0001816616-23-000002.txt : 20230214 0001816616-23-000002.hdr.sgml : 20230214 20230214162511 ACCESSION NUMBER: 0001816616-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 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: 23629941 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 12-31-2022 12-31-2022 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 02-14-2023 0 64 1168293160 false INFORMATION TABLE 2 nzs_13f-q42022.xml AIRBNB INC COM CL A 009066101 12226329 142998 SH SOLE 142998 0 0 AUTODESK INC COM 052769106 13271694 71021 SH SOLE 71021 0 0 ADVANCED MICRO DEVICES INC COM 007903107 17073437 263601 SH SOLE 263601 0 0 AMAZON COM INC COM 023135106 29344812 349343 SH SOLE 349343 0 0 BALL CORP COM 058498106 28248969 552385 SH SOLE 552385 0 0 BILL COM HLDGS INC COM 090043100 2816834 25852 SH SOLE 25852 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 48360351 301048 SH SOLE 301048 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 8383215 6042 SH SOLE 6042 0 0 SALESFORCE INC COM 79466L302 44311048 334196 SH SOLE 334196 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 3541429 33635 SH SOLE 33635 0 0 COSTAR GROUP INC COM 22160N109 13164416 170347 SH SOLE 170347 0 0 CONSTELLIUM SE CL A SHS F21107101 7230046 611162 SH SOLE 611162 0 0 CATALENT INC COM 148806102 3475447 77215 SH SOLE 77215 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 16804455 129614 SH SOLE 129614 0 0 DANAHER CORPORATION COM 235851102 29766057 112147 SH SOLE 112147 0 0 DOXIMITY INC CL A 26622P107 7241141 215767 SH SOLE 215767 0 0 DEXCOM INC COM 252131107 5751799 50793 SH SOLE 50793 0 0 FISERV INC COM 337738108 39709190 392888 SH SOLE 392888 0 0 FARFETCH LTD ORD SH CL A 30744W107 4118293 870675 SH SOLE 870675 0 0 ALPHABET INC CAP STK CL C 02079K107 66194621 746023 SH SOLE 746023 0 0 CHART INDS INC COM 16115Q308 3267347 28355 SH SOLE 28355 0 0 ILLUMINA INC COM 452327109 2941808 14549 SH SOLE 14549 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 16563147 62420 SH SOLE 62420 0 0 KLA CORP COM NEW 482480100 40826694 108285 SH SOLE 108285 0 0 LINDE PLC SHS G5494J103 27363566 83891 SH SOLE 83891 0 0 LAM RESEARCH CORP COM 512807108 36537520 86932 SH SOLE 86932 0 0 LATTICE SEMICONDUCTOR CORP COM 518415104 11092144 170964 SH SOLE 170964 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 42825524 609616 SH SOLE 609616 0 0 MERCADOLIBRE INC COM 58733R102 15061380 17798 SH SOLE 17798 0 0 MICROSOFT CORP COM 594918104 68504343 285649 SH SOLE 285649 0 0 NCINO INC COM 63947X101 4919136 186049 SH SOLE 186049 0 0 NEXTERA ENERGY INC COM 65339F101 28456102 340384 SH SOLE 340384 0 0 CLOUDFLARE INC CL A COM 18915M107 10242868 226562 SH SOLE 226562 0 0 NVIDIA CORPORATION COM 67066G104 14463768 98972 SH SOLE 98972 0 0 OKTA INC CL A 679295105 24427360 357491 SH SOLE 357491 0 0 ON SEMICONDUCTOR CORP COM 682189105 7621739 122202 SH SOLE 122202 0 0 PROCORE TECHNOLOGIES INC COM 74275K108 9031384 191424 SH SOLE 191424 0 0 PROGRESSIVE CORP COM 743315103 20659431 159274 SH SOLE 159274 0 0 PAYPAL HLDGS INC COM 70450Y103 15821808 222154 SH SOLE 222154 0 0 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 3078658 167046 SH SOLE 167046 0 0 SHOPIFY INC CL A 82509L107 11531981 332238 SH SOLE 332238 0 0 SILICON LABORATORIES INC COM 826919102 12353161 91053 SH SOLE 91053 0 0 SUN CMNTYS INC COM 866674104 30263233 211631 SH SOLE 211631 0 0 THOR INDS INC COM 885160101 5330349 70610 SH SOLE 70610 0 0 T-MOBILE US INC COM 872590104 50736840 362406 SH SOLE 362406 0 0 TOAST INC CL A 888787108 5826070 323132 SH SOLE 323132 0 0 TRACTOR SUPPLY CO COM 892356106 9701381 43123 SH SOLE 43123 0 0 TESLA INC COM 88160R101 8773003 71221 SH SOLE 71221 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 7511942 44690 SH SOLE 44690 0 0 TEXAS INSTRS INC COM 882508104 49900075 302022 SH SOLE 302022 0 0 UNITED RENTALS INC COM 911363109 5239246 14741 SH SOLE 14741 0 0 WORKDAY INC CL A 98138H101 60661978 362529 SH SOLE 362529 0 0 WOLFSPEED INC COM 977852102 12061012 174696 SH SOLE 174696 0 0 QUALTRICS INTL INC COM CL A 747601201 6942113 668797 SH SOLE 668797 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 3890131 120774 SH SOLE 120774 0 0 ZSCALER INC COM 98980G102 5393244 48197 SH SOLE 48197 0 0 APPLE INC COM 037833100 44110585 339495 SH SOLE 339495 0 0 AMPHENOL CORP NEW CL A 032095101 15451242 202932 SH SOLE 202932 0 0 COGNEX CORP COM 192422103 1625672 34508 SH SOLE 34508 0 0 DISNEY WALT CO COM 254687106 5313928 61164 SH SOLE 61164 0 0 MICRON TECHNOLOGY INC COM 595112103 3131697 62659 SH SOLE 62659 0 0 NETFLIX INC COM 64110L106 3387287 11487 SH SOLE 11487 0 0 SERVICENOW INC COM 81762P102 2813016 7245 SH SOLE 7245 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1604664 21542 SH SOLE 21542 0 0