Holders — by stockHoldings — by fund
ZEVENBERGEN CAPITAL INVESTMENTS LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1276918
$4.38B
disclosed book value
109
positions
8.3%
largest position share
Positions, as of 2026-06-30
top 100 of 109 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA Corporation | 1.8M | $361.3M | 8.3% |
| 2 | AMDAdvanced Micro Devices, Inc. | 411,585 | $239.1M | 5.5% |
| 3 | TSLATesla, Inc. | 534,122 | $224.7M | 5.1% |
| 4 | MUMicron Technology, Inc. | 173,965 | $200.8M | 4.6% |
| 5 | GOOGAlphabet Inc. Class C | 546,596 | $193.1M | 4.4% |
| 6 | AXONAxon Enterprise, Inc. | 302,151 | $169.4M | 3.9% |
| 7 | AMZNAmazon.com, Inc. | 618,334 | $147.4M | 3.4% |
| 8 | AAPLApple Inc. | 504,171 | $145.9M | 3.3% |
| 9 | SHOPShopify Inc. | 1.2M | $135.2M | 3.1% |
| 10 | METAMeta Platforms, Inc. | 220,423 | $124.2M | 2.8% |
| 11 | AVGOBroadcom Inc. | 319,150 | $120.6M | 2.8% |
| 12 | MSFTMicrosoft Corporation | 312,395 | $116.5M | 2.7% |
| 13 | MELIMercadoLibre, Inc. | 67,366 | $114.3M | 2.6% |
| 14 | MPWRMonolithic Power Systems, Inc. | 78,604 | $108.7M | 2.5% |
| 15 | Credo Technology Group Holding | 399,306 | $108.6M | 2.5% |
| 16 | CRWDCrowdStrike Holdings, Inc. | 139,105 | $106.2M | 2.4% |
| 17 | RKLBRocket Lab Corporation | 1.0M | $102.2M | 2.3% |
| 18 | VRTVertiv Holdings Co. | 279,992 | $93.7M | 2.1% |
| 19 | SNOWSnowflake Inc. | 368,329 | $93.7M | 2.1% |
| 20 | GOOGLAlphabet Inc. Class A | 223,202 | $79.8M | 1.8% |
| 21 | PWRQuanta Services, Inc. | 99,591 | $71.7M | 1.6% |
| 22 | NTRANatera, Inc. | 254,549 | $69.1M | 1.6% |
| 23 | AMATApplied Materials, Inc. | 78,800 | $57.0M | 1.3% |
| 24 | TOSTToast, Inc. | 2.0M | $55.4M | 1.3% |
| 25 | TSMTaiwan Semiconductor Mfg Ltd | 108,665 | $51.9M | 1.2% |
| 26 | Schwab Cap Tr | 2.5M | $45.7M | 1% |
| 27 | KLACKLA Corporation | 150,000 | $45.3M | 1% |
| 28 | DELLDell Technologies Inc. | 104,190 | $45.0M | 1% |
| 29 | KRMNKarman Holdings Inc. | 874,574 | $43.7M | 1% |
| 30 | ANETArista Networks Inc | 253,900 | $43.1M | 1% |
| 31 | DDOGDatadog, Inc. | 160,100 | $41.7M | 1% |
| 32 | APPAppLovin Corporation, Class A | 80,571 | $41.5M | 0.9% |
| 33 | NFLXNetflix, Inc. | 581,345 | $41.5M | 0.9% |
| 34 | UBERUber Technologies, Inc. | 573,837 | $41.4M | 0.9% |
| 35 | PANWPalo Alto Networks, Inc. | 93,910 | $32.0M | 0.7% |
| 36 | COHRCoherent Corp. | 79,777 | $31.5M | 0.7% |
| 37 | APHAmphenol Corporation | 176,030 | $31.0M | 0.7% |
| 38 | FIXComfort Systems USA, Inc. | 14,414 | $28.6M | 0.7% |
| 39 | IOTSamsara Inc. | 832,213 | $27.0M | 0.6% |
| 40 | MRVLMarvell Technology, Inc. | 89,657 | $26.7M | 0.6% |
| 41 | ASML Holding N.V. | 13,222 | $26.3M | 0.6% |
| 42 | VVisa Inc. | 76,348 | $26.2M | 0.6% |
| 43 | CDNSCadence Design Systems, Inc. | 65,000 | $24.4M | 0.6% |
| 44 | Spotify Technology S.A. | 51,617 | $23.7M | 0.5% |
| 45 | LASRnLIGHT, Inc. | 336,035 | $23.4M | 0.5% |
| 46 | ARMArm Holdings Plc | 60,965 | $21.6M | 0.5% |
| 47 | QCOMQUALCOMM Incorporated | 115,977 | $21.4M | 0.5% |
| 48 | Seagate Technology Holdings PL | 22,100 | $21.3M | 0.5% |
| 49 | SharkNinja, Inc. | 139,725 | $21.3M | 0.5% |
| 50 | NXP Semiconductors N.V. | 73,100 | $20.5M | 0.5% |
| 51 | TMDXTransMedics Group, Inc. | 308,391 | $20.5M | 0.5% |
| 52 | VEEVVeeva Systems Inc. | 111,527 | $19.8M | 0.5% |
| 53 | SPCXSpace Exploration Technologies | 97,664 | $16.7M | 0.4% |
| 54 | CAICaris Life Sciences, Inc. | 802,083 | $14.3M | 0.3% |
| 55 | PODDInsulet Corporation | 88,606 | $13.5M | 0.3% |
| 56 | On Holding AG | 377,471 | $13.4M | 0.3% |
| 57 | XMTRXometry, Inc. | 138,325 | $13.4M | 0.3% |
| 58 | NOWServiceNow, Inc. | 120,365 | $11.9M | 0.3% |
| 59 | MDBMongoDB, Inc. | 33,200 | $11.2M | 0.3% |
| 60 | IONQIonQ, Inc. | 200,000 | $10.7M | 0.2% |
| 61 | ORCLOracle Corporation | 65,365 | $9.6M | 0.2% |
| 62 | BEBloom Energy Corporation | 31,590 | $9.6M | 0.2% |
| 63 | JPMJPMorgan Chase & Co. | 28,623 | $9.4M | 0.2% |
| 64 | APPFAppFolio, Inc. | 57,300 | $9.2M | 0.2% |
| 65 | TTANServiceTitan, Inc. Class A | 121,875 | $8.6M | 0.2% |
| 66 | COSTCostco Wholesale Corporation | 8,203 | $7.7M | 0.2% |
| 67 | MIRMirion Technologies, Inc. | 400,300 | $7.2M | 0.2% |
| 68 | Nebius Group N.V. | 22,500 | $6.2M | 0.1% |
| 69 | AMPXAmprius Technologies, Inc. | 381,420 | $5.3M | 0.1% |
| 70 | BLKBlackRock, Inc. | 4,731 | $4.5M | 0.1% |
| 71 | BKNGBooking Holdings Inc. | 25,475 | $4.5M | 0.1% |
| 72 | HDThe Home Depot, Inc. | 10,472 | $3.7M | 0.1% |
| 73 | PGRThe Progressive Corporation | 16,860 | $3.7M | 0.1% |
| 74 | AMGNAmgen Inc. | 9,989 | $3.6M | 0.1% |
| 75 | PCARPACCAR Inc | 29,407 | $3.5M | 0.1% |
| 76 | CTASCintas Corporation | 20,220 | $3.4M | 0.1% |
| 77 | DKNGDraftKings Inc. | 116,540 | $2.9M | 0.1% |
| 78 | SPYState Street Spdr S&P 500 ETF | 3,931 | $2.9M | 0.1% |
| 79 | DEDeere & Company | 4,465 | $2.8M | 0.1% |
| 80 | JNJJohnson & Johnson | 11,129 | $2.8M | 0.1% |
| 81 | RDDTReddit, Inc. Class A | 15,240 | $2.6M | 0.1% |
| 82 | RBRKRubrik, Inc. | 31,000 | $2.5M | 0.1% |
| 83 | WMWaste Management, Inc. | 11,155 | $2.5M | 0.1% |
| 84 | DGXQuest Diagnostics Incorporated | 11,315 | $2.4M | 0.1% |
| 85 | Kraken Robotics Inc | 506,785 | $2.3M | 0.1% |
| 86 | NEENextera Energy, Inc. | 25,073 | $2.2M | 0.1% |
| 87 | Contemporary Amperex Technolog | 96,025 | $2.2M | 0% |
| 88 | SYMSymbotic Inc. | 44,800 | $2.0M | 0% |
| 89 | CSCOCisco Systems, Inc. | 16,090 | $1.9M | 0% |
| 90 | BXBlackstone Inc. | 14,830 | $1.7M | 0% |
| 91 | ECLEcolab Inc. | 6,250 | $1.7M | 0% |
| 92 | ABTAbbott Laboratories | 19,064 | $1.7M | 0% |
| 93 | RIVNRivian Automotive, Inc. | 96,280 | $1.7M | 0% |
| 94 | VMCVulcan Materials Company | 5,630 | $1.7M | 0% |
| 95 | SBUXStarbucks Corporation | 10,432 | $1.1M | 0% |
| 96 | DSIiShares MSCI KLD 400 Social | 6,075 | $865,019 | 0% |
| 97 | ROLRollins, Inc. | 14,620 | $610,239 | 0% |
| 98 | AXPAmerican Express Company | 1,600 | $541,200 | 0% |
| 99 | DISThe Walt Disney Company | 5,423 | $521,964 | 0% |
| 100 | ABBVAbbVie Inc. | 1,923 | $483,904 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.