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Disclosery

NZS Capital, LLC: CDNS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NZS Capital, LLC on CDNS, newest first. How the timeline and the estimate are built.

NZS Capital, LLC held 504,782 CDNS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 504,782 shares
    Change vs previous 13F -22,641 shares

    4.91% of the 13F portfolio, value $189,454,780.

    13F-HR 0001816616-26-000004 filed by NZS Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 527,423 shares
    Change vs previous 13F +57,566 shares

    4.89% of the 13F portfolio, value $146,555,029.

    13F-HR 0001816616-26-000003 filed by NZS Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 469,857 shares
    Change vs previous 13F -42,887 shares

    4.5% of the 13F portfolio, value $146,867,901.

    13F-HR 0001816616-26-000002 filed by NZS Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 512,744 shares
    Change vs previous 13F -16,095 shares

    5.52% of the 13F portfolio, value $180,106,457.

    13F-HR 0001816616-25-000008 filed by NZS Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 528,839 shares
    Change vs previous 13F +80,702 shares

    5.54% of the 13F portfolio, value $162,961,738.

    13F-HR 0001816616-25-000005 filed by NZS Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 448,137 shares
    Change vs previous 13F +93,050 shares

    5.14% of the 13F portfolio, value $113,974,683.

    13F-HR 0001816616-25-000004 filed by NZS Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 355,087 shares
    Change vs previous 13F +8,028 shares

    4.54% of the 13F portfolio, value $106,689,440.

    13F-HR 0001816616-25-000002 filed by NZS Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 347,059 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $94,063,401.

    13F-HR 0001816616-24-000009 filed by NZS Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).