§ 13F · FUND PROFILE
JACKSON SQUARE CAPITAL, LLC.
AUM · $719M (13F)Positions · 138Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | 91K | $105M | 14.6% | −12% |
| 2 | NVDA | NVIDIA CORPORATION | 210K | $42M | 5.8% | +1% |
| 3 | AAPL | APPLE INC | 116K | $33M | 4.7% | −1% |
| 4 | GOOGL | ALPHABET INC | 86K | $31M | 4.3% | +51% |
| 5 | AVGO | BROADCOM INC | 75K | $28M | 3.9% | ±0% |
| 6 | COHR | COHERENT CORP | 64K | $25M | 3.5% | −4% |
| 7 | LLY | ELI LILLY & CO | 19K | $23M | 3.1% | +2% |
| 8 | LITE | LUMENTUM HLDGS INC | 24K | $21M | 2.9% | −2% |
| 9 | KLAC | KLA CORP | 69K | $21M | 2.9% | +899% |
| 10 | AMZN | AMAZON COM INC | 83K | $20M | 2.8% | +25% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JACKSON SIGNAL
AC read
JACKSON SQUARE CAPITAL, LLC is a Other fund managing $719 million in assets. The fund runs a portfolio of 138 positions.
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