0001816616-22-000004.txt : 20220516
0001816616-22-000004.hdr.sgml : 20220516
20220516132455
ACCESSION NUMBER: 0001816616-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220516
DATE AS OF CHANGE: 20220516
EFFECTIVENESS DATE: 20220516
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: 22927391
BUSINESS ADDRESS:
STREET 1: 1756 PLATTE STREET
CITY: DENVER
STATE: CO
ZIP: 80202
BUSINESS PHONE: 720-551-7113
MAIL ADDRESS:
STREET 1: 1756 PLATTE STREET
CITY: DENVER
STATE: CO
ZIP: 80202
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001816616
XXXXXXXX
03-31-2022
03-31-2022
NZS Capital, LLC
1756 PLATTE STREET
DENVER
CO
80202
13F HOLDINGS REPORT
028-20310
N
Adam Schor
President, CCO
720-551-7113
Adam Schor
Denver
CO
05-16-2022
0
65
989381
false
INFORMATION TABLE
2
nzs_13f-q12022.xml
AIRBNB INC
COM CL A
009066101
11674
67966
SH
SOLE
67966
0
0
AUTODESK INC
COM
052769106
8145
37999
SH
SOLE
37999
0
0
AFFIRM HLDGS INC
COM CL A
00827B106
3351
72415
SH
SOLE
72415
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
8841
80854
SH
SOLE
80854
0
0
AMAZON COM INC
COM
023135106
37943
11639
SH
SOLE
11639
0
0
ANSYS INC
COM
03662Q105
3195
10058
SH
SOLE
10058
0
0
AMPHENOL CORP NEW
CL A
032095101
28617
379794
SH
SOLE
379794
0
0
AVALARA INC
COM
05338G106
9037
90812
SH
SOLE
90812
0
0
BALL CORP
COM
058498106
20131
223681
SH
SOLE
223681
0
0
BOX INC
CL A
10316T104
4083
140510
SH
SOLE
140510
0
0
CROWN CASTLE INTL CORP NEW
COM
22822V101
28368
153674
SH
SOLE
153674
0
0
CADENCE DESIGN SYSTEM INC
COM
127387108
18815
114404
SH
SOLE
114404
0
0
CHIPOTLE MEXICAN GRILL INC
COM
169656105
5388
3406
SH
SOLE
3406
0
0
SALESFORCE COM INC
COM
79466L302
49524
233253
SH
SOLE
233253
0
0
COSTAR GROUP INC
COM
22160N109
8234
123616
SH
SOLE
123616
0
0
CONSTELLIUM SE
CL A SHS
F21107101
5092
282890
SH
SOLE
282890
0
0
CATALENT INC
COM
148806102
5098
45971
SH
SOLE
45971
0
0
CYBERARK SOFTWARE LTD
SHS
M2682V108
7965
47200
SH
SOLE
47200
0
0
DISNEY WALT CO
COM
254687106
26342
192053
SH
SOLE
192053
0
0
FISERV INC
COM
337738108
22869
225528
SH
SOLE
225528
0
0
FARFETCH LTD
ORD SH CL A
30744W107
3032
200534
SH
SOLE
200534
0
0
ALPHABET INC
CAP STK CL C
02079K107
76905
27535
SH
SOLE
27535
0
0
HELIOGEN INC
COMMON STOCK
42329E105
1093
207764
SH
SOLE
207764
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
10166
33698
SH
SOLE
33698
0
0
KLA CORP
COM NEW
482480100
32162
87859
SH
SOLE
87859
0
0
LAM RESEARCH CORP
COM
512807108
32389
60246
SH
SOLE
60246
0
0
MICROCHIP TECHNOLOGY INC.
COM
595017104
30513
406079
SH
SOLE
406079
0
0
MELI KASZEK PIONEER CORP
CLASS A ORD
G5S74L106
1640
159193
SH
SOLE
159193
0
0
MERCADOLIBRE INC
COM
58733R102
14011
11779
SH
SOLE
11779
0
0
MOMENTIVE GLOBAL INC
COM
60878Y108
4399
270566
SH
SOLE
270566
0
0
MICROSOFT CORP
COM
594918104
76133
246938
SH
SOLE
246938
0
0
MICRON TECHNOLOGY INC
COM
595112103
14577
187153
SH
SOLE
187153
0
0
NCINO INC
COM
63947X101
3528
86092
SH
SOLE
86092
0
0
NEXTERA ENERGY INC
COM
65339F101
6354
75003
SH
SOLE
75003
0
0
CLOUDFLARE INC
CL A
18915M107
5631
47042
SH
SOLE
47042
0
0
NETFLIX INC
COM
64110L106
17469
46635
SH
SOLE
46635
0
0
NVIDIA CORPORATION
COM
67066G104
13609
49876
SH
SOLE
49876
0
0
OKTA INC
CL A
679295105
13970
92539
SH
SOLE
92539
0
0
PARAMOUNT GLOBAL
CLASS
92556H206
18965
501585
SH
SOLE
501585
0
0
PAYPAL HLDGS INC
COM
70450Y103
19360
167401
SH
SOLE
167401
0
0
REDFIN CORP
COM
75737F108
3571
197974
SH
SOLE
197974
0
0
SAILPOINT TECHNOLOGIES HLDGS
COM
78781P105
21890
427706
SH
SOLE
427706
0
0
SILICON LABORATORIES INC
COM
826919102
7391
49208
SH
SOLE
49208
0
0
SNAP INC
CL A
83304A106
10457
290545
SH
SOLE
290545
0
0
SUN CMNTYS INC
COM
866674104
14588
83222
SH
SOLE
83222
0
0
TERADYNE INC
COM
880770102
9417
79654
SH
SOLE
79654
0
0
THOR INDS INC
COM
885160101
2680
34056
SH
SOLE
34056
0
0
T-MOBILE US INC
COM
872590104
35804
278955
SH
SOLE
278955
0
0
TESLA INC
COM
88160R101
8345
7744
SH
SOLE
7744
0
0
TRANE TECHNOLOGIES PLC
SHS
G8994E103
3846
25185
SH
SOLE
25185
0
0
TEXAS INSTRS INC
COM
882508104
30600
166776
SH
SOLE
166776
0
0
TYLER TECHNOLOGIES INC
COM
902252105
9998
22473
SH
SOLE
22473
0
0
UNITY SOFTWARE INC
COM
91332U101
2892
29150
SH
SOLE
29150
0
0
WORKDAY INC
CL A
98138H101
39848
166406
SH
SOLE
166406
0
0
WOLFSPEED INC
COM
977852102
6977
61279
SH
SOLE
61279
0
0
YETI HLDGS INC
COM
98585X104
1145
19089
SH
SOLE
19089
0
0
ZENDESK INC
COM
98936J101
18641
154967
SH
SOLE
154967
0
0
APPLE INC
COM
037833100
36815
210839
SH
SOLE
210839
0
0
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
2951
18681
SH
SOLE
18681
0
0
ON SEMICONDUCTOR CORP
COM
682189105
5096
81385
SH
SOLE
81385
0
0
SHOPIFY INC
CL A
82509L107
1312
1941
SH
SOLE
1941
0
0
TWILIO INC
CL A
90138F102
1462
8871
SH
SOLE
8871
0
0
ZSCALER INC
COM
98980G102
2624
10875
SH
SOLE
10875
0
0
ALPHABET INC
CAP STK CL A
02079K305
2375
854
SH
SOLE
854
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
38
360
SH
SOLE
360
0
0