What NZS Capital, LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1816616 · Filed Aug 14, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 535K |
| −6.8% |
| $231.8M |
| 6% |
CDNSCadence Design Systems Inc | 504.8K | −4.3% | $189.5M | 4.9% |
APHAmphenol Corp | 1M | +35.0% | $180.6M | 4.7% |
NVDANVIDIA Corp | 811K | +135.6% | $162.3M | 4.2% |
TXNTexas Instruments Inc | 495.4K | −7.2% | $147.7M | 3.8% |
KLACKLA Corp | 395.6K | +816.4% | $119.4M | 3.1% |
ROPRoper Technologies Inc | 319.1K | +10.3% | $108M | 2.8% |
PGRProgressive Corp | 484.4K | +1.0% | $105.8M | 2.7% |
TTTrane Technologies plc | 199.1K | +0.9% | $97.8M | 2.5% |
URIUnited Rentals, Inc. | 85.9K | −6.9% | $97.4M | 2.5% |
LINLinde PLC | 182.1K | −20.9% | $94.5M | 2.5% |
DHRDanaher Corp | 477.5K | −14.5% | $91M | 2.4% |
AJGArthur J. Gallagher & Co. | 389.6K | +5.6% | $89.4M | 2.3% |
ISRGIntuitive Surgical Inc | 218.2K | +37.2% | $86.8M | 2.3% |
PWRQuanta Services, Inc. | 119.7K | +22.9% | $86.2M | 2.2% |
SYKStryker Corp | 258.6K | +10.9% | $81.4M | 2.1% |
ARMARM Holdings PLC | 229.4K | −50.9% | $81.3M | 2.1% |
SHOPShopify Inc. | 703.8K | +27.9% | $80.4M | 2.1% |
SNOWSnowflake Inc. | 299.1K | −9.9% | $76.1M | 2% |
MRVLMarvell Technology, Inc. | 244.4K | −47.2% | $72.8M | 1.9% |
DASHDoorDash, Inc. | 364.1K | +52.9% | $67.2M | 1.7% |
IRIngersoll Rand Inc. | 791.4K | −12.8% | $64.9M | 1.7% |
AXONAxon Enterprise, Inc. | 114.4K | +54.4% | $64.1M | 1.7% |
WDAYWorkday, Inc. | 497.9K | −6.4% | $60.9M | 1.6% |
MELIMercadoLibre Inc | 34.5K | +15.8% | $58.5M | 1.5% |
LSCCLattice Semiconductor Corp | 357.5K | −36.6% | $54.7M | 1.4% |
HEIHEICO Corp | 153K | −5.8% | $54.5M | 1.4% |
HEICO CORP NEWCL A | 205.9K | +1.0% | $53.1M | 1.4% |
AAPLApple Inc. | 168.9K | −8.5% | $48.9M | 1.3% |
TYLTyler Technologies Inc | 163.2K | −17.8% | $47.7M | 1.2% |
TOSTToast, Inc. | 1.6M | +9.1% | $44.8M | 1.2% |
GLBEGlobal-E Online Ltd. | 1.1M | +17.1% | $39.8M | 1% |
FROGJFrog Ltd | 433.5K | −19.8% | $39.4M | 1% |
NUNu Holdings Ltd. | 2.9M | −7.6% | $38.8M | 1% |
UBERUber Technologies, Inc | 522K | −29.8% | $37.7M | 1% |
SAILSailPoint, Inc. | 2.5M | +9.6% | $37M | 1% |
CRWDCrowdStrike Holdings, Inc. | 47.7K | +362.5% | $36.4M | 0.9% |
MPWRMonolithic Power Systems, Inc. | 25.5K | −4.3% | $35.3M | 0.9% |
NETCloudflare, Inc. | 136.6K | −0.4% | $33.5M | 0.9% |
ONON Semiconductor Corp | 335.5K | New | $31.7M | 0.8% |
TEAMAtlassian Corp | 405.8K | +10.8% | $31.6M | 0.8% |
RGENRepligen Corp | 205.3K | +1.0% | $28M | 0.7% |
DSGXDescartes Systems Group Inc | 398.9K | New | $27.6M | 0.7% |
DDOGDatadog, Inc. | 89.2K | New | $23.2M | 0.6% |
ADIAnalog Devices Inc | 58.3K | −17.1% | $23.1M | 0.6% |
RDDTReddit, Inc. | 125.9K | +31.2% | $21.9M | 0.6% |
LITELumentum Holdings Inc. | 22.7K | New | $19.5M | 0.5% |
HTFLHeartflow, Inc. | 656K | +126.1% | $19.2M | 0.5% |
MSFTMicrosoft Corp | 50.7K | −32.8% | $18.9M | 0.5% |
COINCoinbase Global, Inc. | 103.5K | +19.3% | $15.1M | 0.4% |
ZZillow Group, Inc. | 443K | −24.3% | $14M | 0.4% |
AMZNAmazon Com Inc | 57.9K | New | $13.8M | 0.4% |
CSGPCoStar Group, Inc. | 475.6K | −33.0% | $13.5M | 0.3% |
SNPSSynopsys Inc | 29K | −70.3% | $12.9M | 0.3% |
AXGNAxogen, Inc. | 278.2K | New | $12.8M | 0.3% |
SABRSabre Corp | 5.5M | +0.0% | $11.5M | 0.3% |
FIGFigma, Inc. | 631.3K | +132.0% | $11.4M | 0.3% |
SPOTSpotify Technology S.A. | 11.1K | +81.0% | $5.1M | 0.1% |
IOTSamsara Inc. | 110K | +113.5% | $3.6M | 0.1% |
SPCXSpace Exploration Technologies Corp | 14.1K | New | $2.4M | 0.1% |
