NZS CAPITAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 3.04M | $48.64M |
 | SAIL | 1.75M | $38.58M |
 | TOST | 1.29M | $46.96M |
 | LRCX | 1.07M | $143.43M |
 | GLBE | 951K | $33.99M |
 | IR | 893K | $73.81M |
 | GOOG | 891K | $217.07M |
 | APH | 882K | $109.16M |
 | PCOR | 751K | $54.74M |
 | CGNX | 686K | $31.07M |
 | LSCC | 671K | $49.21M |
 | CMG | 660K | $25.87M |
 | SHOP | 631K | $93.83M |
 | FI | 544K | $70.15M |
 | MRVL | 517K | $43.49M |
 | CDNS | 513K | $180.11M |
 | PGR | 501K | $123.62M |
 | TXN | 499K | $91.71M |
 | UBER | 496K | $48.57M |
 | DHR | 491K | $97.31M |
Nu Holdings Ltd.
NU
Shares Held
3.04M
Value
$48.64M
SailPoint, Inc.
SAIL
Shares Held
1.75M
Value
$38.58M
Toast, Inc.
TOST
Shares Held
1.29M
Value
$46.96M
Lam Research Corporation
LRCX
Shares Held
1.07M
Value
$143.43M
Global-e Online Ltd.
GLBE
Shares Held
951K
Value
$33.99M
Ingersoll Rand Inc.
IR
Shares Held
893K
Value
$73.81M
Alphabet Inc.
GOOG
Shares Held
891K
Value
$217.07M
Amphenol Corporation
APH
Shares Held
882K
Value
$109.16M
Procore Technologies, Inc.
PCOR
Shares Held
751K
Value
$54.74M
Cognex Corporation
CGNX
Shares Held
686K
Value
$31.07M
Lattice Semiconductor Corporation
LSCC
Shares Held
671K
Value
$49.21M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
660K
Value
$25.87M
Shopify Inc.
SHOP
Shares Held
631K
Value
$93.83M
Fiserv, Inc.
FI
Shares Held
544K
Value
$70.15M
Marvell Technology, Inc.
MRVL
Shares Held
517K
Value
$43.49M
Cadence Design Systems, Inc.
CDNS
Shares Held
513K
Value
$180.11M
The Progressive Corporation
PGR
Shares Held
501K
Value
$123.62M
Texas Instruments Incorporated
TXN
Shares Held
499K
Value
$91.71M
Uber Technologies, Inc.
UBER
Shares Held
496K
Value
$48.57M
Danaher Corporation
DHR
Shares Held
491K
Value
$97.31M