Zevenbergen Capital Investments LLC

13F filer · CIK 0001276918

Reported Jul 16, 2026

13F portfolio value$4.38BU.S. long equity reported on 13F

Positions106Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight44.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 16, 2026106 positions
NVDANvidia Corp	$361M	8.25%	0.01%	-8.6%	Q3 2016
AMDAdvanced Micro Devices Inc	$239M	5.46%	0.03%	-26.5%	Q3 2022
TSLATesla, Inc.	$225M	5.13%	0.01%	-0.6%	Q2 2013
MUMicron Technology Inc	$201M	4.59%	0.02%	-9.4%	Q3 2022
GOOGAlphabet Inc.	$193M	4.41%	Not reported	0.0%	Q4 2015
AXONAxon Enterprise, Inc.	$169M	3.87%	0.37%	+4.8%	Q2 2018
AMZNAmazon Com Inc	$147M	3.37%	0.01%	-2.4%	Q2 2013
AAPLApple Inc.	$146M	3.33%	0.00%	+0.5%	Q2 2013
SHOPShopify Inc.	$135M	3.09%	0.30%	-9.6%	Q4 2016
METAMeta Platforms, Inc.	$124M	2.84%	Not reported	-2.0%	Q2 2013
AVGOBroadcom Inc.	$121M	2.75%	0.01%	+2.1%	Q4 2023
MSFTMicrosoft Corp	$117M	2.66%	0.00%	-0.6%	Q3 2013
MELIMercadolibre Inc	$114M	2.61%	0.13%	-6.0%	Q2 2013
MPWRMonolithic Power Systems, Inc.	$109M	2.48%	0.16%	-4.0%	Q3 2015
CRDOCredo Technology Group Holding Ltd	$109M	2.48%	0.21%	-0.9%	Q2 2024
CRWDCrowdStrike Holdings, Inc.	$106M	2.42%	0.05%	-5.4%	Q3 2021
RKLBRocket Lab Corp	$102M	2.33%	0.17%	-2.0%	Q1 2025
VRTVertiv Holdings Co	$93.7M	2.14%	0.07%	-6.7%	Q2 2024
SNOWSnowflake Inc.	$93.7M	2.14%	0.11%	-15.0%	Q4 2020
GOOGLAlphabet Inc.	$79.8M	1.82%	0.00%	-1.6%	Q4 2015
PWRQuanta Services, Inc.	$71.7M	1.64%	0.07%	-0.6%	Q4 2024
NTRANatera, Inc.	$69.1M	1.58%	0.18%	-2.7%	Q1 2023
AMATApplied Materials Inc	$57M	1.30%	0.01%	Not reported	Q3 2022
TOSTToast, Inc.	$55.4M	1.27%	0.91%	+12.3%	Q2 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$51.9M	1.19%	0.00%	+60.9%	Q1 2026
KLACKla Corp	$45.3M	1.03%	0.01%	Not reported	Q3 2022
DELLDell Technologies Inc.	$45M	1.03%	0.02%	+0.4%	Q1 2024
KRMNKarman Holdings Inc.	$43.7M	1.00%	0.66%	+39.6%	Q4 2025
ANETArista Networks, Inc.	$43.1M	0.99%	0.02%	Not reported	Q3 2022
DDOGDatadog, Inc.	$41.7M	0.95%	0.20%	-2.4%	Q2 2020
APPAppLovin Corp	$41.5M	0.95%	0.02%	-5.4%	Q3 2025
NFLXNetflix Inc	$41.5M	0.95%	0.01%	-4.4%	Q2 2013
UBERUber Technologies, Inc	$41.4M	0.95%	0.03%	-26.5%	Q3 2019
PANWPalo Alto Networks Inc	$32M	0.73%	0.01%	-1.1%	Q1 2014
COHRCoherent Corp.	$31.5M	0.72%	0.04%	+439.0%	Q1 2026
APHAmphenol Corp	$31M	0.71%	0.01%	-1.1%	Q3 2017
FIXComfort Systems USA Inc	$28.6M	0.65%	0.04%	New	Q2 2026
IOTSamsara Inc.	$27M	0.62%	Not reported	+14.9%	Q4 2024
MRVLMarvell Technology, Inc.	$26.7M	0.61%	0.01%	New	Q2 2026
ASMLAsml Holding NV	$26.3M	0.60%	0.00%	Not reported	Q4 2014
VVisa Inc.	$26.2M	0.60%	0.00%	+15.1%	Q3 2013
CDNSCadence Design Systems Inc	$24.4M	0.56%	0.02%	Not reported	Q3 2022
SPOTSpotify Technology S.A.	$23.7M	0.54%	0.03%	-33.3%	Q2 2018
LASRNlight, Inc.	$23.4M	0.53%	0.58%	+17.7%	Q2 2018
ARMArm Holdings PLC	$21.6M	0.49%	0.01%	+6.8%	Q1 2024
QCOMQualcomm Inc	$21.4M	0.49%	0.01%	-7.6%	Q2 2013
STXSeagate Technology Holdings plc	$21.3M	0.49%	0.01%	+19.5%	Q1 2026
SNSharkNinja, Inc.	$21.3M	0.49%	0.10%	+17.7%	Q1 2026
NXPINXP Semiconductors N.V.	$20.5M	0.47%	0.03%	Not reported	Q3 2022
TMDXTransMedics Group, Inc.	$20.5M	0.47%	0.89%	+7.6%	Q2 2025

Q1 2026Reported Apr 9, 2026106 positions
NVDANvidia Corp	$345M	9.91%	0.01%	-16.1%	Q3 2016
TSLATesla, Inc.	$200M	5.74%	0.01%	-22.6%	Q2 2013
GOOGAlphabet Inc.	$157M	4.51%	Not reported	-8.3%	Q4 2015
SHOPShopify Inc.	$155M	4.47%	0.33%	-21.8%	Q4 2016
AMZNAmazon Com Inc	$132M	3.79%	0.01%	-25.1%	Q2 2013
METAMeta Platforms, Inc.	$129M	3.70%	Not reported	-32.3%	Q2 2013
AAPLApple Inc.	$127M	3.66%	0.00%	0.0%	Q2 2013
MELIMercadolibre Inc	$124M	3.56%	0.14%	-21.8%	Q2 2013
AXONAxon Enterprise, Inc.	$122M	3.52%	0.36%	-14.9%	Q2 2018
MSFTMicrosoft Corp	$116M	3.35%	0.00%	0.0%	Q3 2013
AMDAdvanced Micro Devices Inc	$114M	3.27%	0.03%	+1.7%	Q3 2022
AVGOBroadcom Inc.	$96.7M	2.78%	0.01%	Not reported	Q4 2023
MPWRMonolithic Power Systems, Inc.	$89.6M	2.57%	0.17%	+0.7%	Q3 2015
VRTVertiv Holdings Co	$75.2M	2.16%	0.08%	-13.5%	Q2 2024
RKLBRocket Lab Corp	$65.8M	1.89%	0.18%	-6.0%	Q1 2025
SNOWSnowflake Inc.	$65.3M	1.88%	0.13%	-0.6%	Q4 2020
GOOGLAlphabet Inc.	$65.2M	1.88%	0.00%	-9.9%	Q4 2015
MUMicron Technology Inc	$64.8M	1.86%	0.02%	-28.1%	Q3 2022
NFLXNetflix Inc	$58.5M	1.68%	0.01%	-21.3%	Q2 2013
CRWDCrowdStrike Holdings, Inc.	$57.4M	1.65%	0.06%	-27.6%	Q3 2021
UBERUber Technologies, Inc	$56.2M	1.62%	0.04%	-20.2%	Q3 2019
PWRQuanta Services, Inc.	$55M	1.58%	0.07%	-2.7%	Q4 2024
NTRANatera, Inc.	$52.3M	1.50%	0.18%	-19.2%	Q1 2023
KRMNKarman Holdings Inc.	$50.1M	1.44%	0.47%	+16.1%	Q4 2025
TOSTToast, Inc.	$47M	1.35%	0.81%	-4.3%	Q2 2023
CRDOCredo Technology Group Holding Ltd	$37.8M	1.09%	0.22%	+106.4%	Q2 2024
SPOTSpotify Technology S.A.	$37.5M	1.08%	0.04%	-18.6%	Q2 2018
NOWServiceNow, Inc.	$37.2M	1.07%	0.03%	-41.7%	Q2 2013
APPAppLovin Corp	$33.9M	0.97%	0.03%	+9.0%	Q3 2025
ANETArista Networks, Inc.	$31.2M	0.90%	0.02%	+3.5%	Q3 2022
PODDInsulet Corp	$29.3M	0.84%	0.20%	+23.3%	Q4 2025
TMDXTransMedics Group, Inc.	$28.5M	0.82%	0.83%	+2.3%	Q2 2025
AMATApplied Materials Inc	$26.9M	0.77%	0.01%	+12.6%	Q3 2022
IOTSamsara Inc.	$22.9M	0.66%	Not reported	-16.2%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$22.8M	0.66%	0.00%	New	Q1 2026
APHAmphenol Corp	$22.5M	0.65%	0.01%	Not reported	Q3 2017
KLACKla Corp	$22.1M	0.64%	0.01%	Not reported	Q3 2022
VEEVVeeva Systems Inc	$20.5M	0.59%	0.07%	-22.0%	Q1 2020
VVisa Inc.	$20M	0.58%	0.00%	+53.6%	Q3 2013
DDOGDatadog, Inc.	$19.4M	0.56%	0.21%	-14.9%	Q2 2020
CDNSCadence Design Systems Inc	$18.1M	0.52%	0.02%	+62.3%	Q3 2022
ASMLAsml Holding NV	$17.5M	0.50%	0.00%	Not reported	Q4 2014
DELLDell Technologies Inc.	$17M	0.49%	0.02%	-7.2%	Q1 2024
LASRNlight, Inc.	$16.3M	0.47%	0.51%	Not reported	Q2 2018
QCOMQualcomm Inc	$16.2M	0.46%	0.01%	-0.1%	Q2 2013
WINGWingstop Inc.	$15.5M	0.44%	0.37%	-22.6%	Q3 2022
PANWPalo Alto Networks Inc	$15.2M	0.44%	0.01%	-67.2%	Q1 2014
NXPINXP Semiconductors N.V.	$14.4M	0.41%	0.03%	+176.9%	Q3 2022
ORCLOracle Corp	$14M	0.40%	0.00%	-39.8%	Q3 2022
ONONOn Holding AG	$13.7M	0.39%	0.14%	-16.5%	Q2 2022

Q4 2025Reported Jan 15, 2026103 positions
NVDANvidia Corp	$439M	9.77%	0.01%	-15.4%	Q3 2016
TSLATesla, Inc.	$312M	6.94%	0.02%	-19.5%	Q2 2013
SHOPShopify Inc.	$270M	6.00%	0.43%	-18.4%	Q4 2016
METAMeta Platforms, Inc.	$219M	4.88%	Not reported	-14.3%	Q2 2013
AMZNAmazon Com Inc	$195M	4.34%	0.01%	-16.1%	Q2 2013
AXONAxon Enterprise, Inc.	$192M	4.28%	0.42%	-8.3%	Q2 2018
GOOGAlphabet Inc.	$187M	4.16%	Not reported	-6.4%	Q4 2015
MELIMercadolibre Inc	$184M	4.10%	0.18%	-13.8%	Q2 2013
MSFTMicrosoft Corp	$152M	3.38%	0.00%	-0.2%	Q3 2013
AAPLApple Inc.	$136M	3.03%	0.00%	+5.4%	Q2 2013
AMDAdvanced Micro Devices Inc	$118M	2.62%	0.03%	-6.7%	Q3 2022
AVGOBroadcom Inc.	$108M	2.41%	0.01%	+0.1%	Q4 2023
SNOWSnowflake Inc.	$95.6M	2.13%	0.13%	+18.3%	Q4 2020
CRWDCrowdStrike Holdings, Inc.	$95.2M	2.12%	0.08%	-16.5%	Q3 2021
NOWServiceNow, Inc.	$93.6M	2.08%	0.06%	-11.6%	Q2 2013
UBERUber Technologies, Inc	$80M	1.78%	0.05%	-26.0%	Q3 2019
GOOGLAlphabet Inc.	$78.8M	1.75%	0.00%	+27.4%	Q4 2015
MUMicron Technology Inc	$76.2M	1.69%	0.02%	-9.1%	Q3 2022
RKLBRocket Lab Corp	$76.1M	1.69%	0.20%	+4.4%	Q1 2025
NTRANatera, Inc.	$74.1M	1.65%	0.23%	-18.0%	Q1 2023
MPWRMonolithic Power Systems, Inc.	$73.8M	1.64%	0.17%	+9.0%	Q3 2015
NFLXNetflix Inc	$72.5M	1.61%	0.02%	-24.5%	Q2 2013
TOSTToast, Inc.	$65.9M	1.46%	0.84%	-12.4%	Q2 2023
VRTVertiv Holdings Co	$56.1M	1.25%	0.09%	+15.5%	Q2 2024
SPOTSpotify Technology S.A.	$55.2M	1.23%	0.05%	-31.6%	Q2 2018
PANWPalo Alto Networks Inc	$53.3M	1.18%	0.04%	-19.9%	Q1 2014
APPAppLovin Corp	$52.7M	1.17%	0.02%	+425.9%	Q3 2025
TTDTrade Desk, Inc.	$46.3M	1.03%	Not reported	-40.6%	Q2 2017
PWRQuanta Services, Inc.	$43.4M	0.97%	0.07%	-5.9%	Q4 2024
ZZillow Group, Inc.	$42.1M	0.94%	Not reported	-22.0%	Q2 2013
KRMNKarman Holdings Inc.	$39.5M	0.88%	0.41%	New	Q4 2025
TMDXTransMedics Group, Inc.	$34.1M	0.76%	0.82%	+8.4%	Q2 2025
VEEVVeeva Systems Inc	$33.4M	0.74%	0.09%	-24.5%	Q1 2020
ANETArista Networks, Inc.	$32.2M	0.72%	0.02%	Not reported	Q3 2022
PODDInsulet Corp	$32.1M	0.71%	0.16%	New	Q4 2025
WINGWingstop Inc.	$30.8M	0.68%	0.47%	-14.8%	Q3 2022
EXKEndeavour Silver Corp	$30.8M	0.68%	0.12%	-68.7%	Q1 2015
ORCLOracle Corp	$30.7M	0.68%	0.01%	+0.1%	Q3 2022
IOTSamsara Inc.	$30.6M	0.68%	Not reported	-13.5%	Q4 2024
CRDOCredo Technology Group Holding Ltd	$28.1M	0.62%	0.11%	+121.6%	Q2 2024
DDOGDatadog, Inc.	$26.2M	0.58%	0.25%	-6.6%	Q2 2020
APHAmphenol Corp	$24M	0.53%	0.01%	+0.3%	Q3 2017
ONONOn Holding AG	$22.4M	0.50%	0.16%	-24.7%	Q2 2022
QCOMQualcomm Inc	$21.5M	0.48%	0.01%	+19.3%	Q2 2013
KLACKla Corp	$18.2M	0.41%	0.01%	Not reported	Q3 2022
ARESAres Management Corp	$18.2M	0.40%	0.04%	-29.7%	Q4 2024
AMATApplied Materials Inc	$18M	0.40%	0.01%	Not reported	Q3 2022
INTUIntuit Inc.	$17.1M	0.38%	0.01%	+0.2%	Q3 2017
VVisa Inc.	$15.1M	0.34%	0.00%	+39.8%	Q3 2013
CAICaris Life Sciences, Inc.	$14.7M	0.33%	0.19%	New	Q4 2025

Q3 2025Reported Oct 9, 2025102 positions
NVDANvidia Corp	$520M	10.10%	0.01%	-6.5%	Q3 2016
TSLATesla, Inc.	$384M	7.46%	0.03%	-10.5%	Q2 2013
SHOPShopify Inc.	$305M	5.93%	0.52%	-11.2%	Q4 2016
METAMeta Platforms, Inc.	$285M	5.53%	Not reported	-3.8%	Q2 2013
AXONAxon Enterprise, Inc.	$265M	5.15%	0.47%	-5.6%	Q2 2018
MELIMercadolibre Inc	$248M	4.83%	0.21%	-4.6%	Q2 2013
AMZNAmazon Com Inc	$221M	4.30%	0.01%	-9.7%	Q2 2013
MSFTMicrosoft Corp	$163M	3.17%	0.00%	-1.4%	Q3 2013
GOOGAlphabet Inc.	$155M	3.01%	Not reported	0.0%	Q4 2015
UBERUber Technologies, Inc	$130M	2.52%	0.06%	-12.3%	Q3 2019
NOWServiceNow, Inc.	$127M	2.47%	0.07%	-6.7%	Q2 2013
NFLXNetflix Inc	$123M	2.39%	0.02%	-13.7%	Q2 2013
AAPLApple Inc.	$121M	2.36%	0.00%	0.0%	Q2 2013
CRWDCrowdStrike Holdings, Inc.	$119M	2.32%	0.10%	-7.3%	Q3 2021
AVGOBroadcom Inc.	$103M	2.00%	0.01%	+0.1%	Q4 2023
TTDTrade Desk, Inc.	$101M	1.96%	Not reported	-5.2%	Q2 2017
SPOTSpotify Technology S.A.	$97M	1.89%	0.07%	-9.3%	Q2 2018
AMDAdvanced Micro Devices Inc	$95.5M	1.86%	0.04%	-1.0%	Q3 2022
SNOWSnowflake Inc.	$83M	1.61%	0.11%	+22.4%	Q4 2020
TOSTToast, Inc.	$77.3M	1.50%	0.96%	-1.8%	Q2 2023
PANWPalo Alto Networks Inc	$73.5M	1.43%	0.05%	-11.8%	Q1 2014
ARMArm Holdings PLC	$70.7M	1.37%	0.05%	+4.7%	Q1 2024
MPWRMonolithic Power Systems, Inc.	$68.7M	1.34%	0.16%	+76.0%	Q3 2015
NTRANatera, Inc.	$63.5M	1.23%	0.29%	-2.8%	Q1 2023
ELFe.l.f. Beauty, Inc.	$61.9M	1.20%	0.79%	-7.1%	Q2 2023
ZZillow Group, Inc.	$61M	1.19%	Not reported	-4.0%	Q2 2013
VEEVVeeva Systems Inc	$59.1M	1.15%	0.12%	-3.3%	Q1 2020
EXKEndeavour Silver Corp	$52.9M	1.03%	0.37%	-5.1%	Q1 2015
RKLBRocket Lab Corp	$50.1M	0.97%	0.21%	-3.5%	Q1 2025
MUMicron Technology Inc	$49.1M	0.96%	0.03%	-3.1%	Q3 2022
GOOGLAlphabet Inc.	$48M	0.93%	0.00%	+4695.2%	Q4 2015
DXCMDexcom Inc	$46.1M	0.90%	0.18%	+10.0%	Q1 2016
PWRQuanta Services, Inc.	$45.3M	0.88%	0.07%	-1.8%	Q4 2024
VRTVertiv Holdings Co	$45.3M	0.88%	0.08%	+233.3%	Q2 2024
ORCLOracle Corp	$44.3M	0.86%	0.01%	-3.9%	Q3 2022
WINGWingstop Inc.	$38.1M	0.74%	0.55%	-8.3%	Q3 2022
IOTSamsara Inc.	$37.2M	0.72%	Not reported	+4.5%	Q4 2024
ANETArista Networks, Inc.	$35.8M	0.70%	0.02%	Not reported	Q3 2022
DDOGDatadog, Inc.	$29.4M	0.57%	0.26%	-1.7%	Q2 2020
TMDXTransMedics Group, Inc.	$29M	0.56%	0.76%	+112.7%	Q2 2025
ONONOn Holding AG	$27.2M	0.53%	0.22%	+1.3%	Q2 2022
ARESAres Management Corp	$25.6M	0.50%	0.05%	+6.7%	Q4 2024
APHAmphenol Corp	$22M	0.43%	0.01%	+0.9%	Q3 2017
HUBSHubspot Inc	$18.1M	0.35%	0.07%	-3.0%	Q2 2023
INTUIntuit Inc.	$17.6M	0.34%	0.01%	+0.1%	Q3 2017
QCOMQualcomm Inc	$17.5M	0.34%	0.01%	+0.2%	Q2 2013
KLACKla Corp	$16.2M	0.31%	0.01%	Not reported	Q3 2022
BKNGBooking Holdings Inc.	$16.1M	0.31%	0.01%	-2.5%	Q2 2018
DELLDell Technologies Inc.	$15.8M	0.31%	0.02%	Not reported	Q1 2024
AMATApplied Materials Inc	$14.3M	0.28%	0.01%	Not reported	Q3 2022

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