Zevenbergen Capital Investments LLC
Zevenbergen Capital Investments LLC reported 189 holdings worth US$4.37B as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 8, 2026
Zevenbergen Capital Investments LLC reported 189 holdings worth US$4.37B as of Sep 30, 2026. Largest: Nvidia Corporation, Microsoft Corp. and Alphabet Inc (google) Class C. Filed Oct 8, 2026 (Form 13F).
- Holdings
- 189
- Value as reported
- US$4.37B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 1.77M | US$403M | 9.2% |
| Microsoft Corp. | 517K | US$265M | 6.1% |
| Alphabet Inc (google) Class C | 768K | US$262M | 6.0% |
| Advanced Micro Devices Inc | 349K | US$213M | 4.9% |
| Tesla, Inc. | 522K | US$185M | 4.2% |
| Apple Inc | 505K | US$168M | 3.8% |
| Shopify Inc. | 1.06M | US$158M | 3.6% |
| Micron Technology, Inc. | 145K | US$154M | 3.5% |
| Amazon.com, Inc. | 618K | US$154M | 3.5% |
| Meta Platforms, Inc. | 210K | US$152M | 3.5% |
| Crowdstrike Holdings, Inc. | 478K | US$127M | 2.9% |
| Snowflake Inc. | 362K | US$123M | 2.8% |
| Broadcom Inc. | 319K | US$112M | 2.6% |
| Monolithic Power Systems, Inc. | 74,736 | US$101M | 2.3% |
| Mercadolibre, Inc. | 55,119 | US$95.3M | 2.2% |
| Natera, Inc. | 227K | US$94M | 2.2% |
| Axon Enterprise, Inc. | 218K | US$92.1M | 2.1% |
| Rocket Lab Corporation | 1.21M | US$84.5M | 1.9% |
| Credo Technology Group Holding Ltd | 419K | US$81.6M | 1.9% |
| Space Exploration Technologies Corp | 516K | US$77.8M | 1.8% |
| Vertiv Holdings, Llc | 273K | US$66M | 1.5% |
| Quanta Services, Inc. | 97,863 | US$62.9M | 1.4% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 125K | US$57.3M | 1.3% |
| Toast, Inc. | 1.94M | US$56.2M | 1.3% |
| Arista Networks, Inc. | 254K | US$51.7M | 1.2% |
| Comfort Systems Usa, Inc. | 30,515 | US$50.5M | 1.2% |
| Dell Technologies Inc. | 89,030 | US$47.9M | 1.1% |
| Marvell Technology, Inc. | 180K | US$47.4M | 1.1% |
| Applied Materials, Inc. | 86,800 | US$44.4M | 1.0% |
| Datadog, Inc. | 161K | US$44M | 1.0% |
| Palo Alto Networks, Inc. | 93,910 | US$37.3M | 0.85% |
| Kla Corporation | 164K | US$32M | 0.73% |
| Veeva Systems Inc. | 110K | US$31.3M | 0.72% |
| Xometry, Inc. | 298K | US$30.6M | 0.70% |
| Amphenol Corporation | 352K | US$29.7M | 0.68% |
| Coherent Corp. | 100K | US$28.9M | 0.66% |
| Samsara Inc. | 734K | US$28M | 0.64% |
| Visa Inc. | 76,398 | US$27.5M | 0.63% |
| Sharkninja, Inc. | 145K | US$26.2M | 0.60% |
| Uber Technologies, Inc. | 364K | US$25M | 0.57% |
| Asml Holding Nv | 13,222 | US$24M | 0.55% |
| Karman Holdings Inc. | 715K | US$23.2M | 0.53% |
| Transmedics Group, Inc. | 267K | US$22.3M | 0.51% |
| Caris Life Sciences, Inc. | 720K | US$22M | 0.50% |
| Cadence Design Systems, Inc. | 65,000 | US$21.5M | 0.49% |
| Servicenow, Inc. | 120K | US$16.1M | 0.37% |
| Mongodb, Inc. | 42,100 | US$14.7M | 0.34% |
| Qualcomm Incorporated | 78,187 | US$14.4M | 0.33% |
| Appfolio, Inc. | 57,300 | US$11.5M | 0.26% |
| Jp Morgan Chase & Co. | 29,263 | US$9.68M | 0.22% |
| Ionq, Inc. | 219K | US$9.59M | 0.22% |
| Bloom Energy Corporation | 34,390 | US$9.53M | 0.22% |
| Navan, Inc. | 388K | US$8.14M | 0.19% |
| Oracle Corporation | 57,890 | US$7.95M | 0.18% |
| Costco Wholesale Corporation | 8,303 | US$7.56M | 0.17% |
| Netflix, Inc. | 107K | US$7.41M | 0.17% |
| Blackrock, Inc. | 5,049 | US$5.34M | 0.12% |
| Amgen Inc. | 10,462 | US$4.41M | 0.10% |
| Cintas Corporation | 20,700 | US$4.04M | 0.09% |
| Booking Holdings Inc. Common Stock | 23,940 | US$3.9M | 0.09% |
| Progressive Corporation (the) | 17,350 | US$3.6M | 0.08% |
| Nlight, Inc. | 91,061 | US$3.55M | 0.08% |
| Rubrik, Inc. | 30,625 | US$3.51M | 0.08% |
| Doordash, Inc. | 18,389 | US$3.38M | 0.08% |
| Deere & Company | 4,815 | US$3.23M | 0.07% |
| Paccar Inc. | 29,207 | US$3.21M | 0.07% |
| Home Depot, Inc. (the) | 10,987 | US$3.13M | 0.07% |
| Johnson & Johnson | 11,139 | US$2.95M | 0.07% |
| Quest Diagnostics Incorporated | 12,325 | US$2.87M | 0.07% |
| Waste Management, Inc. | 12,937 | US$2.64M | 0.06% |
| Applovin Corporation | 9,051 | US$2.63M | 0.06% |
| Contemporary Amperex Technology Co., Limited Class A | 154K | US$2.36M | 0.05% |
| Draftkings Inc. | 116K | US$2.2M | 0.05% |
| Reddit, Inc. | 15,250 | US$2.17M | 0.05% |
| Nextera Energy, Inc. | 26,450 | US$2M | 0.05% |
| Abbott Laboratories | 19,049 | US$1.88M | 0.04% |
| Symbotic Inc. | 44,160 | US$1.86M | 0.04% |
| Ecolab Inc. | 6,625 | US$1.82M | 0.04% |
| Airbnb, Inc. | 10,771 | US$1.73M | 0.04% |
| Cisco Systems, Inc. | 15,905 | US$1.71M | 0.04% |
| Blackstone Inc. | 14,455 | US$1.62M | 0.04% |
| Vulcan Materials Company (holding Company) | 5,655 | US$1.38M | 0.03% |
| Unity Software Inc. | 32,602 | US$1.33M | 0.03% |
| Walmart Inc. | 12,000 | US$1.25M | 0.03% |
| Rivian Automotive, Inc. | 78,385 | US$1.17M | 0.03% |
| Kraken Robotics Inc | 353K | US$1.08M | 0.02% |
| Starbucks Corporation | 10,432 | US$980K | 0.02% |
| Ethos Technologies Inc. | 21,452 | US$720K | 0.02% |
| Walt Disney Company (the) | 5,088 | US$534K | 0.01% |
| Amprius Technologies, Inc. | 52,050 | US$504K | 0.01% |
| Abbvie Inc. | 1,923 | US$503K | 0.01% |
| American Express Company | 1,600 | US$487K | 0.01% |
| Figma Inc | 22,960 | US$483K | 0.01% |
| Rollins, Inc. | 12,745 | US$384K | <0.01% |
| Maplebear Inc. | 8,288 | US$357K | <0.01% |
| Broadridge Financial Solutions, Inc. | 1,795 | US$289K | <0.01% |
| Lgi Homes, Inc. | 6,150 | US$287K | <0.01% |
| L3harris Technologies, Inc. | 1,188 | US$281K | <0.01% |
| Carlsmed, Inc. | 17,900 | US$252K | <0.01% |
| Verizon Communications Inc. | 5,126 | US$235K | <0.01% |
Every holding of Zevenbergen Capital Investments LLC
Source
View original at SEC
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