ZEVENBERGEN CAPITAL INVESTMENTS LLC 13F Holdings

CIK 0001276918

As of Sep 30, 2025, ZEVENBERGEN CAPITAL INVESTMENTS LLC reported 103 positions worth $5.1B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology2,785,801$519.8M10.10%
TESLA MTRS INC COMTSLAConsumer Cyclical862,697$383.7M7.46%
SHOPIFY INC CL ASHOPTechnology2,051,940$304.9M5.93%
Meta Platforms, Inc.META—387,598$284.6M5.53%
Axon Enterprise IncAXONIndustrials369,364$265.1M5.15%
MERCADOLIBRE INC COMMELIConsumer Cyclical106,242$248.3M4.83%
AMAZON.COM INCAMZNEquity1,007,454$221.2M4.30%
MICROSOFT CORPMSFTTechnology314,879 63.1M3.17%
ALPHABET INCGOOGCommunication Services636,255 55.0M3.01%
UBER TECHNOLOGIES INCUBERTechnology1,323,995 29.7M2.52%
SERVICENOW INC COMNOWTechnology138,266 27.2M2.47%
NETFLIX INC COMNFLXCommunication Services102,480 22.9M2.39%
APPLE INCAAPLTechnology476,051 21.2M2.36%
CROWDSTRIKE HOLDINGS INCCRWDTechnology243,355 19.3M2.32%
BROADCOM LTD SHSAVGOTechnology312,300 03.0M2.00%
THE TRADE DESKTTDTechnology2,055,616 00.7M1.96%
SPOTIFY TECHNOLOGY SASPOTCommunication Services138,954$97.0M1.89%
ADVANCED MICRO DEVICES INCAMDEquity590,029$95.5M1.86%
SNOWFLAKE INCSNOWTechnology368,207$83.0M1.61%
TOAST INCTOSTTechnology2,117,310$77.3M1.50%
PALO ALTO NETWORKS INCPANWTechnology361,137$73.5M1.43%
ARM HOLDINGS PLCARMTechnology499,772$70.7M1.37%
MONOLITHIC POWER SYSTEMS INCMPWRTechnology74,668$68.7M1.34%
NATERA INCNTRAHealthcare394,565$63.5M1.23%
E.L.F. BEAUTY INCELFConsumer Defensive466,968$61.9M1.20%