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

About Zevenbergen Capital Investments LLC

Investment Activity

Zevenbergen Capital Investments LLC has $4.37 billion in total holdings as of September 30, 2026.
Zevenbergen Capital Investments LLC owns shares of 118 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
Approximately 9.39% of the portfolio was purchased this quarter.
About 8.14% of the portfolio was sold this quarter.
This quarter, Zevenbergen Capital Investments LLC has purchased 109 new stocks and bought additional shares in 42 stocks.
Zevenbergen Capital Investments LLC sold shares of 48 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

NVIDIA: $403,256,012
Microsoft: $265,225,418
Advanced Micro Devices: $213,326,218
Alphabet: $186,236,899
Tesla: $185,205,498

Largest New Holdings this Quarter

25809k105 - Doordash, Inc.: $3,375,301 Holding
009066101 - Airbnb: $1,730,361 Holding
91332u101 - Unity Software: $1,334,400 Holding
931142103 - Walmart Inc.: $1,247,040 Holding
29765a101 - Ethos Technologies Inc.: $720,144 Holding

Largest Purchases this Quarter

Microsoft: 204,714 shares (about $105.00M)
CrowdStrike: 339,134 shares (about $89.79M)
Space Exploration Technologies: 418,352 shares (about $63.11M)
Comfort Systems USA: 16,101 shares (about $26.63M)
Marvell Technology: 89,908 shares (about $23.75M)

Largest Sales this Quarter

Advanced Micro Devices: 62,876 shares (about $38.47M)
Axon Enterprise: 84,275 shares (about $35.61M)
Netflix: 474,810 shares (about $33.04M)
Micron Technology: 29,465 shares (about $31.38M)
MercadoLibre: 12,247 shares (about $21.17M)

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	$403,256,012	$9,169,913 ▼	-2.2%	1,765,724	9.2%	Technology
MSFT Microsoft	$265,225,418	$104,997,894 ▲	65.5%	517,109	6.1%	Technology
AMD Advanced Micro Devices	$213,326,218	$38,465,022 ▼	-15.3%	348,709	4.9%	Technology
GOOG Alphabet	$186,236,899	$10,222 ▼	0.0%	546,566	4.3%	Communication Services
TSLA Tesla	$185,205,498	$4,306,329 ▼	-2.3%	521,985	4.2%	Consumer Discretionary
AAPL Apple	$168,049,056	$150,192 ▲	0.1%	504,622	3.8%	Technology
Shopify Inc.	$157,794,314	$17,765,598 ▼	-10.1%	1,064,021	3.6%	COM
MU Micron Technology	$153,908,395	$31,383,466 ▼	-16.9%	144,500	3.5%	Technology
AMZN Amazon.com	$153,866,320	$191,596 ▼	-0.1%	617,565	3.5%	Consumer Discretionary
META Meta Platforms	$152,333,487	$7,512,865 ▼	-4.7%	210,063	3.5%	Communication Services
CRWD CrowdStrike	$126,613,776	$89,785,727 ▲	243.8%	478,239	2.9%	Technology
SNOW Snowflake	$122,756,373	$2,313,422 ▼	-1.8%	361,516	2.8%	Technology
AVGO Broadcom	$112,029,610	$52,679 ▼	0.0%	319,000	2.6%	Technology
MPWR Monolithic Power Systems	$100,685,834	$5,211,047 ▼	-4.9%	74,736	2.3%	Technology
MELI MercadoLibre	$95,274,845	$21,169,307 ▼	-18.2%	55,119	2.2%	Consumer Discretionary
NTRA Natera	$94,004,880	$11,202,768 ▼	-10.6%	227,444	2.2%	Healthcare
AXON Axon Enterprise	$92,056,968	$35,607,873 ▼	-27.9%	217,876	2.1%	Industrials
Rocket Lab Corporation	$84,463,309	$14,434,700 ▲	20.6%	1,212,160	1.9%	COM
CRDO Credo Technology Group	$81,615,257	$3,834,441 ▲	4.9%	418,991	1.9%	Technology
Space Exploration Technologies	$77,846,174	$63,112,583 ▲	428.4%	516,016	1.8%	COM
GOOGL Alphabet	$76,258,450	$540,894 ▼	-0.7%	221,630	1.7%	Communication Services
VRT Vertiv	$65,951,954	$1,612,916 ▼	-2.4%	273,308	1.5%	Industrials
PWR Quanta Services	$62,877,957	$1,110,257 ▼	-1.7%	97,863	1.4%	Industrials
TSM Taiwan Semiconductor Manufacturing	$57,250,933	$7,679,046 ▲	15.5%	125,498	1.3%	Technology
TOST Toast	$56,203,957	$1,544,877 ▼	-2.7%	1,938,736	1.3%	Finance
Arista Networks Inc	$51,731,201	$39,700 ▲	0.1%	254,095	1.2%	COM
FIX Comfort Systems USA	$50,474,557	$26,632,503 ▲	111.7%	30,515	1.2%	Industrials
DELL Dell Technologies	$47,893,689	$8,155,322 ▼	-14.6%	89,030	1.1%	Technology
MRVL Marvell Technology	$47,442,869	$23,754,593 ▲	100.3%	179,565	1.1%	Technology
AMAT Applied Materials	$44,387,784	$4,091,040 ▲	10.2%	86,800	1.0%	Technology
DDOG Datadog	$43,976,202	$132,817 ▲	0.3%	160,585	1.0%	Technology
PANW Palo Alto Networks	$37,311,382		0.0%	93,910	0.9%	Technology
Schwab Cap Tr	$36,707,630	$9,584,427 ▼	-20.7%	1,989,573	0.8%	COM
KLAC KLA	$31,986,064	$2,746,564 ▲	9.4%	164,090	0.7%	Technology
VEEV Veeva Systems	$31,322,714	$512,668 ▼	-1.6%	109,731	0.7%	Healthcare
XMTR Xometry	$30,603,223	$16,376,497 ▲	115.1%	297,552	0.7%	Industrials
APH Amphenol	$29,690,039	$14,850,710 ▲	100.1%	352,195	0.7%	Technology
COHR Coherent	$28,867,631	$5,907,012 ▲	25.7%	100,301	0.7%	Technology
IOT Samsara	$27,996,457	$3,735,825 ▼	-11.8%	734,237	0.6%	Technology
V Visa	$27,452,093	$17,966 ▲	0.1%	76,398	0.6%	Finance
SN SharkNinja	$26,168,194	$1,000,927 ▲	4.0%	145,282	0.6%	Consumer Discretionary
UBER Uber Technologies	$24,963,879	$14,349,693 ▼	-36.5%	364,383	0.6%	Industrials
ASML ASML	$23,953,901		0.0%	13,222	0.5%	Technology
Karman Holdings Inc.	$23,172,033	$5,181,656 ▼	-18.3%	714,745	0.5%	COM
TMDX TransMedics Group	$22,304,683	$3,430,546 ▼	-13.3%	267,282	0.5%	Healthcare
Caris Life Sciences, Inc.	$22,041,257	$2,526,546 ▼	-10.3%	719,597	0.5%	COM
CDNS Cadence Design Systems	$21,462,025		0.0%	65,000	0.5%	Technology
NXPI NXP Semiconductors	$20,451,333	$3,087,890 ▲	17.8%	86,100	0.5%	Technology
STX Seagate Technology	$20,383,714		0.0%	22,100	0.5%	Technology
Arm Holdings Plc	$18,232,649	$573,527 ▲	3.2%	62,945	0.4%	COM
NOW ServiceNow	$16,112,022	$18,091 ▼	-0.1%	120,230	0.4%	Technology
SPOT Spotify Technology	$15,360,755	$9,796,338 ▼	-38.9%	31,517	0.4%	Communication Services
MDB MongoDB	$14,676,481	$3,102,629 ▲	26.8%	42,100	0.3%	Technology
QCOM Qualcomm	$14,389,535	$6,954,871 ▼	-32.6%	78,187	0.3%	Technology
APPF AppFolio	$11,489,796		0.0%	57,300	0.3%	Technology
JPM JPMorgan Chase & Co.	$9,681,078	$211,731 ▲	2.2%	29,263	0.2%	Finance
IONQ IonQ	$9,588,015	$816,015 ▲	9.3%	218,605	0.2%	Technology
BE Bloom Energy	$9,525,342	$775,544 ▲	8.9%	34,390	0.2%	Industrials
Navan, Inc. Class A	$8,138,621	$7,788,088 ▲	2,221.8%	387,738	0.2%	COM
ORCL Oracle	$7,948,297	$1,026,318 ▼	-11.4%	57,890	0.2%	Technology
COST Costco Wholesale	$7,558,920	$91,038 ▲	1.2%	8,303	0.2%	Consumer Staples
NFLX Netflix	$7,412,705	$33,037,278 ▼	-81.7%	106,535	0.2%	Communication Services
ONON ON	$7,303,898	$3,873,017 ▼	-34.7%	246,670	0.2%	Consumer Discretionary
YNDX Yandex	$5,672,914	$365,614 ▲	6.9%	24,050	0.1%	Technology
BlackRock, Inc.	$5,343,306	$336,536 ▲	6.7%	5,049	0.1%	COM
AMGN Amgen	$4,409,744	$199,370 ▲	4.7%	10,462	0.1%	Healthcare
CTAS Cintas	$4,037,742	$93,629 ▲	2.4%	20,700	0.1%	Industrials
BKNG Booking	$3,900,065	$250,067 ▼	-6.0%	23,940	0.1%	Consumer Discretionary
PGR Progressive	$3,596,829	$101,582 ▲	2.9%	17,350	0.1%	Finance
LASR nLight	$3,546,371	$9,540,513 ▼	-72.9%	91,061	0.1%	Technology
Rubrik, Inc.	$3,505,644	$42,926 ▼	-1.2%	30,625	0.1%	COM
Doordash, Inc.	$3,375,301	$3,375,301 ▲	New Holding	18,389	0.1%	COM
DE Deere & Company	$3,233,513	$235,042 ▲	7.8%	4,815	0.1%	Industrials
PCAR PACCAR	$3,207,221	$21,962 ▼	-0.7%	29,207	0.1%	Industrials
HD Home Depot	$3,125,694	$146,512 ▲	4.9%	10,987	0.1%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$2,998,252		0.0%	3,931	0.1%	ETF
JNJ Johnson & Johnson	$2,948,939	$2,647 ▲	0.1%	11,139	0.1%	Healthcare
DGX Quest Diagnostics	$2,872,588	$235,401 ▲	8.9%	12,325	0.1%	Healthcare
WM Waste Management	$2,638,113	$363,385 ▲	16.0%	12,937	0.1%	Industrials
AppLovin Corporation, Class A	$2,628,682	$20,771,554 ▼	-88.8%	9,051	0.1%	COM
Contemporary Amperex Technolog	$2,364,269	$892,206 ▲	60.6%	154,225	0.1%	COM
DKNG DraftKings	$2,199,060	$15,200 ▼	-0.7%	115,740	0.1%	Consumer Discretionary
Reddit, Inc. Class A	$2,172,210	$1,424 ▲	0.1%	15,250	0.0%	COM
NEE NextEra Energy	$2,003,323	$104,294 ▲	5.5%	26,450	0.0%	Utilities
ABT Abbott Laboratories	$1,882,613	$1,482 ▼	-0.1%	19,049	0.0%	Healthcare
SYM Symbotic	$1,857,811	$26,925 ▼	-1.4%	44,160	0.0%	Industrials
ECL Ecolab	$1,819,093	$102,968 ▲	6.0%	6,625	0.0%	Materials
ABNB Airbnb	$1,730,361	$1,730,361 ▲	New Holding	10,771	0.0%	Consumer Discretionary
CSCO Cisco Systems	$1,711,855	$19,912 ▼	-1.1%	15,905	0.0%	Technology
BX Blackstone	$1,620,261	$42,034 ▼	-2.5%	14,455	0.0%	Finance
VMC Vulcan Materials	$1,383,383	$6,116 ▲	0.4%	5,655	0.0%	Materials
U Unity Software	$1,334,400	$1,334,400 ▲	New Holding	32,602	0.0%	Technology
Walmart Inc.	$1,247,040	$1,247,040 ▲	New Holding	12,000	0.0%	COM
RIVN Rivian Automotive	$1,171,072	$267,351 ▼	-18.6%	78,385	0.0%	Consumer Discretionary
KRKNF Kraken Robotics	$1,084,155	$471,168 ▼	-30.3%	353,260	0.0%	Technology
SBUX Starbucks	$980,191		0.0%	10,432	0.0%	Consumer Discretionary
DSI iShares ESG MSCI KLD 400 ETF	$888,044		0.0%	6,075	0.0%	ETF
Ethos Technologies Inc.	$720,144	$720,144 ▲	New Holding	21,452	0.0%	COM
Virtus Zevenbergen Technology	$656,024	$656,024 ▲	New Holding	4,553	0.0%	COM
DIS Walt Disney	$533,731	$35,141 ▼	-6.2%	5,088	0.0%	Communication Services

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