ZEVENBERGEN CAPITAL INVESTMENTS LLC
Q2 2026 13F filing
Updated 56 days ago185 disclosed positions worth $4.4B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GOOGN Alphabet Inc. Class C | $190.5M | 539.1K | 4.35% | Unchanged |
| 2 | M MU Micron Technology, Inc. | $187.8M | 162.7K | 4.29% | Trimmed(-9.9%) |
| 3 | N NVDA NVIDIA Corporation | $170.2M | 850.5K | 3.89% | Trimmed(-0.4%) |
| 4 | N NVDA NVIDIA Corporation | $161M | 804.5K | 3.68% | Trimmed(-5.8%) |
| 5 | T TSLA Tesla, Inc. | $156.8M | 372.7K | 3.58% | Added(+299.1%) |
| 6 | A AAPL Apple Inc. | $132.8M | 458.8K | 3.03% | Unchanged |
| 7 | A AVGO Broadcom Inc. | $119.3M | 315.7K | 2.72% | Added(+2.3%) |
| 8 | A AMD Advanced Micro Devices, Inc. | $114.4M | 196.9K | 2.61% | Trimmed(-31.9%) |
| 9 | A AXON Axon Enterprise, Inc. | $109.7M | 195.7K | 2.51% | Added(+199.7%) |
| 10 | M MSFT Microsoft Corporation | $102.4M | 274.4K | 2.34% | Unchanged |
| 11 | A AMD Advanced Micro Devices, Inc. | $96.4M | 166.0K | 2.20% | Trimmed(-42.6%) |
| 12 | A AMZN Amazon.com, Inc. | $89.9M | 377.1K | 2.05% | Added(+118.3%) |
| 13 | S SHOP Shopify Inc. | $87.5M | 766.4K | 2.00% | Added(+140.9%) |
| 14 | M MELI MercadoLibre, Inc. | $86.5M | 51.0K | 1.98% | Added(+479.2%) |
| 15 | M META Meta Platforms, Inc. | $76M | 134.9K | 1.74% | Trimmed(-2.0%) |
| 16 | R RKLB Rocket Lab Corporation | $74.8M | 735.6K | 1.71% | Added(+1157.4%) |
| 17 | C CRDO Credo Technology Group Holding | $70.8M | 260.4K | 1.62% | Added(+249.5%) |
| 18 | G GOOGN Alphabet Inc. Class A | $64.5M | 180.5K | 1.47% | Added(+277.8%) |
| 19 | P PWR Quanta Services, Inc. | $57.2M | 79.5K | 1.31% | Added(+268.0%) |
| 20 | A AMAT Applied Materials, Inc. | $57M | 78.8K | 1.30% | Unchanged |
| 21 | V VRT Vertiv Holdings Co. | $56.1M | 167.6K | 1.28% | Added(+94.9%) |
| 22 | N NTRA Natera, Inc. | $55.9M | 206.0K | 1.28% | Added(+269.3%) |
| 23 | C CRWD CrowdStrike Holdings, Inc. | $55.3M | 72.5K | 1.26% | Added(+32.3%) |
| 24 | M MPWR Monolithic Power Systems, Inc. | $54.9M | 39.7K | 1.25% | Added(+30.6%) |
| 25 | S SNOW Snowflake Inc. | $53M | 208.1K | 1.21% | Added(+77.4%) |
| 26 | ? N/A Schwab Cap Tr | $45.7M | 2.51M | 1.04% | Trimmed(-40.7%) |
| 27 | K KLAC KLA Corporation | $45.3M | 150.0K | 1.03% | Added(+900.0%) |
| 28 | A ANET Arista Networks Inc | $43.1M | 253.9K | 0.99% | Unchanged |
| 29 | M MPWR Monolithic Power Systems, Inc. | $42M | 30.4K | 0.96% | Unchanged |
| 30 | A AMZN Amazon.com, Inc. | $41.2M | 172.8K | 0.94% | Unchanged |
| 31 | D DELL Dell Technologies Inc. | $40.7M | 94.4K | 0.93% | Unchanged |
| 32 | T TSLA Tesla, Inc. | $39.3M | 93.4K | 0.90% | Unchanged |
| 33 | M META Meta Platforms, Inc. | $39.1M | 69.5K | 0.89% | Trimmed(-49.5%) |
| 34 | C CRWD CrowdStrike Holdings, Inc. | $38.4M | 50.3K | 0.88% | Trimmed(-8.2%) |
| 35 | K KRMN Karman Holdings Inc. | $36M | 721.4K | 0.82% | Added(+489.9%) |
| 36 | N NFLX Netflix, Inc. | $35.6M | 498.9K | 0.81% | Added(+407.8%) |
| 37 | T TOST Toast, Inc. | $35.6M | 1.28M | 0.81% | Added(+187.4%) |
| 38 | U UBER Uber Technologies, Inc. | $34.9M | 484.3K | 0.80% | Added(+377.6%) |
| 39 | A AXON Axon Enterprise, Inc. | $34.9M | 62.3K | 0.80% | Trimmed(-4.6%) |
| 40 | D DDOG Datadog, Inc. | $32.5M | 125.0K | 0.74% | Unchanged |
| 41 | T TSMWF Taiwan Semiconductor Mfg Ltd | $31.3M | 65.5K | 0.71% | Unchanged |
| 42 | P PANW Palo Alto Networks, Inc. | $30.5M | 89.4K | 0.70% | Unchanged |
| 43 | N NVDA NVIDIA Corporation | $30.2M | 150.9K | 0.69% | Trimmed(-82.3%) |
| 44 | S SHOP Shopify Inc. | $30M | 263.1K | 0.69% | Trimmed(-17.3%) |
| 45 | S SNOW Snowflake Inc. | $28.8M | 113.3K | 0.66% | Trimmed(-3.4%) |
| 46 | T TSLA Tesla, Inc. | $28.6M | 68.0K | 0.65% | Trimmed(-27.2%) |
| 47 | A AMD Advanced Micro Devices, Inc. | $28.3M | 48.7K | 0.65% | Trimmed(-83.2%) |
| 48 | A ASMLF ASML Holding N.V. | $25.9M | 13.0K | 0.59% | Unchanged |
| 49 | A AXON Axon Enterprise, Inc. | $24.8M | 44.2K | 0.57% | Trimmed(-32.4%) |
| 50 | A APH Amphenol Corporation | $24.7M | 140.0K | 0.56% | Unchanged |