NZS CAPITAL, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SABR | 5.51M | $7.99M |
 | NU | 3.14M | $45.13M |
 | SAIL | 2.31M | $30.57M |
 | TOST | 1.48M | $39.12M |
 | GLBE | 979K | $30.21M |
 | IR | 908K | $72.74M |
 | GOOG | 761K | $218.21M |
 | APH | 759K | $95.90M |
 | UBER | 743K | $53.47M |
 | CSGP | 709K | $28.62M |
 | Z | 585K | $24.20M |
 | LRCX | 574K | $122.62M |
 | LSCC | 564K | $52.32M |
 | DHR | 558K | $105.87M |
 | SHOP | 550K | $65.29M |
 | FROG | 541K | $25.37M |
 | TXN | 534K | $103.63M |
 | WDAY | 532K | $69.14M |
 | CDNS | 527K | $146.56M |
 | PGR | 480K | $95.11M |
Sabre Corporation
SABR
Shares Held
5.51M
Value
$7.99M
Nu Holdings Ltd.
NU
Shares Held
3.14M
Value
$45.13M
SailPoint, Inc.
SAIL
Shares Held
2.31M
Value
$30.57M
Toast, Inc.
TOST
Shares Held
1.48M
Value
$39.12M
Global-e Online Ltd.
GLBE
Shares Held
979K
Value
$30.21M
Ingersoll Rand Inc.
IR
Shares Held
908K
Value
$72.74M
Alphabet Inc.
GOOG
Shares Held
761K
Value
$218.21M
Amphenol Corporation
APH
Shares Held
759K
Value
$95.90M
Uber Technologies, Inc.
UBER
Shares Held
743K
Value
$53.47M
CoStar Group, Inc.
CSGP
Shares Held
709K
Value
$28.62M
Zillow Group, Inc. Class C
Z
Shares Held
585K
Value
$24.20M
Lam Research Corporation
LRCX
Shares Held
574K
Value
$122.62M
Lattice Semiconductor Corporation
LSCC
Shares Held
564K
Value
$52.32M
Danaher Corporation
DHR
Shares Held
558K
Value
$105.87M
Shopify Inc.
SHOP
Shares Held
550K
Value
$65.29M
JFrog Ltd.
FROG
Shares Held
541K
Value
$25.37M
Texas Instruments Incorporated
TXN
Shares Held
534K
Value
$103.63M
Workday, Inc.
WDAY
Shares Held
532K
Value
$69.14M
Cadence Design Systems, Inc.
CDNS
Shares Held
527K
Value
$146.56M
The Progressive Corporation
PGR
Shares Held
480K
Value
$95.11M