Nzs Capital, LLC Incresed Positions in Q2 2025

Nzs Capital, LLC

  • $2.53 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
180K
+ 25.38%
$94.31 - $157.99 $17M - $28.5M
891K $141M
CDNS
Cadence Design Systems Inc

Technology
80.7K
+ 18.01%
$231.64 - $323.08 $18.7M - $26.1M
529K $163M
MCHP
Microchip Technology Inc

Technology
161K
+ 15.03%
$35.34 - $71.6 $5.68M - $11.5M
1.23M $86.6M
GOOG
Alphabet Inc.

Communication Services
47K
+ 5.06%
$146.58 - $180.01 $6.88M - $8.45M
976K $173M
NET
Cloudflare, Inc.

Technology
1.11K
+ 0.37%
$97.08 - $195.83 $108K - $217K
301K $58.8M
COIN
Coinbase Global, Inc.

Technology
42.6K
+ 76.89%
$151.47 - $375.07 $6.45M - $16M
97.9K $34.3M
SNOW
Snowflake Inc.

Technology
22.4K
+ 10.63%
$130.53 - $223.77 $2.93M - $5.02M
233K $52.2M
MRVL
Marvell Technology, Inc.

Technology
214K
+ 77.72%
$49.38 - $79.97 $10.6M - $17.1M
489K $37.8M
URI
United Rentals, Inc.

Industrials
10.8K
+ 10.77%
$551.94 - $753.4 $5.94M - $8.11M
111K $83.3M
SHOP
Shopify Inc.

Technology
77.1K
+ 14.51%
$76.89 - $115.35 $5.93M - $8.9M
609K $70.2M
AMT
American Tower Corp

Real Estate
76.1K
+ 29.46%
$203.96 - $228.19 $15.5M - $17.4M
334K $73.9M
DHR
Danaher Corp

Healthcare
100K
+ 35.3%
$174.64 - $205.16 $17.5M - $20.5M
384K $75.8M
MELI
Mercadolibre Inc

Consumer Cyclical
1.69K
+ 8.63%
$1794.73 - $2613.63 $3.03M - $4.41M
21.2K $55.5M
CYBR
Cyber Ark Software Ltd.

Technology
25.5K
+ 27.99%
$305.98 - $406.88 $7.81M - $10.4M
117K $47.5M
TOST
Toast, Inc.

Technology
92.3K
+ 8.25%
$30.03 - $45.23 $2.77M - $4.18M
1.21M $53.7M
PCOR
Procore Technologies, Inc.

Technology
212K
+ 39.49%
$56.26 - $72.4 $11.9M - $15.3M
748K $51.2M
AFRM
Affirm Holdings, Inc.

Technology
101K
+ 36.29%
$35.75 - $69.14 $3.6M - $6.96M
378K $26.2M
PGR
Progressive Corp

Financial Services
70.2K
+ 20.77%
$255.27 - $288.74 $17.9M - $20.3M
408K $109M
NU
Nu Holdings Ltd.

Financial Services
399K
+ 19.95%
$9.6 - $13.72 $3.83M - $5.48M
2.4M $32.9M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
167K
+ 37.45%
$45.98 - $56.15 $7.67M - $9.37M
612K $34.4M
FISV
Fiserv Inc

Technology
68.7K
+ 19.24%
N/A
426K $53.3M
ON
On Semiconductor Corp

Technology
52.7K
+ 13.42%
$31.95 - $54.21 $1.68M - $2.86M
445K $23.3M
TXN
Texas Instruments Inc

Technology
33.9K
+ 8.42%
N/A
436K $84.9M
ADSK
Autodesk, Inc.

Technology
26.5K
+ 15.04%
N/A
203K $49.9M
ISRG
Intuitive Surgical Inc

Healthcare
5.63K
+ 8.99%
$451.58 - $565.94 $2.54M - $3.19M
68.3K $37.1M
CRM
Salesforce, Inc.

Technology
19.9K
+ 44.74%
$236.26 - $291.15 $4.69M - $5.78M
64.3K $17.5M
LSCC
Lattice Semiconductor Corp

Technology
140K
+ 28.46%
$37.84 - $56.0 $5.31M - $7.85M
633K $31M
CGNX
Cognex Corp

Technology
74.7K
+ 8.42%
$23.27 - $32.07 $1.74M - $2.4M
962K $30.5M
AAPL
Apple Inc.

Technology
23.3K
+ 25.89%
$172.42 - $223.89 $4.01M - $5.21M
113K $23.2M
ROP
Roper Technologies Inc

Industrials
9.79K
+ 7.2%
$519.19 - $590.78 $5.08M - $5.79M
146K $82.6M
THO
Thor Industries Inc

Consumer Cyclical
10.1K
+ 9.84%
$64.83 - $89.72 $655K - $907K
113K $10M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
24.5K
+ 8.83%
$60.29 - $71.77 $1.48M - $1.76M
302K $21.2M
GLBE
Global E Online Ltd.

Consumer Cyclical
96K
+ 16.37%
$29.18 - $42.39 $2.8M - $4.07M
682K $22.9M
LMND
Lemonade, Inc.

Financial Services
10.7K
+ 9.85%
$25.12 - $45.79 $270K - $492K
120K $5.24M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.76K
+ 34.7%
$321.63 - $509.31 $564K - $894K
6.81K $3.47M
RGEN
Repligen Corp

Healthcare
13.4K
+ 10.14%
$108.89 - $145.23 $1.46M - $1.94M
145K $18.1M
NOW
Service Now, Inc.

Technology
146
+ 3.1%
$721.65 - $1040.18 $105K - $152K
4.85K $4.99M
MNDY
Monday.Com Ltd.

Technology
381
+ 3.11%
$217.77 - $314.48 $83K - $120K
12.6K $3.97M
PEN
Penumbra Inc

Healthcare
6.13K
+ 9.65%
$253.22 - $299.78 $1.55M - $1.84M
69.6K $17.9M
Lam Research Corp
123K
+ 13.21%
N/A
1.05M $0
Sailpoint Inc
517K
+ 562.2%
N/A
610K $0
HEIA
Heico Crp Cl A
16.5K
+ 9.89%
N/A
183K $0
Reddit Inc
36.2K
+ 55.56%
N/A
101K $0
Servicetitan Inc
87.5K
+ 58.97%
N/A
236K $0
Linde PLC
32.2K
+ 26.61%
N/A
153K $0
Arm Holdings PLC
146K
+ 76.23%
N/A
337K $0
Atlassian Corporation
41.8K
+ 26.45%
N/A
200K $0
Activity Summary
Buys All Purchases 50 New Holdings 2 Increased Positions 48 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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