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ZEVENBERGEN CAPITAL INVESTMENTS LLC 13F holdings

Filed 2026-07-16 · ZEVENBERGEN CAPITAL INVESTMENTS LLC · 185 positions · $4.4B

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TickerCompanySharesValue% of portfolio
GOOGAlphabet Inc. Class C539.1K$190.5M4.4%
MUMicron Technology, Inc.162.7K$187.8M4.3%
NVDANVIDIA Corporation850.5K$170.2M3.9%
NVDANVIDIA Corporation804.5K$161.0M3.7%
TSLATesla, Inc.372.7K$156.8M3.6%
AAPLApple Inc.458.8K$132.8M3.0%
AVGOBroadcom Inc.315.7K$119.3M2.7%
AMDAdvanced Micro Devices, Inc.196.9K$114.4M2.6%
AXONAxon Enterprise, Inc.195.7K$109.7M2.5%
MSFTMicrosoft Corporation274.4K$102.4M2.3%
AMDAdvanced Micro Devices, Inc.166.0K$96.4M2.2%
AMZNAmazon.com, Inc.377.1K$89.9M2.1%
SHOPShopify Inc.766.4K$87.5M2.0%
MELIMercadoLibre, Inc.51.0K$86.5M2.0%
METAMeta Platforms, Inc.134.9K$76.0M1.7%
RKLBRocket Lab Corporation735.6K$74.8M1.7%
CRDOCredo Technology Group Holding260.4K$70.8M1.6%
GOOGLAlphabet Inc. Class A180.5K$64.5M1.5%
PWRQuanta Services, Inc.79.5K$57.2M1.3%
AMATApplied Materials, Inc.78.8K$57.0M1.3%
VRTVertiv Holdings Co.167.6K$56.1M1.3%
NTRANatera, Inc.206.0K$55.9M1.3%
CRWDCrowdStrike Holdings, Inc.72.5K$55.3M1.3%
MPWRMonolithic Power Systems, Inc.39.7K$54.9M1.3%
SNOWSnowflake Inc.208.1K$53.0M1.2%
—Schwab Cap Tr2.5M$45.7M1.0%
KLACKLA Corporation150.0K$45.3M1.0%
ANETArista Networks Inc253.9K$43.1M1.0%
MPWRMonolithic Power Systems, Inc.30.4K$42.0M1.0%
AMZNAmazon.com, Inc.172.8K$41.2M0.9%
DELLDell Technologies Inc.94.4K$40.7M0.9%
TSLATesla, Inc.93.4K$39.3M0.9%
METAMeta Platforms, Inc.69.5K$39.1M0.9%
CRWDCrowdStrike Holdings, Inc.50.3K$38.4M0.9%
KRMNKarman Holdings Inc.721.4K$36.0M0.8%
NFLXNetflix, Inc.498.9K$35.6M0.8%
TOSTToast, Inc.1.3M$35.6M0.8%
UBERUber Technologies, Inc.484.3K$34.9M0.8%
AXONAxon Enterprise, Inc.62.3K$34.9M0.8%
DDOGDatadog, Inc.125.0K$32.5M0.7%
TSMTaiwan Semiconductor Mfg Ltd65.5K$31.3M0.7%
PANWPalo Alto Networks, Inc.89.4K$30.5M0.7%
NVDANVIDIA Corporation150.9K$30.2M0.7%
SHOPShopify Inc.263.1K$30.0M0.7%
SNOWSnowflake Inc.113.3K$28.8M0.7%
TSLATesla, Inc.68.0K$28.6M0.7%
AMDAdvanced Micro Devices, Inc.48.7K$28.3M0.6%
ASMLASML Holding N.V.13.0K$25.9M0.6%
AXONAxon Enterprise, Inc.44.2K$24.8M0.6%
APHAmphenol Corporation140.0K$24.7M0.6%
CDNSCadence Design Systems, Inc.65.0K$24.4M0.6%
FIXComfort Systems USA, Inc.11.7K$23.2M0.5%
VRTVertiv Holdings Co.69.1K$23.1M0.5%
APPAppLovin Corporation, Class A41.8K$21.5M0.5%
STXSeagate Technology Holdings PL22.1K$21.3M0.5%
CRDOCredo Technology Group Holding78.0K$21.2M0.5%
NXPINXP Semiconductors N.V.73.1K$20.5M0.5%
VVisa Inc.55.7K$19.1M0.4%
SHOPShopify Inc.154.3K$17.6M0.4%
COHRCoherent Corp.44.4K$17.5M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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