Hedge Fund - NZS Capital

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No. Security Ticker Shares Value Activity % Port History
1. GOOGL 891,277 $217,070,513 -9% 6.65%
2. CDNS 512,744 $180,106,457 -4% 5.52%
3. LRCX 1,071,186 $143,431,805 +2% 4.39%
4. PGR 500,597 $123,622,429 +23% 3.79%
5. APH 882,126 $109,163,093 -34% 3.34%