Stock Taper 
NZS CAPITAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Spotify Technology S.A. | SPOT | 11.12K | $5.1M |
 Space Exploration Technologies Corp. | SPCX | 14.07K | $2.4M |
 Lumentum Holdings Inc. | LITE | 22.7K | $19.48M |
 Monolithic Power Systems, Inc. | MPWR | 25.53K | $35.29M |
 Synopsys, Inc. | SNPS | 28.97K | $12.92M |
 MercadoLibre, Inc. | MELI | 34.47K | $58.51M |
 CrowdStrike Holdings, Inc. | CRWD | 47.71K | $36.41M |
 Microsoft Corporation | MSFT | 50.73K | $18.92M |
 Amazon.com, Inc. | AMZN | 57.87K | $13.79M |
 Analog Devices, Inc. | ADI | 58.27K | $23.14M |
 United Rentals, Inc. | URI | 85.94K | $97.36M |
 Datadog, Inc. | DDOG | 89.2K | $23.22M |
 Coinbase Global, Inc. | COIN | 103.47K | $15.13M |
 Samsara Inc. | IOT | 109.98K | $3.57M |
 Axon Enterprise, Inc. | AXON | 114.39K | $64.13M |
 Quanta Services, Inc. | PWR | 119.75K | $86.22M |
 Reddit, Inc. | RDDT | 125.94K | $21.86M |
 Cloudflare, Inc. | NET | 136.58K | $33.5M |
 HEICO Corporation | HEI | 153.02K | $54.51M |
 Tyler Technologies, Inc. | TYL | 163.21K | $47.73M |