Zevenbergen Capital Investments LLC
Zevenbergen Capital Investments LLC reported 185 holdings worth US$4.38B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 16, 2026
Zevenbergen Capital Investments LLC reported 185 holdings worth US$4.38B as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Advanced Micro Devices Inc. Filed Jul 16, 2026 (Form 13F).
- Holdings
- 185
- Value as reported
- US$4.38B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 1.81M | US$361M | 8.3% |
| Alphabet Inc (google) Class C | 764K | US$273M | 6.2% |
| Advanced Micro Devices Inc | 412K | US$239M | 5.5% |
| Tesla, Inc. | 534K | US$225M | 5.1% |
| Micron Technology, Inc. | 174K | US$201M | 4.6% |
| Axon Enterprise, Inc. | 302K | US$169M | 3.9% |
| Amazon.com, Inc. | 618K | US$147M | 3.4% |
| Apple Inc | 504K | US$146M | 3.3% |
| Shopify Inc. | 1.18M | US$135M | 3.1% |
| Meta Platforms, Inc. | 220K | US$124M | 2.8% |
| Broadcom Inc. | 319K | US$121M | 2.8% |
| Microsoft Corp. | 312K | US$117M | 2.7% |
| Mercadolibre, Inc. | 67,366 | US$114M | 2.6% |
| Monolithic Power Systems, Inc. | 78,604 | US$109M | 2.5% |
| Credo Technology Group Holding Ltd | 399K | US$109M | 2.5% |
| Crowdstrike Holdings, Inc. | 139K | US$106M | 2.4% |
| Rocket Lab Corporation | 1.01M | US$102M | 2.3% |
| Vertiv Holdings, Llc | 280K | US$93.7M | 2.1% |
| Snowflake Inc. | 368K | US$93.7M | 2.1% |
| Quanta Services, Inc. | 99,591 | US$71.7M | 1.6% |
| Natera, Inc. | 255K | US$69.1M | 1.6% |
| Applied Materials, Inc. | 78,800 | US$57M | 1.3% |
| Toast, Inc. | 1.99M | US$55.4M | 1.3% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 109K | US$51.9M | 1.2% |
| Kla Corporation | 150K | US$45.3M | 1.0% |
| Dell Technologies Inc. | 104K | US$45M | 1.0% |
| Karman Holdings Inc. | 875K | US$43.7M | 1.00% |
| Arista Networks, Inc. | 254K | US$43.1M | 0.99% |
| Datadog, Inc. | 160K | US$41.7M | 0.95% |
| Applovin Corporation | 80,571 | US$41.5M | 0.95% |
| Netflix, Inc. | 581K | US$41.5M | 0.95% |
| Uber Technologies, Inc. | 574K | US$41.4M | 0.95% |
| Palo Alto Networks, Inc. | 93,910 | US$32M | 0.73% |
| Coherent Corp. | 79,777 | US$31.5M | 0.72% |
| Amphenol Corporation | 176K | US$31M | 0.71% |
| Comfort Systems Usa, Inc. | 14,414 | US$28.6M | 0.65% |
| Samsara Inc. | 832K | US$27M | 0.62% |
| Marvell Technology, Inc. | 89,657 | US$26.7M | 0.61% |
| Asml Holding Nv | 13,222 | US$26.3M | 0.60% |
| Visa Inc. | 76,348 | US$26.2M | 0.60% |
| Cadence Design Systems, Inc. | 65,000 | US$24.4M | 0.56% |
| Nlight, Inc. | 336K | US$23.4M | 0.53% |
| Qualcomm Incorporated | 116K | US$21.4M | 0.49% |
| Sharkninja, Inc. | 140K | US$21.3M | 0.49% |
| Transmedics Group, Inc. | 308K | US$20.5M | 0.47% |
| Veeva Systems Inc. | 112K | US$19.8M | 0.45% |
| Space Exploration Technologies Corp | 97,664 | US$16.7M | 0.38% |
| Caris Life Sciences, Inc. | 802K | US$14.3M | 0.33% |
| Insulet Corporation | 88,606 | US$13.5M | 0.31% |
| Xometry, Inc. | 138K | US$13.4M | 0.30% |
| Servicenow, Inc. | 120K | US$11.9M | 0.27% |
| Mongodb, Inc. | 33,200 | US$11.2M | 0.25% |
| Ionq, Inc. | 200K | US$10.7M | 0.24% |
| Oracle Corporation | 65,365 | US$9.58M | 0.22% |
| Bloom Energy Corporation | 31,590 | US$9.56M | 0.22% |
| Jp Morgan Chase & Co. | 28,623 | US$9.37M | 0.21% |
| Appfolio, Inc. | 57,300 | US$9.19M | 0.21% |
| Servicetitan, Inc. | 122K | US$8.62M | 0.20% |
| Costco Wholesale Corporation | 8,203 | US$7.67M | 0.18% |
| Mirion Technologies, Inc. | 400K | US$7.18M | 0.16% |
| Amprius Technologies, Inc. | 381K | US$5.29M | 0.12% |
| Blackrock, Inc. | 4,731 | US$4.55M | 0.10% |
| Booking Holdings Inc. Common Stock | 25,475 | US$4.54M | 0.10% |
| Home Depot, Inc. (the) | 10,472 | US$3.69M | 0.08% |
| Progressive Corporation (the) | 16,860 | US$3.68M | 0.08% |
| Amgen Inc. | 9,989 | US$3.62M | 0.08% |
| Paccar Inc. | 29,407 | US$3.53M | 0.08% |
| Cintas Corporation | 20,220 | US$3.44M | 0.08% |
| Draftkings Inc. | 117K | US$2.94M | 0.07% |
| Deere & Company | 4,465 | US$2.83M | 0.06% |
| Johnson & Johnson | 11,129 | US$2.83M | 0.06% |
| Reddit, Inc. | 15,240 | US$2.65M | 0.06% |
| Rubrik, Inc. | 31,000 | US$2.49M | 0.06% |
| Waste Management, Inc. | 11,155 | US$2.49M | 0.06% |
| Quest Diagnostics Incorporated | 11,315 | US$2.4M | 0.05% |
| Kraken Robotics Inc | 507K | US$2.28M | 0.05% |
| Nextera Energy, Inc. | 25,073 | US$2.2M | 0.05% |
| Contemporary Amperex Technology Co., Limited Class A | 96,025 | US$2.16M | 0.05% |
| Symbotic Inc. | 44,800 | US$2.01M | 0.05% |
| Cisco Systems, Inc. | 16,090 | US$1.89M | 0.04% |
| Blackstone Inc. | 14,830 | US$1.75M | 0.04% |
| Ecolab Inc. | 6,250 | US$1.74M | 0.04% |
| Abbott Laboratories | 19,064 | US$1.73M | 0.04% |
| Rivian Automotive, Inc. | 96,280 | US$1.67M | 0.04% |
| Vulcan Materials Company (holding Company) | 5,630 | US$1.66M | 0.04% |
| Starbucks Corporation | 10,432 | US$1.07M | 0.02% |
| Rollins, Inc. | 14,620 | US$610K | 0.01% |
| American Express Company | 1,600 | US$541K | 0.01% |
| Walt Disney Company (the) | 5,423 | US$522K | 0.01% |
| Abbvie Inc. | 1,923 | US$484K | 0.01% |
| Lgi Homes, Inc. | 6,150 | US$392K | <0.01% |
| Navan, Inc. | 16,700 | US$382K | <0.01% |
| Wingstop Inc. | 1,945 | US$337K | <0.01% |
| Broadridge Financial Solutions, Inc. | 2,030 | US$278K | <0.01% |
| Tractor Supply Company | 8,415 | US$266K | <0.01% |
| D.r. Horton, Inc. | 1,565 | US$255K | <0.01% |
| Merck & Company, Inc. | 1,565 | US$201K | <0.01% |
| Carlsmed, Inc. | 11,900 | US$124K | <0.01% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Planet Labs Pbc | 0 | US$0 | 0.00% |
Every holding of Zevenbergen Capital Investments LLC
Source
View original at SEC
Related