Jackson Square Partners LLC

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Jackson Square Partners LLC ✚
CRD #	170064
SEC #	801-79255
CIK #
AUM	$16.8 BB (100% Disc, 82% US)
Employees	27 (41% Investors, 7% Brokers)
Phone	415-635-0213
Address	101 California Street San Francisco, CA 94111
Source	IAPD Website

Total AUM ($BB)

Sector	Holding	Cap ($MM)	Value ($MM)
	PYPL	114,330.0	1,182.3
	MSFT	865,660.0	1,033.1
	V	341,210.0	967.1
	MA	250,210.0	785.9
	BIIB	61,270.0	658.2
	FDX	46,060.0	647.0
	ICE	41,240.0	632.5
	GOOGL	819,810.0	623.7
	CCI	51,340.0	615.6
	EBAY	33,160.0	609.6
View All

Holdings by Sector ($BB)

[{"dt": "2015-02-10", "sector": "Basic Industries", "value": 0}, {"dt": "2015-02-10", "sector": "Capital Goods", "value": 0.163946}, {"dt": "2015-02-10", "sector": "Consumer Durables", "value": 0}, {"dt": "2015-02-10", "sector": "Consumer Non-Durables", "value": 0.551522}, {"dt": "2015-02-10", "sector": "Consumer Services", "value": 3.726718}, {"dt": "2015-02-10", "sector": "Energy", "value": 0.229021}, {"dt": "2015-02-10", "sector": "Exchange-Traded Fund", "value": 0}, {"dt": "2015-02-10", "sector": "Finance", "value": 0.870866}, {"dt": "2015-02-10", "sector": "Health Care", "value": 3.495625}, {"dt": "2015-02-10", "sector": "Miscellaneous", "value": 3.684696}, {"dt": "2015-02-10", "sector": "n/a", "value": 0}, {"dt": "2015-02-10", "sector": "Public Utilities", "value": 0.888111}, {"dt": "2015-02-10", "sector": "Technology", "value": 5.336021}, {"dt": "2015-02-10", "sector": "Transportation", "value": 0.131223}, {"dt": "2016-02-12", "sector": "Basic Industries", "value": 0}, {"dt": "2016-02-12", "sector": "Capital Goods", "value": 0.170584}, {"dt": "2016-02-12", "sector": "Consumer Durables", "value": 0}, {"dt": "2016-02-12", "sector": "Consumer Non-Durables", "value": 0.071765}, {"dt": "2016-02-12", "sector": "Consumer Services", "value": 4.045963}, {"dt": "2016-02-12", "sector": "Energy", "value": 0.226467}, {"dt": "2016-02-12", "sector": "Exchange-Traded Fund", "value": 0}, {"dt": "2016-02-12", "sector": "Finance", "value": 0.990162}, {"dt": "2016-02-12", "sector": "Health Care", "value": 5.46237}, {"dt": "2016-02-12", "sector": "Miscellaneous", "value": 4.466279}, {"dt": "2016-02-12", "sector": "n/a", "value": 0}, {"dt": "2016-02-12", "sector": "Public Utilities", "value": 0}, {"dt": "2016-02-12", "sector": "Technology", "value": 8.841417}, {"dt": "2016-02-12", "sector": "Transportation", "value": 0.139114}, {"dt": "2017-02-13", "sector": "Basic Industries", "value": 0}, {"dt": "2017-02-13", "sector": "Capital Goods", "value": 0.093468}, {"dt": "2017-02-13", "sector": "Consumer Durables", "value": 0}, {"dt": "2017-02-13", "sector": "Consumer Non-Durables", "value": 0}, {"dt": "2017-02-13", "sector": "Consumer Services", "value": 2.717817}, {"dt": "2017-02-13", "sector": "Energy", "value": 0.114692}, {"dt": "2017-02-13", "sector": "Exchange-Traded Fund", "value": 0}, {"dt": "2017-02-13", "sector": "Finance", "value": 1.065919}, {"dt": "2017-02-13", "sector": "Health Care", "value": 3.008607}, {"dt": "2017-02-13", "sector": "Miscellaneous", "value": 3.734143}, {"dt": "2017-02-13", "sector": "n/a", "value": 0}, {"dt": "2017-02-13", "sector": "Public Utilities", "value": 0.010941}, {"dt": "2017-02-13", "sector": "Technology", "value": 6.314981}, {"dt": "2017-02-13", "sector": "Transportation", "value": 0.067204}, {"dt": "2018-02-13", "sector": "Basic Industries", "value": 0}, {"dt": "2018-02-13", "sector": "Capital Goods", "value": 0.320109}, {"dt": "2018-02-13", "sector": "Consumer Durables", "value": 0}, {"dt": "2018-02-13", "sector": "Consumer Non-Durables", "value": 0.065674}, {"dt": "2018-02-13", "sector": "Consumer Services", "value": 2.316518}, {"dt": "2018-02-13", "sector": "Energy", "value": 0.055122}, {"dt": "2018-02-13", "sector": "Exchange-Traded Fund", "value": 0}, {"dt": "2018-02-13", "sector": "Finance", "value": 1.890596}, {"dt": "2018-02-13", "sector": "Health Care", "value": 2.713708}, {"dt": "2018-02-13", "sector": "Miscellaneous", "value": 3.779866}, {"dt": "2018-02-13", "sector": "n/a", "value": 0}, {"dt": "2018-02-13", "sector": "Public Utilities", "value": 0.00219}, {"dt": "2018-02-13", "sector": "Technology", "value": 5.812213}, {"dt": "2018-02-13", "sector": "Transportation", "value": 0.716902}]

Limited Partners	2011 - 2019
Minnesota State Board of Investment
New York State and Local Retirement System
Oregon Public Employees Retirement Fund
State Board of Administration of Florida
Teachers' Retirement System of the City of New York

Comparable Firms	State	AUM ($BB)
Virtus Fund Advisers LLC ✚	CT	17.7
Valic Financial Advisors Inc ✚	TX	17.6
Regions Financial Corporation ✚	AL	17.4
Legg Mason Funds Management Inc ✚	MD	17.4
Envestnet Portfolio Solutions Inc ✚	MA	17.4
National Asset Management Corp ✚	KY	17.3
CASE Management Inc ✚	FL	16.9
Deutsche Asset Management Inc ✚	NY	16.6
Chandler Asset Management Inc ✚	CA	16.6
Plante Moran Financial Advisors LLC ✚	MI	16.5

Jackson Square Partners LLC

Assets, Funds, Holdings