NZS CAPITAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARM | 448K | $63.38M |
 | AMT | 440K | $84.66M |
 | WDAY | 406K | $97.62M |
 | CSGP | 373K | $31.51M |
 | AFRM | 357K | $26.08M |
 | TTAN | 342K | $34.46M |
 | NVDA | 337K | $62.79M |
 | Z | 323K | $24.87M |
 | FND | 268K | $19.73M |
 | IT | 258K | $67.83M |
 | SNOW | 247K | $55.72M |
 | ROP | 219K | $109.15M |
 | TEAM | 211K | $33.73M |
 | HEI-A | 198K | $50.22M |
 | RGEN | 197K | $26.30M |
 | LIN | 192K | $91.08M |
 | AAPL | 161K | $41.06M |
 | FIG | 156K | $8.07M |
 | TT | 130K | $54.91M |
 | LMND | 129K | $6.91M |
Arm Holdings plc American Depositary Shares
ARM
Shares Held
448K
Value
$63.38M
American Tower Corporation
AMT
Shares Held
440K
Value
$84.66M
Workday, Inc.
WDAY
Shares Held
406K
Value
$97.62M
CoStar Group, Inc.
CSGP
Shares Held
373K
Value
$31.51M
Affirm Holdings, Inc.
AFRM
Shares Held
357K
Value
$26.08M
ServiceTitan, Inc.
TTAN
Shares Held
342K
Value
$34.46M
NVIDIA Corporation
NVDA
Shares Held
337K
Value
$62.79M
Zillow Group, Inc. Class C
Z
Shares Held
323K
Value
$24.87M
Floor & Decor Holdings, Inc.
FND
Shares Held
268K
Value
$19.73M
Gartner, Inc.
IT
Shares Held
258K
Value
$67.83M
Snowflake Inc.
SNOW
Shares Held
247K
Value
$55.72M
Roper Technologies, Inc.
ROP
Shares Held
219K
Value
$109.15M
Atlassian Corporation
TEAM
Shares Held
211K
Value
$33.73M
HEICO Corporation
HEI-A
Shares Held
198K
Value
$50.22M
Repligen Corporation
RGEN
Shares Held
197K
Value
$26.30M
Linde plc
LIN
Shares Held
192K
Value
$91.08M
Apple Inc.
AAPL
Shares Held
161K
Value
$41.06M
Figma, Inc.
FIG
Shares Held
156K
Value
$8.07M
Trane Technologies plc
TT
Shares Held
130K
Value
$54.91M
Lemonade, Inc.
LMND
Shares Held
129K
Value
$6.91M