Zevenbergen Capital Investments Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.48B
Q ending 2026-03-31
Prior quarter
$4.50B
Q ending 2025-12-31
Change
-22.7% QoQ · -15.2% YoY
Positions
110
reported holdings
Largest positions
Top 100 of 110 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | Shares | $344.6M | 2.0M | |
| Tesla, Inc. | Shares | $199.7M | 537K | |
| Alphabet Inc. Class C | Shares | $156.8M | 546K | |
| Shopify Inc. | Shares | $155.3M | 1.3M | |
| Amazon.Com, Inc. | AMZN | Shares | $131.9M | 633K |
| Meta Platforms, Inc. | Shares | $128.7M | 225K | |
| Apple Inc. | AAPL | Shares | $127.4M | 502K |
| Mercadolibre, Inc. | Shares | $123.8M | 72K | |
| Axon Enterprise, Inc. | Shares | $122.4M | 288K | |
| Microsoft Corporation | MSFT | Shares | $116.4M | 314K |
| Advanced Micro Devices, Inc. | AMD | Shares | $113.9M | 560K |
| Broadcom Inc. | Shares | $96.7M | 313K | |
| Monolithic Power Systems, Inc. | MPWR | Shares | $89.6M | 82K |
| Vertiv Holdings Co | Shares | $75.2M | 300K | |
| Schwab Cap Tr | SWTSX | Shares | $66.5M | 4.2M |
| Rocket Lab Corporation | RKLB | Shares | $65.8M | 1.0M |
| Snowflake Inc. | SNOW | Shares | $65.3M | 433K |
| Alphabet Inc. Class A | Shares | $65.2M | 227K | |
| Micron Technology, Inc. | MU | Shares | $64.8M | 192K |
| Netflix, Inc. | Shares | $58.5M | 608K | |
| Crowdstrike Holdings, Inc. | Shares | $57.4M | 147K | |
| Uber Technologies, Inc. | Shares | $56.2M | 781K | |
| Quanta Services, Inc. | Shares | $55.0M | 100K | |
| Natera, Inc. | NTRA | Shares | $52.3M | 261K |
| Karman Holdings Inc. | KRMN | Shares | $50.1M | 626K |
| Toast, Inc. | TOST | Shares | $47.0M | 1.8M |
| Credo Technology Group Holding | Shares | $37.8M | 403K | |
| Spotify Technology S.A. | Shares | $37.5M | 77K | |
| Servicenow, Inc. | Shares | $37.2M | 356K | |
| Applovin Corporation, Class A | Shares | $33.9M | 85K | |
| Arista Networks Inc | ANET | Shares | $31.2M | 254K |
| Insulet Corporation | Shares | $29.3M | 139K | |
| Transmedics Group, Inc. | Shares | $28.5M | 287K | |
| Cashmere Valley Bank | Shares | $27.7M | 370K | |
| Applied Materials, Inc. | AMAT | Shares | $26.9M | 79K |
| Samsara Inc. | Shares | $22.9M | 724K | |
| Taiwan Semiconductor Mfg Ltd | TSM | Shares | $22.8M | 68K |
| Amphenol Corporation | APH | Shares | $22.5M | 178K |
| Kla Corporation | KLAC | Shares | $22.1M | 15K |
| Veeva Systems Inc. | VEEV | Shares | $20.5M | 117K |
| Visa Inc. | Shares | $20.0M | 66K | |
| Datadog, Inc. | Shares | $19.4M | 164K | |
| Cadence Design Systems, Inc. | CDNS | Shares | $18.1M | 65K |
| Asml Holding N.V. | Shares | $17.5M | 13K | |
| Dell Technologies Inc. | Shares | $17.0M | 104K | |
| Nlight, Inc. | Shares | $16.3M | 286K | |
| Qualcomm Incorporated | QCOM | Shares | $16.2M | 126K |
| Wingstop Inc. | WING | Shares | $15.5M | 100K |
| Palo Alto Networks, Inc. | PANW | Shares | $15.2M | 95K |
| Nxp Semiconductors N.V. | Shares | $14.4M | 73K | |
| Oracle Corporation | Shares | $14.0M | 95K | |
| On Holding Ag | Shares | $13.7M | 403K | |
| Sharkninja, Inc. | Shares | $12.6M | 119K | |
| Intuit Inc. | INTU | Shares | $11.0M | 25K |
| Caris Life Sciences, Inc. | CAI | Shares | $10.9M | 610K |
| Arm Holdings Plc | ARM | Shares | $8.6M | 57K |
| Jpmorgan Chase & Co. | Shares | $8.5M | 29K | |
| Arcutis Biotherapeutics, Inc. | Shares | $8.4M | 357K | |
| Costco Wholesale Corporation | Shares | $8.2M | 8K | |
| Mongodb, Inc. | Shares | $8.1M | 33K | |
| Seagate Technology Holdings Pl | Shares | $7.2M | 19K | |
| Mirion Technologies, Inc. | Shares | $6.1M | 326K | |
| Appfolio, Inc. | Shares | $6.0M | 38K | |
| Zillow Group, Inc. Class C | Shares | $5.4M | 130K | |
| Booking Holdings Inc. | Shares | $4.8M | 1K | |
| Bloom Energy Corporation | BE | Shares | $4.8M | 35K |
| Blackrock, Inc. | Shares | $4.5M | 5K | |
| Amprius Technologies, Inc. | Shares | $4.0M | 237K | |
| Sportradar Group Ag | Shares | $3.8M | 229K | |
| The Home Depot, Inc. | HD | Shares | $3.7M | 11K |
| Cintas Corporation | CTAS | Shares | $3.6M | 21K |
| Coherent Corp. | Shares | $3.5M | 15K | |
| Amgen Inc. | AMGN | Shares | $3.5M | 10K |
| The Progressive Corporation | PGR | Shares | $3.5M | 18K |
| Paccar Inc | PCAR | Shares | $3.4M | 29K |
| Servicetitan, Inc. Class A | Shares | $2.9M | 46K | |
| Johnson & Johnson | JNJ | Shares | $2.7M | 11K |
| Waste Management, Inc. | Shares | $2.6M | 11K | |
| Symbotic Inc. | Shares | $2.5M | 47K | |
| Draftkings Inc. | Shares | $2.5M | 117K | |
| Deere & Company | DE | Shares | $2.5M | 4K |
| Nebius Group N.V. | Shares | $2.5M | 24K | |
| Kraken Robotics Inc | Shares | $2.4M | 410K | |
| Abbott Laboratories | ABT | Shares | $2.2M | 22K |
| Quest Diagnostics Incorporated | Shares | $2.2M | 11K | |
| Reddit, Inc. Class A | Shares | $2.1M | 15K | |
| State Street Spdr S&P 500 Etf | Shares | $2.0M | 3K | |
| Blackstone Inc. | Shares | $1.8M | 16K | |
| Vulcan Materials Company | VMC | Shares | $1.7M | 6K |
| Ecolab Inc. | ECL | Shares | $1.7M | 6K |
| Rivian Automotive, Inc. | Shares | $1.6M | 104K | |
| Rubrik, Inc. | RBRK | Shares | $1.5M | 31K |
| Zoetis Inc. | Shares | $1.5M | 12K | |
| Makemytrip Limited | Shares | $1.4M | 37K | |
| Cisco Systems, Inc. | Shares | $1.3M | 16K | |
| Nextera Energy, Inc. | Shares | $1.2M | 13K | |
| Starbucks Corporation | SBUX | Shares | $942K | 11K |
| Tractor Supply Company | TSCO | Shares | $826K | 18K |
| Ishares Msci Kld 400 Social | DSI | Shares | $736K | 6K |
| The Walt Disney Company | DIS | Shares | $628K | 7K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.