NZS Capital, LLC — 13F holdings

NZS Capital, LLC reported 61 holdings worth $3.86B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. GOOG ALPHABET INC — $297M (7.7%)
2. LRCX LAM RESEARCH CORP — $232M (6.0%)
3. CDNS CADENCE DESIGN SYSTEM INC — $189M (4.9%)
4. APH AMPHENOL CORP NEW — $181M (4.7%)
5. NVDA NVIDIA CORPORATION — $162M (4.2%)
6. TXN TEXAS INSTRS INC — $148M (3.8%)
7. KLAC KLA CORP — $119M (3.1%)
8. ROP ROPER TECHNOLOGIES INC — $108M (2.8%)
9. PGR PROGRESSIVE CORP — $106M (2.7%)
10. TT TRANE TECHNOLOGIES PLC — $97.8M (2.5%)