LRZ CAPITAL LLC — 13F holdings

LRZ CAPITAL LLC reported 18 holdings worth $197M in its 13F filing for Q2 2026, filed August 3, 2026.

Largest positions

1. AMZN AMAZON COM INC — $21.3M (10.8%)
2. TSM TAIWAN SEMICONDUCTOR MFG LTD — $18.1M (9.2%)
3. SPGI S&P GLOBAL INC — $16.0M (8.1%)
4. MSFT MICROSOFT CORP — $14.2M (7.2%)
5. NVDA NVIDIA CORPORATION — $13.1M (6.6%)
6. UBER UBER TECHNOLOGIES INC — $12.8M (6.5%)
7. V VISA INC — $11.9M (6.0%)
8. CP CANADIAN PACIFIC KANSAS CITY — $11.3M (5.7%)
9. LPLA LPL FINL HLDGS INC — $11.2M (5.7%)
10. MA MASTERCARD INCORPORATED — $10.9M (5.5%)