0001816616-22-000008.txt : 20221114 0001816616-22-000008.hdr.sgml : 20221114 20221114122923 ACCESSION NUMBER: 0001816616-22-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 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: 221382815 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 13F-HR LIVE false true false 0001816616 XXXXXXXX 09-30-2022 09-30-2022 NZS Capital, LLC

1756 PLATTE STREET DENVER CO 80202

13F HOLDINGS REPORT 028-20310 N Adam Schor 720-551-7113 Adam Schor Denver CO 11-14-2022 0 67 1085281 false INFORMATION TABLE 2 nzs_13f-q32022.xml AIRBNB INC COM CL A 009066101 14057 133821 SH SOLE 133821 0 0 AUTODESK INC COM 052769106 10637 56944 SH SOLE 56944 0 0 AFFIRM HLDGS INC COM CL A 00827B106 2133 113692 SH SOLE 113692 0 0 ADVANCED MICRO DEVICES INC COM 007903107 10354 163423 SH SOLE 163423 0 0 AMAZON COM INC COM 023135106 36377 321920 SH SOLE 321920 0 0 BALL CORP COM 058498106 25429 526269 SH SOLE 526269 0 0 BOX INC CL A 10316T104 6177 253275 SH SOLE 253275 0 0 CROWN CASTLE INC COM 22822V101 7170 49604 SH SOLE 49604 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 47755 292204 SH SOLE 292204 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 10444 6950 SH SOLE 6950 0 0 SALESFORCE INC COM 79466L302 60612 421388 SH SOLE 421388 0 0 COSTAR GROUP INC COM 22160N109 13474 193449 SH SOLE 193449 0 0 CONSTELLIUM SE CL A SHS F21107101 6448 635917 SH SOLE 635917 0 0 CATALENT INC COM 148806102 5587 77215 SH SOLE 77215 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 19593 130674 SH SOLE 130674 0 0 DANAHER CORPORATION COM 235851102 24498 94848 SH SOLE 94848 0 0 DOXIMITY INC CL A 26622P107 3824 126542 SH SOLE 126542 0 0 DEXCOM INC COM 252131107 2130 26448 SH SOLE 26448 0 0 FISERV INC COM 337738108 23297 248978 SH SOLE 248978 0 0 FARFETCH LTD ORD SH CL A 30744W107 5560 746320 SH SOLE 746320 0 0 ALPHABET INC CAP STK CL C 02079K107 61871 643485 SH SOLE 643485 0 0 HELIOGEN INC COMMON STOCK 42329E105 455 244577 SH SOLE 244577 0 0 ILLUMINA INC COM 452327109 2529 13256 SH SOLE 13256 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 12902 68832 SH SOLE 68832 0 0 KLA CORP COM NEW 482480100 33071 109278 SH SOLE 109278 0 0 LAM RESEARCH CORP COM 512807108 33257 90866 SH SOLE 90866 0 0 LATTICE SEMICONDUCTOR CORP COM 518415104 7890 160326 SH SOLE 160326 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 41344 677435 SH SOLE 677435 0 0 MELI KASZEK PIONEER CORP CLASS A ORD G5S74L106 1500 151970 SH SOLE 151970 0 0 MERCADOLIBRE INC COM 58733R102 15032 18160 SH SOLE 18160 0 0 MOMENTIVE GLOBAL INC COM 60878Y108 2152 370462 SH SOLE 370462 0 0 MICROSOFT CORP COM 594918104 68631 294681 SH SOLE 294681 0 0 MICRON TECHNOLOGY INC COM 595112103 8398 167627 SH SOLE 167627 0 0 NCINO INC COM 63947X101 5969 174997 SH SOLE 174997 0 0 NEXTERA ENERGY INC COM 65339F101 8036 102486 SH SOLE 102486 0 0 CLOUDFLARE INC CL A COM 18915M107 11799 213318 SH SOLE 213318 0 0 NETFLIX INC COM 64110L106 13919 59121 SH SOLE 59121 0 0 NVIDIA CORPORATION COM 67066G104 11836 97507 SH SOLE 97507 0 0 OKTA INC CL A 679295105 20745 364775 SH SOLE 364775 0 0 PARAMOUNT GLOBAL CLASS B COM 92556H206 18230 957480 SH SOLE 957480 0 0 PROCORE TECHNOLOGIES INC COM 74275K108 8916 180190 SH SOLE 180190 0 0 PAYPAL HLDGS INC COM 70450Y103 19646 228258 SH SOLE 228258 0 0 REDFIN CORP COM 75737F108 4763 815638 SH SOLE 815638 0 0 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 5141 156215 SH SOLE 156215 0 0 SHOPIFY INC CL A 82509L107 7667 284593 SH SOLE 284593 0 0 SILICON LABORATORIES INC COM 826919102 9536 77255 SH SOLE 77255 0 0 SNAP INC CL A 83304A106 5406 550477 SH SOLE 550477 0 0 SUN CMNTYS INC COM 866674104 24295 179526 SH SOLE 179526 0 0 THOR INDS INC COM 885160101 6025 86096 SH SOLE 86096 0 0 T-MOBILE US INC COM 872590104 44810 333977 SH SOLE 333977 0 0 TOAST INC CL A 888787108 3941 235696 SH SOLE 235696 0 0 TRACTOR SUPPLY CO COM 892356106 7106 38231 SH SOLE 38231 0 0 TESLA INC COM 88160R101 15756 59402 SH SOLE 59402 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 6472 44690 SH SOLE 44690 0 0 TEXAS INSTRS INC COM 882508104 34848 225145 SH SOLE 225145 0 0 TYLER TECHNOLOGIES INC COM 902252105 17042 49042 SH SOLE 49042 0 0 WORKDAY INC CL A 98138H101 55268 363077 SH SOLE 363077 0 0 WOLFSPEED INC COM 977852102 15248 147526 SH SOLE 147526 0 0 QUALTRICS INTL INC COM CL A 747601201 5190 509777 SH SOLE 509777 0 0 YETI HLDGS INC COM 98585X104 1180 41390 SH SOLE 41390 0 0 APPLE INC COM 037833100 42136 304894 SH SOLE 304894 0 0 AMPHENOL CORP NEW CL A 032095101 12095 180627 SH SOLE 180627 0 0 DISNEY WALT CO COM 254687106 5634 59722 SH SOLE 59722 0 0 ON SEMICONDUCTOR CORP COM 682189105 4794 76908 SH SOLE 76908 0 0 ZSCALER INC COM 98980G102 3581 21786 SH SOLE 21786 0 0 LINDE PLC SHS G5494J103 3046 11298 SH SOLE 11298 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 617 9000 SH SOLE 9000 0 0