Stock Taper 
NZS CAPITAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Zillow Group, Inc. Class C | Z | 442.95K | $13.96M |
 CoStar Group, Inc. | CSGP | 475.55K | $13.47M |
 Danaher Corporation | DHR | 477.51K | $90.96M |
 The Progressive Corporation | PGR | 484.42K | $105.82M |
 Texas Instruments Incorporated | TXN | 495.36K | $147.65M |
 Workday, Inc. | WDAY | 497.88K | $60.95M |
 Cadence Design Systems, Inc. | CDNS | 504.78K | $189.45M |
 Uber Technologies, Inc. | UBER | 521.96K | $37.66M |
 Lam Research Corporation | LRCX | 535.03K | $231.84M |
 Figma, Inc. | FIG | 631.35K | $11.42M |
 Heartflow, Inc. Common Stock | HTFL | 656.01K | $19.25M |
 Shopify Inc. | SHOP | 703.75K | $80.35M |
 Ingersoll Rand Inc. | IR | 791.36K | $64.88M |
 NVIDIA Corporation | NVDA | 811.03K | $162.28M |
 Alphabet Inc. | GOOG | 841.07K | $297.17M |
 Amphenol Corporation | APH | 1.02M | $180.61M |
 Global-e Online Ltd. | GLBE | 1.15M | $39.82M |
 Toast, Inc. | TOST | 1.61M | $44.8M |
 SailPoint, Inc. | SAIL | 2.53M | $37.05M |
 Nu Holdings Ltd. | NU | 2.9M | $38.78M |