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The Analysis of ZEVENBERGEN CAPITAL INVESTMENTS LLC's Holdings & P&L

Currently, ZEVENBERGEN CAPITAL INVESTMENTS LLC holds 109 types of securities in its portfolio with a total value $4.4B. In the most recent quarter, they have increased their positions in KLAC (+135.0K shares, valued at $40.7M), FIX (+14.4K shares, valued at $28.6M), MRVL (+89.7K shares, valued at $26.7M); decreased their positions in AMD (-148.1K shares, valued at $86.1M), N/A (-170.3K shares, valued at $34.1M), N/A (-1.7M shares, valued at $31.3M); initiated new positions in FIX (+14.4K shares, valued at $28.6M), MRVL (+89.7K shares, valued at $26.7M), N/A (+97.7K shares, valued at $16.7M).

1M P&L

+23.3M+1.04%

3M P&L

-526.6M-18.92%

HY P&L

+90.1M+4.16%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors811.3M

35.3%

2Software - Infrastructure322.2M

14.0%

3Internet Content & Information147.9M

6.4%

Top Industries by Stock Count

1Semiconductors9 stocks

14.1%

2Software - Application6 stocks

9.4%

3Software - Infrastructure6 stocks

9.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVIDIA Corporation NVIDIA Corporation1.8M shares-8.62%2026-06-302026-07-16

AMD Advanced Micro Devices, Inc.411.6K shares-26.47%2026-06-302026-07-16

Tesla, Inc. Tesla, Inc.534.1K shares-0.57%2026-06-302026-07-16

MU Micron Technology, Inc.174.0K shares-9.37%2026-06-302026-07-16

Alphabet Inc. Class C Alphabet Inc. Class C546.6K shares0.02%2026-06-302026-07-16

Axon Enterprise, Inc. Axon Enterprise, Inc.302.2K shares4.84%2026-06-302026-07-16

AMZN Amazon.com, Inc.618.3K shares-2.36%2026-06-302026-07-16

AAPL Apple Inc.504.2K shares0.47%2026-06-302026-07-16

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Shopify Inc. Shopify Inc.1.2M shares-9.58%2026-06-302026-07-16

META Meta Platforms, Inc.220.4K shares-2.04%2026-06-302026-07-16

AVGO Broadcom Inc.319.1K shares2.11%2026-06-302026-07-16

MSFT Microsoft Corporation312.4K shares-0.64%2026-06-302026-07-16

MercadoLibre, Inc. MercadoLibre, Inc.67.4K shares-5.95%2026-06-302026-07-16

MPWR Monolithic Power Systems, Inc.78.6K shares-4.04%2026-06-302026-07-16

Credo Technology Group Holding Credo Technology Group Holding399.3K shares-0.91%2026-06-302026-07-16

CRWD CrowdStrike Holdings, Inc.139.1K shares-5.43%2026-06-302026-07-16

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RKLB Rocket Lab Corporation1.0M shares-1.95%2026-06-302026-07-16

Vertiv Holdings Co. Vertiv Holdings Co.280.0K shares-6.66%2026-06-302026-07-16

Snowflake Inc. Snowflake Inc.368.3K shares-14.96%2026-06-302026-07-16

Alphabet Inc. Class A Alphabet Inc. Class A223.2K shares-1.58%2026-06-302026-07-16

PWR Quanta Services, Inc.99.6K shares-0.58%2026-06-302026-07-16

NTRA Natera, Inc.254.5K shares-2.65%2026-06-302026-07-16

Applied Materials, Inc. Applied Materials, Inc.78.8K shares0.00%2026-06-302026-07-16

TOST Toast, Inc.2.0M shares12.25%2026-06-302026-07-16

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TSM Taiwan Semiconductor Mfg Ltd108.7K shares60.87%2026-06-302026-07-16

Schwab Cap Tr Schwab Cap Tr2.5M shares-40.67%2026-06-302026-07-16

KLAC KLA Corporation150.0K shares900.00%2026-06-302026-07-16

Dell Technologies Inc. Dell Technologies Inc.104.2K shares0.39%2026-06-302026-07-16

KRMN Karman Holdings Inc.874.6K shares39.62%2026-06-302026-07-16

ANET Arista Networks Inc253.9K shares0.00%2026-06-302026-07-16

Datadog, Inc. Datadog, Inc.160.1K shares-2.38%2026-06-302026-07-16

APP AppLovin Corporation, Class A80.6K shares-5.43%2026-06-302026-07-16

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NFLX Netflix, Inc.581.3K shares-4.43%2026-06-302026-07-16

Uber Technologies, Inc. Uber Technologies, Inc.573.8K shares-26.54%2026-06-302026-07-16

PANW Palo Alto Networks, Inc.93.9K shares-1.07%2026-06-302026-07-16

Coherent Corp. Coherent Corp.79.8K shares439.03%2026-06-302026-07-16

APH Amphenol Corporation176.0K shares-1.07%2026-06-302026-07-16

FIX Comfort Systems USA, Inc.14.4K sharesnew addition2026-06-302026-07-16

Samsara Inc. Samsara Inc.832.2K shares14.94%2026-06-302026-07-16

MRVL Marvell Technology, Inc.89.7K sharesnew addition2026-06-302026-07-16

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ASML Holding N.V. ASML Holding N.V.13.2K shares0.00%2026-06-302026-07-16

V Visa Inc.76.3K shares15.14%2026-06-302026-07-16

CDNS Cadence Design Systems, Inc.65.0K shares0.00%2026-06-302026-07-16

SPOT Spotify Technology S.A.51.6K shares-33.33%2026-06-302026-07-16

nLIGHT, Inc. nLIGHT, Inc.336.0K shares17.68%2026-06-302026-07-16

ARM Arm Holdings Plc61.0K shares6.77%2026-06-302026-07-16

QCOM QUALCOMM Incorporated116.0K shares-7.60%2026-06-302026-07-16

Seagate Technology Holdings PL Seagate Technology Holdings PL22.1K shares19.46%2026-06-302026-07-16

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SharkNinja, Inc. SharkNinja, Inc.139.7K shares17.70%2026-06-302026-07-16

NXPI NXP Semiconductors N.V.73.1K shares0.00%2026-06-302026-07-16

TransMedics Group, Inc. TransMedics Group, Inc.308.4K shares7.63%2026-06-302026-07-16

VEEV Veeva Systems Inc.111.5K shares-4.44%2026-06-302026-07-16

Space Exploration Technologies Space Exploration Technologies97.7K sharesnew addition2026-06-302026-07-16

CAI Caris Life Sciences, Inc.802.1K shares31.44%2026-06-302026-07-16

PODD Insulet Corporation88.6K shares-36.44%2026-06-302026-07-16

On Holding AG On Holding AG377.5K shares-6.36%2026-06-302026-07-16

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Xometry, Inc. Xometry, Inc.138.3K shares1696.43%2026-06-302026-07-16

NOW ServiceNow, Inc.120.4K shares-66.19%2026-06-302026-07-16

MongoDB, Inc. MongoDB, Inc.33.2K shares0.00%2026-06-302026-07-16

IONQ IonQ, Inc.200.0K sharesnew addition2026-06-302026-07-16

ORCL Oracle Corporation65.4K shares-31.21%2026-06-302026-07-16

BE Bloom Energy Corporation31.6K shares-9.94%2026-06-302026-07-16

JPM JPMorgan Chase & Co.28.6K shares-1.28%2026-06-302026-07-16

APPF AppFolio, Inc.57.3K shares49.61%2026-06-302026-07-16

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TTAN ServiceTitan, Inc. Class A121.9K shares166.10%2026-06-302026-07-16

COST Costco Wholesale Corporation8.2K shares-0.55%2026-06-302026-07-16

Mirion Technologies, Inc. Mirion Technologies, Inc.400.3K shares22.68%2026-06-302026-07-16

Nebius Group N.V. Nebius Group N.V.22.5K shares-4.86%2026-06-302026-07-16

Amprius Technologies, Inc. Amprius Technologies, Inc.381.4K shares61.02%2026-06-302026-07-16

BlackRock, Inc. BlackRock, Inc.4.7K shares1.98%2026-06-302026-07-16

Booking Holdings Inc. Booking Holdings Inc.25.5K shares2150.44%2026-06-302026-07-16

HD The Home Depot, Inc.10.5K shares-5.97%2026-06-302026-07-16

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PGR The Progressive Corporation16.9K shares-4.18%2026-06-302026-07-16

AMGN Amgen Inc.10.0K shares-0.10%2026-06-302026-07-16

PCAR PACCAR Inc29.4K shares1.30%2026-06-302026-07-16

CTAS Cintas Corporation20.2K shares-4.26%2026-06-302026-07-16

DraftKings Inc. DraftKings Inc.116.5K shares0.00%2026-06-302026-07-16

SPY State Street Spdr S&P 500 ETF3.9K shares24.99%2026-06-302026-07-16

DE Deere & Company4.5K shares1.71%2026-06-302026-07-16

JNJ Johnson & Johnson11.1K shares-0.31%2026-06-302026-07-16

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Reddit, Inc. Class A Reddit, Inc. Class A15.2K shares-0.39%2026-06-302026-07-16

RBRK Rubrik, Inc.31.0K shares0.40%2026-06-302026-07-16

WM Waste Management, Inc.11.2K shares0.00%2026-06-302026-07-16

Quest Diagnostics Incorporated Quest Diagnostics Incorporated11.3K shares2.17%2026-06-302026-07-16

Kraken Robotics Inc Kraken Robotics Inc506.8K shares23.57%2026-06-302026-07-16

NEE Nextera Energy, Inc.25.1K shares99.50%2026-06-302026-07-16

Contemporary Amperex Technolog Contemporary Amperex Technolog96.0K sharesnew addition2026-06-302026-07-16

Symbotic Inc. Symbotic Inc.44.8K shares-5.58%2026-06-302026-07-16

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CSCO Cisco Systems, Inc.16.1K shares-1.98%2026-06-302026-07-16

Blackstone Inc. Blackstone Inc.14.8K shares-6.14%2026-06-302026-07-16

ECL Ecolab Inc.6.3K shares0.32%2026-06-302026-07-16

ABT Abbott Laboratories19.1K shares-12.47%2026-06-302026-07-16

Rivian Automotive, Inc. Rivian Automotive, Inc.96.3K shares-7.32%2026-06-302026-07-16

VMC Vulcan Materials Company5.6K shares-10.85%2026-06-302026-07-16

SBUX Starbucks Corporation10.4K shares-0.76%2026-06-302026-07-16

DSI iShares MSCI KLD 400 Social6.1K shares0.00%2026-06-302026-07-16

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ROL Rollins, Inc.14.6K sharesnew addition2026-06-302026-07-16

AXP American Express Company1.6K shares-5.88%2026-06-302026-07-16

DIS The Walt Disney Company5.4K shares-16.74%2026-06-302026-07-16

ABBV AbbVie Inc.1.9K shares0.00%2026-06-302026-07-16

LGI HOMES, INC. LGI HOMES, INC.6.2K shares0.00%2026-06-302026-07-16

NAVN Navan, Inc. Class A16.7K sharesnew addition2026-06-302026-07-16

Spdr Dow Jones Indl Average Ut Spdr Dow Jones Indl Average Ut650 shares0.00%2026-06-302026-07-16

WING Wingstop Inc.1.9K shares-98.05%2026-06-302026-07-16

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Broadridge Financial Solutions Broadridge Financial Solutions2.0K shares-5.36%2026-06-302026-07-16

TSCO Tractor Supply Company8.4K shares-53.88%2026-06-302026-07-16

D. R. Horton, Inc. D. R. Horton, Inc.1.6K shares0.00%2026-06-302026-07-16

Merck & Co., Inc. Merck & Co., Inc.1.6K sharesnew addition2026-06-302026-07-16

Carlsmed, Inc. Carlsmed, Inc.11.9K sharesnew addition2026-06-302026-07-16

NVIDIA Corporation

-8.62%

Shares1.8M

Event2026-06-30

Filed2026-07-16

AMD

Advanced Micro Devices, Inc.

-26.47%

Shares411.6K

Event2026-06-30

Filed2026-07-16

Tesla, Inc.

-0.57%

Shares534.1K

Event2026-06-30

Filed2026-07-16

Micron Technology, Inc.

-9.37%

Shares174.0K

Event2026-06-30

Filed2026-07-16

Alphabet Inc. Class C

0.02%

Shares546.6K

Event2026-06-30

Filed2026-07-16

Axon Enterprise, Inc.

4.84%

Shares302.2K

Event2026-06-30

Filed2026-07-16

AMZN

Amazon.com, Inc.

-2.36%

Shares618.3K

Event2026-06-30

Filed2026-07-16

AAPL

Apple Inc.

0.47%

Shares504.2K

Event2026-06-30

Filed2026-07-16

Shopify Inc.

-9.58%

Shares1.2M

Event2026-06-30

Filed2026-07-16