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 51–62 of 62
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NET | CLOUDFLARE INC | 107K | $1M+ | SH |
| COIN | COINBASE GLOBAL INC | 85K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 69K | $1M+ | SH |
| FND | FLOOR & DECOR HLDGS INC | 270K | $1M+ | SH |
| TYL | TYLER TECHNOLOGIES INC | 33K | $1M+ | SH |
| FROG | JFROG LTD | 236K | $1M+ | SH |
| LMND | LEMONADE INC | 130K | $1M+ | SH |
| FIG | FIGMA INC | 179K | $1M+ | SH |
| HTFL | HEARTFLOW INC | 210K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 10K | $1M+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 6K | $1M+ | SH |
| MNDY | MONDAY COM LTD | 17K | $1M+ | SH |