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NZS Capital, LLC: ROP position timeline

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

NZS Capital, LLC held 319,087 ROP 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 319,087 shares
    Change vs previous 13F +29,792 shares

    2.8% of the 13F portfolio, value $107,975,850.

    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 289,295 shares
    Change vs previous 13F +62,980 shares

    3.41% of the 13F portfolio, value $102,369,929.

    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 226,315 shares
    Change vs previous 13F +7,433 shares

    3.09% of the 13F portfolio, value $100,739,596.

    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 218,882 shares
    Change vs previous 13F +73,113 shares

    3.34% of the 13F portfolio, value $109,154,265.

    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 145,769 shares
    Change vs previous 13F +9,794 shares

    2.81% of the 13F portfolio, value $82,627,700.

    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 135,975 shares
    Change vs previous 13F +5,649 shares

    3.61% of the 13F portfolio, value $80,168,141.

    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 130,326 shares
    Change vs previous 13F +16,477 shares

    2.88% of the 13F portfolio, value $67,749,971.

    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 113,849 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $63,350,138.

    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).