Zevenbergen Capital Investments LLC Top Holdings and 13F Report (2025) About Zevenbergen Capital Investments LLCInvestment ActivityZevenbergen Capital Investments LLC has $5.14 billion in total holdings as of September 30, 2025.Zevenbergen Capital Investments LLC owns shares of 103 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 3.48% of the portfolio was purchased this quarter.About 8.00% of the portfolio was sold this quarter.This quarter, Zevenbergen Capital Investments LLC has purchased 105 new stocks and bought additional shares in 38 stocks.Zevenbergen Capital Investments LLC sold shares of 47 stocks and completely divested from 6 stocks this quarter.Largest Holdings NVIDIA $519,774,751Tesla $383,658,610Shopify Inc. $304,938,804Meta Platforms $284,644,219Axon Enterprise $265,070,381 Largest New Holdings this Quarter 03831w108 - AppLovin Corporation, Class A $10,678,941 Holdingv5633w109 - MakeMyTrip $3,890,016 Holding72703x106 - Planet Labs PBC $571,120 Holding50187t106 - LGI Homes $281,820 Holding Largest Purchases this Quarter Alphabet 193,444 shares (about $47.03M)Vertiv 209,950 shares (about $31.67M)Monolithic Power Systems 32,240 shares (about $29.68M)TransMedics Group 136,995 shares (about $15.37M)Snowflake 67,409 shares (about $15.20M) Largest Sales this Quarter Tesla 100,876 shares (about $44.86M)Shopify Inc. 259,059 shares (about $38.50M)NVIDIA 194,427 shares (about $36.28M)Airbnb 261,844 shares (about $31.79M)Amazon.com 108,171 shares (about $23.75M) 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$519,774,751$36,276,190 ▼-6.5%2,785,80110.1%Computer and TechnologyTSLATesla$383,658,610$44,861,575 ▼-10.5%862,6977.5%Auto/Tires/TrucksShopify Inc.$304,938,804$38,498,758 ▼-11.2%2,051,9405.9%COMMETAMeta Platforms$284,644,219$11,253,639 ▼-3.8%387,5985.5%Computer and TechnologyAXONAxon Enterprise$265,070,381$15,843,338 ▼-5.6%369,3645.2%AerospaceMELIMercadoLibre$248,281,180$12,065,621 ▼-4.6%106,2424.8%Retail/WholesaleAMZNAmazon.com$221,206,675$23,751,106 ▼-9.7%1,007,4544.3%Retail/WholesaleMSFTMicrosoft$163,091,388$2,356,152 ▼-1.4%314,8793.2%Computer and TechnologyGOOGAlphabet$154,959,905$4,871 ▲0.0%636,2553.0%Computer and TechnologyUBERUber Technologies$129,711,790$18,118,768 ▼-12.3%1,323,9952.5%Computer and TechnologyNOWServiceNow$127,243,434$9,145,743 ▼-6.7%138,2662.5%Computer and TechnologyNFLXNetflix$122,865,322$19,484,848 ▼-13.7%102,4802.4%Consumer DiscretionaryAAPLApple$121,216,969$35,648 ▲0.0%476,0512.4%Computer and TechnologyCRWDCrowdStrike$119,336,425$9,422,161 ▼-7.3%243,3552.3%Computer and TechnologyAVGOBroadcom$103,030,893$65,982 ▲0.1%312,3002.0%Computer and TechnologyTTDTrade Desk$100,745,741$5,541,953 ▼-5.2%2,055,6162.0%Computer and TechnologySPOTSpotify Technology$96,989,892$9,970,232 ▼-9.3%138,9541.9%Computer and TechnologyAMDAdvanced Micro Devices$95,460,792$964,268 ▼-1.0%590,0291.9%Computer and TechnologySNOWSnowflake$83,049,089$15,204,100 ▲22.4%368,2071.6%Computer and TechnologyTOSTToast$77,302,989$1,418,669 ▼-1.8%2,117,3101.5%Computer and TechnologyPANWPalo Alto Networks$73,534,716$9,828,941 ▼-11.8%361,1371.4%Computer and TechnologyArm Holdings Plc$70,712,740$3,181,120 ▲4.7%499,7721.4%COMMPWRMonolithic Power Systems$68,742,348$29,681,434 ▲76.0%74,6681.3%Computer and TechnologyNTRANatera$63,513,129$1,837,795 ▼-2.8%394,5651.2%MedicalELFe.l.f. Beauty$61,863,921$4,745,169 ▼-7.1%466,9681.2%Consumer StaplesZZillow Group$61,004,029$2,527,086 ▼-4.0%791,7461.2%Computer and TechnologyVEEVVeeva Systems$59,068,105$1,986,464 ▼-3.3%198,2751.1%MedicalEXASExact Sciences$52,864,686$2,840,105 ▼-5.1%966,2711.0%MedicalRocket Lab Corporation$50,064,082$1,791,594 ▼-3.5%1,044,9611.0%COMMUMicron Technology$49,133,518$1,589,540 ▼-3.1%293,6501.0%Computer and TechnologyGOOGLAlphabet$48,027,808$47,026,236 ▲4,695.2%197,5640.9%Computer and TechnologyDXCMDexCom$46,122,787$4,178,574 ▲10.0%685,4330.9%MedicalPWRQuanta Services$45,339,620$807,705 ▼-1.8%109,4050.9%ConstructionVRTVertiv$45,250,457$31,673,057 ▲233.3%299,9500.9%Computer and TechnologyORCLOracle$44,291,081$1,806,967 ▼-3.9%157,4850.9%Computer and TechnologyWINGWingstop$38,132,422$3,456,562 ▼-8.3%151,5120.7%Retail/WholesaleIOTSamsara$37,176,580$1,610,615 ▲4.5%998,0290.7%Computer and TechnologyArista Networks Inc$35,757,2340.0%245,4000.7%COMDDOGDatadog$29,372,136$501,248 ▼-1.7%206,2650.6%Computer and TechnologyTMDXTransMedics Group$29,006,281$15,370,839 ▲112.7%258,5230.6%MedicalONONON$27,153,507$357,561 ▲1.3%641,1690.5%Retail/WholesaleARESAres Management$25,566,092$1,609,932 ▲6.7%159,8980.5%FinanceAPHAmphenol$21,957,581$203,569 ▲0.9%177,4350.4%Computer and TechnologyHUBSHubSpot$18,110,877$559,021 ▼-3.0%38,7150.4%Computer and TechnologyINTUIntuit$17,568,543$13,658 ▲0.1%25,7260.3%Computer and TechnologyQCOMQUALCOMM$17,522,200$31,608 ▲0.2%105,3270.3%Computer and TechnologyKLACKLA$16,179,0000.0%15,0000.3%Computer and TechnologyBKNGBooking$16,089,825$410,345 ▼-2.5%2,9800.3%Retail/WholesaleDELLDell Technologies$15,824,3670.0%111,6200.3%Computer and TechnologyAMATApplied Materials$14,331,8000.0%70,0000.3%Computer and TechnologyCDNSCadence Design Systems$14,071,4760.0%40,0600.3%Computer and TechnologyASMLASML$13,017,906$24,202 ▼-0.2%13,4470.3%Computer and TechnologyCRDOCredo Technology Group$12,828,241$728,050 ▼-5.4%88,1000.2%Computer and TechnologyPINSPinterest$12,445,608$1,274,736 ▼-9.3%386,8700.2%Computer and TechnologyAppLovin Corporation, Class A$10,678,941$10,678,941 ▲New Holding14,8620.2%COMVVisa$10,537,718$3,533,283 ▲50.4%30,8680.2%Business ServicesMDBMongoDB$9,311,4000.0%30,0000.2%Computer and TechnologyJPMJPMorgan Chase & Co.$9,178,382$138,789 ▼-1.5%29,0980.2%FinanceBEBloom Energy$8,858,708$1,137,467 ▼-11.4%104,7500.2%EnergyDKNGDraftKings$7,689,066$332,860 ▼-4.1%205,5900.1%Consumer DiscretionaryCOSTCostco Wholesale$7,534,876$9,257 ▲0.1%8,1400.1%Retail/WholesaleAPPFAppFolio$6,560,708$1,047,508 ▲19.0%23,8000.1%Computer and TechnologySRADSportradar Group$6,149,3400.0%228,6000.1%Consumer DiscretionarySYMSymbotic$6,093,395$1,546,714 ▼-20.2%113,0500.1%Business ServicesYNDXYandex$5,829,620$1,249,004 ▼-17.6%51,9250.1%Computer and TechnologyBRBroadridge Financial Solutions$5,504,109$15,481 ▲0.3%23,1100.1%Computer and TechnologyMIRMirion Technologies$5,384,690$5,147,438 ▲2,169.6%231,5000.1%Business ServicesBlackRock, Inc.$5,002,748$3,498 ▲0.1%4,2910.1%COMHDHome Depot$4,492,342$22,285 ▲0.5%11,0870.1%Retail/WholesalePGRProgressive$4,406,823$13,582 ▼-0.3%17,8450.1%FinanceNXPINXP Semiconductors$4,190,232$1,707,975 ▲68.8%18,4000.1%Computer and TechnologyCRMSalesforce$4,123,8000.0%17,4000.1%Computer and TechnologyCTASCintas$4,109,305$7,184 ▲0.2%20,0200.1%Business ServicesMMYTMakeMyTrip$3,890,016$3,890,016 ▲New Holding41,5600.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$3,220,674$86,595 ▲2.8%4,8350.1%FinanceRIVNRivian Automotive$2,984,517$369,202 ▼-11.0%203,3050.1%Auto/Tires/TrucksPAYXPaychex$2,854,001$9,507 ▼-0.3%22,5150.1%Computer and TechnologyABTAbbott Laboratories$2,829,349$15,403 ▲0.5%21,1240.1%MedicalBXBlackstone$2,797,669$22,211 ▼-0.8%16,3750.1%FinanceAMGNAmgen$2,796,320$15,521 ▲0.6%9,9090.1%MedicalPCARPACCAR$2,611,969$287,193 ▲12.4%26,5660.1%Auto/Tires/TrucksZTSZoetis$2,405,501$38,043 ▲1.6%16,4400.0%MedicalWMWaste Management$2,245,841$163,414 ▲7.8%10,1700.0%Business ServicesJNJJohnson & Johnson$1,998,642$7,417 ▲0.4%10,7790.0%MedicalDGXQuest Diagnostics$1,760,006$988,157 ▲128.0%9,2350.0%MedicalDEDeere & Company$1,739,874$272,070 ▲18.5%3,8050.0%IndustrialsECLEcolab$1,577,434$19,170 ▲1.2%5,7600.0%Basic MaterialsCSCOCisco Systems$1,070,431$6,842 ▲0.6%15,6450.0%Computer and TechnologyTSCOTractor Supply$1,051,526$12,227 ▼-1.1%18,4900.0%Retail/WholesaleSBUXStarbucks$858,013$90,522 ▼-9.5%10,1420.0%Retail/WholesaleDSIiShares ESG MSCI KLD 400 ETF$765,1460.0%6,0750.0%ETFDISWalt Disney$707,954$42,938 ▲6.5%6,1830.0%Consumer DiscretionaryNEENextEra Energy$651,328$850,018 ▼-56.6%8,6280.0%UtilitiesPLPlanet Labs PBC$571,120$571,120 ▲New Holding44,0000.0%Computer and TechnologyAXPAmerican Express$564,6720.0%1,7000.0%FinanceABBVAbbVie$445,2510.0%1,9230.0%MedicalXMTRXometry$408,525$19,065 ▼-4.5%7,5000.0%IndustrialsDIASPDR Dow Jones Industrial Average ETF Trust$301,4310.0%6500.0%FinanceCAVACAVA Group$289,968$49,838 ▲20.8%4,8000.0%Retail/WholesaleLGIHLGI Homes$281,820$281,820 ▲New Holding5,4500.0%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
