736 | $36,537 |
| MSFT | 97,163 | -11,736 | $36,537 |
| LPL FINL HLDGS INC COM |
159,588 | -174,794 | $36,325 |
| LPLA | 159,588 | -174,794 | $36,325 |
| PELOTON INTERACTIVE INC |
5,295,070 | -1,577,448 | $32,247 |
| PTON | 5,295,070 | -1,577,448 | $32,247 |
| AMAZON COM INC COM |
148,690 | -17,650 | $22,592 |
| AMZN | 148,690 | -17,650 | $22,592 |
| MASTERCARD INC CL A |
35,395 | -2,961 | $15,096 |
| MA | 35,395 | -2,961 | $15,096 |
| NVIDIA CORP COM |
28,214 | -3,303 | $13,972 |
| NVDA | 28,214 | -3,303 | $13,972 |
| VISA INC COM CL A STK |
52,448 | -6,267 | $13,655 |
| V | 52,448 | -6,267 | $13,655 |
| CME GROUP INC COM STK |
63,302 | -6,789 | $13,331 |
| CME | 63,302 | -6,789 | $13,331 |
| ALPHABET INC CAPITAL STOCK USD0.001 CL A |
91,426 | +11,711 | $12,771 |
| GOOGL | 91,426 | +11,711 | $12,771 |
| BOEING CO COM |
48,577 | -12,106 | $12,662 |
| BA | 48,577 | -12,106 | $12,662 |
| SERVICENOW INC COM USD0.001 |
16,999 | -2,008 | $12,010 |
| NOW | 16,999 | -2,008 | $12,010 |
| CANADIAN PAC KANS CITY LTD |
147,030 | -17,793 | $11,624 |
| CP | 147,030 | -17,793 | $11,624 |
| UBER TECHNOLOGIES INC COM USD0.00001 |
185,926 | -46,782 | $11,447 |
| UBER | 185,926 | -46,782 | $11,447 |
| WASTE MGMT INC DEL COM STK |
60,304 | -7,125 | $10,800 |
| WM | 60,304 | -7,125 | $10,800 |
| S&P GLOBAL INC COM |
22,807 | -2,703 | $10,047 |
| SPGI | 22,807 | -2,703 | $10,047 |
| ADVANCED MICRO DEVICES INC COM |
66,109 | -7,923 | $9,745 |
| AMD | 66,109 | -7,923 | $9,745 |
| EDWARDS LIFESCIENCES CORP COM |
117,913 | -16,594 | $8,991 |
| EW | 117,913 | -16,594 | $8,991 |
| VEEVA SYS INC CL A COM CL A COM |
46,359 | -7,486 | $8,925 |
| VEEV | 46,359 | -7,486 | $8,925 |
| INTUITIVE SURGICAL INC COM NEW STK |
25,132 | -3,013 | $8,479 |
| ISRG | 25,132 | -3,013 | $8,479 |
| SIGHT SCIENCES INC USD0.001 |
1,629,746 | +174,737 | $8,409 |
| SGHT | 1,629,746 | +174,737 | $8,409 |
See Full List: All Stocks Held By Jackson Square Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Jackson Square Partners LLC
|
Size ($ in 1000's)
At 12/31/2023: $3,077,328 At 09/30/2023: $4,226,321 Jackson Square Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Jackson Square Partners LLC 13F filings. Link to 13F filings: SEC filings |
