Zevenbergen Capital Investments

Zevenbergen Capital Investments as of Sept. 30, 2012

Portfolio Holdings for Zevenbergen Capital Investments

Zevenbergen Capital Investments holds 62 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cognizant Technology Solutions (CTSH) 5.3 $109M 1.6M 69.89
Apple (AAPL) 5.3 $109M 164k 667.11
Amazon (AMZN) 5.0 $103M 404k 254.32
Google 4.7 $98M 130k 754.50
priceline.com Incorporated 4.6 $95M 153k 619.07
F5 Networks (FFIV) 4.5 $93M 887k 104.64
Catamaran 4.1 $85M 865k 97.97
MercadoLibre (MELI) 3.5 $73M 887k 82.55
Precision Castparts 3.4 $71M 434k 163.34
Qualcomm (QCOM) 3.3 $68M 1.1M 62.47
Lululemon Athletica (LULU) 3.1 $65M 882k 73.94
EMC Corporation 2.9 $61M 2.2M 27.27
Linkedin Corp 2.6 $54M 445k 120.40
Portfolio Recovery Associates 2.5 $52M 502k 104.43
Chipotle Mexican Grill (CMG) 2.5 $52M 163k 317.54
HMS Holdings 2.4 $51M 1.5M 33.39
Berry Petroleum Company 2.3 $47M 1.2M 40.63
Facebook Inc cl a (META) 2.1 $43M 2.0M 21.66
VeriFone Systems 2.0 $41M 1.5M 27.85
Energy Xxi 1.9 $40M 1.2M 34.96
Nordstrom (JWN) 1.9 $39M 705k 55.18
Intuitive Surgical (ISRG) 1.9 $39M 78k 495.62
Celgene Corporation 1.9 $39M 508k 76.40
Pioneer Natural Resources (PXD) 1.9 $39M 368k 104.40
Skyworks Solutions (SWKS) 1.9 $38M 1.6M 23.56
Tesla Motors (TSLA) 1.8 $37M 1.3M 29.28
Zillow 1.7 $35M 830k 42.18
Financial Engines 1.5 $32M 1.3M 23.82
Salix Pharmaceuticals 1.5 $31M 723k 42.34
Michael Kors Holdings 1.4 $30M 565k 53.18
Alliance Data Systems Corporation (BFH) 1.4 $30M 209k 141.95
OpenTable 1.4 $29M 689k 41.60
Netflix (NFLX) 1.4 $28M 517k 54.44
Vera Bradley (VRA) 1.1 $23M 981k 23.85
Joy Global 1.1 $23M 410k 56.06
Deckers Outdoor Corporation (DECK) 1.1 $23M 622k 36.64
tw tele 1.1 $23M 871k 26.09
Polypore International 1.1 $22M 630k 35.35
FMC Technologies 0.8 $18M 377k 46.30
Vertex Pharmaceuticals Incorporated (VRTX) 0.8 $17M 304k 55.89
MAKO Surgical 0.8 $17M 981k 17.41
IPC The Hospitalist Company 0.7 $15M 333k 45.70
SandRidge Energy 0.4 $8.9M 1.3M 6.97
BlackRock (BLK) 0.3 $6.2M 35k 178.30
Mitek Systems (MITK) 0.2 $5.2M 1.6M 3.23
Fusion-io 0.2 $3.7M 123k 30.27
Homeaway 0.1 $2.7M 114k 23.43
stock (SPLK) 0.1 $2.7M 73k 36.73
BroadSoft 0.1 $2.5M 60k 41.01
Mellanox Technologies 0.1 $1.9M 19k 101.53
Verizon Communications (VZ) 0.0 $532k 12k 45.56
BJ's Restaurants (BJRI) 0.0 $522k 12k 45.39
At&t (T) 0.0 $383k 10k 37.73
Paychex (PAYX) 0.0 $459k 14k 33.26
Haynes International (HAYN) 0.0 $438k 8.4k 52.14
Chart Industries (GTLS) 0.0 $495k 6.7k 73.88
Johnson & Johnson (JNJ) 0.0 $227k 3.3k 68.79
Spdr S&p 500 Etf (SPY) 0.0 $288k 2.0k 143.86
Paccar (PCAR) 0.0 $236k 5.9k 40.00
Nektar Therapeutics (NKTR) 0.0 $161k 15k 10.66
Fortinet (FTNT) 0.0 $270k 11k 24.16
Us Silica Hldgs (SLCA) 0.0 $231k 17k 13.59