Position in TOST
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$39,115,849
-$6,923,505 QoQ
Shares Held
1,475,513
+13.8% QoQ
Ownership
0.254%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 44.21045426234807.ToString("F0")%
Shared 55.78954573765193.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TOST Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026NZS Capital, LLC holds $175,212,819 across 8 Software - Infrastructure names. TOST ranks #1 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOST |
Toast, Inc.
This page
|
1,475,513 | $39,115,849 | |
| 2 | SNPS |
Synopsys Inc
|
97,464 | $38,642,526 | |
| 3 | SAIL |
SailPoint, Inc.
|
2,309,076 | $30,572,166 | |
| 4 | NET |
Cloudflare, Inc.
|
137,103 | $28,289,833 | |
| 5 | MSFT |
Microsoft Corp
|
75,548 | $27,965,603 | |
| 6 | SABR |
Sabre Corp
|
5,508,444 | $7,987,243 | |
| 7 | IOT |
Samsara Inc.
|
51,522 | $1,632,732 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
10,316 | $1,006,867 |
All Filings in TOST
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,115,849 | 1,475,513 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $46,039,354 | 1,296,518 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $46,962,228 | 1,286,284 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $53,689,976 | 1,212,237 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $37,146,751 | 1,119,890 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $41,440,296 | 1,136,908 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $34,378,758 | 1,214,368 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $30,703,511 | 1,191,444 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $29,228,169 | 1,172,880 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $20,902,021 | 1,144,689 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,937,883 | 637,367 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,879,529 | 703,568 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $10,445,555 | 588,482 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,826,069 | 323,132 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,940,837 | 235,696 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||