Jackson Square Capital, LLC, a San Francisco-based investment firm, has filed a Form 13F-HR with the U.S. Securities and Exchange Commission disclosing its equity holdings as of September 30, 2026. The filing lists 146 distinct positions held by the firm during the third quarter of 2026.
The firm’s largest equity holding is Micron Technology Inc., with 78,705 shares. Other significant positions include NVIDIA Corporation (194,787 shares), Apple Inc. (125,045 shares), Alphabet Inc. Class A (95,909 shares), and Microsoft Corporation (52,501 shares). The portfolio also includes substantial stakes in Broadcom Inc. (69,785 shares), Eli Lilly & Co. (18,782 shares), and Amazon.com Inc. (84,951 shares).
The filing indicates that Jackson Square Capital holds a mix of technology, healthcare, and industrial stocks. Notable positions include Arista Networks Inc. (79,786 shares), Palo Alto Networks Inc. (36,549 shares), Lumentum Holdings Inc. (18,798 shares), and Coherent Corp. (53,021 shares). Healthcare exposure is represented by Eli Lilly & Co. and Amgen Inc., while industrial holdings include Caterpillar Inc. (14,017 shares) and Honeywell International Inc. (1,063 shares).
Exchange-traded funds also feature prominently in the portfolio. The firm holds shares in the SPDR S&P 500 ETF Trust (12,152 shares), the Invesco Exchange Traded Fund Trust II NASDAQ 100 ETF (13,692 shares), and the iShares Bitcoin Trust ETF (82,516 shares). Other ETF positions include the iShares U.S. Technology ETF (1,119 shares) and the iShares Core S&P 500 ETF (1,211 shares).
The filing was signed by Michelle Eldridge, the firm’s Senior Compliance Officer, and was submitted on October 19, 2026.
