Zevenbergen Capital Investments LLC Top Holdings and 13F Report (2025) About Zevenbergen Capital Investments LLCInvestment ActivityZevenbergen Capital Investments LLC has $4.10 billion in total holdings as of March 31, 2025.Zevenbergen Capital Investments LLC owns shares of 101 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 1.71% of the portfolio was purchased this quarter.About 4.30% of the portfolio was sold this quarter.This quarter, Zevenbergen Capital Investments LLC has purchased 101 new stocks and bought additional shares in 20 stocks.Zevenbergen Capital Investments LLC sold shares of 65 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $336,837,454Tesla $262,696,497MercadoLibre $236,355,704Meta Platforms $236,256,881Shopify $230,377,868 Largest New Holdings this Quarter 773122106 - Rocket Lab USA $3,032,984 Holding81686c104 - Semrush $2,272,788 Holdingm2682v108 - CyberArk Software $1,607,190 Holdingn97284108 - Yandex $1,330,986 Holding Largest Purchases this Quarter DexCom 134,385 shares (about $9.18M)Snowflake 58,078 shares (about $8.49M)Clearwater Analytics 297,414 shares (about $7.97M)Ares Management 53,810 shares (about $7.89M)Samsara 173,984 shares (about $6.67M) Largest Sales this Quarter Cadence Design Systems 113,398 shares (about $28.84M)Shopify 209,023 shares (about $19.96M)Amazon.com 87,917 shares (about $16.73M)Advanced Micro Devices 162,211 shares (about $16.67M)MercadoLibre 6,534 shares (about $12.75M) Sector Allocation Over TimeMap of 500 Largest Holdings ofZevenbergen Capital Investments LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$336,837,454$2,100,296 ▼-0.6%3,107,9308.2%Computer and TechnologyTSLATesla$262,696,497$5,188,124 ▼-1.9%1,013,6466.4%Auto/Tires/TrucksMELIMercadoLibre$236,355,704$12,746,985 ▼-5.1%121,1545.8%Retail/WholesaleMETAMeta Platforms$236,256,881$6,647,736 ▼-2.7%409,9125.8%Computer and TechnologySHOPShopify$230,377,868$19,957,516 ▼-8.0%2,412,8395.6%Computer and TechnologyAMZNAmazon.com$220,339,916$16,727,088 ▼-7.1%1,158,0995.4%Retail/WholesaleAXONAxon Enterprise$218,408,101$4,194,451 ▼-1.9%415,2645.3%AerospaceNOWServiceNow$127,888,745$3,056,381 ▼-2.3%160,6363.1%Computer and TechnologyNFLXNetflix$127,684,805$2,956,120 ▼-2.3%136,9233.1%Consumer DiscretionaryMSFTMicrosoft$124,040,924$364,879 ▼-0.3%330,4323.0%Computer and TechnologyTTDTrade Desk$118,702,619$4,262,141 ▲3.7%2,169,2732.9%Computer and TechnologyUBERUber Technologies$113,671,436$6,796,381 ▼-5.6%1,560,1352.8%Computer and TechnologyAAPLApple$108,295,261$280,994 ▼-0.3%487,5312.6%Computer and TechnologyGOOGAlphabet$102,241,599$830,362 ▼-0.8%654,4302.5%Computer and TechnologyCRWDCrowdStrike$100,887,594$3,596,669 ▼-3.4%286,1412.5%Computer and TechnologyAMDAdvanced Micro Devices$90,595,002$16,665,558 ▼-15.5%881,7892.2%Computer and TechnologySPOTSpotify Technology$87,838,141$3,098,869 ▼-3.4%159,6972.1%Business ServicesPANWPalo Alto Networks$81,472,751$3,935,129 ▼-4.6%477,4542.0%Computer and TechnologyTOSTToast$73,781,391$716,671 ▲1.0%2,224,3411.8%Computer and TechnologyAVGOBroadcom$62,016,072$8,372 ▼0.0%370,4001.5%Computer and TechnologyNTRANatera$60,758,928$1,491,310 ▼-2.4%429,6651.5%MedicalZZillow Group$59,658,924$346,159 ▼-0.6%870,1711.5%FinanceEXASExact Sciences$50,561,162$9,008,346 ▼-15.1%1,167,9641.2%MedicalArm Holdings Plc$50,354,368$106,149 ▲0.2%471,5271.2%COMVEEVVeeva Systems$48,719,433$430,600 ▼-0.9%210,3331.2%MedicalSNOWSnowflake$45,277,445$8,488,681 ▲23.1%309,7801.1%Computer and TechnologyELFe.l.f. Beauty$42,823,346$3,847,897 ▲9.9%682,0091.0%Consumer StaplesWINGWingstop$38,417,402$754,565 ▼-1.9%170,3050.9%Retail/WholesaleDXCMDexCom$35,616,855$9,177,152 ▲34.7%521,5530.9%MedicalABNBAirbnb$35,418,098$5,274,637 ▼-13.0%296,4850.9%Consumer DiscretionaryPWRQuanta Services$27,653,767$2,803,860 ▲11.3%108,7960.7%ConstructionMUMicron Technology$27,005,412$67,340 ▲0.2%310,8000.7%Computer and TechnologyONONON$25,956,852$1,856,630 ▼-6.7%591,0030.6%Retail/WholesaleMPWRMonolithic Power Systems$24,755,286$133,395 ▼-0.5%42,6830.6%Computer and TechnologyCWANClearwater Analytics$24,372,697$7,970,695 ▲48.6%909,4290.6%Computer and TechnologyHUBSHubSpot$23,688,540$1,913,822 ▲8.8%41,4650.6%Computer and TechnologyORCLOracle$22,888,295$8,389 ▼0.0%163,7100.6%Computer and TechnologyIOTSamsara$22,530,719$6,668,807 ▲42.0%587,8090.5%Computer and TechnologyARESAres Management$22,138,843$7,889,084 ▲55.4%151,0050.5%FinanceDDOGDatadog$20,812,770$188,499 ▼-0.9%209,7850.5%Computer and TechnologyArista Networks Inc$19,610,1880.0%253,1000.5%COMQCOMQUALCOMM$18,736,119$21,505 ▼-0.1%121,9720.5%Computer and TechnologyINTUIntuit$15,841,556$251,736 ▼-1.6%25,8010.4%Computer and TechnologyDELLDell Technologies$14,477,355$31,903 ▲0.2%158,8300.4%Computer and TechnologyBKNGBooking$14,175,462$87,531 ▼-0.6%3,0770.3%Retail/WholesalePCORProcore Technologies$12,033,796$6,052,714 ▲101.2%182,2750.3%Computer and TechnologyPINSPinterest$11,827,275$487,475 ▲4.3%381,5250.3%Computer and TechnologyAPHAmphenol$11,544,496$324,671 ▲2.9%176,0100.3%Computer and TechnologyMDBMongoDB$11,539,566$2,094,276 ▼-15.4%65,7900.3%Computer and TechnologySYMSymbotic$11,375,562$3,447,179 ▼-23.3%562,8680.3%Business ServicesRGENRepligen$11,144,570$3,201,358 ▼-22.3%87,5870.3%MedicalCDNSCadence Design Systems$10,942,549$28,840,515 ▼-72.5%43,0250.3%Computer and TechnologyKLACKLA$10,197,0000.0%15,0000.2%Computer and TechnologyAMATApplied Materials$10,158,4000.0%70,0000.2%Computer and TechnologyADBEAdobe$9,549,8970.0%24,9000.2%Computer and TechnologyASMLASML$9,179,413$212,704 ▼-2.3%13,8530.2%Computer and TechnologyCOSTCostco Wholesale$7,656,089$141,867 ▼-1.8%8,0950.2%Retail/WholesaleJPMJPMorgan Chase & Co.$7,299,637$136,141 ▼-1.8%29,7580.2%FinanceVVisa$7,090,857$8,761 ▼-0.1%20,2330.2%Business ServicesBRBroadridge Financial Solutions$6,985,273$1,292,312 ▼-15.6%28,8100.2%Business ServicesVRTVertiv$6,498,0000.0%90,0000.2%Computer and TechnologyDKNGDraftKings$6,346,0990.0%191,0900.2%Consumer DiscretionaryCRMSalesforce$6,199,1160.0%23,1000.2%Computer and TechnologyPGRProgressive$5,147,952$165,561 ▼-3.1%18,1900.1%FinanceSRADSportradar Group$4,942,3320.0%228,6000.1%Consumer DiscretionaryAPPFAppFolio$4,398,000$208,905 ▼-4.5%20,0000.1%Computer and TechnologyCTASCintas$4,093,130$149,009 ▼-3.5%19,9150.1%Business ServicesBlackRock, Inc.$4,025,379$189,296 ▼-4.5%4,2530.1%COMHDHome Depot$4,000,971$161,256 ▼-3.9%10,9170.1%Retail/WholesaleCRDOCredo Technology Group$3,738,896$10,040 ▼-0.3%93,1000.1%Computer and TechnologyPAYXPaychex$3,435,044$32,399 ▼-0.9%22,2650.1%Business ServicesRKLBRocket Lab USA$3,032,984$3,032,984 ▲New Holding169,6300.1%AerospaceAMGNAmgen$2,979,664$79,445 ▼-2.6%9,5640.1%MedicalRIVNRivian Automotive$2,844,265$6,848 ▼-0.2%228,4550.1%Auto/Tires/TrucksABTAbbott Laboratories$2,760,977$69,641 ▼-2.5%20,8140.1%MedicalSPYSPDR S&P 500 ETF Trust$2,659,729$559 ▲0.0%4,7550.1%FinanceZTSZoetis$2,542,196$15,642 ▼-0.6%15,4400.1%MedicalBEBloom Energy$2,434,891$149,416 ▼-5.8%123,8500.1%EnergySEMRSemrush$2,272,788$2,272,788 ▲New Holding243,6000.1%Computer and TechnologyBXBlackstone$2,232,986$30,053 ▼-1.3%15,9750.1%FinancePCARPACCAR$2,223,444$59,396 ▼-2.6%22,8350.1%Auto/Tires/TrucksNXPINXP Semiconductors$2,071,654$1,729,546 ▼-45.5%10,9000.1%Computer and TechnologyJNJJohnson & Johnson$1,722,912$55,556 ▼-3.1%10,3890.0%MedicalWMWaste Management$1,673,817$958,451 ▲134.0%7,2300.0%Business ServicesCYBRCyberArk Software$1,607,190$1,607,190 ▲New Holding4,7550.0%Computer and TechnologyNEENextEra Energy$1,517,259$283,915 ▲23.0%21,4030.0%UtilitiesECLEcolab$1,394,360$32,958 ▼-2.3%5,5000.0%Basic MaterialsYNDXYandex$1,330,986$1,330,986 ▲New Holding63,0500.0%Computer and TechnologyBDXBecton, Dickinson and Company$1,107,505$33,214 ▼-2.9%4,8350.0%MedicalSBUXStarbucks$1,084,091$42,179 ▼-3.7%11,0520.0%Retail/WholesaleTSCOTractor Supply$1,021,003$5,235 ▼-0.5%18,5300.0%Retail/WholesaleCSCOCisco Systems$916,702$53,688 ▼-5.5%14,8550.0%Computer and TechnologySTZConstellation Brands$717,563$50,468 ▼-6.6%3,9100.0%Consumer StaplesDSIiShares ESG MSCI KLD 400 ETF$691,2680.0%6,7500.0%ETFGOOGLAlphabet$637,117$11,598 ▼-1.8%4,1200.0%Computer and TechnologyACNAccenture$629,697$6,241 ▼-1.0%2,0180.0%Computer and TechnologyDISWalt Disney$525,874$11,351 ▼-2.1%5,3280.0%Consumer DiscretionaryAXPAmerican Express$457,3850.0%1,7000.0%FinanceABBVAbbVie$402,9070.0%1,9230.0%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$272,9220.0%6500.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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