Holdings
NZS Capital, LLC
As of Jun 30, 2026, NZS Capital, LLC reported 54 positions worth US$3.5B. Largest: Alphabet Inc (google) Class C, Lam Research Corporation and Cadence Design Systems, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 832K | US$297M | +72,730 | Jun 30, 2026 |
| Lam Research Corporation | 535K | US$232M | −38,857 | Jun 30, 2026 |
| Cadence Design Systems, Inc. | 505K | US$189M | −22,641 | Jun 30, 2026 |
| Amphenol Corporation | 1.02M | US$181M | +265K | Jun 30, 2026 |
| Nvidia Corporation | 811K | US$162M | +467K | Jun 30, 2026 |
| Texas Instruments Incorporated | 495K | US$148M | −38,441 | Jun 30, 2026 |
| Kla Corporation | 396K | US$119M | +352K | Jun 30, 2026 |
| Roper Technologies, Inc. | 319K | US$108M | +29,792 | Jun 30, 2026 |
| Heico Corporation | 417K | US$108M | +2,286 | Jun 30, 2026 |
| Progressive Corporation (the) | 484K | US$106M | +4,662 | Jun 30, 2026 |