NZS Capital, LLC

CIK

1816616

City

DENVER

State / Country

CO

Stock

PGR — Progressive Corp/Oh/

Top Portfolio Positions

55 positions · $2,712,779,614 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
CDNS	Cadence Design Systems Inc Technology	527,423	$146,555,029	5.40%
LRCX	Lam Research Corp Technology	573,887	$122,616,696	4.52%
LIN	Linde PLC Basic Materials	230,175	$114,111,558	4.21%
DHR	Danaher Corp /De/ Healthcare	558,409	$105,874,346	3.90%
TXN	Texas Instruments Inc Technology	533,805	$103,632,902	3.82%
ROP	Roper Technologies Inc Technology	289,295	$102,369,928	3.77%
APH	Amphenol Corp /De/ Technology	758,975	$95,896,491	3.53%
PGR	Progressive Corp/Oh/ Financial Services	479,756	$95,106,829	3.51%
TT	Trane Technologies plc Industrials	197,197	$82,179,877	3.03%
AJG	Arthur J. Gallagher & Co. Financial Services	368,965	$79,910,439	2.95%

Portfolio Trend

20 quarters · across all stocks

Holdings in PGR

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$95,106,829	479,756	+2.4%	Shares	Sole	2026-05-15
2025-12-31	$106,656,077	468,365	-6.4%	Shares	Sole	2026-02-12
2025-09-30	$123,622,429	500,597	+22.6%	Shares	Sole	2025-11-12
2025-06-30	$108,976,550	408,366	+20.8%	Shares	Sole	2025-08-13
2025-03-31	$95,691,907	338,122	-15.5%	Shares	Sole	2025-05-14
2024-12-31	$95,928,103	400,351	+3.7%	Shares	Sole	2025-02-14
2024-09-30	$97,947,553	385,985	-4.2%	Shares	Sole	2024-11-14
2024-06-30	$83,652,086	402,735	+0.7%	Shares	Sole	2024-08-14
2024-03-31	$82,750,543	400,109	+26.0%	Shares	Sole	2024-05-15
2023-12-31	$50,580,160	317,555	+5.7%	Shares	Sole	2024-02-14
2023-09-30	$41,847,809	300,415	+5.0%	Shares	Sole	2023-11-14
2023-06-30	$37,880,322	286,170	+2.5%	Shares	Sole	2023-08-11
2023-03-31	$39,941,350	279,193	+75.3%	Shares	Sole	2023-05-12
2022-12-31	$20,659,430	159,274	—	Shares	Sole	2023-02-14
No 13F history on record for this holder in this stock.