Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$94.5M Sell
182,134
-48,041
-21% -$24.3M 2.45% 12
2026
Q1
$114M Sell
230,175
-14,170
-6% -$6.69M 3.81% 4
2025
Q4
$104M Buy
244,345
+52,596
+27% +$22.5M 3.2% 8
2025
Q3
$91.1M Buy
191,749
+38,490
+25% +$18.2M 2.79% 11
2025
Q2
$71.9M Buy
153,259
+32,213
+27% +$14.7M 2.44% 15
2025
Q1
$56.4M Sell
121,046
-57,003
-32% -$25.7M 2.54% 14
2024
Q4
$74.5M Buy
178,049
+6,521
+4% +$2.97M 3.17% 8
2024
Q3
$81.8M Sell
171,528
-20,343
-11% -$9.28M 3.19% 9
2024
Q2
$84.2M Buy
191,871
+20,874
+12% +$9.18M 3.45% 9
2024
Q1
$79.4M Buy
170,997
+63,892
+60% +$27.7M 3.3% 10
2023
Q4
$44M Buy
107,105
+2,572
+2% +$1.01M 2.32% 16
2023
Q3
$38.9M Sell
104,533
-17,148
-14% -$6.53M 2.1% 16
2023
Q2
$46.4M Sell
121,681
-15,379
-11% -$5.62M 2.32% 14
2023
Q1
$48.7M Buy
137,060
+53,169
+63% +$17.8M 2.58% 15
2022
Q4
$27.4M Buy
83,891
+72,593
+643% +$22.8M 2.34% 18
2022
Q3
$3.05M Buy
+11,298
New +$3.24M 0.28% 59

Other funds holding LIN

NZS Capital's LIN Position: Q2 2026 in Review

NZS Capital reduced its Linde (LIN) stake by 21% in Q2 2026, selling an estimated $24.3M and leaving 182,134 shares worth $94.5M. The position accounts for 2.45% of the portfolio, ranked #12.

NZS Capital first reported a position in LIN in Q3 2022 and has held it in 16 quarters since. The position peaked at $114M in Q1 2026. 2,350 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • NZS Capital held 182,134 shares of Linde worth $94.5M as of Q2 2026.
  • NZS Capital sold 48,041 Linde shares in Q2 2026, an estimated $24.3M.
  • Linde made up 2.45% of NZS Capital's portfolio in Q2 2026, its #12 holding.
  • NZS Capital first reported a position in Linde in Q3 2022 and has held it in 16 quarters since.
  • NZS Capital's Linde position peaked at $114M in Q1 2026.
  • 2,350 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on NZS Capital's 13F filing for Q2 2026, filed 14 Aug 2026.