Zevenbergen Capital Investments LLC Top Holdings and 13F Report (2026)

About Zevenbergen Capital Investments LLC

Investment Activity

Zevenbergen Capital Investments LLC has $3.48 billion in total holdings as of March 31, 2026.
Zevenbergen Capital Investments LLC owns shares of 110 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
Approximately 6.88% of the portfolio was purchased this quarter.
About 19.84% of the portfolio was sold this quarter.
This quarter, Zevenbergen Capital Investments LLC has purchased 105 new stocks and bought additional shares in 39 stocks.
Zevenbergen Capital Investments LLC sold shares of 50 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

NVIDIA: $344,649,055
Tesla: $199,701,870
Alphabet: $156,763,540
Shopify Inc.: $155,294,457
Amazon.com: $131,895,308

Largest New Holdings this Quarter

808509756 - Schwab Cap Tr: $66,523,805 Holding
14756k102 - Cashmere Valley Bank: $27,680,413 Holding
874039100 - Taiwan Semiconductor Manufacturing: $22,828,523 Holding
65487k100 - nLight: $16,282,631 Holding
g8068l108 - SharkNinja: $12,571,389 Holding

Largest Purchases this Quarter

Schwab Cap Tr: 4,229,104 shares (about $66.52M)
Cashmere Valley Bank: 370,059 shares (about $27.68M)
Taiwan Semiconductor Manufacturing: 67,550 shares (about $22.83M)
Credo Technology Group: 207,714 shares (about $19.50M)
nLight: 285,560 shares (about $16.28M)

Largest Sales this Quarter

NVIDIA: 380,047 shares (about $66.28M)
Meta Platforms: 107,271 shares (about $61.37M)
Tesla: 156,920 shares (about $58.34M)
Amazon.com: 212,128 shares (about $44.18M)
Shopify Inc.: 365,561 shares (about $43.36M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$344,649,055	$66,280,187 â–¼	-16.1%	1,976,199	9.9%	Computer and Technology
TSLA Tesla	$199,701,870	$58,335,010 â–¼	-22.6%	537,194	5.7%	Auto/Tires/Trucks
GOOG Alphabet	$156,763,540	$14,107,488 â–¼	-8.3%	546,481	4.5%	Computer and Technology
Shopify Inc.	$155,294,457	$43,362,846 â–¼	-21.8%	1,309,176	4.5%	COM
AMZN Amazon.com	$131,895,308	$44,179,898 â–¼	-25.1%	633,290	3.8%	Retail/Wholesale
META Meta Platforms	$128,736,687	$61,372,957 â–¼	-32.3%	225,013	3.7%	Computer and Technology
AAPL Apple	$127,355,754	$25,887 â–¼	0.0%	501,815	3.7%	Computer and Technology
MELI MercadoLibre	$123,842,787	$34,431,704 â–¼	-21.8%	71,626	3.6%	Retail/Wholesale
AXON Axon Enterprise	$122,400,330	$21,427,734 â–¼	-14.9%	288,211	3.5%	Aerospace
MSFT Microsoft	$116,388,777	$19,619 â–²	0.0%	314,420	3.3%	Computer and Technology
AMD Advanced Micro Devices	$113,863,433	$1,878,676 â–²	1.7%	559,718	3.3%	Computer and Technology
AVGO Broadcom	$96,740,446		0.0%	312,560	2.8%	Computer and Technology
MPWR Monolithic Power Systems	$89,557,392	$582,756 â–²	0.7%	81,911	2.6%	Computer and Technology
VRT Vertiv	$75,164,478	$11,680,286 â–¼	-13.4%	299,962	2.2%	Computer and Technology
Schwab Cap Tr	$66,523,805	$66,523,805 â–²	New Holding	4,229,104	1.9%	COM
Rocket Lab Corporation	$65,825,372	$4,225,676 â–¼	-6.0%	1,024,998	1.9%	COM
SNOW Snowflake	$65,326,476	$375,693 â–¼	-0.6%	433,142	1.9%	Computer and Technology
GOOGL Alphabet	$65,212,857	$7,147,879 â–¼	-9.9%	226,780	1.9%	Computer and Technology
MU Micron Technology	$64,848,388	$25,304,216 â–¼	-28.1%	191,950	1.9%	Computer and Technology
NFLX Netflix	$58,489,969	$15,860,424 â–¼	-21.3%	608,320	1.7%	Consumer Discretionary
CRWD CrowdStrike	$57,424,626	$21,872,720 â–¼	-27.6%	147,088	1.7%	Computer and Technology
UBER Uber Technologies	$56,188,191	$14,258,396 â–¼	-20.2%	781,151	1.6%	Computer and Technology
PWR Quanta Services	$54,998,628	$1,499,923 â–¼	-2.7%	100,176	1.6%	Construction
NTRA Natera	$52,293,185	$12,417,779 â–¼	-19.2%	261,479	1.5%	Medical
Karman Holdings Inc.	$50,142,039	$6,947,059 â–²	16.1%	626,384	1.4%	COM
TOST Toast	$47,044,142	$2,131,802 â–¼	-4.3%	1,774,581	1.4%	Computer and Technology
CRDO Credo Technology Group	$37,825,949	$19,498,113 â–²	106.4%	402,961	1.1%	Computer and Technology
SPOT Spotify Technology	$37,542,218	$8,549,448 â–¼	-18.5%	77,421	1.1%	Computer and Technology
NOW ServiceNow	$37,221,264	$26,646,763 â–¼	-41.7%	356,014	1.1%	Computer and Technology
AppLovin Corporation, Class A	$33,909,202	$2,801,522 â–²	9.0%	85,199	1.0%	COM
Arista Networks Inc	$31,173,842	$1,043,630 â–²	3.5%	253,900	0.9%	COM
PODD Insulet	$29,253,165	$5,523,828 â–²	23.3%	139,407	0.8%	Medical
TMDX TransMedics Group	$28,483,053	$630,558 â–²	2.3%	286,521	0.8%	Medical
Cashmere Valley Bank	$27,680,413	$27,680,413 â–²	New Holding	370,059	0.8%	COM
AMAT Applied Materials	$26,933,052	$3,007,752 â–²	12.6%	78,800	0.8%	Computer and Technology
IOT Samsara	$22,944,923	$4,421,009 â–¼	-16.2%	724,043	0.7%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$22,828,523	$22,828,523 â–²	New Holding	67,550	0.7%	Computer and Technology
APH Amphenol	$22,482,087		0.0%	177,935	0.6%	Computer and Technology
KLAC KLA	$22,086,150		0.0%	15,000	0.6%	Computer and Technology
VEEV Veeva Systems	$20,501,630	$5,786,592 â–¼	-22.0%	116,712	0.6%	Medical
V Visa	$20,040,930	$6,995,345 â–²	53.6%	66,308	0.6%	Business Services
DDOG Datadog	$19,359,610	$3,390,396 â–¼	-14.9%	163,995	0.6%	Computer and Technology
CDNS Cadence Design Systems	$18,061,550	$6,930,078 â–²	62.3%	65,000	0.5%	Computer and Technology
ASML ASML	$17,464,014		0.0%	13,222	0.5%	Computer and Technology
DELL Dell Technologies	$17,035,053	$1,326,170 â–¼	-7.2%	103,790	0.5%	Computer and Technology
LASR nLight	$16,282,631	$16,282,631 â–²	New Holding	285,560	0.5%	Computer and Technology
QCOM Qualcomm	$16,163,435	$17,385 â–¼	-0.1%	125,512	0.5%	Computer and Technology
WING Wingstop	$15,476,079	$4,523,574 â–¼	-22.6%	99,865	0.4%	Retail/Wholesale
PANW Palo Alto Networks	$15,219,178	$31,149,856 â–¼	-67.2%	94,930	0.4%	Computer and Technology
NXPI NXP Semiconductors	$14,390,466	$9,193,362 â–²	176.9%	73,100	0.4%	Computer and Technology
ORCL Oracle	$13,978,392	$9,221,590 â–¼	-39.7%	95,020	0.4%	Computer and Technology
ONON ON	$13,713,769	$2,705,917 â–¼	-16.5%	403,109	0.4%	Retail/Wholesale
SN SharkNinja	$12,571,389	$12,571,389 â–²	New Holding	118,710	0.4%	Retail/Wholesale
INTU Intuit	$11,002,341	$144,847 â–¼	-1.3%	25,446	0.3%	Computer and Technology
Caris Life Sciences, Inc.	$10,910,966	$1,198,818 â–²	12.3%	610,233	0.3%	COM
Arm Holdings Plc	$8,638,088	$213,305 â–²	2.5%	57,100	0.2%	COM
JPM JPMorgan Chase & Co.	$8,528,581	$72,069 â–²	0.9%	28,993	0.2%	Finance
ARQT Arcutis Biotherapeutics	$8,422,464	$1,426,440 â–¼	-14.5%	357,490	0.2%	Medical
COST Costco Wholesale	$8,218,363	$84,695 â–²	1.0%	8,248	0.2%	Retail/Wholesale
MDB MongoDB	$8,126,364	$783,264 â–²	10.7%	33,200	0.2%	Computer and Technology
STX Seagate Technology	$7,247,560	$7,247,560 â–²	New Holding	18,500	0.2%	Computer and Technology
MIR Mirion Technologies	$6,065,917	$1,951,950 â–²	47.4%	326,300	0.2%	Business Services
APPF AppFolio	$6,044,506	$2,288,390 â–²	60.9%	38,300	0.2%	Computer and Technology
Z Zillow Group	$5,394,876	$20,159,880 â–¼	-78.9%	130,374	0.2%	Computer and Technology
BKNG Booking	$4,766,082	$5,359,737 â–¼	-52.9%	1,132	0.1%	Retail/Wholesale
BE Bloom Energy	$4,752,312	$5,460,247 â–¼	-53.5%	35,075	0.1%	Energy
BlackRock, Inc.	$4,461,373	$41,354 â–²	0.9%	4,639	0.1%	COM
AMPX Amprius Technologies	$3,993,713	$3,993,713 â–²	New Holding	236,875	0.1%	Business Services
SRAD Sportradar Group	$3,826,764		0.0%	228,600	0.1%	Consumer Discretionary
HD Home Depot	$3,662,848	$49,334 â–²	1.4%	11,137	0.1%	Retail/Wholesale
CTAS Cintas	$3,572,237	$45,668 â–²	1.3%	21,120	0.1%	Business Services
COHR Coherent	$3,525,508	$3,525,508 â–²	New Holding	14,800	0.1%	Business Services
AMGN Amgen	$3,518,148	$14,074 â–²	0.4%	9,999	0.1%	Medical
PGR Progressive	$3,488,033	$21,806 â–¼	-0.6%	17,595	0.1%	Finance
PCAR PACCAR	$3,353,081	$49,088 â–²	1.5%	29,031	0.1%	Auto/Tires/Trucks
ServiceTitan, Inc. Class A	$2,906,468	$355,376 â–²	13.9%	45,800	0.1%	COM
JNJ Johnson & Johnson	$2,728,928	$48,888 â–²	1.8%	11,164	0.1%	Medical
WM Waste Management	$2,563,307	$63,192 â–²	2.5%	11,155	0.1%	Business Services
SYM Symbotic	$2,524,340	$2,197,160 â–¼	-46.5%	47,450	0.1%	Business Services
DKNG DraftKings	$2,519,595	$1,594,475 â–¼	-38.8%	116,540	0.1%	Consumer Discretionary
DE Deere & Company	$2,472,887	$340,797 â–²	16.0%	4,390	0.1%	Industrials
YNDX Yandex	$2,453,924	$1,929,936 â–¼	-44.0%	23,650	0.1%	Computer and Technology
KRKNF Kraken Robotics	$2,374,624	$2,035,909 â–²	601.1%	410,125	0.1%	Computer and Technology
ABT Abbott Laboratories	$2,236,050	$42,608 â–²	1.9%	21,779	0.1%	Medical
DGX Quest Diagnostics	$2,170,479	$128,367 â–²	6.3%	11,075	0.1%	Medical
Reddit, Inc. Class A	$2,060,145	$100,988 â–¼	-4.7%	15,300	0.1%	COM
SPY SPDR S&P 500 ETF Trust	$2,045,047	$509,799 â–¼	-20.0%	3,145	0.1%	Finance
BX Blackstone	$1,816,842	$44,271 â–¼	-2.4%	15,800	0.1%	Finance
VMC Vulcan Materials	$1,719,575	$1,719,575 â–²	New Holding	6,315	0.0%	Construction
ECL Ecolab	$1,657,305	$42,563 â–²	2.6%	6,230	0.0%	Basic Materials
RIVN Rivian Automotive	$1,563,394	$1,103,541 â–¼	-41.4%	103,880	0.0%	Auto/Tires/Trucks
Rubrik, Inc.	$1,511,949	$1,511,949 â–²	New Holding	30,875	0.0%	COM
ZTS Zoetis	$1,468,168	$251,196 â–¼	-14.6%	12,420	0.0%	Medical
MMYT MakeMyTrip	$1,367,984	$1,010,559 â–¼	-42.5%	36,685	0.0%	Computer and Technology
CSCO Cisco Systems	$1,273,640	$8,147 â–²	0.6%	16,415	0.0%	Computer and Technology
NEE NextEra Energy	$1,167,316	$321,365 â–²	38.0%	12,568	0.0%	Utilities
SBUX Starbucks	$941,770	$32,252 â–²	3.5%	10,512	0.0%	Retail/Wholesale
TSCO Tractor Supply	$826,499	$5,210 â–²	0.6%	18,245	0.0%	Retail/Wholesale
DSI iShares ESG MSCI KLD 400 ETF	$736,229		0.0%	6,075	0.0%	ETF
DIS Walt Disney	$627,723	$3,855 â–²	0.6%	6,513	0.0%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Zevenbergen Capital Investments LLC Top Holdings and 13F Report (2026)

About Zevenbergen Capital Investments LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Zevenbergen Capital Investments LLC Top Holdings and 13F Report (2026)

About Zevenbergen Capital Investments LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofZevenbergen Capital Investments LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools