ZEVENBERGEN CAPITAL INVESTMENTS LLC
Q3 2026 13F filing
Updated 28 days ago189 disclosed positions worth $4.4B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M Microsoft Corporation | $196.3M | 382.7K | 4.49% | Added(+39.5%) |
| 2 | N NVIDIA Corporation | $185.6M | 812.8K | 4.25% | Added(+1.0%) |
| 3 | N NVIDIA Corporation | $185.3M | 811.5K | 4.24% | Added(+0.9%) |
| 4 | G Alphabet Inc. Class C | $183.7M | 539.1K | 4.20% | Unchanged |
| 5 | A Apple Inc. | $152.8M | 458.8K | 3.50% | Unchanged |
| 6 | M Micron Technology, Inc. | $142.6M | 133.9K | 3.26% | Trimmed(-17.7%) |
| 7 | T Tesla, Inc. | $131M | 369.3K | 3.00% | Added(+295.4%) |
| 8 | A Broadcom Inc. | $110.9M | 315.7K | 2.54% | Unchanged |
| 9 | S Shopify Inc. | $106.9M | 720.9K | 2.45% | Added(+173.9%) |
| 10 | M Meta Platforms, Inc. | $97.9M | 134.9K | 2.24% | Unchanged |
| 11 | A Advanced Micro Devices, Inc. | $97.3M | 159.0K | 2.23% | Trimmed(-4.2%) |
| 12 | A Amazon.com, Inc. | $93.8M | 376.4K | 2.15% | Added(+117.8%) |
| 13 | A Advanced Micro Devices, Inc. | $92.5M | 151.2K | 2.12% | Trimmed(-8.9%) |
| 14 | N Natera, Inc. | $76.5M | 185.0K | 1.75% | Added(+281.5%) |
| 15 | M MercadoLibre, Inc. | $72.5M | 41.9K | 1.66% | Added(+587.2%) |
| 16 | S Space Exploration Technologies | $68.9M | 457.0K | 1.58% | Added(+4035.7%) |
| 17 | S Snowflake Inc. | $68.6M | 201.9K | 1.57% | Added(+78.2%) |
| 18 | R Rocket Lab Corporation | $64M | 919.1K | 1.47% | Added(+794.0%) |
| 19 | G Alphabet Inc. Class A | $61.6M | 178.9K | 1.41% | Added(+319.3%) |
| 20 | C CrowdStrike Holdings, Inc. | $60.4M | 228.1K | 1.38% | Added(+353.5%) |
| 21 | M Microsoft Corporation | $59.5M | 115.9K | 1.36% | Trimmed(-57.8%) |
| 22 | A Axon Enterprise, Inc. | $58.7M | 138.9K | 1.34% | Added(+123.0%) |
| 23 | C Credo Technology Group Holding | $54.6M | 280.5K | 1.25% | Added(+259.6%) |
| 24 | C CrowdStrike Holdings, Inc. | $53.3M | 201.2K | 1.22% | Added(+300.0%) |
| 25 | M Monolithic Power Systems, Inc. | $52.3M | 38.8K | 1.20% | Added(+27.7%) |
| 26 | A Arista Networks Inc | $51.7M | 253.9K | 1.18% | Unchanged |
| 27 | P Quanta Services, Inc. | $50.4M | 78.4K | 1.15% | Added(+290.1%) |
| 28 | M Meta Platforms, Inc. | $44.5M | 61.3K | 1.02% | Trimmed(-54.5%) |
| 29 | A Applied Materials, Inc. | $44.4M | 86.8K | 1.02% | Added(+10.2%) |
| 30 | A Amazon.com, Inc. | $43.1M | 172.8K | 0.98% | Unchanged |
| 31 | D Dell Technologies Inc. | $42.7M | 79.4K | 0.98% | Trimmed(-15.9%) |
| 32 | F Comfort Systems USA, Inc. | $42.6M | 25.7K | 0.97% | Added(+853.3%) |
| 33 | V Vertiv Holdings Co. | $38.8M | 161.0K | 0.89% | Added(+132.9%) |
| 34 | S Snowflake Inc. | $38.5M | 113.3K | 0.88% | Unchanged |
| 35 | M Monolithic Power Systems, Inc. | $37.6M | 27.9K | 0.86% | Trimmed(-8.2%) |
| 36 | ? N/A Schwab Cap Tr | $36.7M | 1.99M | 0.84% | Trimmed(-20.7%) |
| 37 | P Palo Alto Networks, Inc. | $35.5M | 89.4K | 0.81% | Unchanged |
| 38 | T Toast, Inc. | $34.3M | 1.18M | 0.79% | Added(+166.1%) |
| 39 | D Datadog, Inc. | $34.2M | 125.0K | 0.78% | Unchanged |
| 40 | N NVIDIA Corporation | $32.3M | 141.5K | 0.74% | Trimmed(-82.4%) |
| 41 | K KLA Corporation | $31.4M | 161.0K | 0.72% | Added(+7.3%) |
| 42 | T Tesla, Inc. | $30.5M | 86.1K | 0.70% | Trimmed(-7.8%) |
| 43 | T Taiwan Semiconductor Mfg Ltd | $29.9M | 65.5K | 0.68% | Unchanged |
| 44 | S Shopify Inc. | $29.5M | 199.2K | 0.68% | Trimmed(-24.3%) |
| 45 | V Veeva Systems Inc. | $26.2M | 91.7K | 0.60% | Added(+409.6%) |
| 46 | X Xometry, Inc. | $24.4M | 237.0K | 0.56% | Added(+908.3%) |
| 47 | T Tesla, Inc. | $23.6M | 66.6K | 0.54% | Trimmed(-28.7%) |
| 48 | A Amphenol Corporation | $23.6M | 280.0K | 0.54% | Added(+100.0%) |
| 49 | A Advanced Micro Devices, Inc. | $23.6M | 38.5K | 0.54% | Trimmed(-76.8%) |
| 50 | A ASML Holding N.V. | $23.6M | 13.0K | 0.54% | Unchanged |