Zevenbergen Capital Investments as of Dec. 31, 2012
Portfolio Holdings for Zevenbergen Capital Investments
Zevenbergen Capital Investments holds 57 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 4.9 | $100M | 398k | 250.87 | |
| Cognizant Technology Solutions (CTSH) | 4.8 | $98M | 1.3M | 73.88 | |
| priceline.com Incorporated | 4.6 | $93M | 150k | 620.39 | |
| F5 Networks (FFIV) | 4.2 | $85M | 873k | 97.15 | |
| Precision Castparts | 4.2 | $84M | 443k | 189.42 | |
| Catamaran | 4.1 | $84M | 1.8M | 47.10 | |
| 3.9 | $78M | 111k | 707.38 | ||
| Facebook Inc cl a (META) | 3.8 | $77M | 2.9M | 26.62 | |
| Chipotle Mexican Grill (CMG) | 3.5 | $72M | 242k | 297.46 | |
| MercadoLibre (MELI) | 3.5 | $72M | 911k | 78.55 | |
| Tesla Motors (TSLA) | 3.2 | $65M | 1.9M | 33.87 | |
| Linkedin Corp | 3.2 | $65M | 564k | 114.82 | |
| Qualcomm (QCOM) | 3.0 | $62M | 1000k | 61.86 | |
| Lululemon Athletica (LULU) | 3.0 | $61M | 801k | 76.23 | |
| Apple (AAPL) | 2.8 | $57M | 106k | 532.17 | |
| Netflix (NFLX) | 2.8 | $56M | 601k | 92.59 | |
| Portfolio Recovery Associates | 2.7 | $55M | 514k | 106.86 | |
| Intuitive Surgical (ISRG) | 2.3 | $46M | 94k | 490.37 | |
| Pioneer Natural Resources (PXD) | 2.2 | $45M | 423k | 106.59 | |
| VeriFone Systems | 2.2 | $45M | 1.5M | 29.68 | |
| HMS Holdings | 2.2 | $45M | 1.7M | 25.92 | |
| EMC Corporation | 2.1 | $43M | 1.7M | 25.30 | |
| Energy Xxi | 2.0 | $40M | 1.3M | 32.17 | |
| Celgene Corporation | 1.9 | $39M | 496k | 78.47 | |
| Nordstrom (JWN) | 1.8 | $37M | 693k | 53.50 | |
| Zillow | 1.8 | $37M | 1.3M | 27.75 | |
| Skyworks Solutions (SWKS) | 1.6 | $32M | 1.6M | 20.30 | |
| Deckers Outdoor Corporation (DECK) | 1.5 | $31M | 758k | 40.27 | |
| Alliance Data Systems Corporation (BFH) | 1.4 | $29M | 203k | 144.76 | |
| Michael Kors Holdings | 1.4 | $29M | 561k | 51.03 | |
| Polypore International | 1.4 | $28M | 605k | 46.50 | |
| Salix Pharmaceuticals | 1.4 | $28M | 698k | 40.47 | |
| Financial Engines | 1.4 | $28M | 1.0M | 27.74 | |
| FMC Technologies | 1.2 | $25M | 591k | 42.83 | |
| Vera Bradley (VRA) | 1.2 | $24M | 957k | 25.10 | |
| tw tele | 1.1 | $22M | 875k | 25.47 | |
| Berry Petroleum Company | 0.9 | $18M | 546k | 33.55 | |
| Joy Global | 0.8 | $17M | 261k | 63.78 | |
| IPC The Hospitalist Company | 0.7 | $13M | 337k | 39.71 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.6 | $13M | 304k | 41.90 | |
| MAKO Surgical | 0.6 | $12M | 919k | 12.85 | |
| Dresser-Rand | 0.4 | $8.5M | 151k | 56.14 | |
| BlackRock (BLK) | 0.3 | $6.2M | 30k | 206.72 | |
| BE Aerospace | 0.3 | $5.4M | 110k | 49.40 | |
| Mitek Systems (MITK) | 0.2 | $5.2M | 1.6M | 3.21 | |
| Fusion-io | 0.1 | $2.3M | 103k | 22.93 | |
| Homeaway | 0.1 | $2.1M | 97k | 22.00 | |
| stock | 0.1 | $1.9M | 66k | 29.03 | |
| BroadSoft | 0.1 | $1.6M | 44k | 36.33 | |
| Paccar (PCAR) | 0.1 | $1.2M | 26k | 45.22 | |
| Mellanox Technologies | 0.1 | $969k | 16k | 59.38 | |
| Verizon Communications (VZ) | 0.0 | $849k | 20k | 43.25 | |
| At&t (T) | 0.0 | $379k | 11k | 33.69 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $381k | 11k | 34.17 | |
| Johnson & Johnson (JNJ) | 0.0 | $259k | 3.7k | 70.00 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $284k | 2.0k | 142.57 | |
| Paychex (PAYX) | 0.0 | $289k | 9.3k | 31.08 |
