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Disclosery

NZS Capital, LLC: IR position timeline

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

NZS Capital, LLC held 791,359 IR 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 791,359 shares
    Change vs previous 13F -116,522 shares

    1.68% of the 13F portfolio, value $64,883,524.

    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 907,881 shares
    Change vs previous 13F -74,610 shares

    2.43% of the 13F portfolio, value $72,739,426.

    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 982,491 shares
    Change vs previous 13F +89,110 shares

    2.39% of the 13F portfolio, value $77,832,937.

    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 893,381 shares
    Change vs previous 13F +432,869 shares

    2.26% of the 13F portfolio, value $73,811,138.

    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 460,512 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $38,305,388.

    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).