Jackson Square Capital
Jackson Square Capital reported 143 stocks worth $664M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are MU (12.6%), NVDA (6.7%) and AAPL (6.3%). Compared with Q2 2026, the fund opened new positions in AZN, GLD and TWLO, added to AAPL, GOOGL and MSFT, trimmed MU, NVDA and AVGO and sold out of HWM, IBM and INTC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MU Micron Technology Inc | $83.8M | 12.6% | 79K | −12K (−13%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $44.5M | 6.7% | 195K | −15K (−7%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $41.6M | 6.3% | 125K | +9,278 (+8%) | 8 of 8 | |
| 4 |  GOOGL Alphabet Inc | $33M | 5.0% | 96K | +10K (+12%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $26.9M | 4.0% | 53K | +7,976 (+18%) | 8 of 8 | |
| 6 |  AVGO Broadcom Inc | $24.5M | 3.7% | 70K | −4,865 (−7%) | 8 of 8 | |
| 7 |  LLY Eli Lilly & Co | $21.7M | 3.3% | 19K | −90 (−0%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $21.2M | 3.2% | 85K | +1,703 (+2%) | 8 of 8 | |
| 9 |  LITE Lumentum Hldgs Inc | $18.3M | 2.8% | 19K | −5,687 (−23%) | 6 of 8 | |
| 10 |  ANET Arista Networks Inc | $16.2M | 2.5% | 80K | −207 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 HWM Howmet Aerospace Inc | $8M | 30K |
 IBM Ibm Corp | $4.7M | 17K |
 INTC Intel Corp | $3.5M | 25K |
 EQIX Equinix Inc | $3.4M | 3,269 |
 FN Fabrinet | $2.8M | 4,998 |
🔒 Free account: see all 18.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 MSTR Strategy Inc | Call | $3.1M | 57K | +57,000 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Jackson Square Capital 13F FAQ
What does Jackson Square Capital own?
Jackson Square Capital reported 143 stocks worth $664M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are MU (12.6%), NVDA (6.7%) and AAPL (6.3%). The table above lists every position in the filing (the top 10 without an account).
What did Jackson Square Capital buy and sell in Q3 2026?
Compared with Q2 2026: 23 new positions, 47 added to, 43 trimmed and 18 sold out. New positions include AZN, GLD and TWLO. It sold all of HWM, IBM and INTC.
When will Jackson Square Capital file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Jackson Square Capital's portfolio worth?
The Q3 2026 filing reports $664M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.