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NZS Capital, LLC 13F holdings

Filed 2026-08-14 · NZS Capital, LLC · 61 positions · $3.9B

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TickerCompanySharesValue% of portfolio
GOOGALPHABET INC841.1K$297.2M7.7%
LRCXLAM RESEARCH CORP535.0K$231.8M6.0%
CDNSCADENCE DESIGN SYSTEM INC504.8K$189.5M4.9%
APHAMPHENOL CORP1.0M$180.6M4.7%
NVDANVIDIA CORPORATION811.0K$162.3M4.2%
TXNTEXAS INSTRS INC495.4K$147.7M3.8%
KLACKLA CORP395.6K$119.4M3.1%
ROPROPER TECHNOLOGIES INC319.1K$108.0M2.8%
PGRPROGRESSIVE CORP484.4K$105.8M2.7%
—TRANE TECHNOLOGIES PLC199.1K$97.8M2.5%
URIUNITED RENTALS INC85.9K$97.4M2.5%
LINLINDE PLC182.1K$94.5M2.5%
DHRDANAHER CORP DEL477.5K$91.0M2.4%
AJGGALLAGHER ARTHUR J & CO389.6K$89.4M2.3%
ISRGINTUITIVE SURGICAL INC218.2K$86.8M2.3%
PWRQUANTA SVCS INC119.7K$86.2M2.2%
SYKSTRYKER CORPORATION258.6K$81.4M2.1%
ARMARM HOLDINGS PLC229.4K$81.3M2.1%
SHOPSHOPIFY INC703.8K$80.4M2.1%
SNOWSNOWFLAKE INC299.1K$76.1M2.0%
MRVLMARVELL TECHNOLOGY INC244.4K$72.8M1.9%
DASHDOORDASH INC364.1K$67.2M1.7%
IRINGERSOLL RAND INC791.4K$64.9M1.7%
AXONAXON ENTERPRISE INC114.4K$64.1M1.7%
WDAYWORKDAY INC497.9K$60.9M1.6%
MELIMERCADOLIBRE INC34.5K$58.5M1.5%
LSCCLATTICE SEMICONDUCTOR CORP357.5K$54.7M1.4%
HEIHEICO CORP NEW153.0K$54.5M1.4%
HEI-AHEICO CORP NEW205.9K$53.1M1.4%
AAPLAPPLE INC168.9K$48.9M1.3%
TYLTYLER TECHNOLOGIES INC163.2K$47.7M1.2%
TOSTTOAST INC1.6M$44.8M1.2%
—GLOBAL E ONLINE LTD1.1M$39.8M1.0%
FROGJFROG LTD433.5K$39.4M1.0%
NUNU HLDGS LTD2.9M$38.8M1.0%
UBERUBER TECHNOLOGIES INC522.0K$37.7M1.0%
SAILSAILPOINT INC2.5M$37.0M1.0%
CRWDCROWDSTRIKE HLDGS INC47.7K$36.4M0.9%
MPWRMONOLITHIC PWR SYS INC25.5K$35.3M0.9%
NETCLOUDFLARE INC136.6K$33.5M0.9%
ONON SEMICONDUCTOR CORP335.5K$31.7M0.8%
TEAMATLASSIAN CORPORATION405.8K$31.6M0.8%
RGENREPLIGEN CORP205.3K$28.0M0.7%
DSGXDESCARTES SYS GROUP INC398.9K$27.6M0.7%
DDOGDATADOG INC89.2K$23.2M0.6%
ADIANALOG DEVICES INC58.3K$23.1M0.6%
RDDTREDDIT INC125.9K$21.9M0.6%
LITELUMENTUM HLDGS INC22.7K$19.5M0.5%
HTFLHEARTFLOW INC656.0K$19.2M0.5%
MSFTMICROSOFT CORP50.7K$18.9M0.5%
COINCOINBASE GLOBAL INC103.5K$15.1M0.4%
ZGZILLOW GROUP INC443.0K$14.0M0.4%
AMZNAMAZON COM INC57.9K$13.8M0.4%
CSGPCOSTAR GROUP INC475.6K$13.5M0.3%
SNPSSYNOPSYS INC29.0K$12.9M0.3%
AXGNAXOGEN INC278.2K$12.8M0.3%
SABRSABRE CORP5.5M$11.5M0.3%
FIGFIGMA INC631.3K$11.4M0.3%
SPOTSPOTIFY TECHNOLOGY S A11.1K$5.1M0.1%
IOTSAMSARA INC110.0K$3.6M0.1%
Top Fund Holdings
13F
Top Fund Holdings

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