NZS CAPITAL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 3.07M | $51.33M |
 | SAIL | 1.96M | $39.64M |
 | TOST | 1.30M | $46.04M |
 | IR | 982K | $77.83M |
 | GLBE | 959K | $37.68M |
 | GOOG | 815K | $255.86M |
 | PCOR | 773K | $56.24M |
 | LRCX | 740K | $126.62M |
 | UBER | 724K | $59.18M |
 | CGNX | 693K | $24.93M |
 | DHR | 631K | $144.37M |
 | AMT | 622K | $109.13M |
 | LSCC | 551K | $40.57M |
 | TXN | 522K | $90.61M |
 | WDAY | 489K | $104.94M |
 | APH | 486K | $65.67M |
 | CDNS | 470K | $146.87M |
 | PGR | 468K | $106.66M |
 | CSGP | 441K | $29.68M |
 | MRVL | 420K | $35.72M |
Nu Holdings Ltd.
NU
Shares Held
3.07M
Value
$51.33M
SailPoint, Inc.
SAIL
Shares Held
1.96M
Value
$39.64M
Toast, Inc.
TOST
Shares Held
1.30M
Value
$46.04M
Ingersoll Rand Inc.
IR
Shares Held
982K
Value
$77.83M
Global-e Online Ltd.
GLBE
Shares Held
959K
Value
$37.68M
Alphabet Inc.
GOOG
Shares Held
815K
Value
$255.86M
Procore Technologies, Inc.
PCOR
Shares Held
773K
Value
$56.24M
Lam Research Corporation
LRCX
Shares Held
740K
Value
$126.62M
Uber Technologies, Inc.
UBER
Shares Held
724K
Value
$59.18M
Cognex Corporation
CGNX
Shares Held
693K
Value
$24.93M
Danaher Corporation
DHR
Shares Held
631K
Value
$144.37M
American Tower Corporation
AMT
Shares Held
622K
Value
$109.13M
Lattice Semiconductor Corporation
LSCC
Shares Held
551K
Value
$40.57M
Texas Instruments Incorporated
TXN
Shares Held
522K
Value
$90.61M
Workday, Inc.
WDAY
Shares Held
489K
Value
$104.94M
Amphenol Corporation
APH
Shares Held
486K
Value
$65.67M
Cadence Design Systems, Inc.
CDNS
Shares Held
470K
Value
$146.87M
The Progressive Corporation
PGR
Shares Held
468K
Value
$106.66M
CoStar Group, Inc.
CSGP
Shares Held
441K
Value
$29.68M
Marvell Technology, Inc.
MRVL
Shares Held
420K
Value
$35.72M