NZS Capital, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$2.2T
Holdings
59
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (59 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 928,901 | $145.1B | 6.54% | |
| 2 | CDNSCADENCE DESIGN SYSTEM INC | 448,137 | $114.0B | 5.14% | |
| 3 | PGRPROGRESSIVE CORP | 338,122 | $95.7B | 4.31% | |
| 4 | APHAMPHENOL CORP NEW | 1,375,895 | $90.2B | 4.07% | |
| 5 | ROPROPER TECHNOLOGIES INC | 135,975 | $80.2B | 3.61% | |
| 6 | FISVFISERV INC | 357,317 | $78.9B | 3.56% | |
| 7 | NVDANVIDIA CORPORATION | 710,925 | $77.1B | 3.47% | |
| 8 | TXNTEXAS INSTRS INC | 402,254 | $72.3B | 3.26% | |
| 9 | LRCXLAM RESEARCH CORP | 931,760 | $67.7B | 3.05% | |
| 10 | URIUNITED RENTALS INC | 99,859 | $62.6B | 2.82% | |
| 11 | MSFTMICROSOFT CORP | 164,906 | $61.9B | 2.79% | |
| 12 | DHRDANAHER CORPORATION | 283,551 | $58.1B | 2.62% | |
| 13 | TTTRANE TECHNOLOGIES PLC | 170,546 | $57.5B | 2.59% | |
| 14 | LINLINDE PLC | 121,046 | $56.4B | 2.54% | |
| 15 | AMTAMERICAN TOWER CORP NEW | 258,317 | $56.2B | 2.53% | |
| 16 | MCHPMICROCHIP TECHNOLOGY INC. | 1,070,242 | $51.8B | 2.34% | |
| 17 | SHOPSHOPIFY INC | 531,562 | $50.8B | 2.29% | |
| 18 | ADSKAUTODESK INC | 176,403 | $46.2B | 2.08% | |
| 19 | UBERUBER TECHNOLOGIES INC | 570,179 | $41.5B | 1.87% | |
| 20 | CPRTCOPART INC | 710,561 | $40.2B | 1.81% | |
| 21 | KLACKLA CORP | 58,493 | $39.8B | 1.79% | |
| 22 | MLB1MERCADOLIBRE INC | 19,542 | $38.1B | 1.72% | |
| 23 | TOSTTOAST INC | 1,119,890 | $37.1B | 1.67% | |
| 24 | HEIHEICO CORP NEW | 136,476 | $36.5B | 1.64% | |
| 25 | PCORPROCORE TECHNOLOGIES INC | 536,376 | $35.4B | 1.60% | |
| 26 | HEIHEICO CORP NEW | 166,781 | $35.2B | 1.59% | |
| 27 | NETCLOUDFLARE INC | 299,396 | $33.7B | 1.52% | |
| 28 | TEAMATLASSIAN CORPORATION | 158,135 | $33.6B | 1.51% | |
| 29 | CSGPCOSTAR GROUP INC | 396,308 | $31.4B | 1.42% | |
| 30 | ISRGINTUITIVE SURGICAL INC | 62,674 | $31.0B | 1.40% | |
| 31 | SNOWSNOWFLAKE INC | 211,018 | $30.8B | 1.39% | |
| 32 | CYBRCYBERARK SOFTWARE LTD | 91,181 | $30.8B | 1.39% | |
| 33 | DASHDOORDASH INC | 149,396 | $27.3B | 1.23% | |
| 34 | CGNXCOGNEX CORP | 887,550 | $26.5B | 1.19% | |
| 35 | LSCCLATTICE SEMICONDUCTOR CORP | 492,774 | $25.8B | 1.17% | |
| 36 | AXONAXON ENTERPRISE INC | 48,361 | $25.4B | 1.15% | |
| 37 | CMGCHIPOTLE MEXICAN GRILL INC | 445,417 | $22.4B | 1.01% | |
| 38 | GLBEGLOBAL E ONLINE LTD | 586,299 | $20.9B | 0.94% | |
| 39 | NUNU HLDGS LTD | 2,001,464 | $20.5B | 0.92% | |
| 40 | ARMARM HOLDINGS PLC | 191,331 | $20.4B | 0.92% | |
| 41 | AAPLAPPLE INC | 89,823 | $20.0B | 0.90% | |
| 42 | ZZILLOW GROUP INC | 277,894 | $19.1B | 0.86% | |
| 43 | FNDFLOOR & DECOR HLDGS INC | 225,339 | $18.1B | 0.82% | |
| 44 | PENPENUMBRA INC | 63,504 | $17.0B | 0.77% | |
| 45 | MRVLMARVELL TECHNOLOGY INC | 275,133 | $16.9B | 0.76% | |
| 46 | RGENREPLIGEN CORP | 131,922 | $16.8B | 0.76% | |
| 47 | ONON SEMICONDUCTOR CORP | 392,664 | $16.0B | 0.72% | |
| 48 | TTANSERVICETITAN INC | 148,336 | $14.1B | 0.64% | |
| 49 | AFRMAFFIRM HLDGS INC | 277,595 | $12.5B | 0.57% | |
| 50 | CRMSALESFORCE INC | 44,392 | $11.9B | 0.54% | |
| 51 | NFLXNETFLIX INC | 11,245 | $10.5B | 0.47% | |
| 52 | COINCOINBASE GLOBAL INC | 55,354 | $9.5B | 0.43% | |
| 53 | THOTHOR INDS INC | 102,740 | $7.8B | 0.35% | |
| 54 | RDDTREDDIT INC | 65,180 | $6.8B | 0.31% | |
| 55 | NOWSERVICENOW INC | 4,707 | $3.7B | 0.17% | |
| 56 | LMNDLEMONADE INC | 108,970 | $3.4B | 0.15% | |
| 57 | MNDYMONDAY COM LTD | 12,247 | $3.0B | 0.13% | |
| 58 | CRWDCROWDSTRIKE HLDGS INC | 5,057 | $1.8B | 0.08% | |
| 59 | SAILSAILPOINT INC | 92,044 | $1.7B | 0.08% |