0001816616-23-000005.txt : 20231114
0001816616-23-000005.hdr.sgml : 20231114
20231114123952
ACCESSION NUMBER: 0001816616-23-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231114
DATE AS OF CHANGE: 20231114
EFFECTIVENESS DATE: 20231114
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: 231403281
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
09-30-2023
09-30-2023
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
11-14-2023
0
65
1856944780
false
INFORMATION TABLE
2
nzs_13f-q32023.xml
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
1247623
14357
SH
SOLE
14357
0
0
APPLE INC
COM
037833100
58678290
342727
SH
SOLE
342727
0
0
AIRBNB INC
COM CL A
009066101
19070818
138990
SH
SOLE
138990
0
0
AUTODESK INC
COM
052769106
25679807
124111
SH
SOLE
124111
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
30732692
298898
SH
SOLE
298898
0
0
AMAZON COM INC
COM
023135106
38310536
301373
SH
SOLE
301373
0
0
ANSYS INC
COM
03662Q105
24258954
81529
SH
SOLE
81529
0
0
AMPHENOL CORP NEW
CL A
032095101
61477152
731958
SH
SOLE
731958
0
0
AXON ENTERPRISE INC
COM
05464C101
11524307
57914
SH
SOLE
57914
0
0
BALL CORP
COM
058498106
32760268
658101
SH
SOLE
658101
0
0
BILL HOLDINGS INC
COM
090043100
4174951
38454
SH
SOLE
38454
0
0
CAMECO CORP
COM
13321L108
7753544
195599
SH
SOLE
195599
0
0
CADENCE DESIGN SYSTEM INC
COM
127387108
74800041
319249
SH
SOLE
319249
0
0
COGNEX CORP
COM
192422103
10633300
250549
SH
SOLE
250549
0
0
CHIPOTLE MEXICAN GRILL INC
COM
169656105
14942237
8157
SH
SOLE
8157
0
0
SALESFORCE INC
COM
79466L302
18226272
89882
SH
SOLE
89882
0
0
CROWDSTRIKE HLDGS INC
CL A
22788C105
12316825
73586
SH
SOLE
73586
0
0
COSTAR GROUP INC
COM
22160N109
23281677
302792
SH
SOLE
302792
0
0
CONSTELLIUM SE
CL A SHS
F21107101
11904165
654075
SH
SOLE
654075
0
0
CYBERARK SOFTWARE LTD
SHS
M2682V108
23030320
140626
SH
SOLE
140626
0
0
DOORDASH INC
CL A
25809K105
13721846
172667
SH
SOLE
172667
0
0
DANAHER CORPORATION
COM
235851102
47288604
190603
SH
SOLE
190603
0
0
DISNEY WALT CO
COM
254687106
4939998
60950
SH
SOLE
60950
0
0
DOXIMITY INC
CL A
26622P107
7463138
351703
SH
SOLE
351703
0
0
DEXCOM INC
COM
252131107
14971385
160465
SH
SOLE
160465
0
0
FASTENAL CO
COM
311900104
16575263
303354
SH
SOLE
303354
0
0
FISERV INC
COM
337738108
65500308
579854
SH
SOLE
579854
0
0
FLOOR & DECOR HLDGS INC
CL A
339750101
5197144
57427
SH
SOLE
57427
0
0
ALPHABET INC
CAP STK CL C
02079K107
106663354
808975
SH
SOLE
808975
0
0
CHART INDS INC
COM
16115Q308
12310076
72789
SH
SOLE
72789
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
22810604
78041
SH
SOLE
78041
0
0
KLA CORP
COM NEW
482480100
58815348
128233
SH
SOLE
128233
0
0
LINDE PLC
SHS
G54950103
38922863
104533
SH
SOLE
104533
0
0
LAM RESEARCH CORP
COM
512807108
59157686
94385
SH
SOLE
94385
0
0
LATTICE SEMICONDUCTOR CORP
COM
518415104
20862601
242786
SH
SOLE
242786
0
0
MICROCHIP TECHNOLOGY INC.
COM
595017104
55539053
711583
SH
SOLE
711583
0
0
MERCADOLIBRE INC
COM
58733R102
22374278
17647
SH
SOLE
17647
0
0
MODERNA INC
COM
60770K107
4572958
44273
SH
SOLE
44273
0
0
MICROSOFT CORP
COM
594918104
136731117
433036
SH
SOLE
433036
0
0
MICRON TECHNOLOGY INC
COM
595112103
10296272
151349
SH
SOLE
151349
0
0
NEXTERA ENERGY INC
COM
65339F101
29224087
510108
SH
SOLE
510108
0
0
CLOUDFLARE INC
CL A COM
18915M107
16672882
264481
SH
SOLE
264481
0
0
NETFLIX INC
COM
64110L106
5357389
14188
SH
SOLE
14188
0
0
SERVICENOW INC
COM
81762P102
25138108
44973
SH
SOLE
44973
0
0
NU HLDGS LTD
ORD SHS CL A
G6683N103
4301577
593321
SH
SOLE
593321
0
0
NVIDIA CORPORATION
COM
67066G104
74146655
170456
SH
SOLE
170456
0
0
OKTA INC
CL A
679295105
18655683
228876
SH
SOLE
228876
0
0
ON SEMICONDUCTOR CORP
COM
682189105
27474812
295587
SH
SOLE
295587
0
0
PROCORE TECHNOLOGIES INC
COM
74275K108
16702977
255710
SH
SOLE
255710
0
0
PROGRESSIVE CORP
COM
743315103
41847810
300415
SH
SOLE
300415
0
0
REPLIGEN CORP
COM
759916109
5915808
37204
SH
SOLE
37204
0
0
SHOPIFY INC
CL A
82509L107
23717650
434628
SH
SOLE
434628
0
0
SILICON LABORATORIES INC
COM
826919102
14637834
126308
SH
SOLE
126308
0
0
SUN CMNTYS INC
COM
866674104
31126142
263023
SH
SOLE
263023
0
0
TELEDYNE TECHNOLOGIES INC
COM
879360105
9159138
22417
SH
SOLE
22417
0
0
THOR INDS INC
COM
885160101
7399972
77788
SH
SOLE
77788
0
0
T-MOBILE US INC
COM
872590104
46034575
328701
SH
SOLE
328701
0
0
TOAST INC
CL A
888787108
11937884
637367
SH
SOLE
637367
0
0
TRACTOR SUPPLY CO
COM
892356106
12480671
61466
SH
SOLE
61466
0
0
TESLA INC
COM
88160R101
8419152
33647
SH
SOLE
33647
0
0
TRANE TECHNOLOGIES PLC
SHS
G8994E103
31165961
153595
SH
SOLE
153595
0
0
TEXAS INSTRS INC
COM
882508104
63048737
396508
SH
SOLE
396508
0
0
UNITED RENTALS INC
COM
911363109
12950324
29130
SH
SOLE
29130
0
0
WORKDAY INC
CL A
98138H101
79768863
371277
SH
SOLE
371277
0
0
ZILLOW GROUP INC
CL C CAP STK
98954M200
10142414
219723
SH
SOLE
219723
0
0