Analyzing Jackson Square Partners, LLC's Q3 and Q4 2022 13F Holdings Comparison: Notable Shifts in Investment Strategy and Portfolio Allocation.

As companies constantly evolve, it is essential to keep track of their 13F holdings to understand their current investment strategy. Jackson Square Partners, LLC recently released the Q3 and Q4 2022 13F holdings comparison, which showcased significant shifts in their portfolio.

The fund had holdings in 43 companies in Q3 2022, and this number decreased to 39 in Q4 2022. The total value of the stocks held increased from $2.2 billion to $2.4 billion, an 8.6% increase. However, the number of shares held decreased from 64,646,606 to 58,627,609, a 9.3% decrease.

In terms of percentage change, the top position that underwent the most significant increase was Coupa Software Inc., with a 46.1% increase in shares held from 1,513,481 to 1,642,467. Coupa provides cloud-based financial management and supply chain management solutions for businesses.

Papa John's International Inc. was the second position with the most remarkable change, with a 19.5% increase in shares held from 1,617,137 to 1,643,539. Papa John’s is a pizza delivery company that provides a wide range of toppings and dessert options, with over 5,000 locations in over 40 countries.

Following the top two positions were Waste Management Inc. with a 7% decrease in shares held and Elastic N.V. with a 33.2% decrease in shares held.

The top position held by Jackson Square Partners, LLC in Q3 and Q4 2022 was Netflix Inc., holding 3,649,015 and 3,124,078 shares, respectively. Netflix is an online streaming service that enables customers to view a broad array of features, documentaries, and television shows. It has over 200 million subscribers worldwide and is renowned for creating high-quality content such as "Stranger Things," "The Crown," "Narcos," and "The Witcher."

The second top position in Q3 and Q4 2022 was Grocery Outlet Holding Corp, a discount grocery chain that sells closeout merchandise and overstocks. Jackson Square Partners, LLC held 4,308,918 shares in Q3 and 5,288,762 shares in Q4, a 7.6% increase.

The third-highest position was held by Warner Music Group Corp, an American multinational entertainment company operating in the recorded music industry. The fund held 4,175,804 and 3,816,935 shares in Q3 and Q4 2022, respectively, a 8.6% decrease.

The allocation of the portfolio by sector showed a significant shift, with the top three sectors being Information Technology, Healthcare, and Consumer Discretionary. Information Technology and Healthcare had equal weightage in Q3 2022, while in Q4 2022, Healthcare had a more significant weightage of 33.2% compared to 29.5% in Information Technology. Consumer Discretionary remained constant, with a 19.5% weightage in both quarters.

The top-performing sector in the portfolio was the Consumer Discretionary sector, with a 9.9% increase in value, followed by Healthcare with a 4.4% increase in value. The Information Technology sector was the worst-performing, with a 3.6% decrease in value.

In conclusion, Jackson Square Partners, LLC's Q3 and Q4 2022 13F holdings comparison demonstrated a shift in the fund's investment strategy. While there were some notable increases in positions such as Coupa Software Inc. and Papa John’s International Inc., some considerable decreases in positions such as Elastic N.V. occurred. The allocation of the portfolio also witnessed remarkable changes, with the Consumer Discretionary sector remaining strong and Healthcare experiencing significant growth. Investors can use this data to gain insights on the performance of industries and stocks and optimize their investment strategies.