NZS Capital, LLC

Position in PEN — Penumbra Inc

CIK 1816616 DENVER, CO

Position in PEN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$22,652,932

-$11,107,541 QoQ

Shares Held

68,986

-36.5% QoQ

Ownership

0.175%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 55% Shared 45% None 0%

Healthcare · as of Jun 30, 2026

NZS Capital, LLC holds $94,276,056 across 2 Medical Devices names.

#	Ticker	Company	Shares	Value (USD)	Open
1	SYK	Stryker Corp	258,631	$81,427,384
2	AXGN	Axogen, Inc.	278,170	$12,848,672

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$22,652,932	68,986	-36.5%	Shares	Sole	2026-05-15
2025-12-31	$33,760,473	108,586	+24.8%	Shares	Sole	2026-02-12
2025-09-30	$22,034,786	86,984	+24.9%	Shares	Sole	2025-11-12
2025-06-30	$17,868,890	69,629	+9.6%	Shares	Sole	2025-08-13
2025-03-31	$16,981,604	63,504	-1.3%	Shares	Sole	2025-05-14
2024-12-31	$15,273,288	64,314	+3.6%	Shares	Sole	2025-02-14
2024-09-30	$12,057,712	62,054	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.