Hedge Fund - NZS Capital
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | GOOGL | 841,068 | $297,174,556 | +11% | 7.71% | ||
| 2. | LRCX | 535,030 | $231,844,550 | -7% | 6.01% | ||
| 3. | CDNS | 504,782 | $189,454,780 | -5% | 4.91% | ||
| 4. | APH | 4,097,320 | $180,609,866 | +35% | 4.68% | ||
| 5. | NVDA | 811,031 | $162,279,193 | +136% | 4.21% |
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