Nzs Capital, LLC Incresed Positions in Q3 2025

Nzs Capital, LLC

  • $2.78 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IR
Ingersoll Rand Inc.

Industrials
433K
+ 94.0%
$74.98 - $89.02 $32.5M - $38.5M
893K $73.8M
ROP
Roper Technologies Inc

Industrials
73.1K
+ 50.16%
$495.03 - $573.0 $36.2M - $41.9M
219K $109M
SHOP
Shopify Inc.

Technology
22.7K
+ 3.73%
$112.11 - $157.12 $2.55M - $3.57M
631K $93.8M
DHR
Danaher Corp

Healthcare
107K
+ 27.93%
$181.46 - $212.2 $19.4M - $22.7M
491K $97.3M
PWR
Quanta Services, Inc.

Industrials
42.6K
+ 71.64%
$372.29 - $421.68 $15.9M - $18M
102K $42.3M
NOW
Service Now, Inc.

Technology
21.6K
+ 445.74%
$850.86 - $1044.69 $18.4M - $22.6M
26.5K $24.4M
LSCC
Lattice Semiconductor Corp

Technology
38.1K
+ 6.02%
$48.73 - $74.71 $1.86M - $2.85M
671K $49.2M
AAPL
Apple Inc.

Technology
48.2K
+ 42.6%
$202.38 - $256.87 $9.75M - $12.4M
161K $41.1M
NU
Nu Holdings Ltd.

Financial Services
637K
+ 26.55%
$11.92 - $16.3 $7.6M - $10.4M
3.04M $48.6M
FISV
Fiserv Inc

Technology
118K
+ 27.71%
N/A
544K $68.1M
TXN
Texas Instruments Inc

Technology
63K
+ 14.45%
N/A
499K $97.1M
ISRG
Intuitive Surgical Inc

Healthcare
41.7K
+ 61.06%
$433.66 - $544.47 $18.1M - $22.7M
110K $49.2M
GLBE
Global E Online Ltd.

Consumer Cyclical
268K
+ 39.33%
$30.6 - $37.65 $8.21M - $10.1M
951K $34M
AMT
American Tower Corp

Real Estate
106K
+ 31.63%
$192.32 - $232.35 $20.3M - $24.6M
440K $84.7M
MNDY
Monday.Com Ltd.

Technology
52.5K
+ 415.42%
$171.46 - $309.62 $8.99M - $16.2M
65.1K $12.6M
RGEN
Repligen Corp

Healthcare
51.5K
+ 35.43%
$111.43 - $134.0 $5.74M - $6.9M
197K $26.3M
DASH
Door Dash, Inc.

Communication Services
17.4K
+ 19.09%
$234.5 - $272.5 $4.08M - $4.74M
109K $29.5M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
90K
+ 50.63%
$73.7 - $90.42 $6.63M - $8.14M
268K $19.7M
MRVL
Marvell Technology, Inc.

Technology
28.4K
+ 5.8%
$62.31 - $84.07 $1.77M - $2.39M
517K $43.5M
UBER
Uber Technologies, Inc

Technology
30.1K
+ 6.47%
$86.91 - $99.57 $2.62M - $3M
496K $48.6M
PEN
Penumbra Inc

Healthcare
17.4K
+ 24.92%
$227.15 - $287.09 $3.94M - $4.98M
87K $22M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
20.4K
+ 6.74%
$71.0 - $90.32 $1.45M - $1.84M
323K $24.9M
PCOR
Procore Technologies, Inc.

Technology
2.52K
+ 0.34%
$61.62 - $76.64 $155K - $193K
751K $54.7M
SNOW
Snowflake Inc.

Technology
13.6K
+ 5.83%
$191.73 - $241.0 $2.61M - $3.28M
247K $55.7M
CSGP
Costar Group, Inc.

Real Estate
22.9K
+ 6.53%
$81.42 - $96.83 $1.86M - $2.22M
373K $31.5M
LMND
Lemonade, Inc.

Financial Services
9.38K
+ 7.83%
$36.28 - $60.96 $340K - $572K
129K $6.91M
CRM
Salesforce, Inc.

Technology
16.6K
+ 25.82%
$231.66 - $273.65 $3.84M - $4.54M
80.8K $19.2M
CRWD
Crowd Strike Holdings, Inc.

Technology
3.3K
+ 48.43%
$412.46 - $514.1 $1.36M - $1.7M
10.1K $4.96M
Servicetitan Inc
106K
+ 44.93%
N/A
342K $0
Arm Holdings PLC
111K
+ 32.85%
N/A
448K $0
Atlassian Corporation
11.2K
+ 5.61%
N/A
211K $0
Sailpoint Inc
1.14M
+ 186.65%
N/A
1.75M $0
HEIA
Heico Crp Cl A
14.4K
+ 7.84%
N/A
198K $0
Linde PLC
38.5K
+ 25.11%
N/A
192K $0
Lam Research Corp
16.3K
+ 1.55%
N/A
1.07M $0
AXON
Axon Enterprise, Inc.

Industrials
1.65K
+ 6.18%
$698.02 - $870.97 $1.15M - $1.44M
28.4K $20.4M
MELI
Mercadolibre Inc

Consumer Cyclical
185
+ 0.87%
$2292.04 - $2514.05 $424K - $465K
21.4K $50M
TOST
Toast, Inc.

Technology
74K
+ 6.11%
$36.51 - $49.3 $2.7M - $3.65M
1.29M $47M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
48K
+ 7.84%
$38.58 - $58.24 $1.85M - $2.79M
660K $25.9M
Activity Summary
Buys All Purchases 46 New Holdings 6 Increased Positions 40 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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