0001816616-24-000003.txt : 20240515
0001816616-24-000003.hdr.sgml : 20240515
20240515115409
ACCESSION NUMBER: 0001816616-24-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240515
DATE AS OF CHANGE: 20240515
EFFECTIVENESS DATE: 20240515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: NZS Capital, LLC
CENTRAL INDEX KEY: 0001816616
ORGANIZATION NAME:
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: 24948492
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
03-31-2024
03-31-2024
NZS Capital, LLC
1756 PLATTE STREET
DENVER
CO
80202
13F HOLDINGS REPORT
028-20310
000305093
801-119089
N
Adam Schor
President, CCO
720-551-7113
Adam Schor
Denver
CO
05-15-2024
0
54
2409648265
false
INFORMATION TABLE
2
nzs_13f-q12024.xml
APPLE INC
COM
037833100
31998168
186600
SH
SOLE
186600
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
52100785
288663
SH
SOLE
288663
0
0
AMAZON COM INC
COM
023135106
35406971
196291
SH
SOLE
196291
0
0
AMPHENOL CORP NEW
CL A
032095101
94381216
818216
SH
SOLE
818216
0
0
AXON ENTERPRISE INC
COM
05464C101
26010340
83132
SH
SOLE
83132
0
0
CAMECO CORP
COM
13321L108
17227714
397685
SH
SOLE
397685
0
0
CADENCE DESIGN SYSTEM INC
COM
127387108
92691091
297774
SH
SOLE
297774
0
0
COGNEX CORP
COM
192422103
29547057
696536
SH
SOLE
696536
0
0
CHIPOTLE MEXICAN GRILL INC
COM
169656105
29038632
9990
SH
SOLE
9990
0
0
SALESFORCE INC
COM
79466L302
20824790
69144
SH
SOLE
69144
0
0
CROWDSTRIKE HLDGS INC
CL A
22788C105
22065248
68827
SH
SOLE
68827
0
0
COSTAR GROUP INC
COM
22160N109
42091518
435730
SH
SOLE
435730
0
0
CYBERARK SOFTWARE LTD
SHS
M2682V108
29698497
111804
SH
SOLE
111804
0
0
DOORDASH INC
CL A
25809K105
22974726
166822
SH
SOLE
166822
0
0
DANAHER CORPORATION
COM
235851102
73088549
292682
SH
SOLE
292682
0
0
DISNEY WALT CO
COM
254687106
5737093
46887
SH
SOLE
46887
0
0
DEXCOM INC
COM
252131107
27089081
195307
SH
SOLE
195307
0
0
FISERV INC
COM
337738108
96738726
605298
SH
SOLE
605298
0
0
FLOOR & DECOR HLDGS INC
CL A
339750101
21595729
166608
SH
SOLE
166608
0
0
GLOBAL E ONLINE LTD
SHS
M5216V106
3409884
93807
SH
SOLE
93807
0
0
ALPHABET INC
CAP STK CL C
02079K107
153079463
1005382
SH
SOLE
1005382
0
0
CHART INDS INC
COM
16115Q308
17486016
106156
SH
SOLE
106156
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
29866698
74837
SH
SOLE
74837
0
0
KLA CORP
COM NEW
482480100
78331353
112131
SH
SOLE
112131
0
0
LINDE PLC
SHS
G54950103
79397327
170997
SH
SOLE
170997
0
0
LAM RESEARCH CORP
COM
512807108
87407295
89965
SH
SOLE
89965
0
0
LATTICE SEMICONDUCTOR CORP
COM
518415104
29448275
376432
SH
SOLE
376432
0
0
MICROCHIP TECHNOLOGY INC.
COM
595017104
78419907
874149
SH
SOLE
874149
0
0
MEDPACE HLDGS INC
COM
58506Q109
12935629
32007
SH
SOLE
32007
0
0
MERCADOLIBRE INC
COM
58733R102
31099505
20569
SH
SOLE
20569
0
0
MODERNA INC
COM
60770K107
16532038
155143
SH
SOLE
155143
0
0
MICROSOFT CORP
COM
594918104
169469382
402808
SH
SOLE
402808
0
0
CLOUDFLARE INC
CL A COM
18915M107
23660991
244356
SH
SOLE
244356
0
0
NETFLIX INC
COM
64110L106
52962820
87206
SH
SOLE
87206
0
0
SERVICENOW INC
COM
81762P102
6667950
8746
SH
SOLE
8746
0
0
NU HLDGS LTD
ORD SHS CL A
G6683N103
18579782
1557400
SH
SOLE
1557400
0
0
NVIDIA CORPORATION
COM
67066G104
99183781
109770
SH
SOLE
109770
0
0
ON SEMICONDUCTOR CORP
COM
682189105
31019565
421748
SH
SOLE
421748
0
0
PROCORE TECHNOLOGIES INC
COM
74275K108
29373392
357471
SH
SOLE
357471
0
0
PROGRESSIVE CORP
COM
743315103
82750543
400109
SH
SOLE
400109
0
0
REPLIGEN CORP
COM
759916109
14993526
81522
SH
SOLE
81522
0
0
SHOPIFY INC
CL A
82509L107
43686632
566109
SH
SOLE
566109
0
0
SUN CMNTYS INC
COM
866674104
45392726
353031
SH
SOLE
353031
0
0
SHOCKWAVE MED INC
COM
82489T104
15045083
46203
SH
SOLE
46203
0
0
TELEDYNE TECHNOLOGIES INC
COM
879360105
11666342
27174
SH
SOLE
27174
0
0
THOR INDS INC
COM
885160101
11306413
96356
SH
SOLE
96356
0
0
TOAST INC
CL A
888787108
29228170
1172880
SH
SOLE
1172880
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
11310109
83132
SH
SOLE
83132
0
0
TRANE TECHNOLOGIES PLC
SHS
G8994E103
62988564
209822
SH
SOLE
209822
0
0
THE TRADE DESK INC
COM CL A
88339J105
8032587
91885
SH
SOLE
91885
0
0
TEXAS INSTRS INC
COM
882508104
79359449
455539
SH
SOLE
455539
0
0
UBER TECHNOLOGIES INC
COM
90353T100
31508311
409252
SH
SOLE
409252
0
0
UNITED RENTALS INC
COM
911363109
55556478
77043
SH
SOLE
77043
0
0
WORKDAY INC
CL A
98138H101
88186348
323323
SH
SOLE
323323
0
0