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NZS Capital, LLC

All holdings · as of Dec 31, 2025

62 positions

CompanyClassValueShares% of portfolio
Alphabet Inc.—$255.86M815,3737.8%
CADENCE DESIGN SYSTEMS INC—$146.87M469,8574.5%
DANAHER CORP /DE—$144.37M630,6664.4%
LAM RESEARCH CORP—$126.62M739,6733.9%
American Tower Corp—$109.13M621,5773.3%
PROGRESSIVE CORP/OH—$106.66M468,3653.3%
Workday Inc—$104.94M488,5763.2%
LINDE PLC—$104.19M244,3453.2%
ROPER TECHNOLOGIES INC—$100.74M226,3153.1%
TEXAS INSTRUMENTS INC—$90.61M522,2592.8%
INGERSOLL-RAND INC—$77.83M982,4912.4%
GARTNER INC—$76.01M301,2842.3%
Trane Technologies plc—$75.03M192,7742.3%
United Rentals Inc—$72.96M90,1452.2%
AMPHENOL CORP /DE—$65.67M485,9262.0%
Intuitive Surgical Inc—$62.87M111,0051.9%
SHOPIFY INC—$61.06M379,3281.9%
Arthur J. Gallagher & Co.—$59.45M229,7041.8%
Uber Technologies, Inc—$59.18M724,2541.8%
KLA CORP—$56.88M46,8151.7%
Apple Inc.—$56.80M208,9341.7%
PROCORE TECHNOLOGIES, INC.—$56.24M773,1081.7%
NVIDIA Corp—$54.85M294,1171.7%
Snowflake Inc.—$54.50M248,4591.7%
NU HLDGS LTD—$51.33M3,066,3931.6%
HEICO CORP—$50.39M199,6361.5%
MercadoLibre, Inc.—$46.81M23,2391.4%
Toast, Inc.—$46.04M1,296,5181.4%
Atlassian Corporation—$45.98M283,6031.4%
ARM HOLDINGS PLC /UKARMADR$45.01M411,7481.4%
SYNOPSYS INC—$44.87M95,5311.4%
Quanta Services Inc—$43.58M103,2581.3%
LATTICE SEMICONDUCTOR CORP—$40.57M551,3231.2%
SailPoint, Inc.SAILCommon Stock$39.64M1,959,6501.2%
ServiceTitan, Inc.—$38.57M362,2031.2%
GLOBAL E ONLINE LTD—$37.68M958,5511.2%
HEICO CORP—$36.75M113,5661.1%
MICROSOFT CORP—$35.81M74,0481.1%
Marvell Technology, Inc.—$35.72M420,3571.1%
Penumbra Inc—$33.76M108,5861.0%
REPLIGEN CORP—$32.58M198,8031.0%
DoorDash, Inc.—$31.93M140,9911.0%
Axon Enterprise Inc—$31.09M54,7371.0%
CoStar Group Inc—$29.68M441,3620.9%
AFFIRM HOLDINGS INC CLASS A—$26.80M360,0910.8%
ZILLOW GROUP, INC.—$26.38M386,7330.8%
COGNEX CORP—$24.93M692,8490.8%
Monolithic Power Systems Inc—$23.75M26,2090.7%
ServiceNow Inc—$21.86M142,6760.7%
Reddit, Inc.—$21.63M94,1170.7%
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