Universe · entity
NZS Capital, LLC
Institutional manager (13F) · CIK 1816616
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $3.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ALPHABET INC | $218M | 760,682 |
| 2 | CADENCE DESIGN SYSTEM INC | $147M | 527,423 |
| 3 | LAM RESEARCH CORP | $123M | 573,887 |
| 4 | LINDE PLC | $114M | 230,175 |
| 5 | DANAHER CORP DEL | $106M | 558,409 |
| 6 | TEXAS INSTRS INC | $104M | 533,805 |
| 7 | ROPER TECHNOLOGIES INC | $102M | 289,295 |
| 8 | AMPHENOL CORP | $96M | 758,975 |
| 9 | PROGRESSIVE CORP | $95M | 479,756 |
| 10 | TRANE TECHNOLOGIES PLC | $82M | 197,197 |
| 11 | GALLAGHER ARTHUR J & CO | $80M | 368,965 |
| 12 | STRYKER CORPORATION | $77M | 233,119 |
| 13 | INTUITIVE SURGICAL INC | $73M | 159,105 |
| 14 | INGERSOLL RAND INC | $73M | 907,881 |
| 15 | ARM HOLDINGS PLC | $71M | 467,303 |
| 16 | WORKDAY INC | $69M | 532,142 |
| 17 | TYLER TECHNOLOGIES INC | $68M | 198,464 |
| 18 | UNITED RENTALS INC | $67M | 92,312 |
| 19 | SHOPIFY INC | $65M | 550,389 |
| 20 | KLA CORP | $64M | 43,175 |
| 21 | NVIDIA CORPORATION | $60M | 344,238 |
| 22 | QUANTA SVCS INC | $53M | 97,407 |
| 23 | UBER TECHNOLOGIES INC | $53M | 743,412 |
| 24 | LATTICE SEMICONDUCTOR CORP | $52M | 564,039 |
| 25 | MERCADOLIBRE INC | $51M | 29,754 |
| 26 | SNOWFLAKE INC | $50M | 331,784 |
| 27 | APPLE INC | $47M | 184,538 |
| 28 | MARVELL TECHNOLOGY INC | $46M | 463,268 |
| 29 | NU HLDGS LTD | $45M | 3,140,490 |
| 30 | HEICO CORP NEW | $45M | 162,462 |
| 31 | HEICO CORP NEW | $43M | 203,943 |
| 32 | TOAST INC | $39M | 1,475,513 |
| 33 | SYNOPSYS INC | $39M | 97,464 |
| 34 | DOORDASH INC | $36M | 238,051 |
| 35 | AXON ENTERPRISE INC | $31M | 74,069 |
| 36 | SAILPOINT INC | $31M | 2,309,076 |
| 37 | GLOBAL E ONLINE LTD | $30M | 979,308 |
| 38 | MONOLITHIC PWR SYS INC | $29M | 26,679 |
| 39 | COSTAR GROUP INC | $29M | 709,426 |
| 40 | CLOUDFLARE INC | $28M | 137,103 |
| 41 | MICROSOFT CORP | $28M | 75,548 |
| 42 | JFROG LTD | $25M | 540,609 |
| 43 | ATLASSIAN CORPORATION | $25M | 366,298 |
| 44 | ZILLOW GROUP INC | $24M | 584,883 |
| 45 | REPLIGEN CORP | $24M | 203,225 |
| 46 | PENUMBRA INC | $23M | 68,986 |
| 47 | ANALOG DEVICES INC | $22M | 70,275 |
| 48 | AFFIRM HLDGS INC | $17M | 366,379 |
| 49 | AMERICAN TOWER CORP | $16M | 91,839 |
| 50 | COINBASE GLOBAL INC | $15M | 86,743 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.