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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 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 BROOKFIELD ASSET MANAGMT LTD 11,264 $591K 0.12% SOLD
22 ALAB ASTERA LABS INC Technology 3,461 $576K 0.11% SOLD
23 LOW LOWES COS INC Consumer Cyclical 2,366 $571K 0.11% SOLD
24 UAL UNITED AIRLS HLDGS INC Industrials 5,029 $562K 0.11% SOLD
25 GLD SPDR GOLD TR Financial Services 1,402 $556K 0.11% SOLD
26 HON HONEYWELL INTL INC Industrials 2,737 $534K 0.11% SOLD
27 NEM NEWMONT CORP Basic Materials 5,342 $533K 0.11% SOLD
28 XEL XCEL ENERGY INC Utilities 7,091 $524K 0.10% SOLD
29 PD PAGERDUTY INC Technology 35,169 $461K 0.09% SOLD
30 EWG ISHARES INC 10,147 $431K 0.09% SOLD
31 AVY AVERY DENNISON CORP Industrials 2,360 $429K 0.09% SOLD
32 INDA ISHARES TR 7,905 $427K 0.09% SOLD
33 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 4,699 $411K 0.08% SOLD
34 REGN REGENERON PHARMACEUTICALS Healthcare 527 $407K 0.08% SOLD
35 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,127 $344K 0.07% SOLD
36 DG DOLLAR GEN CORP NEW Consumer Defensive 2,504 $332K 0.07% SOLD
37 INTU INTUIT Technology 447 $296K 0.06% SOLD
38 NTR NUTRIEN LTD Basic Materials 4,588 $284K 0.06% SOLD
39 GDX VANECK ETF TRUST 3,274 $281K 0.06% SOLD
40 NOW SERVICENOW INC Technology 1,805 $277K 0.06% SOLD
Page 2 of 3  ·  44 positions
Sector Allocation
Technology 66.4%
Industrials 8.1%
Healthcare 6.7%
Communication Services 5.0%
Consumer Cyclical 4.7%
Financial Services 2.7%
Utilities 1.8%
Basic Materials 1.6%
Consumer Defensive 1.4%
Real Estate 1.0%