Zevenbergen Capital Investments as of Dec. 31, 2025
Portfolio Holdings for Zevenbergen Capital Investments
Zevenbergen Capital Investments holds 105 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.8 | $439M | 2.4M | 186.50 | |
| Tesla Motors (TSLA) | 6.9 | $312M | 694k | 449.72 | |
| Shopify Inc cl a (SHOP) | 6.0 | $270M | 1.7M | 160.97 | |
| Facebook Inc cl a (META) | 4.9 | $219M | 332k | 660.09 | |
| Amazon (AMZN) | 4.3 | $195M | 845k | 230.82 | |
| Axon Enterprise (AXON) | 4.3 | $192M | 339k | 567.93 | |
| Alphabet Inc Class C cs (GOOG) | 4.2 | $187M | 596k | 313.80 | |
| MercadoLibre (MELI) | 4.1 | $184M | 92k | 2014.26 | |
| Microsoft Corporation (MSFT) | 3.4 | $152M | 314k | 483.62 | |
| Apple (AAPL) | 3.0 | $137M | 502k | 271.86 | |
| Advanced Micro Devices (AMD) | 2.6 | $118M | 551k | 214.16 | |
| Broadcom (AVGO) | 2.4 | $108M | 313k | 346.10 | |
| Snowflake Inc Cl A (SNOW) | 2.1 | $96M | 436k | 219.36 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 2.1 | $95M | 203k | 468.76 | |
| Servicenow (NOW) | 2.1 | $94M | 611k | 153.19 | |
| Uber Technologies (UBER) | 1.8 | $80M | 979k | 81.71 | |
| Alphabet Inc Class A cs (GOOGL) | 1.8 | $79M | 252k | 313.00 | |
| Micron Technology (MU) | 1.7 | $76M | 267k | 285.41 | |
| Rocket Lab Corp (RKLB) | 1.7 | $76M | 1.1M | 69.76 | |
| Natera (NTRA) | 1.6 | $74M | 324k | 229.09 | |
| Monolithic Power Systems (MPWR) | 1.6 | $74M | 81k | 906.36 | |
| Netflix (NFLX) | 1.6 | $73M | 773k | 93.76 | |
| Toast (TOST) | 1.5 | $66M | 1.9M | 35.51 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 1.2 | $56M | 347k | 162.01 | |
| Spotify Technology Sa (SPOT) | 1.2 | $55M | 95k | 580.71 | |
| Palo Alto Networks (PANW) | 1.2 | $53M | 289k | 184.20 | |
| Applovin Corp Class A (APP) | 1.2 | $53M | 78k | 673.82 | |
| Trade Desk (TTD) | 1.0 | $46M | 1.2M | 37.96 | |
| Quanta Services (PWR) | 1.0 | $43M | 103k | 422.06 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 0.9 | $42M | 618k | 68.22 | |
| Karman Hldgs (KRMN) | 0.9 | $40M | 540k | 73.17 | |
| Transmedics Group (TMDX) | 0.8 | $34M | 280k | 121.65 | |
| Veeva Sys Inc cl a (VEEV) | 0.7 | $33M | 150k | 223.23 | |
| Arista Networks (ANET) | 0.7 | $32M | 245k | 131.03 | |
| Insulet Corporation (PODD) | 0.7 | $32M | 113k | 284.24 | |
| Wingstop (WING) | 0.7 | $31M | 129k | 238.49 | |
| EXACT Sciences Corporation (EXAS) | 0.7 | $31M | 303k | 101.56 | |
| Oracle Corporation (ORCL) | 0.7 | $31M | 158k | 194.91 | |
| Samsara (IOT) | 0.7 | $31M | 864k | 35.45 | |
| Credo Technology Group Holding (CRDO) | 0.6 | $28M | 195k | 143.89 | |
| Datadog Inc Cl A (DDOG) | 0.6 | $26M | 193k | 135.99 | |
| Amphenol Corporation (APH) | 0.5 | $24M | 178k | 135.14 | |
| On Hldg (ONON) | 0.5 | $22M | 483k | 46.48 | |
| Qualcomm (QCOM) | 0.5 | $22M | 126k | 171.05 | |
| KLA-Tencor Corporation (KLAC) | 0.4 | $18M | 15k | 1215.08 | |
| Ares Management Corporation cl a com stk (ARES) | 0.4 | $18M | 112k | 161.63 | |
| Applied Materials (AMAT) | 0.4 | $18M | 70k | 256.99 | |
| Intuit (INTU) | 0.4 | $17M | 26k | 662.42 | |
| Visa (V) | 0.3 | $15M | 43k | 350.71 | |
| Caris Life Sciences (CAI) | 0.3 | $15M | 543k | 26.98 | |
| Asml Holding (ASML) | 0.3 | $14M | 13k | 1069.86 | |
| Dell Technologies (DELL) | 0.3 | $14M | 112k | 125.88 | |
| Booking Holdings (BKNG) | 0.3 | $13M | 2.4k | 5355.33 | |
| Mongodb Inc. Class A (MDB) | 0.3 | $13M | 30k | 419.69 | |
| Cadence Design Systems (CDNS) | 0.3 | $13M | 40k | 312.58 | |
| Arcutis Biotherapeutics (ARQT) | 0.3 | $12M | 418k | 29.04 | |
| Pinterest Inc Cl A (PINS) | 0.2 | $9.6M | 371k | 25.89 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $9.3M | 29k | 322.22 | |
| Costco Wholesale Corporation (COST) | 0.2 | $7.0M | 8.2k | 862.29 | |
| Draftkings (DKNG) | 0.1 | $6.6M | 190k | 34.46 | |
| Bloom Energy Corp (BE) | 0.1 | $6.5M | 75k | 86.89 | |
| Arm Holdings (ARM) | 0.1 | $6.1M | 56k | 109.31 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $5.7M | 26k | 217.06 | |
| Appfolio (APPF) | 0.1 | $5.5M | 24k | 232.65 | |
| Sportradar Group Ag Class A Ord (SRAD) | 0.1 | $5.4M | 229k | 23.77 | |
| Symbotic (SYM) | 0.1 | $5.3M | 89k | 59.50 | |
| Makemytrip Limited Mauritius (MMYT) | 0.1 | $5.2M | 64k | 82.12 | |
| Mirion Technologies Inc - US (MIR) | 0.1 | $5.2M | 221k | 23.42 | |
| Broadridge Financial Solutions (BR) | 0.1 | $5.1M | 23k | 223.17 | |
| Blackrock (BLK) | 0.1 | $4.9M | 4.6k | 1070.34 | |
| salesforce (CRM) | 0.1 | $4.6M | 17k | 264.91 | |
| ServiceTitan (TTAN) | 0.1 | $4.3M | 40k | 106.50 | |
| Progressive Corporation (PGR) | 0.1 | $4.0M | 18k | 227.72 | |
| Cintas Corporation (CTAS) | 0.1 | $3.9M | 21k | 188.07 | |
| Home Depot (HD) | 0.1 | $3.8M | 11k | 344.10 | |
| Reddit (RDDT) | 0.1 | $3.7M | 16k | 229.87 | |
| Yandex Nv-a (NBIS) | 0.1 | $3.5M | 42k | 83.70 | |
| Rivian Automotive Inc Class A (RIVN) | 0.1 | $3.5M | 177k | 19.71 | |
| Amgen (AMGN) | 0.1 | $3.3M | 10k | 327.31 | |
| Paccar (PCAR) | 0.1 | $3.1M | 29k | 109.51 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $2.7M | 3.9k | 681.84 | |
| Abbott Laboratories (ABT) | 0.1 | $2.7M | 21k | 125.29 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.5M | 16k | 154.14 | |
| Waste Management (WM) | 0.1 | $2.4M | 11k | 219.71 | |
| Paychex (PAYX) | 0.1 | $2.4M | 21k | 112.18 | |
| Johnson & Johnson (JNJ) | 0.1 | $2.3M | 11k | 206.95 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $1.8M | 15k | 125.82 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $1.8M | 10k | 173.53 | |
| Deere & Company (DE) | 0.0 | $1.8M | 3.8k | 465.57 | |
| Ecolab (ECL) | 0.0 | $1.6M | 6.1k | 262.52 | |
| Cisco Systems (CSCO) | 0.0 | $1.3M | 16k | 77.03 | |
| Tractor Supply Company (TSCO) | 0.0 | $907k | 18k | 50.01 | |
| Starbucks Corporation (SBUX) | 0.0 | $855k | 10k | 84.21 | |
| iShares FTSE KLD 400 Social Idx (DSI) | 0.0 | $783k | 6.1k | 128.83 | |
| Walt Disney Company (DIS) | 0.0 | $736k | 6.5k | 113.77 | |
| Nextera Energy (NEE) | 0.0 | $731k | 9.1k | 80.28 | |
| American Express Company (AXP) | 0.0 | $629k | 1.7k | 369.95 | |
| Planet Labs Pbc Com Cl A (PL) | 0.0 | $444k | 23k | 19.72 | |
| Abbvie (ABBV) | 0.0 | $439k | 1.9k | 228.49 | |
| Beta Bionics (BBNX) | 0.0 | $407k | 13k | 30.47 | |
| Xometry (XMTR) | 0.0 | $357k | 6.0k | 59.47 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $312k | 650.00 | 480.57 | |
| Kraken Robotics (KRKNF) | 0.0 | $273k | 59k | 4.67 | |
| Lgi Homes (LGIH) | 0.0 | $264k | 6.2k | 42.96 | |
| D.R. Horton (DHI) | 0.0 | $225k | 1.6k | 144.03 |
