NZS Capital, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, NZS Capital, LLC held in its portfolio 62 assets valued at $3,260,149,737 (i.e. $3.26B).
The most valuable assets in the portfolio included: ALPHABET INC ($255.86M), CADENCE DESIGN SYSTEM INC ($146.87M), and DANAHER CORPORATION ($144.37M).
The chart below shows the top 10 valuable assets, and the table below shows the top 62 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
NZS Capital, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ALPHABET INC | 815373 | 255864047 | CAP STK CL C |
| CADENCE DESIGN SYSTEM INC | 469857 | 146867901 | COM |
| DANAHER CORPORATION | 630666 | 144372061 | COM |
| LAM RESEARCH CORP | 739673 | 126617224 | COM NEW |
| AMERICAN TOWER CORP NEW | 621577 | 109130274 | COM |
| PROGRESSIVE CORP | 468365 | 106656078 | COM |
| WORKDAY INC | 488576 | 104936353 | CL A |
| LINDE PLC | 244345 | 104186265 | SHS |
| ROPER TECHNOLOGIES INC | 226315 | 100739596 | COM |
| TEXAS INSTRS INC | 522259 | 90606714 | COM |
| INGERSOLL RAND INC | 982491 | 77832937 | COM |
| GARTNER INC | 301284 | 76007928 | COM |
| TRANE TECHNOLOGIES PLC | 192774 | 75027641 | SHS |
| UNITED RENTALS INC | 90145 | 72956151 | COM |
| AMPHENOL CORP NEW | 485926 | 65668040 | CL A |
| INTUITIVE SURGICAL INC | 111005 | 62868792 | COM NEW |
| SHOPIFY INC | 379328 | 61060428 | CL A SUB VTG SHS |
| GALLAGHER ARTHUR J & CO | 229704 | 59445098 | COM |
| UBER TECHNOLOGIES INC | 724254 | 59178794 | COM |
| KLA CORP | 46815 | 56883970 | COM NEW |
| APPLE INC | 208934 | 56800797 | COM |
| PROCORE TECHNOLOGIES INC | 773108 | 56235876 | COM |
| NVIDIA CORPORATION | 294117 | 54852821 | COM |
| SNOWFLAKE INC | 248459 | 54501966 | COM SHS |
| NU HLDGS LTD | 3066393 | 51331419 | ORD SHS CL A |
| HEICO CORP NEW | 199636 | 50394115 | CL A |
| MERCADOLIBRE INC | 23239 | 46809388 | COM |
| TOAST INC | 1296518 | 46039354 | CL A |
| ATLASSIAN CORPORATION | 283603 | 45983390 | CL A |
| ARM HOLDINGS PLC | 411748 | 45008174 | SPONSORED ADS |
| SYNOPSYS INC | 95531 | 44872821 | COM |
| QUANTA SVCS INC | 103258 | 43581071 | COM |
| LATTICE SEMICONDUCTOR CORP | 551323 | 40566346 | COM |
| SAILPOINT INC | 1959650 | 39643720 | COM |
| SERVICETITAN INC | 362203 | 38574620 | SHS CL A |
| GLOBAL E ONLINE LTD | 958551 | 37680640 | SHS |
| HEICO CORP NEW | 113566 | 36748822 | COM |
| MICROSOFT CORP | 74048 | 35811094 | COM |
| MARVELL TECHNOLOGY INC | 420357 | 35721938 | COM |
| PENUMBRA INC | 108586 | 33760473 | COM |
| REPLIGEN CORP | 198803 | 32575860 | COM |
| DOORDASH INC | 140991 | 31931642 | CL A |
| AXON ENTERPRISE INC | 54737 | 31086784 | COM |
| COSTAR GROUP INC | 441362 | 29677181 | COM |
| AFFIRM HLDGS INC | 360091 | 26801573 | COM CL A |
| ZILLOW GROUP INC | 386733 | 26382925 | CL C CAP STK |
| COGNEX CORP | 692849 | 24928707 | COM |
| MONOLITHIC PWR SYS INC | 26209 | 23754789 | COM |
| SERVICENOW INC | 142676 | 21856536 | COM |
| REDDIT INC | 94117 | 21634675 | CL A |
| CLOUDFLARE INC | 106537 | 21003770 | CL A COM |
| COINBASE GLOBAL INC | 85051 | 19233433 | COM CL A |
| ANALOG DEVICES INC | 68879 | 18679985 | COM |
| FLOOR & DECOR HLDGS INC | 270274 | 16456984 | CL A |
| TYLER TECHNOLOGIES INC | 32620 | 14807849 | COM |
| JFROG LTD | 236247 | 14755988 | ORD SHS |
| LEMONADE INC | 130379 | 9280377 | COM |
| FIGMA INC | 178537 | 6671928 | CLASS A COM STK |
| HEARTFLOW INC | 209688 | 6112405 | COM |
| CROWDSTRIKE HLDGS INC | 10111 | 4739632 | CL A |
| SPOTIFY TECHNOLOGY S A | 6019 | 3495293 | SHS |
| MONDAY COM LTD | 16646 | 2456284 | SHS |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.