CIK 1816616
NZS Capital, LLC
Institutional 13F holdings & portfolio
Holdings
62
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 62
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GOOG | ALPHABET INC | 815K | $1M+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 470K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 631K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 740K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 622K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 468K | $1M+ | SH |
| WDAY | WORKDAY INC | 489K | $1M+ | SH |
| LIN | LINDE PLC | 244K | $1M+ | SH |
| ROP | ROPER TECHNOLOGIES INC | 226K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 522K | $1M+ | SH |
| IR | INGERSOLL RAND INC | 982K | $1M+ | SH |
| IT | GARTNER INC | 301K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 193K | $1M+ | SH |
| URI | UNITED RENTALS INC | 90K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 486K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 111K | $1M+ | SH |
| SHOP | SHOPIFY INC | 379K | $1M+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 230K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 724K | $1M+ | SH |
| KLAC | KLA CORP | 47K | $1M+ | SH |
| AAPL | APPLE INC | 209K | $1M+ | SH |
| PCOR | PROCORE TECHNOLOGIES INC | 773K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 294K | $1M+ | SH |
| SNOW | SNOWFLAKE INC | 248K | $1M+ | SH |
| NU | NU HLDGS LTD | 3.1M | $1M+ | SH |
| HEI.A | HEICO CORP NEW | 200K | $1M+ | SH |
| MELI | MERCADOLIBRE INC | 23K | $1M+ | SH |
| TOST | TOAST INC | 1.3M | $1M+ | SH |
| TEAM | ATLASSIAN CORPORATION | 284K | $1M+ | SH |
| ARM | ARM HOLDINGS PLC | 412K | $1M+ | SH |
| SNPS | SYNOPSYS INC | 96K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 103K | $1M+ | SH |
| LSCC | LATTICE SEMICONDUCTOR CORP | 551K | $1M+ | SH |
| SAIL | SAILPOINT INC | 2.0M | $1M+ | SH |
| TTAN | SERVICETITAN INC | 362K | $1M+ | SH |
| GLBE | GLOBAL E ONLINE LTD | 959K | $1M+ | SH |
| HEI | HEICO CORP NEW | 114K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 74K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 420K | $1M+ | SH |
| PEN | PENUMBRA INC | 109K | $1M+ | SH |
| RGEN | REPLIGEN CORP | 199K | $1M+ | SH |
| DASH | DOORDASH INC | 141K | $1M+ | SH |
| AXON | AXON ENTERPRISE INC | 55K | $1M+ | SH |
| CSGP | COSTAR GROUP INC | 441K | $1M+ | SH |
| AFRM | AFFIRM HLDGS INC | 360K | $1M+ | SH |
| Z | ZILLOW GROUP INC | 387K | $1M+ | SH |
| CGNX | COGNEX CORP | 693K | $1M+ | SH |
| MPWR | MONOLITHIC PWR SYS INC | 26K | $1M+ | SH |
| NOW | SERVICENOW INC | 143K | $1M+ | SH |
| RDDT | REDDIT INC | 94K | $1M+ | SH |