Stock Taper 
NZS CAPITAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Apple Inc. | AAPL | 168.9K | $48.87M |
 Linde plc | LIN | 182.13K | $94.52M |
 Trane Technologies plc | TT | 199.06K | $97.77M |
 Repligen Corporation | RGEN | 205.26K | $28.01M |
 HEICO Corporation | HEI-A | 205.93K | $53.11M |
 Intuitive Surgical, Inc. | ISRG | 218.24K | $86.79M |
 Arm Holdings plc American Depositary Shares | ARM | 229.38K | $81.33M |
 Marvell Technology, Inc. | MRVL | 244.43K | $72.81M |
 Stryker Corporation | SYK | 258.63K | $81.43M |
 AxoGen, Inc. | AXGN | 278.17K | $12.85M |
 Snowflake Inc. | SNOW | 299.06K | $76.11M |
 Roper Technologies, Inc. | ROP | 319.09K | $107.98M |
 ON Semiconductor Corporation | ON | 335.53K | $31.72M |
 Lattice Semiconductor Corporation | LSCC | 357.52K | $54.69M |
 DoorDash, Inc. | DASH | 364.08K | $67.18M |
 Arthur J. Gallagher & Co. | AJG | 389.61K | $89.44M |
 KLA Corporation | KLAC | 395.65K | $119.37M |
 The Descartes Systems Group Inc. | DSGX | 398.94K | $27.62M |
 Atlassian Corporation | TEAM | 405.85K | $31.57M |
 JFrog Ltd. | FROG | 433.5K | $39.4M |