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Portfolio (Quarterly) Guide ↗

JACKSON SQUARE CAPITAL, LLC

· CIK 0001812178
13F Portfolio $719M AUM 138 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 30 New 46 Added 47 Reduced 44 Exited
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MGK VANGUARD WORLD FD 6,260.0 $550K 0.08% +5K +400.0% $87.91 +0.8%
42 HPE HEWLETT PACKARD ENTERPRISE C Technology 11,721.0 $529K 0.07% +1K +11.9% $45.11 +17.3%
43 EPR EPR PPTYS Real Estate 9,009.0 $523K 0.07% +359.0 +4.2% $58.01 +5.5%
44 MCK MCKESSON CORP Healthcare 657.0 $496K 0.07% +42.0 +6.8% $755.60 +11.0%
45 XLV SELECT SECTOR SPDR TR 2,630.0 $417K 0.06% +75.0 +2.9% $158.66 +8.7%
46 PCAR PACCAR INC Industrials 2,967.0 $356K 0.05% +317.0 +12.0% $120.12 +7.3%
Page 3 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 65.6%
Industrials 8.0%
Healthcare 6.7%
Communication Services 6.0%
Consumer Cyclical 4.7%
Financial Services 2.8%
Utilities 1.8%
Basic Materials 1.6%
Consumer Defensive 1.3%
Real Estate 1.0%