13F for December 31, 2025, filed February 13, 2026 · SEC CIK 1605911 · Holdings history from June 30, 2014
The latest available holdings for this manager are dated December 31, 2025.
Reported value
$0
0% in companies we cover
Positions we cover
0
Largest —
Copy, a year
+7.9%
S&P 500 +14.1%
Copy Sharpe ratio
0.37
S&P 500 0.75
Copy-performance statistics: August 15, 2014 to May 29, 2026. Holdings history can start earlier than the price data used for performance.
Historical holdings
Holdings across the available history, including securities outside our stock coverage. Select a date to view the holdings for that period.
Related reporting managers
SEC notices identify these reporting relationships. Each manager retains its own holdings history; changes in reporting scope can involve several managers.
Values use the units disclosed in the source. Where a dollar scale cannot be established, the original amount is shown as filed. Rows may include separate allocations, options and principal amounts; these are kept separate from the covered-stock portfolio used for performance.
How copying its 13F would have done
CopyS&P 500$10,000 copying Jackson Square Partners, LLC's usable filed holdings in companies we cover from August 15, 2014, rebalancing at the first weekly close after each usable filing and holding until the next, against the S&P 500 (total return). Missing prices carry their last observed value. Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).
Biggest drop −49.9% (S&P 500 −31.8%); beta 1.09; alpha −5.9% a year (t = −2.03); last 12 months +10.3% against +32.1%.
Reported value by quarter
Jackson Square Partners, LLC: 13F reported valueTotal reported value where the source's dollar units can be established. Earlier filings in thousands of dollars are converted; dates with unresolved value units are omitted.View chart data
Period
Reported value
2014-06-30
$25.6B
2014-09-30
$23.7B
2014-12-31
$25.4B
2015-03-31
$26.1B
2015-06-30
$26.1B
2015-09-30
$21.9B
2015-12-31
$27.1B
2016-03-31
$24.9B
2016-06-30
$23.8B
2016-09-30
$22.3B
2016-12-31
$19.3B
2017-03-31
$20.3B
2017-06-30
$19.6B
2017-09-30
$20.6B
2017-12-31
$19.7B
2018-03-31
$20B
2018-06-30
$19.6B
2018-09-30
$19.8B
2018-12-31
$16.3B
2019-03-31
$18.3B
2019-06-30
$19.3B
2019-09-30
$18.2B
2019-12-31
$19.1B
2020-03-31
$15.8B
2020-06-30
$19.9B
2020-09-30
$21.4B
2020-12-31
$25.1B
2021-03-31
$17.6B
2021-06-30
$17.5B
2021-09-30
$15.8B
2021-12-31
$11.9B
2022-03-31
$10.1B
2022-06-30
$4.3B
2022-09-30
$3.8B
2022-12-31
$3.8B
2023-03-31
$3.7B
2023-06-30
$3.4B
2023-09-30
$3B
2023-12-31
$3.1B
2024-03-31
$2.4B
2024-06-30
$1.6B
2024-09-30
$1.2B
2024-12-31
$960.9M
2025-03-31
$743.5M
2025-06-30
$270.4M
2025-09-30
$247.3M
2025-12-31
$0
Latest covered holdings and moves
Covered holdings as of December 31, 2025.
Company
Share of portfolio
Value
Shares
Change in shares
None this quarter.
Change in shares on the previous quarter's 13F, valued at this quarter's reported price.
Share of the value held in companies we cover, by sector.
Period
Copy, a year
S&P 500
Sharpe
S&P 500
Biggest drop
Beta
Whole backtestAugust 15, 2014 to May 29, 2026
+7.9%
+14.1%
0.37
0.75
−49.9%
1.09
2018 onwardsJanuary 5, 2018 to May 29, 2026
+4.9%
+14.6%
0.21
0.69
−49.9%
1.09
Last three yearsJune 2, 2023 to May 29, 2026
+8.0%
+22.6%
0.26
1.15
−21.8%
0.94
Last yearMay 30, 2025 to May 29, 2026
+10.1%
+29.9%
0.54
1.94
−5.6%
0.61
From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.