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