NZS CAPITAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HEI | 112K | $36.30M |
 | ISRG | 110K | $49.20M |
 | DASH | 109K | $29.53M |
 | NET | 106K | $22.69M |
 | PWR | 102K | $42.30M |
 | URI | 95K | $91.00M |
 | SNPS | 95K | $46.80M |
 | RDDT | 93K | $21.46M |
 | PEN | 87K | $22.03M |
 | COIN | 84K | $28.46M |
 | CRM | 81K | $19.16M |
 | MSFT | 74K | $38.35M |
 | MNDY | 65K | $12.61M |
 | ADI | 49K | $12.02M |
 | KLAC | 48K | $51.25M |
 | AXON | 28K | $20.36M |
 | NOW | 26K | $24.37M |
 | MPWR | 26K | $23.94M |
 | MELI | 21K | $50.04M |
 | CRWD | 10K | $4.96M |
HEICO Corporation
HEI
Shares Held
112K
Value
$36.30M
Intuitive Surgical, Inc.
ISRG
Shares Held
110K
Value
$49.20M
DoorDash, Inc.
DASH
Shares Held
109K
Value
$29.53M
Cloudflare, Inc.
NET
Shares Held
106K
Value
$22.69M
Quanta Services, Inc.
PWR
Shares Held
102K
Value
$42.30M
United Rentals, Inc.
URI
Shares Held
95K
Value
$91.00M
Synopsys, Inc.
SNPS
Shares Held
95K
Value
$46.80M
Reddit, Inc.
RDDT
Shares Held
93K
Value
$21.46M
Penumbra, Inc.
PEN
Shares Held
87K
Value
$22.03M
Coinbase Global, Inc.
COIN
Shares Held
84K
Value
$28.46M
Salesforce, Inc.
CRM
Shares Held
81K
Value
$19.16M
Microsoft Corporation
MSFT
Shares Held
74K
Value
$38.35M
monday.com Ltd.
MNDY
Shares Held
65K
Value
$12.61M
Analog Devices, Inc.
ADI
Shares Held
49K
Value
$12.02M
KLA Corporation
KLAC
Shares Held
48K
Value
$51.25M
Axon Enterprise, Inc.
AXON
Shares Held
28K
Value
$20.36M
ServiceNow, Inc.
NOW
Shares Held
26K
Value
$24.37M
Monolithic Power Systems, Inc.
MPWR
Shares Held
26K
Value
$23.94M
MercadoLibre, Inc.
MELI
Shares Held
21K
Value
$50.04M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
10K
Value
$4.96M