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Disclosery

NZS Capital, LLC: ON position timeline

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

NZS Capital, LLC held 335,531 ON 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 335,531 shares
    Change vs previous 13F +335,531 shares

    0.82% of the 13F portfolio, value $31,721,101.

    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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -445,379 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-06-30
    13F 445,379 shares
    Change vs previous 13F +52,715 shares

    0.79% of the 13F portfolio, value $23,342,313.

    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).

  4. period ended2025-03-31
    13F 392,664 shares
    Change vs previous 13F -5,904 shares

    0.72% of the 13F portfolio, value $15,977,498.

    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).

  5. period ended2024-12-31
    13F 398,568 shares
    Change vs previous 13F -34,984 shares

    1.07% of the 13F portfolio, value $25,129,712.

    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).

  6. period ended2024-09-30
    13F 433,552 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $31,480,211.

    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).