Sponsored
The Analysis of ZEVENBERGEN CAPITAL INVESTMENTS LLC's Holdings & P&L
Currently, ZEVENBERGEN CAPITAL INVESTMENTS LLC holds 110 types of securities in its portfolio with a total value $3.5B. In the most recent quarter, they have increased their positions in N/A (+4.2M shares, valued at $66.5M), N/A (+370.1K shares, valued at $27.7M), TSM (+67.5K shares, valued at $22.8M); decreased their positions in N/A (-380.0K shares, valued at $66.3M), N/A (-107.3K shares, valued at $61.4M), N/A (-156.9K shares, valued at $58.3M); initiated new positions in N/A (+4.2M shares, valued at $66.5M), N/A (+370.1K shares, valued at $27.7M), TSM (+67.5K shares, valued at $22.8M).
1M P&L
+198.5M+12.72%
3M P&L
+370.6M+26.70%
HY P&L
+405.2M+29.93%
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
1Semiconductors315.9M
28.5%
2Software - Infrastructure180.2M
16.3%
3Internet Retail131.9M
11.9%
Top Industries by Stock Count
1Semiconductors6 stocks
15.4%
2Software - Infrastructure4 stocks
10.3%
3Software - Application3 stocks
7.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Credo Technology Group Holding Credo Technology Group Holding403.0K shares106.39%2026-03-312026-04-09
Sponsored
Sponsored
Sponsored
Sponsored
Seagate Technology Holdings PL Seagate Technology Holdings PL18.5K sharesnew addition2026-03-312026-04-09
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
NVIDIA Corporation
-16.13%NVIDIA Corporation
Shares2.0M
Event2026-03-31
Filed2026-04-09
Tesla, Inc.
-22.61%Tesla, Inc.
Shares537.2K
Event2026-03-31
Filed2026-04-09
Alphabet Inc. Class C
-8.26%Alphabet Inc. Class C
Shares546.5K
Event2026-03-31
Filed2026-04-09
Shopify Inc.
-21.83%Shopify Inc.
Shares1.3M
Event2026-03-31
Filed2026-04-09
AMZN
-25.09%Amazon.com, Inc.
Shares633.3K
Event2026-03-31
Filed2026-04-09
Meta Platforms, Inc.
-32.28%Meta Platforms, Inc.
Shares225.0K
Event2026-03-31
Filed2026-04-09
AAPL
-0.02%Apple Inc.
Shares501.8K
Event2026-03-31
Filed2026-04-09
MercadoLibre, Inc.
-21.75%MercadoLibre, Inc.
Shares71.6K
Event2026-03-31
Filed2026-04-09
Axon Enterprise, Inc.
-14.90%Axon Enterprise, Inc.
Shares288.2K
Event2026-03-31
Filed2026-04-09
MSFT
0.02%Microsoft Corporation
Shares314.4K
Event2026-03-31
Filed2026-04-09
AMD
1.68%Advanced Micro Devices, Inc.
Shares559.7K
Event2026-03-31
Filed2026-04-09
Broadcom Inc.
0.00%Broadcom Inc.
Shares312.6K
Event2026-03-31
Filed2026-04-09
MPWR
0.65%Monolithic Power Systems, Inc.
Shares81.9K
Event2026-03-31
Filed2026-04-09
Vertiv Holdings Co
-13.45%Vertiv Holdings Co
Shares300.0K
Event2026-03-31
Filed2026-04-09
Schwab Cap Tr
NewSchwab Cap Tr
Shares4.2M
Event2026-03-31
Filed2026-04-09
Rocket Lab Corporation
-6.03%Rocket Lab Corporation
Shares1.0M
Event2026-03-31
Filed2026-04-09
SNOW
-0.57%Snowflake Inc.
Shares433.1K
Event2026-03-31
Filed2026-04-09
Alphabet Inc. Class A
-9.88%Alphabet Inc. Class A
Shares226.8K
Event2026-03-31
Filed2026-04-09
MU
-28.07%Micron Technology, Inc.
Shares191.9K
Event2026-03-31
Filed2026-04-09
Netflix, Inc.
-21.33%Netflix, Inc.
Shares608.3K
Event2026-03-31
Filed2026-04-09
CrowdStrike Holdings, Inc.
-27.58%CrowdStrike Holdings, Inc.
Shares147.1K
Event2026-03-31
Filed2026-04-09
Uber Technologies, Inc.
-20.24%Uber Technologies, Inc.
Shares781.2K
Event2026-03-31
Filed2026-04-09
Quanta Services, Inc.
-2.65%Quanta Services, Inc.
Shares100.2K
Event2026-03-31
Filed2026-04-09
NTRA
-19.19%Natera, Inc.
Shares261.5K
Event2026-03-31
Filed2026-04-09
KRMN
16.08%Karman Holdings Inc.
Shares626.4K
Event2026-03-31
Filed2026-04-09
TOST
-4.34%Toast, Inc.
Shares1.8M
Event2026-03-31
Filed2026-04-09
Credo Technology Group Holding
106.39%Credo Technology Group Holding
Shares403.0K
Event2026-03-31
Filed2026-04-09
Spotify Technology S.A.
-18.55%Spotify Technology S.A.
Shares77.4K
Event2026-03-31
Filed2026-04-09
ServiceNow, Inc.
-41.72%ServiceNow, Inc.
Shares356.0K
Event2026-03-31
Filed2026-04-09
AppLovin Corporation, Class A
9.01%AppLovin Corporation, Class A
Shares85.2K
Event2026-03-31
Filed2026-04-09
Arista Networks Inc
3.46%Arista Networks Inc
Shares253.9K
Event2026-03-31
Filed2026-04-09
Insulet Corporation
23.28%Insulet Corporation
Shares139.4K
Event2026-03-31
Filed2026-04-09
TransMedics Group, Inc.
2.26%TransMedics Group, Inc.
Shares286.5K
Event2026-03-31
Filed2026-04-09
Cashmere Valley Bank
NewCashmere Valley Bank
Shares370.1K
Event2026-03-31
Filed2026-04-09
AMAT
12.57%Applied Materials, Inc.
Shares78.8K
Event2026-03-31
Filed2026-04-09
Samsara Inc.
-16.16%Samsara Inc.
Shares724.0K
Event2026-03-31
Filed2026-04-09
TSM
NewTaiwan Semiconductor Mfg Ltd
Shares67.5K
Event2026-03-31
Filed2026-04-09
APH
0.00%Amphenol Corporation
Shares177.9K
Event2026-03-31
Filed2026-04-09
KLAC
0.00%KLA Corporation
Shares15.0K
Event2026-03-31
Filed2026-04-09
VEEV
-22.01%Veeva Systems Inc.
Shares116.7K
Event2026-03-31
Filed2026-04-09
Visa Inc.
53.62%Visa Inc.
Shares66.3K
Event2026-03-31
Filed2026-04-09
Datadog, Inc.
-14.90%Datadog, Inc.
Shares164.0K
Event2026-03-31
Filed2026-04-09
CDNS
62.26%Cadence Design Systems, Inc.
Shares65.0K
Event2026-03-31
Filed2026-04-09
ASML Holding N.V.
0.00%ASML Holding N.V.
Shares13.2K
Event2026-03-31
Filed2026-04-09
Dell Technologies Inc.
-7.22%Dell Technologies Inc.
Shares103.8K
Event2026-03-31
Filed2026-04-09
nLIGHT, Inc.
NewnLIGHT, Inc.
Shares285.6K
Event2026-03-31
Filed2026-04-09
QCOM
-0.11%QUALCOMM Incorporated
Shares125.5K
Event2026-03-31
Filed2026-04-09
WING
-22.62%Wingstop Inc.
Shares99.9K
Event2026-03-31
Filed2026-04-09
PANW
-67.18%Palo Alto Networks, Inc.
Shares94.9K
Event2026-03-31
Filed2026-04-09
NXP Semiconductors N.V.
176.89%NXP Semiconductors N.V.
Shares73.1K
Event2026-03-31
Filed2026-04-09
Oracle Corporation
-39.75%Oracle Corporation
Shares95.0K
Event2026-03-31
Filed2026-04-09
On Holding AG
-16.48%On Holding AG
Shares403.1K
Event2026-03-31
Filed2026-04-09
SharkNinja, Inc.
NewSharkNinja, Inc.
Shares118.7K
Event2026-03-31
Filed2026-04-09
INTU
-1.30%Intuit Inc.
Shares25.4K
Event2026-03-31
Filed2026-04-09
CAI
12.34%Caris Life Sciences, Inc.
Shares610.2K
Event2026-03-31
Filed2026-04-09
ARM
2.53%Arm Holdings Plc
Shares57.1K
Event2026-03-31
Filed2026-04-09
JPMorgan Chase & Co.
0.85%JPMorgan Chase & Co.
Shares29.0K
Event2026-03-31
Filed2026-04-09
Arcutis Biotherapeutics, Inc.
-14.48%Arcutis Biotherapeutics, Inc.
Shares357.5K
Event2026-03-31
Filed2026-04-09
Costco Wholesale Corporation
1.04%Costco Wholesale Corporation
Shares8.2K
Event2026-03-31
Filed2026-04-09
MongoDB, Inc.
10.67%MongoDB, Inc.
Shares33.2K
Event2026-03-31
Filed2026-04-09
Seagate Technology Holdings PL
NewSeagate Technology Holdings PL
Shares18.5K
Event2026-03-31
Filed2026-04-09
Mirion Technologies, Inc.
47.45%Mirion Technologies, Inc.
Shares326.3K
Event2026-03-31
Filed2026-04-09
AppFolio, Inc.
60.92%AppFolio, Inc.
Shares38.3K
Event2026-03-31
Filed2026-04-09
Zillow Group, Inc. Class C
-78.89%Zillow Group, Inc. Class C
Shares130.4K
Event2026-03-31
Filed2026-04-09
Booking Holdings Inc.
-52.93%Booking Holdings Inc.
Shares1.1K
Event2026-03-31
Filed2026-04-09
BE
-53.47%Bloom Energy Corporation
Shares35.1K
Event2026-03-31
Filed2026-04-09
BlackRock, Inc.
0.94%BlackRock, Inc.
Shares4.6K
Event2026-03-31
Filed2026-04-09
Amprius Technologies, Inc.
NewAmprius Technologies, Inc.
Shares236.9K
Event2026-03-31
Filed2026-04-09
Sportradar Group Ag
0.00%Sportradar Group Ag
Shares228.6K
Event2026-03-31
Filed2026-04-09
HD
1.37%The Home Depot, Inc.
Shares11.1K
Event2026-03-31
Filed2026-04-09
CTAS
1.29%Cintas Corporation
Shares21.1K
Event2026-03-31
Filed2026-04-09
Coherent Corp.
NewCoherent Corp.
Shares14.8K
Event2026-03-31
Filed2026-04-09
AMGN
0.40%Amgen Inc.
Shares10.0K
Event2026-03-31
Filed2026-04-09
PGR
-0.62%The Progressive Corporation
Shares17.6K
Event2026-03-31
Filed2026-04-09
PCAR
1.49%PACCAR Inc
Shares29.0K
Event2026-03-31
Filed2026-04-09
ServiceTitan, Inc. Class A
13.93%ServiceTitan, Inc. Class A
Shares45.8K
Event2026-03-31
Filed2026-04-09
JNJ
1.82%Johnson & Johnson
Shares11.2K
Event2026-03-31
Filed2026-04-09
Waste Management, Inc.
2.53%Waste Management, Inc.
Shares11.2K
Event2026-03-31
Filed2026-04-09
Symbotic Inc.
-46.54%Symbotic Inc.
Shares47.5K
Event2026-03-31
Filed2026-04-09
DraftKings Inc.
-38.76%DraftKings Inc.
Shares116.5K
Event2026-03-31
Filed2026-04-09
DE
15.98%Deere & Company
Shares4.4K
Event2026-03-31
Filed2026-04-09
Nebius Group N.V.
-44.02%Nebius Group N.V.
Shares23.6K
Event2026-03-31
Filed2026-04-09
Kraken Robotics Inc
601.07%Kraken Robotics Inc
Shares410.1K
Event2026-03-31
Filed2026-04-09
ABT
1.94%Abbott Laboratories
Shares21.8K
Event2026-03-31
Filed2026-04-09
Quest Diagnostics Incorporated
6.29%Quest Diagnostics Incorporated
Shares11.1K
Event2026-03-31
Filed2026-04-09
Reddit, Inc. Class A
-4.67%Reddit, Inc. Class A
Shares15.3K
Event2026-03-31
Filed2026-04-09
State Street Spdr S&P 500 ETF
-19.95%State Street Spdr S&P 500 ETF
Shares3.1K
Event2026-03-31
Filed2026-04-09
Blackstone Inc.
-2.38%Blackstone Inc.
Shares15.8K
Event2026-03-31
Filed2026-04-09
VMC
NewVulcan Materials Company
Shares6.3K
Event2026-03-31
Filed2026-04-09
ECL
2.64%Ecolab Inc.
Shares6.2K
Event2026-03-31
Filed2026-04-09
Rivian Automotive, Inc.
-41.38%Rivian Automotive, Inc.
Shares103.9K
Event2026-03-31
Filed2026-04-09
RBRK
NewRubrik, Inc.
Shares30.9K
Event2026-03-31
Filed2026-04-09
Zoetis Inc.
-14.61%Zoetis Inc.
Shares12.4K
Event2026-03-31
Filed2026-04-09
Makemytrip Limited
-42.49%Makemytrip Limited
Shares36.7K
Event2026-03-31
Filed2026-04-09
Cisco Systems, Inc.
0.64%Cisco Systems, Inc.
Shares16.4K
Event2026-03-31
Filed2026-04-09
Nextera Energy, Inc.
37.99%Nextera Energy, Inc.
Shares12.6K
Event2026-03-31
Filed2026-04-09
SBUX
3.55%Starbucks Corporation
Shares10.5K
Event2026-03-31
Filed2026-04-09
TSCO
0.63%Tractor Supply Company
Shares18.2K
Event2026-03-31
Filed2026-04-09
DSI
0.00%iShares MSCI KLD 400 Social
Shares6.1K
Event2026-03-31
Filed2026-04-09
DIS
0.62%The Walt Disney Company
Shares6.5K
Event2026-03-31
Filed2026-04-09
AXP
0.00%American Express Company
Shares1.7K
Event2026-03-31
Filed2026-04-09
The Trade Desk, Inc.
-98.34%The Trade Desk, Inc.
Shares20.2K
Event2026-03-31
Filed2026-04-09
AbbVie Inc.
0.00%AbbVie Inc.
Shares1.9K
Event2026-03-31
Filed2026-04-09
Planet Labs PBC
-41.78%Planet Labs PBC
Shares13.1K
Event2026-03-31
Filed2026-04-09
Broadridge Financial Solutions
-90.69%Broadridge Financial Solutions
Shares2.1K
Event2026-03-31
Filed2026-04-09
Xometry, Inc.
28.33%Xometry, Inc.
Shares7.7K
Event2026-03-31
Filed2026-04-09
Spdr Dow Jones Indl Average Ut
0.00%Spdr Dow Jones Indl Average Ut
Shares650
Event2026-03-31
Filed2026-04-09
LGI HOMES, INC.
0.00%LGI HOMES, INC.
Shares6.2K
Event2026-03-31
Filed2026-04-09
Ares Management Corporation
-98.05%Ares Management Corporation
Shares2.2K
Event2026-03-31
Filed2026-04-09
D. R. Horton, Inc.
0.00%D. R. Horton, Inc.
Shares1.6K
Event2026-03-31
Filed2026-04-09
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available