Jackson Square Partners, LLC 13F 持仓 · 最近申报 2025年Q3
Jackson Square Partners 在 2025年Q3（报告期截至 2025-09-30）的 SEC 13F 申报中报告了 47 只证券，申报市值合计 2.47 亿美元。前几大持仓：NVDA（7.77%）、MSFT（7.30%）、GOOGL（5.76%）。本季前 25 大持仓中：新建仓 3 只、增持 2 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | $19.2M | 7.77% | 103,004 | 减持 |
| 2 | MSFT | MICROSOFT CORPORATION | $18.0M | 7.30% | 34,840 | 减持 |
| 3 | GOOGL | ALPHABET INC CLASS A | $14.3M | 5.76% | 58,637 | 减持 |
| 4 | AAON | AAON INC | $12.5M | 5.05% | 133,734 | 增持 |
| 5 | CYBR | CYBERARK SOFTWARE LTD | $12.1M | 4.89% | 25,036 | 新建仓 |
| 6 | AMZN | AMAZON.COM INC | $11.9M | 4.83% | 54,421 | 减持 |
| 7 | VRT | VERTIV HOLDINGS CO | $9.6M | 3.87% | 63,364 | 减持 |
| 8 | MEDP | MEDPACE HOLDINGS INC | $9.2M | 3.71% | 17,843 | 增持 |
| 9 | CDNS | CADENCE DESIGN SYSTEMS INC | $7.8M | 3.15% | 22,147 | 新建仓 |
| 10 | SBAC | SBA COMMUNICATIONS CORP | $6.9M | 2.80% | 35,850 | 减持 |
| 11 | BA | BOEING CO/THE | $6.6M | 2.69% | 30,799 | 减持 |
| 12 | MA | MASTERCARD INC | $5.9M | 2.38% | 10,351 | 减持 |
| 13 | ASML | ASML HOLDING NV | $5.9M | 2.37% | 6,066 | 减持 |
| 14 | FOUR | SHIFT4 PAYMENTS INC | $5.7M | 2.32% | 74,100 | 新建仓 |
| 15 | SPGI | S&P GLOBAL INC | $5.3M | 2.13% | 10,815 | 减持 |
| 16 | V | VISA INC | $5.2M | 2.09% | 15,167 | 减持 |
| 17 | CP | CANADIAN PACIFIC KANSAS CITY LIMITED | $4.9M | 1.96% | 65,169 | 减持 |
| 18 | WM | WASTE MANAGEMENT INC | $4.5M | 1.80% | 20,200 | 减持 |
| 19 | CME | CME GROUP INC | $4.3M | 1.75% | 16,024 | 减持 |
| 20 | CLH | CLEAN HARBORS INC | $4.0M | 1.60% | 17,029 | 减持 |
| 21 | WDAY | WORKDAY INC | $3.9M | 1.59% | 16,355 | 减持 |
| 22 | NOW | SERVICENOW INC | $3.8M | 1.52% | 4,080 | 减持 |
| 23 | ENTG | ENTEGRIS INC | $3.7M | 1.51% | 40,277 | 减持 |
| 24 | AMD | ADVANCED MICRO DEVICES INC | $3.7M | 1.50% | 22,951 | 减持 |
| 25 | HXL | HEXCEL CORP | $3.7M | 1.48% | 58,566 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-09-30
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