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

About Zevenbergen Capital Investments LLC

Investment Activity

Zevenbergen Capital Investments LLC has $4.38 billion in total holdings as of June 30, 2026.
Zevenbergen Capital Investments LLC owns shares of 109 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
Approximately 5.85% of the portfolio was purchased this quarter.
About 9.02% of the portfolio was sold this quarter.
This quarter, Zevenbergen Capital Investments LLC has purchased 110 new stocks and bought additional shares in 33 stocks.
Zevenbergen Capital Investments LLC sold shares of 54 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

NVIDIA: $361,337,698
Advanced Micro Devices: $239,093,842
Tesla: $224,651,713
Micron Technology: $200,806,060
Alphabet: $193,128,765

Largest New Holdings this Quarter

199908104 - Comfort Systems USA: $28,567,827 Holding
573874104 - Marvell Technology: $26,707,924 Holding
84615q103 - Space Exploration Technologies: $16,686,871 Holding
46222l108 - IonQ: $10,652,000 Holding
210919106 - Contemporary Amperex Technolog: $2,156,722 Holding

Largest Purchases this Quarter

KLA: 135,000 shares (about $40.73M)
Comfort Systems USA: 14,414 shares (about $28.57M)
Marvell Technology: 89,657 shares (about $26.71M)
Coherent: 64,977 shares (about $25.63M)
Taiwan Semiconductor Manufacturing: 41,115 shares (about $19.64M)

Largest Sales this Quarter

Advanced Micro Devices: 148,133 shares (about $86.05M)
NVIDIA: 170,323 shares (about $34.08M)
Schwab Cap Tr: 1,720,050 shares (about $31.30M)
ServiceNow: 235,649 shares (about $23.40M)
Micron Technology: 17,985 shares (about $20.76M)

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	$361,337,698	$34,079,926 â–¼	-8.6%	1,805,876	8.3%	Computer and Technology
AMD Advanced Micro Devices	$239,093,842	$86,051,941 â–¼	-26.5%	411,585	5.5%	Computer and Technology
TSLA Tesla	$224,651,713	$1,292,083 â–¼	-0.6%	534,122	5.1%	Auto/Tires/Trucks
MU Micron Technology	$200,806,060	$20,759,906 â–¼	-9.4%	173,965	4.6%	Computer and Technology
GOOG Alphabet	$193,128,765	$40,633 â–²	0.0%	546,596	4.4%	Computer and Technology
AXON Axon Enterprise	$169,388,872	$7,814,903 â–²	4.8%	302,151	3.9%	Aerospace
AMZN Amazon.com	$147,373,726	$3,564,613 â–¼	-2.4%	618,334	3.4%	Retail/Wholesale
AAPL Apple	$145,886,923	$681,732 â–²	0.5%	504,171	3.3%	Computer and Technology
Shopify Inc.	$135,168,111	$14,313,605 â–¼	-9.6%	1,183,816	3.1%	COM
META Meta Platforms	$124,162,072	$2,585,501 â–¼	-2.0%	220,423	2.8%	Computer and Technology
AVGO Broadcom	$120,558,913	$2,489,373 â–²	2.1%	319,150	2.8%	Computer and Technology
MSFT Microsoft	$116,529,519	$755,365 â–¼	-0.6%	312,395	2.7%	Computer and Technology
MELI MercadoLibre	$114,346,375	$7,230,881 â–¼	-5.9%	67,366	2.6%	Retail/Wholesale
MPWR Monolithic Power Systems	$108,659,025	$4,571,465 â–¼	-4.0%	78,604	2.5%	Computer and Technology
CRDO Credo Technology Group	$108,591,267	$993,977 â–¼	-0.9%	399,306	2.5%	Computer and Technology
CRWD CrowdStrike	$106,156,590	$6,092,147 â–¼	-5.4%	139,105	2.4%	Computer and Technology
Rocket Lab Corporation	$102,158,555	$2,032,492 â–¼	-2.0%	1,005,003	2.3%	COM
VRT Vertiv	$93,746,921	$6,686,355 â–¼	-6.7%	279,992	2.1%	Computer and Technology
SNOW Snowflake	$93,739,731	$16,494,909 â–¼	-15.0%	368,329	2.1%	Computer and Technology
GOOGL Alphabet	$79,765,699	$1,278,670 â–¼	-1.6%	223,202	1.8%	Computer and Technology
PWR Quanta Services	$71,709,504	$421,223 â–¼	-0.6%	99,591	1.6%	Construction
NTRA Natera	$69,097,326	$1,881,148 â–¼	-2.7%	254,549	1.6%	Medical
AMAT Applied Materials	$56,972,400		0.0%	78,800	1.3%	Computer and Technology
TOST Toast	$55,418,164	$6,049,320 â–²	12.3%	1,992,026	1.3%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$51,895,145	$19,635,291 â–²	60.9%	108,665	1.2%	Computer and Technology
Schwab Cap Tr	$45,664,782	$31,304,909 â–¼	-40.7%	2,509,054	1.0%	COM
KLAC KLA	$45,256,500	$40,730,850 â–²	900.0%	150,000	1.0%	Computer and Technology
DELL Dell Technologies	$44,953,817	$172,584 â–²	0.4%	104,190	1.0%	Computer and Technology
Karman Holdings Inc.	$43,658,734	$12,389,645 â–²	39.6%	874,574	1.0%	COM
Arista Networks Inc	$43,132,532		0.0%	253,900	1.0%	COM
DDOG Datadog	$41,683,636	$1,014,102 â–¼	-2.4%	160,100	1.0%	Computer and Technology
AppLovin Corporation, Class A	$41,512,596	$2,384,484 â–¼	-5.4%	80,571	0.9%	COM
NFLX Netflix	$41,508,033	$1,926,015 â–¼	-4.4%	581,345	0.9%	Consumer Discretionary
UBER Uber Technologies	$41,408,078	$14,959,778 â–¼	-26.5%	573,837	0.9%	Computer and Technology
PANW Palo Alto Networks	$32,025,188	$347,840 â–¼	-1.1%	93,910	0.7%	Computer and Technology
COHR Coherent	$31,469,633	$25,631,477 â–²	439.0%	79,777	0.7%	Business Services
APH Amphenol	$31,037,610	$335,890 â–¼	-1.1%	176,030	0.7%	Computer and Technology
FIX Comfort Systems USA	$28,567,827	$28,567,827 â–²	New Holding	14,414	0.7%	Construction
IOT Samsara	$26,988,668	$3,507,953 â–²	14.9%	832,213	0.6%	Computer and Technology
MRVL Marvell Technology	$26,707,924	$26,707,924 â–²	New Holding	89,657	0.6%	Computer and Technology
ASML ASML	$26,304,376		0.0%	13,222	0.6%	Computer and Technology
V Visa	$26,194,235	$3,444,624 â–²	15.1%	76,348	0.6%	Business Services
CDNS Cadence Design Systems	$24,395,800		0.0%	65,000	0.6%	Computer and Technology
SPOT Spotify Technology	$23,698,913	$11,847,390 â–¼	-33.3%	51,617	0.5%	Computer and Technology
LASR nLight	$23,394,757	$3,514,070 â–²	17.7%	336,035	0.5%	Computer and Technology
Arm Holdings Plc	$21,616,360	$1,370,413 â–²	6.8%	60,965	0.5%	COM
QCOM Qualcomm	$21,431,390	$1,761,973 â–¼	-7.6%	115,977	0.5%	Computer and Technology
STX Seagate Technology	$21,326,500	$3,474,000 â–²	19.5%	22,100	0.5%	Computer and Technology
SN SharkNinja	$21,275,926	$3,199,954 â–²	17.7%	139,725	0.5%	Retail/Wholesale
NXPI NXP Semiconductors	$20,543,293		0.0%	73,100	0.5%	Computer and Technology
TMDX TransMedics Group	$20,483,330	$1,452,605 â–²	7.6%	308,391	0.5%	Medical
VEEV Veeva Systems	$19,792,697	$920,182 â–¼	-4.4%	111,527	0.5%	Medical
Space Exploration Technologies	$16,686,871	$16,686,871 â–²	New Holding	97,664	0.4%	COM
Caris Life Sciences, Inc.	$14,293,119	$3,418,767 â–²	31.4%	802,083	0.3%	COM
PODD Insulet	$13,490,264	$7,734,453 â–¼	-36.4%	88,606	0.3%	Medical
ONON ON	$13,370,023	$908,098 â–¼	-6.4%	377,471	0.3%	Retail/Wholesale
XMTR Xometry	$13,351,129	$12,607,925 â–²	1,696.4%	138,325	0.3%	Industrials
NOW ServiceNow	$11,949,837	$23,395,232 â–¼	-66.2%	120,365	0.3%	Computer and Technology
MDB MongoDB	$11,151,880		0.0%	33,200	0.3%	Computer and Technology
IONQ IonQ	$10,652,000	$10,652,000 â–²	New Holding	200,000	0.2%	Computer and Technology
ORCL Oracle	$9,579,241	$4,345,940 â–¼	-31.2%	65,365	0.2%	Computer and Technology
BE Bloom Energy	$9,562,293	$1,054,910 â–¼	-9.9%	31,590	0.2%	Energy
JPM JPMorgan Chase & Co.	$9,369,167	$121,112 â–¼	-1.3%	28,623	0.2%	Finance
APPF AppFolio	$9,188,055	$3,046,650 â–²	49.6%	57,300	0.2%	Computer and Technology
ServiceTitan, Inc. Class A	$8,617,781	$5,379,263 â–²	166.1%	121,875	0.2%	COM
COST Costco Wholesale	$7,673,745	$42,097 â–¼	-0.5%	8,203	0.2%	Retail/Wholesale
MIR Mirion Technologies	$7,177,379	$1,326,820 â–²	22.7%	400,300	0.2%	Business Services
YNDX Yandex	$6,213,825	$317,596 â–¼	-4.9%	22,500	0.1%	Computer and Technology
AMPX Amprius Technologies	$5,286,481	$2,003,394 â–²	61.0%	381,420	0.1%	Business Services
BlackRock, Inc.	$4,549,140	$88,464 â–²	2.0%	4,731	0.1%	COM
BKNG Booking	$4,540,664	$4,338,896 â–²	2,150.4%	25,475	0.1%	Retail/Wholesale
HD Home Depot	$3,693,265	$234,532 â–¼	-6.0%	10,472	0.1%	Retail/Wholesale
PGR Progressive	$3,683,067	$160,561 â–¼	-4.2%	16,860	0.1%	Finance
AMGN Amgen	$3,617,217	$3,621 â–¼	-0.1%	9,989	0.1%	Medical
PCAR PACCAR	$3,532,369	$45,165 â–²	1.3%	29,407	0.1%	Auto/Tires/Trucks
CTAS Cintas	$3,439,018	$153,072 â–¼	-4.3%	20,220	0.1%	Business Services
DKNG DraftKings	$2,943,800		0.0%	116,540	0.1%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$2,935,189	$586,888 â–²	25.0%	3,931	0.1%	Finance
DE Deere & Company	$2,832,283	$47,575 â–²	1.7%	4,465	0.1%	Industrials
JNJ Johnson & Johnson	$2,826,432	$8,889 â–¼	-0.3%	11,129	0.1%	Medical
Reddit, Inc. Class A	$2,645,359	$10,415 â–¼	-0.4%	15,240	0.1%	COM
Rubrik, Inc.	$2,488,680	$10,035 â–²	0.4%	31,000	0.1%	COM
WM Waste Management	$2,486,226		0.0%	11,155	0.1%	Business Services
DGX Quest Diagnostics	$2,398,214	$50,868 â–²	2.2%	11,315	0.1%	Medical
KRKNF Kraken Robotics	$2,280,533	$434,970 â–²	23.6%	506,785	0.1%	Computer and Technology
NEE NextEra Energy	$2,200,657	$1,097,564 â–²	99.5%	25,073	0.1%	Utilities
Contemporary Amperex Technolog	$2,156,722	$2,156,722 â–²	New Holding	96,025	0.0%	COM
SYM Symbotic	$2,013,760	$119,118 â–¼	-5.6%	44,800	0.0%	Business Services
CSCO Cisco Systems	$1,889,931	$38,174 â–¼	-2.0%	16,090	0.0%	Computer and Technology
BX Blackstone	$1,745,046	$114,140 â–¼	-6.1%	14,830	0.0%	Finance
ECL Ecolab	$1,741,313	$5,572 â–²	0.3%	6,250	0.0%	Basic Materials
ABT Abbott Laboratories	$1,729,867	$246,359 â–¼	-12.5%	19,064	0.0%	Medical
RIVN Rivian Automotive	$1,670,458	$131,860 â–¼	-7.3%	96,280	0.0%	Auto/Tires/Trucks
VMC Vulcan Materials	$1,660,906	$202,082 â–¼	-10.8%	5,630	0.0%	Construction
SBUX Starbucks	$1,066,046	$8,175 â–¼	-0.8%	10,432	0.0%	Retail/Wholesale
DSI iShares ESG MSCI KLD 400 ETF	$865,019		0.0%	6,075	0.0%	ETF
ROL Rollins	$610,239	$610,239 â–²	New Holding	14,620	0.0%	Construction
AXP American Express	$541,200	$33,825 â–¼	-5.9%	1,600	0.0%	Finance
DIS Walt Disney	$521,964	$104,913 â–¼	-16.7%	5,423	0.0%	Consumer Discretionary
ABBV AbbVie	$483,904		0.0%	1,923	0.0%	Medical

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

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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