Nzs Capital, LLC Top Holdings and 13F Report (2026) About Nzs Capital, LLCInvestment ActivityNzs Capital, LLC has $3.00 billion in total holdings as of March 31, 2026.Nzs Capital, LLC owns shares of 58 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 15.22% of the portfolio was purchased this quarter.About 14.77% of the portfolio was sold this quarter.This quarter, Nzs Capital, LLC has purchased 62 new stocks and bought additional shares in 44 stocks.Nzs Capital, LLC sold shares of 10 stocks and completely divested from 8 stocks this quarter.Largest Holdings Alphabet $218,209,239Cadence Design Systems $146,555,029LAM RESEARCH CORP $122,616,696LINDE PLC $114,111,558Danaher $105,874,346 Largest New Holdings this Quarter 863667101 - Stryker $76,600,572 Holding78573M104 - Sabre $7,987,244 Holding79466L302 - Salesforce $5,498,738 Holding79589L106 - Samsara $1,632,732 Holding Largest Purchases this Quarter Stryker 233,119 shares (about $76.60M)Tyler Technologies 165,844 shares (about $56.78M)Amphenol 273,049 shares (about $34.50M)Arthur J. Gallagher & Co. 139,261 shares (about $30.16M)ROPER TECHNOLOGIES INC 62,980 shares (about $22.29M) Largest Sales this Quarter American Tower 529,738 shares (about $91.42M)LAM RESEARCH CORP 165,786 shares (about $35.42M)Alphabet 54,691 shares (about $15.69M)Danaher 72,257 shares (about $13.70M)Penumbra 39,600 shares (about $13.00M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNzs Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGAlphabet$218,209,239$15,688,660 â–¼-6.7%760,6827.3%Computer and TechnologyCDNSCadence Design Systems$146,555,029$15,995,864 â–²12.3%527,4234.9%Computer and TechnologyLAM RESEARCH CORP$122,616,696$35,421,837 â–¼-22.4%573,8874.1%COM NEWLINDE PLC$114,111,558$7,024,919 â–¼-5.8%230,1753.8%SHSDHRDanaher$105,874,346$13,699,927 â–¼-11.5%558,4093.5%MedicalTXNTexas Instruments$103,632,903$2,241,540 â–²2.2%533,8053.5%Computer and TechnologyROPER TECHNOLOGIES INC$102,369,929$22,286,103 â–²27.8%289,2953.4%COMAPHAmphenol$95,896,491$34,499,741 â–²56.2%758,9753.2%Computer and TechnologyPGRProgressive$95,106,829$2,258,152 â–²2.4%479,7563.2%FinanceTTTrane Technologies$82,179,878$1,843,241 â–²2.3%197,1972.7%ConstructionAJGArthur J. Gallagher & Co.$79,910,440$30,161,147 â–²60.6%368,9652.7%FinanceSYKStryker$76,600,572$76,600,572 â–²New Holding233,1192.6%MedicalISRGIntuitive Surgical$73,345,814$22,173,619 â–²43.3%159,1052.4%MedicalIRIngersoll Rand$72,739,426$5,977,753 â–¼-7.6%907,8812.4%IndustrialsARM HOLDINGS PLC$70,693,598$8,404,360 â–²13.5%467,3032.4%SPONSORED ADSWDAYWorkday$69,135,889$5,660,095 â–²8.9%532,1422.3%Computer and TechnologyTYLTyler Technologies$67,950,104$56,781,668 â–²508.4%198,4642.3%Computer and TechnologyURIUnited Rentals$67,254,831$1,578,790 â–²2.4%92,3122.2%ConstructionSHOPIFY INC$65,287,143$20,291,256 â–²45.1%550,3892.2%CL A SUB VTG SHSKLACKLA$63,571,302$5,359,572 â–¼-7.8%43,1752.1%Computer and TechnologyNVDANVIDIA$60,035,107$8,741,102 â–²17.0%344,2382.0%Computer and TechnologyPWRQuanta Services$53,478,391$3,212,316 â–¼-5.7%97,4071.8%ConstructionUBERUber Technologies$53,473,625$1,378,035 â–²2.6%743,4121.8%Computer and TechnologyLSCCLattice Semiconductor$52,320,258$1,179,536 â–²2.3%564,0391.7%Computer and TechnologyMELIMercadoLibre$51,445,261$11,264,565 â–²28.0%29,7541.7%Retail/WholesaleSNOWSnowflake$50,039,663$12,567,077 â–²33.5%331,7841.7%Computer and TechnologyAAPLApple$46,833,899$6,191,461 â–¼-11.7%184,5381.6%Computer and TechnologyMRVLMarvell Technology$45,886,695$4,250,335 â–²10.2%463,2681.5%Computer and TechnologyNUNU$45,128,841$1,064,774 â–²2.4%3,140,4901.5%FinanceHEIHeico$44,547,080$13,407,283 â–²43.1%162,4621.5%AerospaceHEI.AHeico$43,050,328$909,165 â–²2.2%203,9431.4%AerospaceTOSTToast$39,115,850$4,745,157 â–²13.8%1,475,5131.3%Computer and TechnologySNPSSynopsys$38,642,527$766,396 â–²2.0%97,4641.3%Computer and TechnologyDOORDASH INC$35,743,358$14,573,559 â–²68.8%238,0511.2%CL AAXONAxon Enterprise$31,456,364$8,210,107 â–²35.3%74,0691.0%AerospaceSAILPOINT INC$30,572,166$4,626,400 â–²17.8%2,309,0761.0%COMGLBEGlobal-e Online$30,211,652$640,353 â–²2.2%979,3081.0%Retail/WholesaleMPWRMonolithic Power Systems$29,169,485$513,875 â–²1.8%26,6791.0%Computer and TechnologyCSGPCoStar Group$28,618,245$10,813,702 â–²60.7%709,4261.0%Computer and TechnologyNETCloudflare$28,289,833$6,306,988 â–²28.7%137,1030.9%Computer and TechnologyMSFTMicrosoft$27,965,603$555,255 â–²2.0%75,5480.9%Computer and TechnologyFROGJFrog$25,370,780$14,283,708 â–²128.8%540,6090.8%Computer and TechnologyTEAMAtlassian$24,999,839$5,643,934 â–²29.2%366,2980.8%Computer and TechnologyZZillow Group$24,202,459$8,199,447 â–²51.2%584,8830.8%Computer and TechnologyRGENRepligen$23,943,970$521,000 â–²2.2%203,2250.8%MedicalPENPenumbra$22,652,933$13,003,452 â–¼-36.5%68,9860.8%MedicalADIAnalog Devices$22,357,289$444,123 â–²2.0%70,2750.7%Computer and TechnologyAFRMAffirm$16,787,486$288,116 â–²1.7%366,3790.6%Computer and TechnologyAMTAmerican Tower$15,849,575$91,422,186 â–¼-85.2%91,8390.5%FinanceCOINCoinbase Global$15,146,195$295,440 â–²2.0%86,7430.5%FinanceREDDIT INC$12,929,093$256,239 â–²2.0%96,0200.4%CL ASABRSabre$7,987,244$7,987,244 â–²New Holding5,508,4440.3%Computer and TechnologyHEARTFLOW INC$7,058,936$1,957,227 â–²38.4%290,1330.2%COMFIGMA INC$5,752,849$1,978,577 â–²52.4%272,1310.2%CLASS A COM STKCRMSalesforce$5,498,738$5,498,738 â–²New Holding29,4570.2%Computer and TechnologyCRWDCrowdStrike$4,027,470$80,034 â–²2.0%10,3160.1%Computer and TechnologySPOTSpotify Technology$2,977,832$59,159 â–²2.0%6,1410.1%Computer and TechnologyIOTSamsara$1,632,732$1,632,732 â–²New Holding51,5220.1%Computer and TechnologyITGartner$0$76,007,928 â–¼-100.0%00.0%Business ServicesPCORProcore Technologies$0$56,235,876 â–¼-100.0%00.0%Computer and TechnologySERVICETITAN INC$0$38,574,620 â–¼-100.0%00.0%SHS CL ACGNXCognex$0$24,928,707 â–¼-100.0%00.0%Computer and TechnologyNOWServiceNow$0$21,856,536 â–¼-100.0%00.0%Computer and TechnologyFNDFloor & Decor$0$16,456,984 â–¼-100.0%00.0%Retail/WholesaleLMNDLemonade$0$9,280,377 â–¼-100.0%00.0%FinanceMNDYmonday.com$0$2,456,284 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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