Notify me when NZS Capital, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 62 | $3,260,149,737 | +$375,068,363 | -$359,037,864 | +$16,030,499 | GOOG, CDNS, DHR, LRCX, AMT | 13F-HR | 12 Feb 2026, 11:41 |
| Q3 2025 | 61 | $3,265,569,530 | +$648,647,244 | -$520,621,699 | +$128,025,545 | GOOG, CDNS, LRCX, PGR, APH | 13F-HR | 12 Nov 2025, 13:14 |
| Q2 2025 | 60 | $2,942,435,964 | +$458,593,631 | -$155,993,742 | +$302,599,889 | GOOG, CDNS, NVDA, APH, PGR | 13F-HR | 13 Aug 2025, 11:52 |
| Q1 2025 | 59 | $2,217,773,919 | +$232,552,403 | -$259,496,222 | -$26,943,819 | GOOG, CDNS, PGR, APH, ROP | 13F-HR | 14 May 2025, 11:20 |
| Q4 2024 | 59 | $2,349,603,456 | +$277,912,579 | -$506,046,847 | -$228,134,268 | GOOG, CDNS, MSFT, FI, PGR | 13F-HR | 14 Feb 2025, 15:27 |
| Q3 2024 | 58 | $2,564,976,150 | +$238,919,403 | -$175,344,656 | +$63,574,747 | GOOG, MSFT, TXN, PGR, FI | 13F-HR | 14 Nov 2024, 12:37 |
| Q2 2024 | 58 | $2,438,358,401 | +$384,012,760 | -$240,632,895 | +$143,379,865 | GOOG, MSFT, TXN, FI, CDNS | 13F-HR | 14 Aug 2024, 13:58 |
| Q1 2024 | 54 | $2,409,648,265 | +$377,842,761 | -$143,955,952 | +$233,886,809 | MSFT, GOOG, NVDA, FI, APH | 13F-HR | 15 May 2024, 11:54 |
| Q4 2023 | 55 | $1,898,346,992 | +$187,645,284 | -$414,965,161 | -$227,319,877 | MSFT, GOOG, WDAY, CDNS, FI | 13F-HR | 14 Feb 2024, 14:52 |
| Q3 2023 | 65 | $1,856,944,780 | +$124,576,792 | -$162,741,681 | -$38,164,889 | MSFT, GOOG, WDAY, CDNS, NVDA | 13F-HR | 14 Nov 2023, 12:39 |
| Q2 2023 | 64 | $1,999,004,608 | +$91,446,890 | -$168,792,824 | -$77,345,934 | MSFT, WDAY, GOOG, TXN, FI | 13F-HR | 11 Aug 2023, 12:44 |
| Q1 2023 | 65 | $1,887,845,181 | +$567,093,625 | -$62,592,885 | +$504,500,740 | MSFT, WDAY, TXN, CDNS, GOOG | 13F-HR | 12 May 2023, 12:26 |
| Q4 2022 | 64 | $1,168,293,160 | +$185,235,425 | -$113,695,979 | +$71,539,446 | MSFT, GOOG, WDAY, TMUS, TXN | 13F-HR | 14 Feb 2023, 16:25 |
| Q3 2022 | 67 | $1,085,281,000 | +$280,773,243 | -$48,588,069 | +$232,185,174 | MSFT, GOOG, CRM, WDAY, CDNS | 13F-HR | 14 Nov 2022, 12:29 |
| Q2 2022 | 62 | $935,033,000 | +$313,767,771 | -$108,769,053 | +$204,998,718 | CRM, MSFT, GOOG, WDAY, TMUS | 13F-HR | 15 Aug 2022, 15:07 |
| Q1 2022 | 65 | $989,381,000 | +$146,845,186 | -$179,096,590 | -$32,251,404 | GOOG, MSFT, CRM, WDAY, AMZN | 13F-HR | 16 May 2022, 13:24 |
| Q4 2021 | 68 | $1,140,260,000 | +$200,929,880 | -$115,624,228 | +$85,305,652 | MSFT, GOOG, CRM, MCHP, APH | 13F-HR | 14 Feb 2022, 14:44 |
| Q3 2021 | 68 | $1,012,805,000 | +$75,473,199 | -$118,691,682 | -$43,218,483 | MSFT, GOOG, CRM, TXN, MCHP | 13F-HR | 12 Nov 2021, 15:33 |
| Q2 2021 | 62 | $1,087,742,000 | $0 | $0 | $0 | MSFT, GOOG, CRM, TXN, NVDA | 13F-HR | 21 Jul 2021, 17:53 |
| Q1 2021 | 0 | $0 | 13F-NT | 13 May 2021, 21:16 | ||||
| Q4 2020 | 0 | $0 | 13F-NT | 12 Feb 2021, 16:43 | ||||
| Q3 2020 | 0 | $0 | 13F-NT | 12 Nov 2020, 11:45 | ||||
| Q2 2020 | 0 | $0 | 13F-NT | 03 Aug 2020, 16:34 |