0001816616-23-000003.txt : 20230512 0001816616-23-000003.hdr.sgml : 20230512 20230512122602 ACCESSION NUMBER: 0001816616-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230512 DATE AS OF CHANGE: 20230512 EFFECTIVENESS DATE: 20230512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: NZS Capital, LLC CENTRAL INDEX KEY: 0001816616 IRS NUMBER: 841821721 STATE OF INCORPORATION: CO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20310 FILM NUMBER: 23914306 BUSINESS ADDRESS: STREET 1: 1756 PLATTE STREET CITY: DENVER STATE: CO ZIP: 80202 BUSINESS PHONE: 303-379-9612 MAIL ADDRESS: STREET 1: 1756 PLATTE STREET CITY: DENVER STATE: CO ZIP: 80202 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001816616 XXXXXXXX 03-31-2023 03-31-2023 NZS Capital, LLC

1756 PLATTE STREET DENVER CO 80202

13F HOLDINGS REPORT 028-20310 000305093 801-119089 N Adam Schor 720-551-7113 Adam Schor Denver CO 05-12-2023 0 65 1887845181 false INFORMATION TABLE 2 nzs_13f-q12023.xml AIRBNB INC COM CL A 009066101 22744052 182830 SH SOLE 182830 0 0 AUTODESK INC COM 052769106 23765419 114169 SH SOLE 114169 0 0 ADVANCED MICRO DEVICES INC COM 007903107 39298580 400965 SH SOLE 400965 0 0 AMAZON COM INC COM 023135106 50390750 487857 SH SOLE 487857 0 0 BALL CORP COM 058498106 43639239 791857 SH SOLE 791857 0 0 BILL HOLDINGS INC COM 090043100 3891150 47956 SH SOLE 47956 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 80568885 383497 SH SOLE 383497 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 15080784 8828 SH SOLE 8828 0 0 SALESFORCE INC COM 79466L302 75730804 379071 SH SOLE 379071 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 8224207 59917 SH SOLE 59917 0 0 COSTAR GROUP INC COM 22160N109 16095753 233780 SH SOLE 233780 0 0 CONSTELLIUM SE CL A SHS F21107101 11094839 726102 SH SOLE 726102 0 0 CATALENT INC COM 148806102 8876435 135085 SH SOLE 135085 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 23986522 162093 SH SOLE 162093 0 0 DOORDASH INC CL A 25809K105 7049821 110916 SH SOLE 110916 0 0 DANAHER CORPORATION COM 235851102 46221364 183389 SH SOLE 183389 0 0 DOXIMITY INC CL A 26622P107 9617216 297011 SH SOLE 297011 0 0 DEXCOM INC COM 252131107 14503679 124838 SH SOLE 124838 0 0 FASTENAL CO COM 311900104 16297809 302147 SH SOLE 302147 0 0 FISERV INC COM 337738108 68266616 603969 SH SOLE 603969 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 3442611 35050 SH SOLE 35050 0 0 FARFETCH LTD ORD SH CL A 30744W107 4900926 998152 SH SOLE 998152 0 0 ALPHABET INC CAP STK CL C 02079K107 76038144 731136 SH SOLE 731136 0 0 CHART INDS INC COM 16115Q308 6861010 54713 SH SOLE 54713 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 21997755 86107 SH SOLE 86107 0 0 KLA CORP COM NEW 482480100 54317457 136076 SH SOLE 136076 0 0 LINDE PLC SHS G54950103 48716606 137060 SH SOLE 137060 0 0 LAM RESEARCH CORP COM 512807108 60258210 113669 SH SOLE 113669 0 0 LATTICE SEMICONDUCTOR CORP COM 518415104 20617877 215894 SH SOLE 215894 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 68625120 819111 SH SOLE 819111 0 0 MERCADOLIBRE INC COM 58733R102 24490873 18581 SH SOLE 18581 0 0 MODERNA INC COM 60770K107 5665720 36891 SH SOLE 36891 0 0 MICROSOFT CORP COM 594918104 117289666 406832 SH SOLE 406832 0 0 NEXTERA ENERGY INC COM 65339F101 38770469 502990 SH SOLE 502990 0 0 CLOUDFLARE INC CL A COM 18915M107 16855439 273361 SH SOLE 273361 0 0 SERVICENOW INC COM 81762P102 20373790 43841 SH SOLE 43841 0 0 NVIDIA CORPORATION COM 67066G104 53800160 193686 SH SOLE 193686 0 0 OKTA INC CL A 679295105 22836266 264799 SH SOLE 264799 0 0 ON SEMICONDUCTOR CORP COM 682189105 13943609 169383 SH SOLE 169383 0 0 PROCORE TECHNOLOGIES INC COM 74275K108 16668348 266140 SH SOLE 266140 0 0 PROGRESSIVE CORP COM 743315103 39941351 279193 SH SOLE 279193 0 0 PAYPAL HLDGS INC COM 70450Y103 21695223 285689 SH SOLE 285689 0 0 SHOPIFY INC CL A 82509L107 21553632 449596 SH SOLE 449596 0 0 SILICON LABORATORIES INC COM 826919102 20402012 116523 SH SOLE 116523 0 0 SUN CMNTYS INC COM 866674104 40434532 287014 SH SOLE 287014 0 0 THOR INDS INC COM 885160101 6699556 84123 SH SOLE 84123 0 0 T-MOBILE US INC COM 872590104 61840452 426957 SH SOLE 426957 0 0 TOAST INC CL A 888787108 10445556 588482 SH SOLE 588482 0 0 TRACTOR SUPPLY CO COM 892356106 15852508 67446 SH SOLE 67446 0 0 TESLA INC COM 88160R101 7538889 36339 SH SOLE 36339 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 13946788 75806 SH SOLE 75806 0 0 TEXAS INSTRS INC COM 882508104 88311782 474769 SH SOLE 474769 0 0 UNITED RENTALS INC COM 911363109 12219882 30877 SH SOLE 30877 0 0 WORKDAY INC CL A 98138H101 97564539 472376 SH SOLE 472376 0 0 WOLFSPEED INC COM 977852102 15954838 245648 SH SOLE 245648 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 9440403 212287 SH SOLE 212287 0 0 APPLE INC COM 037833100 64872979 393408 SH SOLE 393408 0 0 AMPHENOL CORP NEW CL A 032095101 26078568 319121 SH SOLE 319121 0 0 COGNEX CORP COM 192422103 4489131 90598 SH SOLE 90598 0 0 DISNEY WALT CO COM 254687106 6030229 60224 SH SOLE 60224 0 0 MICRON TECHNOLOGY INC COM 595112103 9023726 149548 SH SOLE 149548 0 0 NCINO INC COM 63947X101 1669875 67388 SH SOLE 67388 0 0 NETFLIX INC COM 64110L106 4843630 14020 SH SOLE 14020 0 0 ZSCALER INC COM 98980G102 3181748 27234 SH SOLE 27234 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1999372 21494 SH SOLE 21494 0 0