JACKSON SQUARE CAPITAL LLC
Q1 2026 Form 13-F
SAN FRANCISCO, CALIFORNIA
CIK 0001812178
· CRD 300314
· SEC-registered investment adviser
$477.0M Reported Value Total
JACKSON SQUARE CAPITAL, LLC reports 631 total accounts under management (AUM). There are 571 discretionary accounts valued at $520,929,437, and 60 non-discretionary accounts valued at $43,360,061.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-25
Reported value
$477.0M
Quarter over quarter
+4.0%
Holdings
129
Top-10 concentration
45.3%
Key People
Form ADV owners & control persons
Andrew Gilbert Graham
CHIEF EXECUTIVE OFFICER
Stacy Leigh Sizemore
CHIEF COMPLIANCE OFFICER
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Q1 2026 13F record
Q1 2026 13F filing summary
| Period of report | March 31, 2026 |
|---|---|
| Filed | April 13, 2026 |
| Form | 13F-HR |
| Reported value | $477.0M |
| Positions | 129 |
| Change in reported value | -5.6% |
| New positions | 17 |
| Exited positions | 40 |
| Position turnover | 33.7% |
| Top-10 concentration | 45.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 19, 2026
|
143 | $667.3M |
|
Q2 2026 13F
Filed Jul 21, 2026
|
138 | $719.0M |
|
Q1 2026 13F
Filed Apr 13, 2026
|
129 | $477.0M |
|
Q4 2025 13F
Filed Jan 21, 2026
|
152 | $505.5M |
|
Q3 2025 13F
Filed Oct 9, 2025
|
144 | $458.5M |
|
Q2 2025 13F
Filed Jul 10, 2025
|
144 | $450.3M |
|
Q1 2025 13F
Filed Apr 16, 2025
|
132 | $307.6M |
|
Q4 2024 13F
Filed Jan 15, 2025
|
141 | $415.0M |
|
Q3 2024 13F
Filed Oct 31, 2024
|
133 | $403.0M |
|
Q2 2024 13F
Filed Aug 5, 2024
|
126 | $406.4M |
|
Q1 2024 13F
Filed Apr 16, 2024
|
137 | $388.4M |
|
Q4 2023 13F
Filed Jan 9, 2024
|
116 | $310.8M |
|
Q3 2023 13F
Filed Oct 25, 2023
|
107 | $249.0M |
|
Q2 2023 13F
Filed Jul 28, 2023
|
112 | $248.9M |
|
Q1 2023 13F
Filed Apr 21, 2023
|
107 | $223.4M |
|
Q4 2022 13F
Filed Jan 23, 2023
|
120 | $212.4M |
|
Q3 2022 13F
Filed Oct 13, 2022
|
122 | $205.0M |
|
Q2 2022 13F
Filed Jul 25, 2022
|
138 | $236.7M |
|
Q1 2022 13F
Filed Apr 20, 2022
|
178 | $320.6M |
|
Q4 2021 13F
Filed Jan 19, 2022
|
187 | $347.6M |
8 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q1 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | $36.2M | 7.59% |
| 2 | MU MICRON TECHNOLOGY INC | $35.0M | 7.34% |
| 3 | AAPL APPLE INC | $29.6M | 6.21% |
| 4 | AVGO BROADCOM INC | $23.2M | 4.86% |
| 5 | LITE LUMENTUM HLDGS INC | $17.6M | 3.7% |
| 6 | LLY ELI LILLY & CO | $17.1M | 3.58% |
| 7 | GOOGL ALPHABET INC | $16.3M | 3.43% |
| 8 | COHR COHERENT CORP | $15.8M | 3.32% |
| 9 | AMZN AMAZON COM INC | $13.8M | 2.9% |
| 10 | VRT VERTIV HOLDINGS CO | $11.5M | 2.41% |
| 11 | CAT CATERPILLAR INC | $10.7M | 2.24% |
| 12 | KLAC KLA CORP | $10.1M | 2.12% |
| 13 | CSCO CISCO SYS INC | $9.8M | 2.06% |
| 14 | ANET ARISTA NETWORKS INC | $9.2M | 1.94% |
| 15 | BRK-B BERKSHIRE HATHAWAY INC DEL | $8.8M | 1.84% |
| 16 | LIN LINDE PLC | $8.6M | 1.81% |
| 17 | TJX TJX COS INC NEW | $8.4M | 1.75% |
| 18 | MSFT MICROSOFT CORP | $8.3M | 1.74% |
| 19 | SPY STATE STR SPDR S&P 500 ETF T | $8.0M | 1.68% |
| 20 | LRCX LAM RESEARCH CORP | $8.0M | 1.68% |
Values as reported on the Q1 2026 Form 13F. Every position is in the holdings table below.