Institutions / Zevenbergen Capital Investments LLC
Zevenbergen Capital Investments LLC
CIK 1276918 · Institution · as of Mar 31, 2026
Portfolio value
$3.48B
Positions
110
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$3.48B-22.7%Positions
110+4.8%Top holdings
Mar 31, 2026View all 110 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corporation | $344.65M | 9.9% |
| Tesla, Inc. | $199.70M | 5.7% |
| Alphabet Inc. Class C | $156.76M | 4.5% |
| Shopify Inc. | $155.29M | 4.5% |
| Amazon.com Inc | $131.90M | 3.8% |
| Meta Platforms, Inc. | $128.74M | 3.7% |
| Apple Inc. | $127.36M | 3.7% |
| MercadoLibre, Inc. | $123.84M | 3.6% |
| Axon Enterprise, Inc. | $122.40M | 3.5% |
| Microsoft Corp | $116.39M | 3.3% |
| Advanced Micro Devices Inc | $113.86M | 3.3% |
| Broadcom Inc. | $96.74M | 2.8% |
| Monolithic Power Systems Inc | $89.56M | 2.6% |
| Vertiv Holdings Co | $75.16M | 2.2% |
| Schwab Cap Tr | $66.52M | 1.9% |
| Rocket Lab CorpRKLB | $65.83M | 1.9% |
| Snowflake Inc. | $65.33M | 1.9% |
| Alphabet Inc. Class A | $65.21M | 1.9% |
| Micron Technology Inc | $64.85M | 1.9% |
| Netflix, Inc. | $58.49M | 1.7% |
| CrowdStrike Holdings, Inc. | $57.42M | 1.7% |
| Uber Technologies, Inc. | $56.19M | 1.6% |
| Quanta Services, Inc. | $55.00M | 1.6% |
| Natera, Inc. | $52.29M | 1.5% |
| Karman Holdings Inc. | $50.14M | 1.4% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | 808509756 Common stock | $66.52M | +4.2M | 4,229,104 1.91% of portfolio | high |
| Q1 2026 as of | Trim | 67066g104 Common stock | $-66.28M | -380K -16.13% | 1,976,199 9.91% of portfolio | high |
| Q1 2026 as of | Trim | 30303m102 Common stock | $-61.37M | -107K -32.28% | 225,013 3.70% of portfolio | high |
| Q1 2026 as of | Trim | 88160r101 Common stock | $-58.34M | -157K -22.61% | 537,194 5.74% of portfolio | high |
| Q1 2026 as of | Trim | Amazon.com Inc Common stock | $-44.18M | -212K -25.09% | 633,290 3.79% of portfolio | medium |
| Q1 2026 as of | Trim | 82509l107 Common stock | $-43.36M | -366K -21.83% | 1,309,176 4.47% of portfolio | medium |
| Q1 2026 as of | Trim | 58733r102 Common stock | $-34.43M | -20K -21.75% | 71,626 3.56% of portfolio | medium |
| Q1 2026 as of | Trim | Palo Alto Networks Inc Common stock | $-31.15M | -194K -67.18% | 94,930 0.44% of portfolio | medium |
| Q1 2026 as of | Exit | 30063p105 Common stock | $-30.75M | -303K -100.00% | 0 | medium |
| Q1 2026 as of | New | 14756k102 Common stock | $27.68M | +370K | 370,059 0.80% of portfolio | medium |