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13F-HR filed by JACKSON SQUARE CAPITAL, LLC

JACKSON SQUARE CAPITAL, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-13, with 129 holding rows worth $476,963,622.

Accession
0001812178-26-000002
Filed
2026-04-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 129 entries on the cover page, a total value of $476,963,622 stated on the cover page (in dollars after the unit check, H1), rows summing to $476,963,622 with VALUE read as dollars as filed, 13F file number 028-20279. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
NVIDIA Corp67066G104COM207,533$36,193,782dollars as filed
Micron Technology,Inc.595112103COM103,670$35,023,873dollars as filed
Apple Inc037833100COM116,683$29,612,919dollars as filed
Broadcom Inc.11135F101COM74,969$23,203,655dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock25,108$17,644,898dollars as filed
Eli Lilly and Company532457108COM18,563$17,073,691dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM56,856$16,349,628dollars as filed
COHERENT CORP COM19247G107Stock66,394$15,815,715dollars as filed
Amazon.com, Inc023135106COM66,469$13,843,526dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock45,782$11,472,054dollars as filed
Caterpillar Inc.149123101COM15,061$10,670,116dollars as filed
KLA CORP482480100COM6,861$10,102,205dollars as filed
Cisco Systems,Inc.17275R102COM126,913$9,847,159dollars as filed
ARISTA NETWORKS INC040413205COM75,186$9,231,337dollars as filed
Berkshire Hathaway Inc084670702COM18,348$8,792,362dollars as filed
Linde plcG54950103COM17,407$8,629,694dollars as filed
TJX Companies Inc872540109COM52,333$8,357,580dollars as filed
Microsoft Corp594918104COM22,453$8,311,554dollars as filed
SPY78462F103SHS12,350$8,031,901dollars as filed
Lam Research Corporation512807306COM37,493$8,010,754dollars as filed
GE Vernova Inc.36828A101COM9,070$7,917,203dollars as filed
CORNING INC219350105COM54,060$7,350,538dollars as filed
Costco Wholesale Corporation22160K105COM6,883$6,858,279dollars as filed
HOWMET AEROSPACE INC COM443201108Stock28,379$6,540,224dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM20,528$5,888,592dollars as filed
iShares U.S. Aerospace & Defense ETF464288760SHS20,030$4,381,563dollars as filed
DOW HLDGS INC COM260557103Stock104,434$4,349,676dollars as filed
ARM HOLDINGS PLC042068205SPONSORED ADS28,218$4,268,819dollars as filed
Merck & Co.,Inc.58933Y105COM34,967$4,206,180dollars as filed
Johnson & Johnson478160104COM16,966$4,147,169dollars as filed
CLOUDFLARE INC CL A COM18915M107Stock19,608$4,045,915dollars as filed
Bristol-Myers Squibb Company110122108COM61,310$3,718,452dollars as filed
General Electric Company369604301COM12,838$3,643,039dollars as filed
PALO ALTO NETWORKS INC697435105COM22,617$3,625,957dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock13,000$3,612,310dollars as filed
FABRINET SHSG3323L100Stock6,787$3,539,556dollars as filed
AbbVie,Inc.00287Y109COM15,337$3,335,644dollars as filed
Netflix, Inc64110L106COM34,520$3,319,098dollars as filed
AMKOR TECHNOLOGY INC COM031652100Stock73,050$3,289,442dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM13,729$3,262,353dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK2,439$3,221,504dollars as filed
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock17,939$2,979,130dollars as filed
CIENA CORP COM NEW171779309Stock6,913$2,683,834dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS7,907$2,672,171dollars as filed
AT&T Inc00206R102COM91,090$2,640,708dollars as filed
Gilead Sciences,Inc.375558103COM18,785$2,618,121dollars as filed
Visa Inc92826C839COM7,566$2,286,748dollars as filed
IJH464287507COM33,170$2,239,970dollars as filed
Thermo Fisher Scientific Inc.883556102COM4,537$2,230,072dollars as filed
Applied Materials,Inc.038222105COM6,319$2,159,771dollars as filed
Walmart Inc.931142103COM17,336$2,154,518dollars as filed
HUNTINGTON INGALLS INDS INC COM446413106Stock5,511$2,093,629dollars as filed
MasterCard, Inc57636Q104COM3,617$1,807,270dollars as filed
Danaher Corporation235851102COM9,318$1,766,693dollars as filed
Raytheon Technologies Corporation75513E101COM7,545$1,455,431dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS10,183$1,353,321dollars as filed
ENTERGY CORP NEW COM29364G103Stock11,919$1,339,219dollars as filed
TC ENERGY CORP87807B107COM20,537$1,282,177dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock3,602$1,243,230dollars as filed
CALIX INC13100M509COM25,000$1,224,750dollars as filed
Vanguard S&P 500 ETF922908363COM1,769$1,057,079dollars as filed
Stryker Corporation863667101COM3,205$1,053,131dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock2,504$1,043,517dollars as filed
3M CO COM88579Y101Stock7,082$1,028,519dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock7,735$1,013,904dollars as filed
WELLTOWER INC COM95040Q104REIT5,121$1,012,473dollars as filed
DREAM FINDERS HOMES INC COM CL A26154D100Stock69,500$967,440dollars as filed
BHP BILLITON LIMITED SPONSORED ADS088606108ADR13,124$954,640dollars as filed
REVOLVE GROUP INC CL A76156B107Stock41,287$933,499dollars as filed
CORVUS PHARMACEUTICALS INC221015100COM63,773$932,999dollars as filed
INVESCO QQQ TR46090E103COM1,588$916,528dollars as filed
Abbott Laboratories002824100COM8,614$884,399dollars as filed
ARGAN INC04010E109COM1,551$844,752dollars as filed
ECOLAB INC COM278865100Stock3,038$808,169dollars as filed
Coca-Cola Company191216100COM10,568$803,696dollars as filed
EXXON MOBIL CORP30231G102COM4,581$777,212dollars as filed
WILLIAMS COS INC COM969457100Stock10,446$760,260dollars as filed
Home Depot, Inc437076102COM2,185$718,789dollars as filed
T-Mobile US,Inc.872590104COM3,359$705,491dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock4,220$692,629dollars as filed
CITIZENS FINL GROUP INC COM174610105Stock11,330$679,460dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,033$674,766dollars as filed
TRIMAS CORP896215209COM NEW18,000$646,920dollars as filed
ISHARES TR464287457COM7,815$645,285dollars as filed
Honeywell Technologies438516106COM2,737$618,644dollars as filed
BRIXMOR PPTY GROUP INC11120U105COM21,159$609,379dollars as filed
SYNOPSYS INC COM871607107Stock1,526$605,028dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,364$586,916dollars as filed
Intuitive Surgical,Inc.46120E602COM1,250$576,238dollars as filed
MCKESSON CORP COM58155Q103Stock657$568,542dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR3,600$549,900dollars as filed
VTI922908769COM1,710$548,549dollars as filed
SHELL PLC SPON ADS780259305ADR5,833$542,469dollars as filed
MARVELL TECHNOLOGY INC573874104COM5,456$540,417dollars as filed
WESTERN ALLIANCE BANCORP COM957638109Stock7,493$530,879dollars as filed
CANADIAN NAT RES LTD MED TERM COM136385101Stock10,893$530,816dollars as filed
Lowes Companies,Inc.548661107COM2,164$511,310dollars as filed
NEWMONT CORP651639106COM4,312$466,774dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS1,252$460,035dollars as filed
EPR PPTYS COM SH BEN INT26884U109REIT9,071$453,187dollars as filed
Amgen Inc.031162100COM1,278$449,664dollars as filed
ING GROEP N.V. SPONSORED ADR456837103ADR15,952$415,550dollars as filed
REGENERON PHARMACEUTICALS COM75886F107Stock527$407,181dollars as filed
VANECK ETF TRUST92189F106GOLD MINERS ETF4,354$399,567dollars as filed
WESTERN DIGITAL CORP958102105COM1,417$383,284dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS2,555$374,589dollars as filed
ILLINOIS TOOL WKS INC452308109COM1,396$363,365dollars as filed
iShares Russell 2000 ETF464287655SHS1,465$363,320dollars as filed
PACCAR INC COM693718108Stock2,967$342,689dollars as filed
Intercontinental Exchange,Inc.45866F104COM2,127$334,535dollars as filed
Analog Devices,Inc.032654105COM1,028$327,048dollars as filed
NextEra Energy,Inc.65339F101COM3,517$326,659dollars as filed
METLIFE INC COM59156R108Stock4,533$320,574dollars as filed
Eaton Corp. PlcG29183103COM871$311,531dollars as filed
Tesla Motors, Inc88160R101COM832$309,296dollars as filed
AEGON LTD AMER REG 1 CERT0076CA104ADR40,482$293,899dollars as filed
CALIFORNIA RES CORP13057Q305COM STOCK4,122$285,325dollars as filed
HEWLETT PACKARD ENTERPRISE CO COM42824C109Stock11,407$271,599dollars as filed
GARRETT MOTION INC366505105COM14,404$261,721dollars as filed
META PLATFORMS INC CL A30303M102COM454$259,747dollars as filed
CALAVO GROWERS INC128246105COM10,000$257,900dollars as filed
VICI PPTYS INC COM925652109REIT8,275$226,073dollars as filed
CAMECO CORP COM13321L108Stock2,000$217,220dollars as filed
VALERO ENERGY CORP COM91913Y100Stock864$213,477dollars as filed
VANGUARD MORNINGSTAR MEGA CAP VALUE ETF921910840ETF1,471$213,221dollars as filed
WISDOMTREE TR97717W109US TOTAL DIVIDND2,385$205,969dollars as filed
Advanced Micro Devices,Inc.007903107COM996$202,616dollars as filed
TELEPHONE & DATA SYS INC879433829COM NEW4,800$202,080dollars as filed
VALLEY NATL BANCORP919794107COM16,173$198,604dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001812178-26-000002this filing2026-04-13acceptance time not in the bulk data set