0001816616-23-000004.txt : 20230811
0001816616-23-000004.hdr.sgml : 20230811
20230811124430
ACCESSION NUMBER: 0001816616-23-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230811
DATE AS OF CHANGE: 20230811
EFFECTIVENESS DATE: 20230811
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: 231162612
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
06-30-2023
06-30-2023
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
08-11-2023
0
64
1999004608
false
INFORMATION TABLE
2
nzs_13f-q22023.xml
CONSTELLIUM SE
CL A SHS
F21107101
11280758
655858
SH
SOLE
655858
0
0
CYBERARK SOFTWARE LTD
SHS
M2682V108
22196359
141984
SH
SOLE
141984
0
0
LINDE PLC
SHS
G54950103
46370195
121681
SH
SOLE
121681
0
0
TRANE TECHNOLOGIES PLC
SHS
G8994E103
15726354
82225
SH
SOLE
82225
0
0
AIRBNB INC
COM CL A
009066101
22671248
176898
SH
SOLE
176898
0
0
AUTODESK INC
COM
052769106
25641725
125320
SH
SOLE
125320
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
37486870
329092
SH
SOLE
329092
0
0
AMAZON COM INC
COM
023135106
47814223
366786
SH
SOLE
366786
0
0
AXON ENTERPRISE INC
COM
05464C101
10564382
54143
SH
SOLE
54143
0
0
BALL CORP
COM
058498106
42704777
733633
SH
SOLE
733633
0
0
BILL HOLDINGS INC
COM
090043100
9554007
81763
SH
SOLE
81763
0
0
CADENCE DESIGN SYSTEM INC
COM
127387108
78926768
336546
SH
SOLE
336546
0
0
COGNEX CORP
COM
192422103
13111369
234048
SH
SOLE
234048
0
0
CHIPOTLE MEXICAN GRILL INC
COM
169656105
17475630
8170
SH
SOLE
8170
0
0
SALESFORCE INC
COM
79466L302
42959932
203351
SH
SOLE
203351
0
0
CROWDSTRIKE HLDGS INC
CL A
22788C105
8627878
58745
SH
SOLE
58745
0
0
COSTAR GROUP INC
COM
22160N109
27197777
305593
SH
SOLE
305593
0
0
DOORDASH INC
CL A
25809K105
13320617
174308
SH
SOLE
174308
0
0
DANAHER CORPORATION
COM
235851102
44194560
184144
SH
SOLE
184144
0
0
DOXIMITY INC
CL A
26622P107
12066418
354686
SH
SOLE
354686
0
0
DEXCOM INC
COM
252131107
16275406
126647
SH
SOLE
126647
0
0
FASTENAL CO
COM
311900104
16544394
280461
SH
SOLE
280461
0
0
FISERV INC
COM
337738108
79853959
633008
SH
SOLE
633008
0
0
FLOOR & DECOR HLDGS INC
CL A
339750101
5767909
55482
SH
SOLE
55482
0
0
FARFETCH LTD
ORD SH CL A
30744W107
5834066
965905
SH
SOLE
965905
0
0
ALPHABET INC
CAP STK CL C
02079K107
85551315
707211
SH
SOLE
707211
0
0
CHART INDS INC
COM
16115Q308
10288079
64385
SH
SOLE
64385
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
28282199
82711
SH
SOLE
82711
0
0
KLA CORP
COM NEW
482480100
69203624
142682
SH
SOLE
142682
0
0
LAM RESEARCH CORP
COM
512807108
64018570
99584
SH
SOLE
99584
0
0
LATTICE SEMICONDUCTOR CORP
COM
518415104
23561552
245254
SH
SOLE
245254
0
0
MICROCHIP TECHNOLOGY INC.
COM
595017104
73241438
817518
SH
SOLE
817518
0
0
MERCADOLIBRE INC
COM
58733R102
21106018
17817
SH
SOLE
17817
0
0
MODERNA INC
COM
60770K107
5388525
44350
SH
SOLE
44350
0
0
MICROSOFT CORP
COM
594918104
149316233
438469
SH
SOLE
438469
0
0
NEXTERA ENERGY INC
COM
65339F101
34765445
468537
SH
SOLE
468537
0
0
CLOUDFLARE INC
CL A COM
18915M107
17492097
267586
SH
SOLE
267586
0
0
SERVICENOW INC
COM
81762P102
24276542
43199
SH
SOLE
43199
0
0
NVIDIA CORPORATION
COM
67066G104
73278486
173227
SH
SOLE
173227
0
0
OKTA INC
CL A
679295105
16020752
231013
SH
SOLE
231013
0
0
ON SEMICONDUCTOR CORP
COM
682189105
23874735
252429
SH
SOLE
252429
0
0
PROCORE TECHNOLOGIES INC
COM
74275K108
16783635
257932
SH
SOLE
257932
0
0
PROGRESSIVE CORP
COM
743315103
37880323
286170
SH
SOLE
286170
0
0
REPLIGEN CORP
COM
759916109
4036137
28532
SH
SOLE
28532
0
0
SHOPIFY INC
CL A
82509L107
28245510
437237
SH
SOLE
437237
0
0
SILICON LABORATORIES INC
COM
826919102
20134722
127645
SH
SOLE
127645
0
0
SUN CMNTYS INC
COM
866674104
34385342
263570
SH
SOLE
263570
0
0
THOR INDS INC
COM
885160101
8064720
77920
SH
SOLE
77920
0
0
T-MOBILE US INC
COM
872590104
57157350
411500
SH
SOLE
411500
0
0
TOAST INC
CL A
888787108
15879530
703568
SH
SOLE
703568
0
0
TRACTOR SUPPLY CO
COM
892356106
13622413
61612
SH
SOLE
61612
0
0
TESLA INC
COM
88160R101
8822173
33702
SH
SOLE
33702
0
0
TEXAS INSTRS INC
COM
882508104
85075832
472591
SH
SOLE
472591
0
0
UNITED RENTALS INC
COM
911363109
12990552
29168
SH
SOLE
29168
0
0
WORKDAY INC
CL A
98138H101
102484034
453690
SH
SOLE
453690
0
0
WOLFSPEED INC
COM
977852102
13233422
238054
SH
SOLE
238054
0
0
ZILLOW GROUP INC
CL C CAP STK
98954M200
11155810
221962
SH
SOLE
221962
0
0
APPLE INC
COM
037833100
78887017
406697
SH
SOLE
406697
0
0
AMPHENOL CORP NEW
CL A
032095101
28025090
329901
SH
SOLE
329901
0
0
DISNEY WALT CO
COM
254687106
5558484
62259
SH
SOLE
62259
0
0
MICRON TECHNOLOGY INC
COM
595112103
9756806
154600
SH
SOLE
154600
0
0
NETFLIX INC
COM
64110L106
6384022
14493
SH
SOLE
14493
0
0
TELEDYNE TECHNOLOGIES INC
COM
879360105
4883165
11878
SH
SOLE
11878
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
1725328
17096
SH
SOLE
17096
0
0