Holders — by stockHoldings — by fund
NZS Capital, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1816616
$3.86B
disclosed book value
61
positions
7.7%
largest position share
Positions, as of 2026-06-30
top 61 of 61 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 841,068 | $297.2M | 7.7% |
| 2 | LRCXLAM RESEARCH CORP | 535,030 | $231.8M | 6% |
| 3 | CDNSCADENCE DESIGN SYSTEM INC | 504,782 | $189.5M | 4.9% |
| 4 | APHAMPHENOL CORP | 1.0M | $180.6M | 4.7% |
| 5 | NVDANVIDIA CORPORATION | 811,031 | $162.3M | 4.2% |
| 6 | TXNTEXAS INSTRS INC | 495,364 | $147.7M | 3.8% |
| 7 | KLACKLA CORP | 395,646 | $119.4M | 3.1% |
| 8 | ROPROPER TECHNOLOGIES INC | 319,087 | $108.0M | 2.8% |
| 9 | PGRPROGRESSIVE CORP | 484,418 | $105.8M | 2.7% |
| 10 | TRANE TECHNOLOGIES PLC | 199,063 | $97.8M | 2.5% |
| 11 | URIUNITED RENTALS INC | 85,939 | $97.4M | 2.5% |
| 12 | LINDE PLC | 182,134 | $94.5M | 2.5% |
| 13 | DHRDANAHER CORP DEL | 477,506 | $91.0M | 2.4% |
| 14 | AJGGALLAGHER ARTHUR J & CO | 389,613 | $89.4M | 2.3% |
| 15 | ISRGINTUITIVE SURGICAL INC | 218,238 | $86.8M | 2.3% |
| 16 | PWRQUANTA SVCS INC | 119,746 | $86.2M | 2.2% |
| 17 | SYKSTRYKER CORPORATION | 258,631 | $81.4M | 2.1% |
| 18 | ARMARM HOLDINGS PLC | 229,378 | $81.3M | 2.1% |
| 19 | SHOPSHOPIFY INC | 703,753 | $80.4M | 2.1% |
| 20 | SNOWSNOWFLAKE INC | 299,061 | $76.1M | 2% |
| 21 | MRVLMARVELL TECHNOLOGY INC | 244,432 | $72.8M | 1.9% |
| 22 | DASHDOORDASH INC | 364,078 | $67.2M | 1.7% |
| 23 | IRINGERSOLL RAND INC | 791,359 | $64.9M | 1.7% |
| 24 | AXONAXON ENTERPRISE INC | 114,386 | $64.1M | 1.7% |
| 25 | WDAYWORKDAY INC | 497,876 | $60.9M | 1.6% |
| 26 | MELIMERCADOLIBRE INC | 34,469 | $58.5M | 1.5% |
| 27 | LSCCLATTICE SEMICONDUCTOR CORP | 357,520 | $54.7M | 1.4% |
| 28 | HEIHEICO CORP NEW | 153,023 | $54.5M | 1.4% |
| 29 | HEI/AHEICO CORP NEW | 205,928 | $53.1M | 1.4% |
| 30 | AAPLAPPLE INC | 168,904 | $48.9M | 1.3% |
| 31 | TYLTYLER TECHNOLOGIES INC | 163,214 | $47.7M | 1.2% |
| 32 | TOSTTOAST INC | 1.6M | $44.8M | 1.2% |
| 33 | GLOBAL E ONLINE LTD | 1.1M | $39.8M | 1% |
| 34 | JFROG LTD | 433,501 | $39.4M | 1% |
| 35 | NU HLDGS LTD | 2.9M | $38.8M | 1% |
| 36 | UBERUBER TECHNOLOGIES INC | 521,959 | $37.7M | 1% |
| 37 | SAILSAILPOINT INC | 2.5M | $37.0M | 1% |
| 38 | CRWDCROWDSTRIKE HLDGS INC | 47,712 | $36.4M | 0.9% |
| 39 | MPWRMONOLITHIC PWR SYS INC | 25,529 | $35.3M | 0.9% |
| 40 | NETCLOUDFLARE INC | 136,583 | $33.5M | 0.9% |
| 41 | ONON SEMICONDUCTOR CORP | 335,531 | $31.7M | 0.8% |
| 42 | TEAMATLASSIAN CORPORATION | 405,847 | $31.6M | 0.8% |
| 43 | RGENREPLIGEN CORP | 205,257 | $28.0M | 0.7% |
| 44 | DSGXDESCARTES SYS GROUP INC | 398,945 | $27.6M | 0.7% |
| 45 | DDOGDATADOG INC | 89,200 | $23.2M | 0.6% |
| 46 | ADIANALOG DEVICES INC | 58,266 | $23.1M | 0.6% |
| 47 | RDDTREDDIT INC | 125,938 | $21.9M | 0.6% |
| 48 | LITELUMENTUM HLDGS INC | 22,702 | $19.5M | 0.5% |
| 49 | HTFLHEARTFLOW INC | 656,014 | $19.2M | 0.5% |
| 50 | MSFTMICROSOFT CORP | 50,734 | $18.9M | 0.5% |
| 51 | COINCOINBASE GLOBAL INC | 103,468 | $15.1M | 0.4% |
| 52 | ZZILLOW GROUP INC | 442,953 | $14.0M | 0.4% |
| 53 | AMZNAMAZON COM INC | 57,870 | $13.8M | 0.4% |
| 54 | CSGPCOSTAR GROUP INC | 475,551 | $13.5M | 0.3% |
| 55 | SNPSSYNOPSYS INC | 28,972 | $12.9M | 0.3% |
| 56 | AXGNAXOGEN INC | 278,170 | $12.8M | 0.3% |
| 57 | SABRSABRE CORP | 5.5M | $11.5M | 0.3% |
| 58 | FIGFIGMA INC | 631,345 | $11.4M | 0.3% |
| 59 | SPOTIFY TECHNOLOGY S A | 11,118 | $5.1M | 0.1% |
| 60 | IOTSAMSARA INC | 109,984 | $3.6M | 0.1% |
| 61 | SPCXSPACE EXPLORATION TECHN CORP | 14,068 | $2.4M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.