Investments: NZS Capital, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
3.260.149.737 $+97.925.223 $3.265.569.530 $+433.105.993 $2.942.435.964 $+764.872.692 $2.217.773.919 $+2.217.773.919 $
BANK OF AMERICA CORP /DE/BAC1.844.257.789 $-19.212.922 $1.863.470.711 $+213.071.504 $1.650.399.207 $+505.303.629 $1.145.095.578 $+1.145.095.578 $
ALPHA PRO TECH LTDAPT255.864.047 $+38.793.534 $217.070.513 $+43.962.175 $173.108.338 $+27.986.135 $145.122.203 $+145.122.203 $
LAM RESEARCH CORPLRCX126.617.224 $-16.814.581 $143.431.805 $+40.749.980 $102.681.825 $+34.942.873 $67.738.952 $+67.738.952 $
NVIDIA CORPNVDA54.852.821 $-7.933.215 $62.786.036 $-78.035.507 $140.821.543 $+63.771.491 $77.050.052 $+77.050.052 $
ROPER TECHNOLOGIES INCROP100.739.596 $-8.414.669 $109.154.265 $+26.526.565 $82.627.700 $+2.459.559 $80.168.141 $+80.168.141 $
LINDE PLCLIN104.186.265 $+13.105.490 $91.080.775 $+19.174.717 $71.906.058 $+15.542.199 $56.363.859 $+56.363.859 $
HEICO CORPHEI87.142.937 $+626.804 $86.516.133 $+1.884.215 $84.631.918 $+12.981.108 $71.650.810 $+71.650.810 $
MICROCHIP TECHNOLOGY INCMCHP86.630.114 $+34.819.699 $51.810.415 $+51.810.415 $
FISERV INCFISV70.151.071 $-3.304.037 $73.455.108 $-5.451.205 $78.906.313 $+78.906.313 $
Trane Technologies plcTT75.027.641 $+20.121.362 $54.906.279 $-21.536.805 $76.443.084 $+18.982.726 $57.460.358 $+57.460.358 $
GARTNER INCIT76.007.928 $+8.177.479 $67.830.449 $+67.830.449 $
INTUITIVE SURGICAL INCISRG62.868.792 $+13.667.231 $49.201.561 $+12.083.398 $37.118.163 $+6.077.611 $31.040.552 $+31.040.552 $
MICROSOFT CORPMSFT35.811.094 $-2.542.068 $38.353.162 $+1.520.946 $36.832.216 $-25.071.847 $61.904.063 $+61.904.063 $
KLA CORPKLAC56.883.970 $+5.638.605 $51.245.365 $+456.907 $50.788.458 $+11.024.917 $39.763.541 $+39.763.541 $
APPFOLIO INCAPPF56.800.797 $+15.741.455 $41.059.342 $+17.858.718 $23.200.624 $+3.248.241 $19.952.383 $+19.952.383 $
MERCADOLIBRE INCMELI46.809.388 $-3.231.508 $50.040.896 $-5.441.242 $55.482.138 $+17.358.236 $38.123.902 $+38.123.902 $
Nu Holdings Ltd.NU51.331.419 $+2.691.022 $48.640.397 $+15.703.013 $32.937.384 $+12.442.393 $20.494.991 $+20.494.991 $
LATTICE SEMICONDUCTOR CORPLSCC40.566.346 $-8.642.079 $49.208.425 $+18.196.236 $31.012.189 $+5.166.193 $25.845.996 $+25.845.996 $
SYNOPSYS INCSNPS44.872.821 $-1.924.727 $46.797.548 $+46.797.548 $
COPART INCCPRT40.210.647 $+40.210.647 $
CHIPOTLE MEXICAN GRILL INCCMG25.872.141 $-8.503.170 $34.375.311 $+12.010.923 $22.364.388 $+22.364.388 $
Penumbra IncPEN33.760.473 $+11.725.686 $22.034.787 $+4.165.897 $17.868.890 $+887.285 $16.981.605 $+16.981.605 $
REPLIGEN CORPRGEN32.575.860 $+6.272.678 $26.303.182 $+8.231.514 $18.071.668 $+1.285.913 $16.785.755 $+16.785.755 $
COGNEX CORPCGNX24.928.707 $-6.146.006 $31.074.713 $+551.065 $30.523.648 $+4.048.031 $26.475.617 $+26.475.617 $
ON SEMICONDUCTOR CORPON23.342.313 $+7.364.815 $15.977.498 $+15.977.498 $
ANALOG DEVICES INCADI18.679.985 $+6.661.815 $12.018.170 $+12.018.170 $
TYLER TECHNOLOGIES INCTYL14.807.849 $+14.807.849 $
JFrog LtdFROG14.755.988 $+14.755.988 $
NETFLIX INCNFLX7.321.804 $-856.263 $8.178.067 $-2.308.233 $10.486.300 $+10.486.300 $
3.260.149.737 $+97.925.223 $3.265.569.530 $+433.105.993 $2.942.435.964 $+764.872.692 $2.217.773.919 $+2.217.773.919 $
Erweiterte Einstellungen ×