Zevenbergen Capital Investments as of March 31, 2025
Portfolio Holdings for Zevenbergen Capital Investments
Zevenbergen Capital Investments holds 101 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.2 | $337M | 3.1M | 108.38 | |
| Tesla Motors (TSLA) | 6.4 | $263M | 1.0M | 259.16 | |
| MercadoLibre (MELI) | 5.8 | $236M | 121k | 1950.87 | |
| Facebook Inc cl a (META) | 5.8 | $236M | 410k | 576.36 | |
| Shopify Inc cl a (SHOP) | 5.6 | $230M | 2.4M | 95.48 | |
| Amazon (AMZN) | 5.4 | $220M | 1.2M | 190.26 | |
| Axon Enterprise (AXON) | 5.3 | $218M | 415k | 525.95 | |
| Servicenow (NOW) | 3.1 | $128M | 161k | 796.14 | |
| Netflix (NFLX) | 3.1 | $128M | 137k | 932.53 | |
| Microsoft Corporation (MSFT) | 3.0 | $124M | 330k | 375.39 | |
| Trade Desk (TTD) | 2.9 | $119M | 2.2M | 54.72 | |
| Uber Technologies (UBER) | 2.8 | $114M | 1.6M | 72.86 | |
| Apple (AAPL) | 2.6 | $108M | 488k | 222.13 | |
| Alphabet Inc Class C cs (GOOG) | 2.5 | $102M | 654k | 156.23 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 2.5 | $101M | 286k | 352.58 | |
| Advanced Micro Devices (AMD) | 2.2 | $91M | 882k | 102.74 | |
| Spotify Technology Sa (SPOT) | 2.1 | $88M | 160k | 550.03 | |
| Palo Alto Networks (PANW) | 2.0 | $82M | 478k | 170.64 | |
| Toast (TOST) | 1.8 | $74M | 2.2M | 33.17 | |
| Broadcom (AVGO) | 1.5 | $62M | 370k | 167.43 | |
| Natera (NTRA) | 1.5 | $61M | 430k | 141.41 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 1.5 | $60M | 870k | 68.56 | |
| EXACT Sciences Corporation (EXAS) | 1.2 | $51M | 1.2M | 43.29 | |
| Arm Holdings (ARM) | 1.2 | $50M | 472k | 106.79 | |
| Veeva Sys Inc cl a (VEEV) | 1.2 | $49M | 210k | 231.63 | |
| Snowflake Inc Cl A (SNOW) | 1.1 | $45M | 310k | 146.16 | |
| Elf Beauty (ELF) | 1.0 | $43M | 682k | 62.79 | |
| Wingstop (WING) | 0.9 | $38M | 170k | 225.58 | |
| Dex (DXCM) | 0.9 | $36M | 522k | 68.29 | |
| Airbnb (ABNB) | 0.9 | $35M | 297k | 119.46 | |
| Quanta Services (PWR) | 0.7 | $28M | 109k | 254.18 | |
| Micron Technology (MU) | 0.7 | $27M | 311k | 86.89 | |
| On Hldg (ONON) | 0.6 | $26M | 591k | 43.92 | |
| Monolithic Power Systems (MPWR) | 0.6 | $25M | 43k | 579.98 | |
| Clearw.a.hld. (CWAN) | 0.6 | $24M | 909k | 26.80 | |
| Hubspot (HUBS) | 0.6 | $24M | 42k | 571.29 | |
| Oracle Corporation (ORCL) | 0.6 | $23M | 164k | 139.81 | |
| Samsara (IOT) | 0.5 | $23M | 588k | 38.33 | |
| Ares Management Corporation cl a com stk (ARES) | 0.5 | $22M | 151k | 146.61 | |
| Datadog Inc Cl A (DDOG) | 0.5 | $21M | 210k | 99.21 | |
| Arista Networks (ANET) | 0.5 | $20M | 253k | 77.48 | |
| Qualcomm (QCOM) | 0.5 | $19M | 122k | 153.61 | |
| Intuit (INTU) | 0.4 | $16M | 26k | 613.99 | |
| Dell Technologies (DELL) | 0.4 | $15M | 159k | 91.15 | |
| Booking Holdings (BKNG) | 0.3 | $14M | 3.1k | 4606.91 | |
| Procore Technologies (PCOR) | 0.3 | $12M | 182k | 66.02 | |
| Pinterest Inc Cl A (PINS) | 0.3 | $12M | 382k | 31.00 | |
| Amphenol Corporation (APH) | 0.3 | $12M | 176k | 65.59 | |
| Mongodb Inc. Class A (MDB) | 0.3 | $12M | 66k | 175.40 | |
| Symbotic (SYM) | 0.3 | $11M | 563k | 20.21 | |
| Repligen Corporation (RGEN) | 0.3 | $11M | 88k | 127.24 | |
| Cadence Design Systems (CDNS) | 0.3 | $11M | 43k | 254.33 | |
| KLA-Tencor Corporation (KLAC) | 0.2 | $10M | 15k | 679.80 | |
| Applied Materials (AMAT) | 0.2 | $10M | 70k | 145.12 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $9.5M | 25k | 383.53 | |
| Asml Holding (ASML) | 0.2 | $9.2M | 14k | 662.63 | |
| Costco Wholesale Corporation (COST) | 0.2 | $7.7M | 8.1k | 945.78 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $7.3M | 30k | 245.30 | |
| Visa (V) | 0.2 | $7.1M | 20k | 350.46 | |
| Broadridge Financial Solutions (BR) | 0.2 | $7.0M | 29k | 242.46 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.2 | $6.5M | 90k | 72.20 | |
| Draftkings (DKNG) | 0.2 | $6.3M | 191k | 33.21 | |
| salesforce (CRM) | 0.2 | $6.2M | 23k | 268.36 | |
| Progressive Corporation (PGR) | 0.1 | $5.1M | 18k | 283.01 | |
| Sportradar Group Ag Class A Ord (SRAD) | 0.1 | $4.9M | 229k | 21.62 | |
| Appfolio (APPF) | 0.1 | $4.4M | 20k | 219.90 | |
| Cintas Corporation (CTAS) | 0.1 | $4.1M | 20k | 205.53 | |
| Blackrock (BLK) | 0.1 | $4.0M | 4.3k | 946.48 | |
| Home Depot (HD) | 0.1 | $4.0M | 11k | 366.49 | |
| Credo Technology Group Holding (CRDO) | 0.1 | $3.7M | 93k | 40.16 | |
| Paychex (PAYX) | 0.1 | $3.4M | 22k | 154.28 | |
| Rocket Lab Usa | 0.1 | $3.0M | 170k | 17.88 | |
| Amgen (AMGN) | 0.1 | $3.0M | 9.6k | 311.55 | |
| Rivian Automotive Inc Class A (RIVN) | 0.1 | $2.8M | 229k | 12.45 | |
| Abbott Laboratories (ABT) | 0.1 | $2.8M | 21k | 132.65 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $2.7M | 4.8k | 559.35 | |
| Zoetis Inc Cl A (ZTS) | 0.1 | $2.5M | 15k | 164.65 | |
| Bloom Energy Corp (BE) | 0.1 | $2.4M | 124k | 19.66 | |
| Semrush Hldgs (SEMR) | 0.1 | $2.3M | 244k | 9.33 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.2M | 16k | 139.78 | |
| Paccar (PCAR) | 0.1 | $2.2M | 23k | 97.37 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $2.1M | 11k | 190.06 | |
| Johnson & Johnson (JNJ) | 0.0 | $1.7M | 10k | 165.84 | |
| Waste Management (WM) | 0.0 | $1.7M | 7.2k | 231.51 | |
| Cyberark Software (CYBR) | 0.0 | $1.6M | 4.8k | 338.00 | |
| Nextera Energy (NEE) | 0.0 | $1.5M | 21k | 70.89 | |
| Ecolab (ECL) | 0.0 | $1.4M | 5.5k | 253.52 | |
| Yandex Nv-a (NBIS) | 0.0 | $1.3M | 63k | 21.11 | |
| Becton, Dickinson and (BDX) | 0.0 | $1.1M | 4.8k | 229.06 | |
| Starbucks Corporation (SBUX) | 0.0 | $1.1M | 11k | 98.09 | |
| Tractor Supply Company (TSCO) | 0.0 | $1.0M | 19k | 55.10 | |
| Cisco Systems (CSCO) | 0.0 | $917k | 15k | 61.71 | |
| Constellation Brands (STZ) | 0.0 | $718k | 3.9k | 183.52 | |
| iShares FTSE KLD 400 Social Idx (DSI) | 0.0 | $691k | 6.8k | 102.41 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $637k | 4.1k | 154.64 | |
| Accenture (ACN) | 0.0 | $630k | 2.0k | 312.04 | |
| Walt Disney Company (DIS) | 0.0 | $526k | 5.3k | 98.70 | |
| American Express Company (AXP) | 0.0 | $457k | 1.7k | 269.05 | |
| Abbvie (ABBV) | 0.0 | $403k | 1.9k | 209.52 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $273k | 650.00 | 419.88 | |
| Xometry (XMTR) | 0.0 | $255k | 10k | 24.92 |
