Jackson Square Capital, LLC 13F 持仓 · 2026年Q2
Jackson Square Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 138 只证券，申报市值合计 7.19 亿美元。前几大持仓：MU（14.59%）、NVDA（5.85%）、AAPL（4.66%）。本季前 25 大持仓中：增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $104.9M | 14.59% | 90,864 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $42.0M | 5.85% | 210,075 | 增持 |
| 3 | AAPL | APPLE INC | $33.5M | 4.66% | 115,767 | 减持 |
| 4 | GOOGL | ALPHABET INC | $30.6M | 4.26% | 85,639 | 增持 |
| 5 | AVGO | BROADCOM INC | $28.2M | 3.92% | 74,650 | 减持 |
| 6 | COHR | COHERENT CORP | $25.3M | 3.51% | 64,066 | 减持 |
| 7 | LLY | ELI LILLY & CO | $22.6M | 3.15% | 18,872 | 增持 |
| 8 | LITE | LUMENTUM HLDGS INC | $21.0M | 2.92% | 24,485 | 减持 |
| 9 | KLAC | KLA CORP | $20.7M | 2.88% | 68,560 | 增持 |
| 10 | AMZN | AMAZON COM INC | $19.8M | 2.76% | 83,248 | 增持 |
| 11 | LRCX | LAM RESEARCH CORP | $17.9M | 2.50% | 41,406 | 增持 |
| 12 | MSFT | MICROSOFT CORP | $16.6M | 2.31% | 44,525 | 增持 |
| 13 | CAT | CATERPILLAR INC | $16.6M | 2.30% | 15,546 | 增持 |
| 14 | VRT | VERTIV HOLDINGS CO | $15.3M | 2.13% | 45,745 | 减持 |
| 15 | CSCO | CISCO SYS INC | $14.9M | 2.07% | 126,470 | 减持 |
| 16 | GLW | CORNING INC | $14.4M | 2.00% | 56,395 | 增持 |
| 17 | ANET | ARISTA NETWORKS INC | $13.6M | 1.89% | 79,993 | 增持 |
| 18 | PANW | PALO ALTO NETWORKS INC | $12.6M | 1.75% | 36,822 | 增持 |
| 19 | AMAT | APPLIED MATLS INC | $12.2M | 1.70% | 16,863 | 增持 |
| 20 | GEV | GE VERNOVA INC | $11.0M | 1.53% | 9,388 | 增持 |
| 21 | ARM | ARM HOLDINGS PLC | $10.0M | 1.39% | 28,218 | 持平 |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $9.2M | 1.28% | 18,331 | 减持 |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $9.0M | 1.26% | 12,118 | 减持 |
| 24 | LIN | LINDE PLC | $8.9M | 1.23% | 17,081 | 减持 |
| 25 | TJX | TJX COS INC NEW | $8.8M | 1.22% | 57,902 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR