Zevenbergen Capital Investments
Latest statistics and disclosures from Zevenbergen Capital Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, TSLA, GOOG, SHOP, AMZN, and represent 28.42% of Zevenbergen Capital Investments's stock portfolio.
- Added to shares of these 10 stocks: SWTSX (+$67M), CSHX (+$28M), TSM (+$23M), CRDO (+$20M), LASR (+$16M), SN (+$13M), NXPI (+$9.2M), STX (+$7.2M), V (+$7.0M), KRMN (+$6.9M).
- Started 10 new stock positions in STX, SN, CSHX, LASR, VMC, TSM, SWTSX, RBRK, AMPX, COHR.
- Reduced shares in these 10 stocks: NVDA (-$66M), META (-$61M), TSLA (-$58M), AMZN (-$44M), SHOP (-$43M), MELI (-$34M), PANW (-$31M), , TTD (-$27M), NOW (-$27M).
- Sold out of its positions in BBNX, EXACT Sciences Corporation, PAYX, PINS, CRM.
- Zevenbergen Capital Investments was a net seller of stock by $-451M.
- Zevenbergen Capital Investments has $3.5B in assets under management (AUM), dropping by -22.65%.
- Central Index Key (CIK): 0001276918
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Portfolio Holdings for Zevenbergen Capital Investments
Zevenbergen Capital Investments holds 110 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.9 | $345M | -16% | 2.0M | 174.40 |
|
| Tesla Motors (TSLA) | 5.7 | $200M | -22% | 537k | 371.75 |
|
| Alphabet Inc Class C cs (GOOG) | 4.5 | $157M | -8% | 547k | 286.86 |
|
| Shopify Inc cl a (SHOP) | 4.5 | $155M | -21% | 1.3M | 118.62 |
|
| Amazon (AMZN) | 3.8 | $132M | -25% | 633k | 208.27 |
|
| Facebook Inc cl a (META) | 3.7 | $129M | -32% | 225k | 572.13 |
|
| Apple (AAPL) | 3.7 | $127M | 502k | 253.79 |
|
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| MercadoLibre (MELI) | 3.6 | $124M | -21% | 72k | 1729.02 |
|
| Axon Enterprise (AXON) | 3.5 | $122M | -14% | 288k | 424.69 |
|
| Microsoft Corporation (MSFT) | 3.3 | $116M | 314k | 370.17 |
|
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| Advanced Micro Devices (AMD) | 3.3 | $114M | 560k | 203.43 |
|
|
| Broadcom (AVGO) | 2.8 | $97M | 313k | 309.51 |
|
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| Monolithic Power Systems (MPWR) | 2.6 | $90M | 82k | 1093.35 |
|
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 2.2 | $75M | -13% | 300k | 250.58 |
|
| Schwab Total Stock Mrkt Ind-se (SWTSX) | 1.9 | $67M | NEW | 4.2M | 15.73 |
|
| Rocket Lab Corp (RKLB) | 1.9 | $66M | -6% | 1.0M | 64.22 |
|
| Snowflake Inc Cl A (SNOW) | 1.9 | $65M | 433k | 150.82 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 1.9 | $65M | -9% | 227k | 287.56 |
|
| Micron Technology (MU) | 1.9 | $65M | -28% | 192k | 337.84 |
|
| Netflix (NFLX) | 1.7 | $59M | -21% | 608k | 96.15 |
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 1.7 | $57M | -27% | 147k | 390.41 |
|
| Uber Technologies (UBER) | 1.6 | $56M | -20% | 781k | 71.93 |
|
| Quanta Services (PWR) | 1.6 | $55M | -2% | 100k | 549.02 |
|
| Natera (NTRA) | 1.5 | $52M | -19% | 262k | 199.99 |
|
| Karman Hldgs (KRMN) | 1.4 | $50M | +16% | 626k | 80.05 |
|
| Toast (TOST) | 1.4 | $47M | -4% | 1.8M | 26.51 |
|
| Credo Technology Group Holding (CRDO) | 1.1 | $38M | +106% | 403k | 93.87 |
|
| Spotify Technology Sa (SPOT) | 1.1 | $38M | -18% | 77k | 484.91 |
|
| Servicenow (NOW) | 1.1 | $37M | -41% | 356k | 104.55 |
|
| Applovin Corp Class A (APP) | 1.0 | $34M | +9% | 85k | 398.00 |
|
| Arista Networks (ANET) | 0.9 | $31M | +3% | 254k | 122.78 |
|
| Insulet Corporation (PODD) | 0.8 | $29M | +23% | 139k | 209.84 |
|
| Transmedics Group (TMDX) | 0.8 | $29M | +2% | 287k | 99.41 |
|
| Cashmere Valley Bank (CSHX) | 0.8 | $28M | NEW | 370k | 74.80 |
|
| Applied Materials (AMAT) | 0.8 | $27M | +12% | 79k | 341.79 |
|
| Samsara (IOT) | 0.7 | $23M | -16% | 724k | 31.69 |
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| Taiwan Semiconductor Mfg (TSM) | 0.7 | $23M | NEW | 68k | 337.95 |
|
| Amphenol Corporation (APH) | 0.6 | $23M | 178k | 126.35 |
|
|
| KLA-Tencor Corporation (KLAC) | 0.6 | $22M | 15k | 1472.41 |
|
|
| Veeva Sys Inc cl a (VEEV) | 0.6 | $21M | -22% | 117k | 175.66 |
|
| Visa (V) | 0.6 | $20M | +53% | 66k | 302.24 |
|
| Datadog Inc Cl A (DDOG) | 0.6 | $19M | -14% | 164k | 118.05 |
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| Cadence Design Systems (CDNS) | 0.5 | $18M | +62% | 65k | 277.87 |
|
| Asml Holding (ASML) | 0.5 | $18M | 13k | 1320.83 |
|
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| Dell Technologies (DELL) | 0.5 | $17M | -7% | 104k | 164.13 |
|
| Nlight (LASR) | 0.5 | $16M | NEW | 286k | 57.02 |
|
| Qualcomm (QCOM) | 0.5 | $16M | 126k | 128.78 |
|
|
| Wingstop (WING) | 0.4 | $16M | -22% | 100k | 154.97 |
|
| Palo Alto Networks (PANW) | 0.4 | $15M | -67% | 95k | 160.32 |
|
| Nxp Semiconductors N V (NXPI) | 0.4 | $14M | +176% | 73k | 196.86 |
|
| Oracle Corporation (ORCL) | 0.4 | $14M | -39% | 95k | 147.11 |
|
| On Hldg (ONON) | 0.4 | $14M | -16% | 403k | 34.02 |
|
| Sharkninja (SN) | 0.4 | $13M | NEW | 119k | 105.90 |
|
| Intuit (INTU) | 0.3 | $11M | 25k | 432.38 |
|
|
| Caris Life Sciences (CAI) | 0.3 | $11M | +12% | 610k | 17.88 |
|
| Arm Holdings (ARM) | 0.2 | $8.6M | +2% | 57k | 151.28 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $8.5M | 29k | 294.16 |
|
|
| Arcutis Biotherapeutics (ARQT) | 0.2 | $8.4M | -14% | 358k | 23.56 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $8.2M | 8.2k | 996.41 |
|
|
| Mongodb Inc. Class A (MDB) | 0.2 | $8.1M | +10% | 33k | 244.77 |
|
| Seagate Technology (STX) | 0.2 | $7.2M | NEW | 19k | 391.76 |
|
| Mirion Technologies Inc - US (MIR) | 0.2 | $6.1M | +47% | 326k | 18.59 |
|
| Appfolio (APPF) | 0.2 | $6.0M | +60% | 38k | 157.82 |
|
| Zillow Group Inc Cl C Cap Stk (Z) | 0.2 | $5.4M | -78% | 130k | 41.38 |
|
| Booking Holdings (BKNG) | 0.1 | $4.8M | -52% | 1.1k | 4210.32 |
|
| Bloom Energy Corp (BE) | 0.1 | $4.8M | -53% | 35k | 135.49 |
|
| Blackrock (BLK) | 0.1 | $4.5M | 4.6k | 961.71 |
|
|
| Amprius Technologies (AMPX) | 0.1 | $4.0M | NEW | 237k | 16.86 |
|
| Sportradar Group Ag Class A Ord (SRAD) | 0.1 | $3.8M | 229k | 16.74 |
|
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| Home Depot (HD) | 0.1 | $3.7M | 11k | 328.89 |
|
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| Cintas Corporation (CTAS) | 0.1 | $3.6M | 21k | 169.14 |
|
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| Coherent Corp (COHR) | 0.1 | $3.5M | NEW | 15k | 238.21 |
|
| Amgen (AMGN) | 0.1 | $3.5M | 10k | 351.85 |
|
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| Progressive Corporation (PGR) | 0.1 | $3.5M | 18k | 198.24 |
|
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| Paccar (PCAR) | 0.1 | $3.4M | 29k | 115.50 |
|
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| ServiceTitan (TTAN) | 0.1 | $2.9M | +13% | 46k | 63.46 |
|
| Johnson & Johnson (JNJ) | 0.1 | $2.7M | 11k | 244.44 |
|
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| Waste Management (WM) | 0.1 | $2.6M | +2% | 11k | 229.79 |
|
| Symbotic (SYM) | 0.1 | $2.5M | -46% | 48k | 53.20 |
|
| Draftkings (DKNG) | 0.1 | $2.5M | -38% | 117k | 21.62 |
|
| Deere & Company (DE) | 0.1 | $2.5M | +15% | 4.4k | 563.30 |
|
| Yandex Nv-a (NBIS) | 0.1 | $2.5M | -44% | 24k | 103.76 |
|
| Kraken Robotics (KRKNF) | 0.1 | $2.4M | +601% | 410k | 5.79 |
|
| Abbott Laboratories (ABT) | 0.1 | $2.2M | 22k | 102.67 |
|
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| Quest Diagnostics Incorporated (DGX) | 0.1 | $2.2M | +6% | 11k | 195.98 |
|
| Reddit (RDDT) | 0.1 | $2.1M | -4% | 15k | 134.65 |
|
| Spdr S&p 500 Etf (SPY) | 0.1 | $2.0M | -19% | 3.1k | 650.25 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.8M | -2% | 16k | 114.99 |
|
| Vulcan Materials Company (VMC) | 0.0 | $1.7M | NEW | 6.3k | 272.30 |
|
| Ecolab (ECL) | 0.0 | $1.7M | +2% | 6.2k | 266.02 |
|
| Rivian Automotive Inc Class A (RIVN) | 0.0 | $1.6M | -41% | 104k | 15.05 |
|
| Rubrik (RBRK) | 0.0 | $1.5M | NEW | 31k | 48.97 |
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| Zoetis Inc Cl A (ZTS) | 0.0 | $1.5M | -14% | 12k | 118.21 |
|
| Makemytrip Limited Mauritius (MMYT) | 0.0 | $1.4M | -42% | 37k | 37.29 |
|
| Cisco Systems (CSCO) | 0.0 | $1.3M | 16k | 77.59 |
|
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| Nextera Energy (NEE) | 0.0 | $1.2M | +37% | 13k | 92.88 |
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| Starbucks Corporation (SBUX) | 0.0 | $942k | +3% | 11k | 89.59 |
|
| Tractor Supply Company (TSCO) | 0.0 | $827k | 18k | 45.30 |
|
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| iShares FTSE KLD 400 Social Idx (DSI) | 0.0 | $736k | 6.1k | 121.19 |
|
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| Walt Disney Company (DIS) | 0.0 | $628k | 6.5k | 96.38 |
|
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| American Express Company (AXP) | 0.0 | $514k | 1.7k | 302.48 |
|
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| Trade Desk (TTD) | 0.0 | $459k | -98% | 20k | 22.69 |
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| Abbvie (ABBV) | 0.0 | $418k | 1.9k | 217.49 |
|
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| Planet Labs Pbc Com Cl A (PL) | 0.0 | $366k | -41% | 13k | 27.95 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $349k | -90% | 2.1k | 162.48 |
|
| Xometry (XMTR) | 0.0 | $315k | +28% | 7.7k | 40.84 |
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| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $301k | 650.00 | 463.19 |
|
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| Lgi Homes (LGIH) | 0.0 | $243k | 6.2k | 39.53 |
|
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| Ares Management Corporation cl a com stk (ARES) | 0.0 | $239k | -98% | 2.2k | 109.10 |
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| D.R. Horton (DHI) | 0.0 | $215k | 1.6k | 137.22 |
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Past Filings by Zevenbergen Capital Investments
SEC 13F filings are viewable for Zevenbergen Capital Investments going back to 2010
- Zevenbergen Capital Investments 2026 Q1 filed April 9, 2026
- Zevenbergen Capital Investments 2025 Q4 filed Jan. 15, 2026
- Zevenbergen Capital Investments 2025 Q3 filed Oct. 9, 2025
- Zevenbergen Capital Investments 2025 Q2 filed July 7, 2025
- Zevenbergen Capital Investments 2025 Q1 filed May 12, 2025
- Zevenbergen Capital Investments 2024 Q4 filed Feb. 11, 2025
- Zevenbergen Capital Investments 2024 Q3 filed Nov. 12, 2024
- Zevenbergen Capital Investments 2024 Q2 filed Aug. 13, 2024
- Zevenbergen Capital Investments 2024 Q1 filed May 7, 2024
- Zevenbergen Capital Investments 2023 Q4 filed Feb. 8, 2024
- Zevenbergen Capital Investments 2023 Q3 filed Nov. 1, 2023
- Zevenbergen Capital Investments 2023 Q2 filed Aug. 9, 2023
- Zevenbergen Capital Investments 2023 Q1 filed May 11, 2023
- Zevenbergen Capital Investments 2022 Q4 filed Feb. 13, 2023
- Zevenbergen Capital Investments 2022 Q3 filed Nov. 14, 2022
- Zevenbergen Capital Investments 2022 Q2 filed Aug. 11, 2022