NZS Capital, LLC - Portfolio Stock Holdings
NZS Capital, LLC disclosed 65 stock positions in a recent SEC 13F filing. $3,828,172,262 of stock holdings were filed, with the largest holdings including GOOG, LRCX, and CDNS. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.We estimate the fund has a total AUM of $4,058,262,900 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.
Report Period:
June 30, 2026No. of Stocks:
65Est. Stock Holding Value:
$3,828,172,262Top Stock Holdings By Sector
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Portfolio Stock Holdings - NZS Capital, LLC
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% of Portfolio
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