Nzs Capital, LLC - Q42025 Holdings

Nzs Capital, LLC holds 62 stocks with a total portfolio value of $ 3.26B as of Q42025. In Q42025, Nzs Capital, LLC added 5 new positions, increased stakes in 42 stocks, reduced 13 holdings, and fully exited 4 positions. The largest holding is Alphabet Inc (GOOG), representing 7.85% of the total portfolio.