0001816616-21-000005.txt : 20210722
0001816616-21-000005.hdr.sgml : 20210722
20210721175306
ACCESSION NUMBER: 0001816616-21-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210722
DATE AS OF CHANGE: 20210721
EFFECTIVENESS DATE: 20210722
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: 211105424
BUSINESS ADDRESS:
STREET 1: 1437 LARIMER STREET
STREET 2: SUITE 200
CITY: DENVER
STATE: CO
ZIP: 80202
BUSINESS PHONE: 720-551-7113
MAIL ADDRESS:
STREET 1: 1437 LARIMER STREET
STREET 2: SUITE 200
CITY: DENVER
STATE: CO
ZIP: 80202
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001816616
XXXXXXXX
06-30-2021
06-30-2021
NZS Capital, LLC
1437 LARIMER STREET
SUITE 200
DENVER
CO
80202
13F HOLDINGS REPORT
028-20310
N
Adam Schor
President, CCO
720-551-7113
Adam Schor
Denver
CO
07-20-2021
0
62
1087742
false
INFORMATION TABLE
2
NZS13FHoldingsReport.xml
AMPHENOL CORP NEW
CMN
032095101
32234
471193
SH
SOLE
471193
0
0
BALL CORP
CMN
058498106
14372
177385
SH
SOLE
177385
0
0
CADENCE DESIGN SYSTEM INC
CMN
127387108
30190
220655
SH
SOLE
220655
0
0
CHIPOTLE MEXICAN GRILL INC
CMN
169656105
5496
3545
SH
SOLE
3545
0
0
SALESFORCE COM INC
CMN
79466L302
48326
197839
SH
SOLE
197839
0
0
DISNEY WALT CO
CMN
254687106
20417
116157
SH
SOLE
116157
0
0
FASTENAL CO
CMN
311900104
5440
104612
SH
SOLE
104612
0
0
LAM RESEARCH CORP
CMN
512807108
39993
61461
SH
SOLE
61461
0
0
MICROCHIP TECHNOLOGY INC.
CMN
595017104
33734
225282
SH
SOLE
225282
0
0
MICROSOFT CORP
CMN
594918104
78375
289314
SH
SOLE
289314
0
0
CLOUDFLARE INC
CMN
18915M107
16223
153283
SH
SOLE
153283
0
0
NVIDIA CORPORATION
CMN
67066G104
42144
52674
SH
SOLE
52674
0
0
REDFIN CORP
CMN
75737F108
10218
161140
SH
SOLE
161140
0
0
SAILPOINT TECHNOLOGIES HLDGS
CMN
78781P105
17006
333001
SH
SOLE
333001
0
0
SHOPIFY INC
CMN
82509L107
15983
10940
SH
SOLE
10940
0
0
SQUARE INC
CMN
852234103
15615
64047
SH
SOLE
64047
0
0
T-MOBILE US INC
CMN
872590104
36712
253486
SH
SOLE
253486
0
0
TESLA INC
CMN
88160R101
9359
13769
SH
SOLE
13769
0
0
TAIWAN SEMICONDUCTOR MFG LTD
CMN
874039100
14564
121206
SH
SOLE
121206
0
0
TWITTER INC
CMN
90184L102
16230
235864
SH
SOLE
235864
0
0
TEXAS INSTRS INC
CMN
882508104
46741
243064
SH
SOLE
243064
0
0
VIACOMCBS INC
CMN
92556H206
16321
361090
SH
SOLE
361090
0
0
AIRBNB INC
CMN
009066101
5912
38608
SH
SOLE
38608
0
0
AUTODESK INC
CMN
052769106
11313
38755
SH
SOLE
38755
0
0
AFFIRM HLDGS INC
CMN
00827B106
3289
48838
SH
SOLE
48838
0
0
AMAZON COM INC
CMN
023135106
34636
10068
SH
SOLE
10068
0
0
ANSYS INC
CMN
03662Q105
8597
24771
SH
SOLE
24771
0
0
ASML HOLDING N V
CMN
N07059210
12970
18774
SH
SOLE
18774
0
0
CROWN CASTLE INTL CORP NEW
CMN
22822V101
33607
172253
SH
SOLE
172253
0
0
COUPA SOFTWARE INC
CMN
22266L106
7037
26849
SH
SOLE
26849
0
0
CONSTELLIUM SE
CL A SHS
F21107101
4665
246153
SH
SOLE
246153
0
0
CATALENT INC
CMN
148806102
2367
21891
SH
SOLE
21891
0
0
CYBERARK SOFTWARE LTD
SHS
M2682V108
12045
92460
SH
SOLE
92460
0
0
FARFETCH LTD
CMN
30744W107
3748
74424
SH
SOLE
74424
0
0
ALPHABET INC
CMN
02079K107
70839
28264
SH
SOLE
28264
0
0
INTUITIVE SURGICAL INC
CMN
46120E602
1718
1868
SH
SOLE
1868
0
0
KEYSIGHT TECHNOLOGIES INC
CMN
49338L103
14330
92804
SH
SOLE
92804
0
0
KLA CORP
COM NEW
482480100
26549
81889
SH
SOLE
81889
0
0
MERCADOLIBRE INC
CMN
58733R102
9518
6110
SH
SOLE
6110
0
0
MOMENTIVE GLOBAL INC
COM
60878Y108
3465
164462
SH
SOLE
164462
0
0
MICRON TECHNOLOGY INC
CMN
595112103
19734
232217
SH
SOLE
232217
0
0
NEXTERA ENERGY INC
CMN
65339F101
9782
133485
SH
SOLE
133485
0
0
NETFLIX INC
CMN
64110L106
8522
16133
SH
SOLE
16133
0
0
OKTA INC
CMN
679295105
12968
53000
SH
SOLE
53000
0
0
ON SEMICONDUCTOR CORP
CMN
682189105
12559
328074
SH
SOLE
328074
0
0
PELOTON INTERACTIVE INC
CMN
70614W100
9684
78087
SH
SOLE
78087
0
0
PAYPAL HLDGS INC
CMN
70450Y103
21941
75276
SH
SOLE
75276
0
0
SILICON LABORATORIES INC
CMN
826919102
8266
53937
SH
SOLE
53937
0
0
SONY CORP
CMN
835699307
4208
43281
SH
SOLE
43281
0
0
SUN CMNTYS INC
CMN
866674104
11123
64893
SH
SOLE
64893
0
0
THOR INDS INC
CMN
885160101
2177
19268
SH
SOLE
19268
0
0
TRANE TECHNOLOGIES PLC
SHS
00BK9ZQ96
5268
28610
SH
SOLE
28610
0
0
TAKE-TWO INTERACTIVE SOFTWAR
CMN
874054109
9417
53200
SH
SOLE
53200
0
0
TYLER TECHNOLOGIES INC
CMN
902252105
12166
26894
SH
SOLE
26894
0
0
UNITY SOFTWARE INC
CMN
91332U101
1148
10451
SH
SOLE
10451
0
0
WORKDAY INC
CMN
98138H101
35988
150741
SH
SOLE
150741
0
0
WORKIVA INC
CMN
98139A105
3528
31690
SH
SOLE
31690
0
0
ZILLOW GROUP INC
CMN
98954M200
6760
55314
SH
SOLE
55314
0
0
ZENDESK INC
CMN
98936J101
16033
111079
SH
SOLE
111079
0
0
APPLE INC
CMN
037833100
30985
226234
SH
SOLE
226234
0
0
FISERV INC
CMN
337738108
6504
60844
SH
SOLE
60844
0
0
ALPHABET INC
CMN
02079K305
6683
2737
SH
SOLE
2737
0
0