NZS Capital, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$3.3T
Holdings
61
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (61 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 891,277 | $217.1B | 6.65% | |
| 2 | CDNSCADENCE DESIGN SYSTEM INC | 512,744 | $180.1B | 5.52% | |
| 3 | LRCXLAM RESEARCH CORP | 1,071,186 | $143.4B | 4.39% | |
| 4 | PGRPROGRESSIVE CORP | 500,597 | $123.6B | 3.79% | |
| 5 | APHAMPHENOL CORP NEW | 882,126 | $109.2B | 3.34% | |
| 6 | ROPROPER TECHNOLOGIES INC | 218,882 | $109.2B | 3.34% | |
| 7 | WDAYWORKDAY INC | 405,514 | $97.6B | 2.99% | |
| 8 | DHRDANAHER CORPORATION | 490,795 | $97.3B | 2.98% | |
| 9 | SHOPSHOPIFY INC | 631,397 | $93.8B | 2.87% | |
| 10 | TXNTEXAS INSTRS INC | 499,162 | $91.7B | 2.81% | |
| 11 | LINLINDE PLC | 191,749 | $91.1B | 2.79% | |
| 12 | URIUNITED RENTALS INC | 95,318 | $91.0B | 2.79% | |
| 13 | AMTAMERICAN TOWER CORP NEW | 440,213 | $84.7B | 2.59% | |
| 14 | IRINGERSOLL RAND INC | 893,381 | $73.8B | 2.26% | |
| 15 | FISVFISERV INC | 544,102 | $70.2B | 2.15% | |
| 16 | ITGARTNER INC | 258,038 | $67.8B | 2.08% | |
| 17 | ARMARM HOLDINGS PLC | 447,955 | $63.4B | 1.94% | |
| 18 | NVDANVIDIA CORPORATION | 336,510 | $62.8B | 1.92% | |
| 19 | SNOWSNOWFLAKE INC | 247,057 | $55.7B | 1.71% | |
| 20 | TTTRANE TECHNOLOGIES PLC | 130,122 | $54.9B | 1.68% | |
| 21 | PCORPROCORE TECHNOLOGIES INC | 750,719 | $54.7B | 1.68% | |
| 22 | KLACKLA CORP | 47,511 | $51.2B | 1.57% | |
| 23 | HEIHEICO CORP NEW | 197,632 | $50.2B | 1.54% | |
| 24 | MLB1MERCADOLIBRE INC | 21,413 | $50.0B | 1.53% | |
| 25 | LSCCLATTICE SEMICONDUCTOR CORP | 671,146 | $49.2B | 1.51% | |
| 26 | ISRGINTUITIVE SURGICAL INC | 110,014 | $49.2B | 1.51% | |
| 27 | NUNU HLDGS LTD | 3,038,126 | $48.6B | 1.49% | |
| 28 | UBERUBER TECHNOLOGIES INC | 495,767 | $48.6B | 1.49% | |
| 29 | TOSTTOAST INC | 1,286,284 | $47.0B | 1.44% | |
| 30 | SNPSSYNOPSYS INC | 94,849 | $46.8B | 1.43% | |
| 31 | MRVLMARVELL TECHNOLOGY INC | 517,331 | $43.5B | 1.33% | |
| 32 | PWRQUANTA SVCS INC | 102,073 | $42.3B | 1.30% | |
| 33 | AAPLAPPLE INC | 161,251 | $41.1B | 1.26% | |
| 34 | SAILSAILPOINT INC | 1,747,161 | $38.6B | 1.18% | |
| 35 | MSFTMICROSOFT CORP | 74,048 | $38.4B | 1.17% | |
| 36 | HEIHEICO CORP NEW | 112,446 | $36.3B | 1.11% | |
| 37 | TTANSERVICETITAN INC | 341,747 | $34.5B | 1.06% | |
| 38 | GLBEGLOBAL E ONLINE LTD | 950,631 | $34.0B | 1.04% | |
| 39 | TEAMATLASSIAN CORPORATION | 211,180 | $33.7B | 1.03% | |
| 40 | CSGPCOSTAR GROUP INC | 373,432 | $31.5B | 0.96% | |
| 41 | CGNXCOGNEX CORP | 685,976 | $31.1B | 0.95% | |
| 42 | DASHDOORDASH INC | 108,555 | $29.5B | 0.90% | |
| 43 | COINCOINBASE GLOBAL INC | 84,337 | $28.5B | 0.87% | |
| 44 | RGENREPLIGEN CORP | 196,777 | $26.3B | 0.81% | |
| 45 | AFRMAFFIRM HLDGS INC | 356,926 | $26.1B | 0.80% | |
| 46 | CMGCHIPOTLE MEXICAN GRILL INC | 660,172 | $25.9B | 0.79% | |
| 47 | ZZILLOW GROUP INC | 322,803 | $24.9B | 0.76% | |
| 48 | NOWSERVICENOW INC | 26,485 | $24.4B | 0.75% | |
| 49 | MPWRMONOLITHIC PWR SYS INC | 26,000 | $23.9B | 0.73% | |
| 50 | NETCLOUDFLARE INC | 105,753 | $22.7B | 0.69% | |
| 51 | PENPENUMBRA INC | 86,984 | $22.0B | 0.67% | |
| 52 | RDDTREDDIT INC | 93,295 | $21.5B | 0.66% | |
| 53 | AXONAXON ENTERPRISE INC | 28,375 | $20.4B | 0.62% | |
| 54 | FNDFLOOR & DECOR HLDGS INC | 267,750 | $19.7B | 0.60% | |
| 55 | CRMSALESFORCE INC | 80,846 | $19.2B | 0.59% | |
| 56 | MNDYMONDAY COM LTD | 65,087 | $12.6B | 0.39% | |
| 57 | ADIANALOG DEVICES INC | 48,914 | $12.0B | 0.37% | |
| 58 | FIGFIGMA INC | 155,582 | $8.1B | 0.25% | |
| 59 | NFLXNETFLIX INC | 6,107 | $7.3B | 0.22% | |
| 60 | LMNDLEMONADE INC | 129,084 | $6.9B | 0.21% | |
| 61 | CRWDCROWDSTRIKE HLDGS INC | 10,111 | $5.0B | 0.15% |