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Disclosery

NZS Capital, LLC: NET position timeline

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

NZS Capital, LLC held 136,583 NET 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 136,583 shares
    Change vs previous 13F -520 shares

    0.87% of the 13F portfolio, value $33,501,078.

    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 137,103 shares
    Change vs previous 13F +30,566 shares

    0.94% of the 13F portfolio, value $28,289,833.

    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 106,537 shares
    Change vs previous 13F +784 shares

    0.64% of the 13F portfolio, value $21,003,770.

    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 105,753 shares
    Change vs previous 13F -194,752 shares

    0.69% of the 13F portfolio, value $22,693,536.

    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 300,505 shares
    Change vs previous 13F +1,109 shares

    2% of the 13F portfolio, value $58,847,894.

    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 299,396 shares
    Change vs previous 13F +21,744 shares

    1.52% of the 13F portfolio, value $33,738,935.

    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 277,652 shares
    Change vs previous 13F +17,015 shares

    1.27% of the 13F portfolio, value $29,897,567.

    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 260,637 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $21,082,927.

    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).