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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Brad Slingerlend – NZS Capital, LLC

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
61
Portfolio value:
$3,855,484,000
Filed:
Aug 14, 2026
Style:
Concentrated Tech Growth
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 14, 267 new24 added22 reduced4 exited
≡LRCX – LAM RESEARCH CORPReduce 6.77%−38,8571.92
≡LIN – LINDE PLCReduce 20.87%−48,041−1.35
≡DHR – DANAHER CORP DELReduce 14.49%−80,903−1.17
≡TYL – TYLER TECHNOLOGIES INCReduce 17.76%−35,250−1.03
≡SNPS – SYNOPSYS INCReduce 70.27%−68,492−0.95
≡UBER – UBER TECHNOLOGIES INCReduce 29.79%−221,453−0.81
≡PEN – PENUMBRA INCSell−68,986−0.76
≡IR – INGERSOLL RAND INCReduce 12.83%−116,522−0.74
≡WDAY – WORKDAY INCReduce 6.44%−34,266−0.73
≡CSGP – COSTAR GROUP INCReduce 32.97%−233,875−0.61
≡AFRM – AFFIRM HLDGS INCSell−366,379−0.56
≡AMT – AMERICAN TOWER CORPSell−91,839−0.53
≡NU – NU HLDGS LTDReduce 7.57%−237,603−0.50
≡Z – ZILLOW GROUP INCReduce 24.27%−141,930−0.45
≡MSFT – MICROSOFT CORPReduce 32.85%−24,814−0.44
≡TXN – TEXAS INSTRS INCReduce 7.20%−38,4410.37
≡MRVL – MARVELL TECHNOLOGY INCReduce 47.24%−218,8360.36
≡LSCC – LATTICE SEMICONDUCTOR CORPReduce 36.61%−206,519−0.33
≡SNOW – SNOWFLAKE INCReduce 9.86%−32,7230.31
≡AAPL – APPLE INCReduce 8.47%−15,634−0.29
≡URI – UNITED RENTALS INCReduce 6.90%−6,3730.28
≡ARM – ARM HOLDINGS PLCReduce 50.91%−237,925−0.25
≡CRM – SALESFORCE INCSell−29,457−0.18
≡FROG – JFROG LTDReduce 19.81%−107,1080.18
≡ADI – ANALOG DEVICES INCReduce 17.09%−12,009−0.15
≡HEI – HEICO CORP NEWReduce 5.81%−9,439−0.07
Q1 2026filed May 15, 264 new25 added10 reduced8 exited
≡AMT – AMERICAN TOWER CORPReduce 85.22%−529,738−2.82
≡IT – GARTNER INCSell−301,284−2.33
≡PCOR – PROCORE TECHNOLOGIES INCSell−773,108−1.72
≡TTAN – SERVICETITAN INCSell−362,203
Q4 2025filed Feb 12, 265 new21 added12 reduced4 exited
≡FISV – FISERV INCSell−544,102−2.15
≡APH – AMPHENOL CORP NEWReduce 44.91%−396,200−1.33
≡GOOG – ALPHABET INCReduce 8.52%−75,9041.20
≡CDNS – CADENCE DESIGN SYSTEM INCReduce 8.36%−42,887
Q3 2025filed Nov 12, 256 new36 added11 reduced5 exited
≡MCHP – MICROCHIP TECHNOLOGY INC.Sell−1,231,066−2.94
≡NVDA – NVIDIA CORPORATIONReduce 62.25%−554,822−2.86
≡ADSK – AUTODESK INCSell−202,937−2.14
≡CYBERARK SOFTWARE LTDSell−116,707−1.61
Q2 2025filed Aug 13, 252 new44 added8 reduced1 exited
≡CPRT – COPART INCSell−710,561−1.81
≡MSFT – MICROSOFT CORPReduce 55.10%−90,858−1.54
≡DASH – DOORDASH INCReduce 38.99%−58,243−0.47
≡CSGP – COSTAR GROUP INCReduce 11.55%−45,781
Q1 2025filed May 14, 256 new19 added14 reduced6 exited
≡MSFT – MICROSOFT CORPReduce 31.94%−77,396−1.56
≡ANSYS INCSell−89,543−1.29
≡AAPL – APPLE INCReduce 44.50%−72,006−0.83
≡TTD – THE TRADE DESK INCSell−153,998−0.77
Q4 2024filed Feb 14, 255 new12 added26 reduced4 exited
≡MSFT – MICROSOFT CORPReduce 32.35%−115,865−1.66
≡KLAC – KLA CORPReduce 43.26%−47,904−1.66
≡AMD – ADVANCED MICRO DEVICES INCReduce 77.40%−200,308−1.35
≡MEDP – MEDPACE HLDGS INCSell−70,966
Q3 2024filed Nov 14, 243 new19 added9 reduced3 exited
≡NFLX – NETFLIX INCReduce 80.42%−77,969−2.16
≡MSFT – MICROSOFT CORPReduce 5.65%−21,448−0.95
≡CRWD – CROWDSTRIKE HLDGS INCSell−49,543−0.78
≡AMZN – AMAZON COM INCReduce 43.02%−86,369
Q2 2024filed Aug 14, 249 new19 added7 reduced5 exited
≡WDAY – WORKDAY INCSell−323,323−3.66
≡SUI – SUN CMNTYS INCSell−353,031−1.88
≡DXCM – DEXCOM INCSell−195,307−1.12
≡SHOCKWAVE MED INCSell−46,203−0.62
Q1 2024filed May 15, 243 new33 added9 reduced4 exited
≡ANSYS INCSell−110,821−2.12
≡NOW – SERVICENOW INCReduce 78.04%−31,084−1.21
≡AAPL – APPLE INCReduce 20.04%−46,778−1.04
≡NVDA – NVIDIA CORPORATIONReduce 8.20%−9,8011.00
Q4 2023filed Feb 14, 244 new23 added18 reduced14 exited
≡TMUS – T-MOBILE US INCSell−328,701−2.48
≡BALL – BALL CORPSell−658,101−1.76
≡NEE – NEXTERA ENERGY INCSell−510,108−1.57
≡ADSK – AUTODESK INCSell−124,111
Q3 2023filed Nov 14, 233 new13 added19 reduced2 exited
≡CRM – SALESFORCE INCReduce 55.80%−113,469−1.17
≡TXN – TEXAS INSTRS INCReduce 16.10%−76,083−0.86
≡WDAY – WORKDAY INCReduce 18.17%−82,413−0.83
≡AAPL – APPLE INCReduce 15.73%−63,970
−1.18
≡DHR – DANAHER CORP DELReduce 11.46%−72,257−0.90
≡CGNX – COGNEX CORPSell−692,849−0.76
≡NOW – SERVICENOW INCSell−142,676−0.67
≡LIN – LINDE PLCReduce 5.80%−14,1700.61
≡GOOG – ALPHABET INCReduce 6.71%−54,691−0.57
≡FND – FLOOR & DECOR HLDGS INCSell−270,274−0.50
≡PWR – QUANTA SVCS INCReduce 5.67%−5,8510.45
≡KLAC – KLA CORPReduce 7.78%−3,6400.38
≡LMND – LEMONADE INCSell−130,379−0.28
≡PEN – PENUMBRA INCReduce 36.47%−39,600−0.28
≡LRCX – LAM RESEARCH CORPReduce 22.41%−165,7860.21
≡AAPL – APPLE INCReduce 11.68%−24,396−0.18
≡MNDY – MONDAY COM LTDSell−16,646−0.08
≡IR – INGERSOLL RAND INCReduce 7.59%−74,6100.04
−1.01
≡SHOP – SHOPIFY INCReduce 39.92%−252,069−1.00
≡CMG – CHIPOTLE MEXICAN GRILL INCSell−660,172−0.79
≡CRM – SALESFORCE INCSell−80,846−0.59
≡ARM – ARM HOLDINGS PLCReduce 8.08%−36,207−0.56
≡URI – UNITED RENTALS INCReduce 5.43%−5,173−0.55
≡PGR – PROGRESSIVE CORPReduce 6.44%−32,232−0.51
≡LRCX – LAM RESEARCH CORPReduce 30.95%−331,513−0.51
≡MNDY – MONDAY COM LTDReduce 74.43%−48,441−0.31
≡LSCC – LATTICE SEMICONDUCTOR CORPReduce 17.85%−119,823−0.26
≡NVDA – NVIDIA CORPORATIONReduce 12.60%−42,393−0.24
≡MRVL – MARVELL TECHNOLOGY INCReduce 18.75%−96,974−0.24
≡NFLX – NETFLIX INCSell−6,107−0.22
≡NET – CLOUDFLARE INCReduce 64.81%−194,752−1.31
≡APH – AMPHENOL CORP NEWReduce 33.32%−440,817−1.10
≡TT – TRANE TECHNOLOGIES PLCReduce 25.54%−44,641−0.92
≡ON – ON SEMICONDUCTOR CORPSell−445,379−0.79
≡GOOG – ALPHABET INCReduce 8.67%−84,5860.76
≡THO – THOR INDS INCSell−112,845−0.34
≡COIN – COINBASE GLOBAL INCReduce 13.87%−13,578−0.29
≡KLAC – KLA CORPReduce 16.21%−9,189−0.16
≡RDDT – REDDIT INCReduce 7.98%−8,0960.14
≡AFRM – AFFIRM HLDGS INCReduce 5.66%−21,404−0.09
≡CGNX – COGNEX CORPReduce 28.71%−276,308−0.09
≡URI – UNITED RENTALS INCReduce 13.83%−15,300−0.05
−0.46
≡UBER – UBER TECHNOLOGIES INCReduce 18.33%−104,525−0.40
≡AXON – AXON ENTERPRISE INCReduce 44.74%−21,638−0.39
≡HEI – HEICO CORP NEWReduce 16.87%−23,030−0.38
≡FND – FLOOR & DECOR HLDGS INCReduce 21.12%−47,586−0.36
≡NFLX – NETFLIX INCReduce 45.69%−5,138−0.19
≡GTLS – CHART INDS INCSell−92,644−0.75
≡CCJ – CAMECO CORPSell−330,981−0.72
≡DHR – DANAHER CORPORATIONReduce 16.15%−54,622−0.68
≡FISV – FISERV INCReduce 25.57%−122,771−0.64
≡LIN – LINDE PLCReduce 32.02%−57,003−0.63
≡CDW – CDW CORPSell−47,573−0.35
≡AMD – ADVANCED MICRO DEVICES INCSell−58,498−0.30
≡PGR – PROGRESSIVE CORPReduce 15.54%−62,2290.23
≡HEI – HEICO CORP NEWReduce 7.10%−10,4260.16
≡TXN – TEXAS INSTRS INCReduce 5.02%−21,246−0.12
≡MELI – MERCADOLIBRE INCReduce 11.99%−2,6630.11
≡NOW – SERVICENOW INCReduce 24.07%−1,492−0.11
≡KLAC – KLA CORPReduce 6.90%−4,3350.11
≡CSGP – COSTAR GROUP INCReduce 8.58%−37,1920.09
≡DASH – DOORDASH INCReduce 18.52%−33,964−0.08
≡NFLX – NETFLIX INCReduce 12.35%−1,584−0.01
−0.92
≡AAPL – APPLE INCReduce 43.05%−122,345−0.86
≡AMZN – AMAZON COM INCSell−114,376−0.83
≡CRM – SALESFORCE INCReduce 71.53%−88,481−0.82
≡TT – TRANE TECHNOLOGIES PLCReduce 35.71%−53,971−0.76
≡GOOG – ALPHABET INCReduce 10.88%−112,8350.73
≡SHOP – SHOPIFY INCReduce 7.25%−42,2460.63
≡CCJ – CAMECO CORPReduce 51.69%−354,141−0.55
≡MRNA – MODERNA INCSell−196,973−0.51
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDSell−72,153−0.49
≡FISV – FISERV INCReduce 9.56%−50,7290.48
≡TXN – TEXAS INSTRS INCReduce 11.45%−54,786−0.47
≡CDW – CDW CORPReduce 47.47%−42,998−0.45
≡TOST – TOAST INCReduce 6.38%−77,4600.42
≡AXON – AXON ENTERPRISE INCReduce 55.54%−47,806−0.37
≡DASH – DOORDASH INCReduce 6.74%−13,2580.22
≡ADSK – AUTODESK INCReduce 7.18%−13,7110.18
≡PCOR – PROCORE TECHNOLOGIES INCReduce 13.43%−61,0660.16
≡CYBERARK SOFTWARE LTDReduce 30.80%−31,790−0.16
≡ON – ON SEMICONDUCTOR CORPReduce 8.07%−34,984−0.16
≡NVDA – NVIDIA CORPORATIONReduce 21.61%−116,299−0.14
≡CGNX – COGNEX CORPReduce 5.99%−48,371−0.12
≡GTLS – CHART INDS INCReduce 33.35%−46,3490.08
≡NOW – SERVICENOW INCReduce 32.97%−3,049−0.04
≡NFLX – NETFLIX INCReduce 32.42%−6,154−0.04
≡Z – ZILLOW GROUP INCReduce 18.17%−62,5600.03
≡TTD – THE TRADE DESK INCReduce 17.04%−31,631−0.02
−0.76
≡NVDA – NVIDIA CORPORATIONReduce 14.34%−90,084−0.64
≡DIS – DISNEY WALT COSell−92,045−0.37
≡SOLV – SOLVENTUM CORPSell−156,639−0.34
≡LIN – LINDE PLCReduce 10.60%−20,343−0.26
≡FISV – FISERV INCReduce 15.62%−98,284−0.13
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 8.26%−6,497−0.07
≡NU – NU HLDGS LTDReduce 6.18%−95,666−0.05
≡TT – TRANE TECHNOLOGIES PLCReduce 10.99%−18,660−0.00
≡TDY – TELEDYNE TECHNOLOGIES INCSell−27,174−0.48
≡AMD – ADVANCED MICRO DEVICES INCReduce 11.46%−33,069−0.46
≡TT – TRANE TECHNOLOGIES PLCReduce 19.08%−40,036−0.32
≡CRWD – CROWDSTRIKE HLDGS INCReduce 28.02%−19,284−0.14
≡CYBERARK SOFTWARE LTDReduce 9.36%−10,462−0.10
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 5.39%−4,4820.09
≡MSFT – MICROSOFT CORPReduce 5.76%−23,193−0.07
≡ISRG – INTUITIVE SURGICAL INCReduce 6.85%−5,1270.03
≡CSTM – CONSTELLIUM SESell−639,609−0.67
≡AMD – ADVANCED MICRO DEVICES INCReduce 15.22%−51,825−0.48
≡TSLA – TESLA INCSell−33,991−0.44
≡PANW – PALO ALTO NETWORKS INCSell−27,100−0.42
≡NET – CLOUDFLARE INCReduce 12.49%−34,876−0.24
≡ISRG – INTUITIVE SURGICAL INCReduce 8.49%−6,940−0.21
≡CRWD – CROWDSTRIKE HLDGS INCReduce 17.52%−14,624−0.21
≡AXON – AXON ENTERPRISE INCReduce 7.29%−6,537−0.14
≡DASH – DOORDASH INCReduce 12.80%−24,483−0.04
−1.38
≡ABNB – AIRBNB INCSell−138,990−1.03
≡OKTA – OKTA INCSell−228,876−1.00
≡FAST – FASTENAL COSell−303,354−0.89
≡NVDA – NVIDIA CORPORATIONReduce 29.85%−50,885−0.87
≡AAPL – APPLE INCReduce 31.91%−109,349−0.79
≡SLAB – SILICON LABORATORIES INCSell−126,308−0.79
≡TSCO – TRACTOR SUPPLY COSell−61,466−0.67
≡WDAY – WORKDAY INCReduce 9.91%−36,7820.57
≡MU – MICRON TECHNOLOGY INCSell−151,349−0.55
≡Z – ZILLOW GROUP INCSell−219,723−0.55
≡AMZN – AMAZON COM INCReduce 34.87%−105,082−0.49
≡KLAC – KLA CORPReduce 8.07%−10,3540.44
≡LRCX – LAM RESEARCH CORPReduce 7.85%−7,4060.40
≡DOCS – DOXIMITY INCSell−351,703−0.40
≡FISV – FISERV INCReduce 6.23%−36,1080.28
≡BILL – BILL HOLDINGS INCSell−38,454−0.22
≡APH – AMPHENOL CORP NEWReduce 8.92%−65,3170.17
≡NOW – SERVICENOW INCReduce 11.44%−5,1430.13
≡CYBERARK SOFTWARE LTDReduce 29.52%−41,514−0.10
≡TDY – TELEDYNE TECHNOLOGIES INCReduce 19.84%−4,447−0.07
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDSell−14,357−0.07
≡CDNS – CADENCE DESIGN SYSTEM INCReduce 13.33%−42,566−0.06
≡MCHP – MICROCHIP TECHNOLOGY INC.Reduce 10.09%−71,7900.05
≡DIS – DISNEY WALT COReduce 19.84%−12,090−0.03
≡MELI – MERCADOLIBRE INCReduce 15.55%−2,7440.03
≡MSFT – MICROSOFT CORPReduce 14.39%−62,294−0.02
≡CRM – SALESFORCE INCReduce 19.84%−17,8290.02
≡NFLX – NETFLIX INCReduce 19.83%−2,8140.00
−0.79
≡MCHP – MICROCHIP TECHNOLOGY INC.Reduce 12.96%−105,935−0.67
≡WOLFSPEED INCSell−238,054−0.66
≡FISV – FISERV INCReduce 8.40%−53,154−0.47
≡TMUS – T-MOBILE US INCReduce 20.12%−82,799−0.38
≡BALL – BALL CORPReduce 10.30%−75,532−0.37
≡AMZN – AMAZON COM INCReduce 17.83%−65,413−0.33
≡KLAC – KLA CORPReduce 10.13%−14,449−0.29
≡FTCHQ – FARFETCH LTDSell−965,905−0.29
≡BILL – BILL HOLDINGS INCReduce 52.97%−43,309−0.25
≡LIN – LINDE PLCReduce 14.09%−17,148−0.22
≡AMD – ADVANCED MICRO DEVICES INCReduce 9.17%−30,194−0.22
≡ISRG – INTUITIVE SURGICAL INCReduce 5.65%−4,670−0.19
≡TOST – TOAST INCReduce 9.41%−66,201−0.15
≡ABNB – AIRBNB INCReduce 21.43%−37,908−0.11
≡CDNS – CADENCE DESIGN SYSTEM INCReduce 5.14%−17,2970.08
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 16.02%−2,739−0.02
≡LRCX – LAM RESEARCH CORPReduce 5.22%−5,199−0.02