NZS Capital, LLC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$1.1B
Holdings
67
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (67 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $68.6M |
GOOGALPHABET INC | $61.9M |
CRMSALESFORCE INC | $60.6M |
WDAYWORKDAY INC | $55.3M |
CDNSCADENCE DESIGN SYSTEM INC | $47.8M |
TMUST-MOBILE US INC | $44.8M |
AAPLAPPLE INC | $42.1M |
MCHPMICROCHIP TECHNOLOGY INC. | $41.3M |
AMZNAMAZON COM INC | $36.4M |
TXNTEXAS INSTRS INC | $34.8M |
LRCXEURLAM RESEARCH CORP | $33.3M |
KLACKLA CORP | $33.1M |
BALLBALL CORP | $25.4M |
DHRDANAHER CORPORATION | $24.5M |
SUISUN CMNTYS INC | $24.3M |
FISVFISERV INC | $23.3M |
OKTAOKTA INC | $20.7M |
PYPLPAYPAL HLDGS INC | $19.6M |
CYBRCYBERARK SOFTWARE LTD | $19.6M |
0VVBPARAMOUNT GLOBAL | $18.2M |
TYLTYLER TECHNOLOGIES INC | $17.0M |
TSLATESLA INC | $15.8M |
WOLF*WOLFSPEED INC | $15.2M |
MLB1MERCADOLIBRE INC | $15.0M |
ABNBAIRBNB INC | $14.1M |
NFLXNETFLIX INC | $13.9M |
CSGPCOSTAR GROUP INC | $13.5M |
ISRGINTUITIVE SURGICAL INC | $12.9M |
APHAMPHENOL CORP NEW | $12.1M |
NVDANVIDIA CORPORATION | $11.8M |
NETCLOUDFLARE INC | $11.8M |
ADSKAUTODESK INC | $10.6M |
CMGCHIPOTLE MEXICAN GRILL INC | $10.4M |
AMDADVANCED MICRO DEVICES INC | $10.4M |
SLABSILICON LABORATORIES INC | $9.5M |
PCORPROCORE TECHNOLOGIES INC | $8.9M |
MUMICRON TECHNOLOGY INC | $8.4M |
NEENEXTERA ENERGY INC | $8.0M |
LSCCLATTICE SEMICONDUCTOR CORP | $7.9M |
SHOPSHOPIFY INC | $7.7M |
8CWCROWN CASTLE INC | $7.2M |
TSCOTRACTOR SUPPLY CO | $7.1M |
TTTRANE TECHNOLOGIES PLC | $6.5M |
CSTMCONSTELLIUM SE | $6.4M |
BOXBOX INC | $6.2M |
THOTHOR INDS INC | $6.0M |
NCNONCINO INC | $6.0M |
DISDISNEY WALT CO | $5.6M |
CTLTEURCATALENT INC | $5.6M |
FTCHQFARFETCH LTD | $5.6M |
SNAPSNAP INC | $5.4M |
—QUALTRICS INTL INC | $5.2M |
RIVNRIVIAN AUTOMOTIVE INC | $5.1M |
ONON SEMICONDUCTOR CORP | $4.8M |
RDFNREDFIN CORP | $4.8M |
TOSTTOAST INC | $3.9M |
DOCSDOXIMITY INC | $3.8M |
ZSZSCALER INC | $3.6M |
LINLINDE PLC | $3.0M |
ILMNILLUMINA INC | $2.5M |
—MOMENTIVE GLOBAL INC | $2.2M |
AFRMAFFIRM HLDGS INC | $2.1M |
DC4DEXCOM INC | $2.1M |
—MELI KASZEK PIONEER CORP | $1.5M |
YETIYETI HLDGS INC | $1.2M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $617K |
—HELIOGEN INC | $455K |