Notify me when NZS Capital, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 61 | $3.27B | +$649M | -$521M | +$128M | GOOG, CDNS, LRCX, PGR, APH | 13F-HR | 11/12/2025, 01:14 PM |
| Q2 2025 | 60 | $2.94B | +$459M | -$156M | +$303M | GOOG, CDNS, NVDA, APH, PGR | 13F-HR | 8/13/2025, 11:52 AM |
| Q1 2025 | 59 | $2.22B | +$233M | -$259M | -$26.9M | GOOG, CDNS, PGR, APH, ROP | 13F-HR | 5/14/2025, 11:20 AM |
| Q4 2024 | 59 | $2.35B | +$278M | -$506M | -$228M | GOOG, CDNS, MSFT, FI, PGR | 13F-HR | 2/14/2025, 03:27 PM |
| Q3 2024 | 58 | $2.56B | +$239M | -$175M | +$63.6M | GOOG, MSFT, TXN, PGR, FI | 13F-HR | 11/14/2024, 12:37 PM |
| Q2 2024 | 58 | $2.44B | +$384M | -$241M | +$143M | GOOG, MSFT, TXN, FI, CDNS | 13F-HR | 8/14/2024, 01:58 PM |
| Q1 2024 | 54 | $2.41B | +$378M | -$144M | +$234M | MSFT, GOOG, NVDA, FI, APH | 13F-HR | 5/15/2024, 11:54 AM |
| Q4 2023 | 55 | $1.9B | +$188M | -$415M | -$227M | MSFT, GOOG, WDAY, CDNS, FI | 13F-HR | 2/14/2024, 02:52 PM |
| Q3 2023 | 67 | $1.86B | +$125M | -$163M | -$38.2M | MSFT, GOOG, WDAY, CDNS, NVDA | 13F-HR | 11/14/2023, 12:39 PM |
| Q2 2023 | 64 | $2B | +$91.4M | -$133M | -$41.9M | MSFT, WDAY, GOOG, TXN, FI | 13F-HR | 8/11/2023, 12:44 PM |
| Q1 2023 | 65 | $1.89B | +$567M | -$22.3M | +$545M | MSFT, WDAY, TXN, CDNS, GOOG | 13F-HR | 5/12/2023, 12:26 PM |
| Q4 2022 | 64 | $1.17B | +$185M | -$47.5M | +$138M | MSFT, GOOG, WDAY, TMUS, TXN | 13F-HR | 2/14/2023, 03:25 PM |
| Q3 2022 | 67 | $1.09B | +$281M | -$11.6M | +$269M | MSFT, GOOG, CRM, WDAY, CDNS | 13F-HR | 11/14/2022, 11:29 AM |
| Q2 2022 | 62 | $935M | +$314M | -$75.4M | +$238M | CRM, MSFT, GOOG, WDAY, TMUS | 13F-HR | 8/15/2022, 03:07 PM |
| Q1 2022 | 65 | $989M | +$147M | -$96.3M | +$50.5M | GOOG, MSFT, CRM, WDAY, AMZN | 13F-HR | 5/16/2022, 01:24 PM |
| Q4 2021 | 68 | $1.14B | +$201M | -$80.5M | +$120M | MSFT, GOOG, CRM, MCHP, APH | 13F-HR | 2/14/2022, 01:44 PM |
| Q3 2021 | 68 | $1.01B | +$75.5M | -$119M | -$43.2M | MSFT, GOOG, CRM, TXN, MCHP | 13F-HR | 11/12/2021, 03:33 PM |
| Q2 2021 | 62 | $1.09B | $0 | $0 | MSFT, GOOG, CRM, TXN, NVDA | 13F-HR | 7/21/2021, 05:53 PM | |
| Q1 2021 | 13F-NT | 5/13/2021, 09:16 PM | ||||||
| Q4 2020 | 13F-NT | 2/12/2021, 04:43 PM | ||||||
| Q3 2020 | 13F-NT | 11/12/2020, 11:45 AM | ||||||
| Q2 2020 | 13F-NT | 8/3/2020, 04:34 PM |