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Disclosery

NZS Capital, LLC: NVDA position timeline

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

NZS Capital, LLC held 811,031 NVDA 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 811,031 shares
    Change vs previous 13F +466,793 shares

    4.21% of the 13F portfolio, value $162,279,193.

    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 344,238 shares
    Change vs previous 13F +50,121 shares

    2% of the 13F portfolio, value $60,035,107.

    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 294,117 shares
    Change vs previous 13F -42,393 shares

    1.68% of the 13F portfolio, value $54,852,821.

    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 336,510 shares
    Change vs previous 13F -554,822 shares

    1.92% of the 13F portfolio, value $62,786,036.

    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 891,332 shares
    Change vs previous 13F +180,407 shares

    4.79% of the 13F portfolio, value $140,821,543.

    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 710,925 shares
    Change vs previous 13F +288,950 shares

    3.47% of the 13F portfolio, value $77,050,052.

    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 421,975 shares
    Change vs previous 13F -116,299 shares

    2.41% of the 13F portfolio, value $56,667,023.

    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 538,274 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $65,367,995.

    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).