# EDGAR Filing Document

**Accession Number:** 0001816616
**File Stem:** 0001816616-25-000005
**Filing Date:** 2025-8
**Character Count:** 9557
**Document Hash:** 884b9a3ae44dc8636313ee048aba21ce
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001816616-25-000005.hdr.sgml**: 20250813

**ACCESSION NUMBER**: 0001816616-25-000005

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250813

**DATE AS OF CHANGE**: 20250813

**EFFECTIVENESS DATE**: 20250813

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** NZS Capital, LLC
- **CENTRAL INDEX KEY:** 0001816616

**ORGANIZATION NAME:**
- **EIN:** 841821721
- **STATE OF INCORPORATION:** CO
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20310
- **FILM NUMBER:** 251209888

**BUSINESS ADDRESS:**
- **STREET 1:** 1756 PLATTE STREET
- **CITY:** DENVER
- **STATE:** CO
- **ZIP:** 80202
- **BUSINESS PHONE:** 7202829746

**MAIL ADDRESS:**
- **STREET 1:** 1756 PLATTE STREET
- **CITY:** DENVER
- **STATE:** CO
- **ZIP:** 80202

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** NZS Capital LLC<br>**Address:** 1756 PLATTE STREET<br>DENVER, CO 80202

**Form 13F File Number:** 028-20310

**CRD Number (if applicable):** 000305093

**SEC File Number (if applicable):** 801-119089

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Tracy Pike<br>**Title:** CCO / COO<br>**Phone:** 646-295-6187

**Signature, Place, and Date of Signing:**

Tracy Pike  Denver, CO  08-13-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 60

**Form 13F Information Table Value Total:** $2942435964

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

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|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| APPLE INC | COM | 037833100 |  | 23200624 | 113080 | SH |  | SOLE |  | 113080 | 0 | 0 |
| AUTODESK INC | COM | 052769106 |  | 62823207 | 202937 | SH |  | SOLE |  | 202937 | 0 | 0 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 |  | 26157736 | 378330 | SH |  | SOLE |  | 378330 | 0 | 0 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 73914392 | 334424 | SH |  | SOLE |  | 334424 | 0 | 0 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 130640621 | 1322943 | SH |  | SOLE |  | 1322943 | 0 | 0 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 |  | 54537111 | 337190 | SH |  | SOLE |  | 337190 | 0 | 0 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 22125041 | 26723 | SH |  | SOLE |  | 26723 | 0 | 0 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 |  | 162961738 | 528839 | SH |  | SOLE |  | 528839 | 0 | 0 |
| COGNEX CORP | COM | 192422103 |  | 30523648 | 962284 | SH |  | SOLE |  | 962284 | 0 | 0 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 34375311 | 612205 | SH |  | SOLE |  | 612205 | 0 | 0 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 |  | 34318228 | 97915 | SH |  | SOLE |  | 97915 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 17521151 | 64253 | SH |  | SOLE |  | 64253 | 0 | 0 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 3469420 | 6812 | SH |  | SOLE |  | 6812 | 0 | 0 |
| COSTAR GROUP INC | COM | 22160N109 |  | 28182371 | 350527 | SH |  | SOLE |  | 350527 | 0 | 0 |
| CYBERARK SOFTWARE LTD | SHS | M2682V108 |  | 47485744 | 116707 | SH |  | SOLE |  | 116707 | 0 | 0 |
| DOORDASH INC | CL A | 25809K105 |  | 22470126 | 91153 | SH |  | SOLE |  | 91153 | 0 | 0 |
| DANAHER CORPORATION | COM | 235851102 |  | 75783060 | 383634 | SH |  | SOLE |  | 383634 | 0 | 0 |
| FISERV INC | COM | 337738108 |  | 73455108 | 426049 | SH |  | SOLE |  | 426049 | 0 | 0 |
| FLOOR  DECOR HLDGS INC | CL A | 339750101 |  | 13502118 | 177753 | SH |  | SOLE |  | 177753 | 0 | 0 |
| GLOBAL E ONLINE LTD | SHS | M5216V106 |  | 22884443 | 682303 | SH |  | SOLE |  | 682303 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 173108338 | 975863 | SH |  | SOLE |  | 975863 | 0 | 0 |
| HEICO CORP NEW | COM | 422806109 |  | 37210288 | 113446 | SH |  | SOLE |  | 113446 | 0 | 0 |
| HEICO CORP NEW | CL A | 422806208 |  | 47421630 | 183272 | SH |  | SOLE |  | 183272 | 0 | 0 |
| INGERSOLL RAND INC | COM | 45687V106 |  | 38305388 | 460512 | SH |  | SOLE |  | 460512 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 37118163 | 68306 | SH |  | SOLE |  | 68306 | 0 | 0 |
| KLA CORP | COM NEW | 482480100 |  | 50788458 | 56700 | SH |  | SOLE |  | 56700 | 0 | 0 |
| LINDE PLC | SHS | G54950103 |  | 71906058 | 153259 | SH |  | SOLE |  | 153259 | 0 | 0 |
| LEMONADE INC | COM | 52567D107 |  | 5244407 | 119708 | SH |  | SOLE |  | 119708 | 0 | 0 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 102681825 | 1054878 | SH |  | SOLE |  | 1054878 | 0 | 0 |
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 |  | 31012189 | 633031 | SH |  | SOLE |  | 633031 | 0 | 0 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 |  | 86630114 | 1231066 | SH |  | SOLE |  | 1231066 | 0 | 0 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 55482138 | 21228 | SH |  | SOLE |  | 21228 | 0 | 0 |
| MONDAY COM LTD | SHS | M7S64H106 |  | 3971253 | 12628 | SH |  | SOLE |  | 12628 | 0 | 0 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 37844962 | 488953 | SH |  | SOLE |  | 488953 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 36832216 | 74048 | SH |  | SOLE |  | 74048 | 0 | 0 |
| CLOUDFLARE INC | CL A COM | 18915M107 |  | 58847894 | 300505 | SH |  | SOLE |  | 300505 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 8178067 | 6107 | SH |  | SOLE |  | 6107 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 4989272 | 4853 | SH |  | SOLE |  | 4853 | 0 | 0 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 |  | 32937384 | 2400684 | SH |  | SOLE |  | 2400684 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 140821543 | 891332 | SH |  | SOLE |  | 891332 | 0 | 0 |
| ON SEMICONDUCTOR CORP | COM | 682189105 |  | 23342313 | 445379 | SH |  | SOLE |  | 445379 | 0 | 0 |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 |  | 51191912 | 748201 | SH |  | SOLE |  | 748201 | 0 | 0 |
| PENUMBRA INC | COM | 70975L107 |  | 17868890 | 69629 | SH |  | SOLE |  | 69629 | 0 | 0 |
| PROGRESSIVE CORP | COM | 743315103 |  | 108976551 | 408366 | SH |  | SOLE |  | 408366 | 0 | 0 |
| QUANTA SVCS INC | COM | 74762E102 |  | 22483661 | 59468 | SH |  | SOLE |  | 59468 | 0 | 0 |
| REDDIT INC | CL A | 75734B100 |  | 15266443 | 101391 | SH |  | SOLE |  | 101391 | 0 | 0 |
| REPLIGEN CORP | COM | 759916109 |  | 18071668 | 145294 | SH |  | SOLE |  | 145294 | 0 | 0 |
| ROPER TECHNOLOGIES INC | COM | 776696106 |  | 82627700 | 145769 | SH |  | SOLE |  | 145769 | 0 | 0 |
| SAILPOINT INC | COM | 78781J109 |  | 13933581 | 609518 | SH |  | SOLE |  | 609518 | 0 | 0 |
| SHOPIFY INC | CL A | 82509L107 |  | 70210892 | 608677 | SH |  | SOLE |  | 608677 | 0 | 0 |
| SNOWFLAKE INC | CL A | 833445109 |  | 52239778 | 233453 | SH |  | SOLE |  | 233453 | 0 | 0 |
| ATLASSIAN CORPORATION | CL A | 049468101 |  | 40610079 | 199961 | SH |  | SOLE |  | 199961 | 0 | 0 |
| THOR INDS INC | COM | 885160101 |  | 10021764 | 112845 | SH |  | SOLE |  | 112845 | 0 | 0 |
| TOAST INC | CL A | 888787108 |  | 53689977 | 1212237 | SH |  | SOLE |  | 1212237 | 0 | 0 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 76443084 | 174763 | SH |  | SOLE |  | 174763 | 0 | 0 |
| SERVICETITAN INC | SHS CL A | 81764X103 |  | 25273366 | 235803 | SH |  | SOLE |  | 235803 | 0 | 0 |
| TEXAS INSTRS INC | COM | 882508104 |  | 90551179 | 436139 | SH |  | SOLE |  | 436139 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 43445518 | 465654 | SH |  | SOLE |  | 465654 | 0 | 0 |
| UNITED RENTALS INC | COM | 911363109 |  | 83339601 | 110618 | SH |  | SOLE |  | 110618 | 0 | 0 |
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 |  | 21185222 | 302430 | SH |  | SOLE |  | 302430 | 0 | 0 |

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