EdgeMarket › What Zevenbergen Capital Investments Llc reported owning
What Zevenbergen Capital Investments Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.5BPositions
110Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 344.6M | 9.9% | 2.0M | 214.72 | +22.4% |
| TSLA Tesla, Inc. | 199.7M | 5.7% | 537.2K | 362.86 | +12.0% |
| GOOG Alphabet Inc. | 156.8M | 4.5% | 546.5K | 341.75 | +70.7% |
| SHOP SHOPIFY INC. | 155.3M | 4.5% | 1.3M | 149.25 | +8.7% |
| AMZN AMAZON COM INC | 131.9M | 3.8% | 633.3K | 258.63 | +15.6% |
| META Meta Platforms, Inc. | 128.7M | 3.7% | 225.0K | 549.90 | -26.5% |
| AAPL Apple Inc. | 127.4M | 3.7% | 501.8K | 309.35 | +36.9% |
| MELI MERCADOLIBRE INC | 123.8M | 3.6% | 71.6K | 1,922.73 | -17.7% |
| AXON AXON ENTERPRISE, INC. | 122.4M | 3.5% | 288.2K | 627.75 | -17.5% |
| MSFT MICROSOFT CORP | 116.4M | 3.3% | 314.4K | 483.24 | -4.4% |
| AMD ADVANCED MICRO DEVICES INC | 113.9M | 3.3% | 559.7K | 473.25 | +186.5% |
| AVGO Broadcom Inc. | 96.7M | 2.8% | 312.6K | 368.45 | +26.5% |
| MPWR MONOLITHIC POWER SYSTEMS, INC. | 89.6M | 2.6% | 81.9K | 1,316.28 | +59.3% |
| VRT Vertiv Holdings Co | 75.2M | 2.2% | 300.0K | 261.95 | +105.4% |
| unmapped CUSIP 808509756 | 66.5M | 1.9% | 4.2M | — | — |
| RKLB Rocket Lab Corp | 65.8M | 1.9% | 1.0M | 72.57 | +78.3% |
| SNOW Snowflake Inc. | 65.3M | 1.9% | 433.1K | 332.78 | +70.8% |
| GOOGL Alphabet Inc. | 65.2M | 1.9% | 226.8K | 344.82 | +73.0% |
| MU MICRON TECHNOLOGY INC | 64.8M | 1.9% | 191.9K | 966.78 | +724.8% |
| NFLX NETFLIX INC | 58.5M | 1.7% | 608.3K | 79.59 | -34.4% |
| CRWD CrowdStrike Holdings, Inc. | 57.4M | 1.7% | 147.1K | 191.95 | +83.2% |
| UBER Uber Technologies, Inc | 56.2M | 1.6% | 781.2K | 78.80 | -15.9% |
| PWR QUANTA SERVICES, INC. | 55.0M | 1.6% | 100.2K | 639.34 | +70.1% |
| NTRA Natera, Inc. | 52.3M | 1.5% | 261.5K | 332.03 | +106.7% |
| KRMN Karman Holdings Inc. | 50.1M | 1.4% | 626.4K | 53.40 | +5.2% |
| TOST Toast, Inc. | 47.0M | 1.4% | 1.8M | 36.64 | -13.6% |
| CRDO Credo Technology Group Holding Ltd | 37.8M | 1.1% | 403.0K | 230.57 | +117.5% |
| SPOT Spotify Technology S.A. | 37.5M | 1.1% | 77.4K | 533.72 | -24.2% |
| NOW ServiceNow, Inc. | 37.2M | 1.1% | 356.0K | 128.48 | -27.8% |
| APP AppLovin Corp | 33.9M | 1.0% | 85.2K | 305.77 | -25.9% |
| ANET Arista Networks, Inc. | 31.2M | 0.9% | 253.9K | 188.65 | +43.5% |
| PODD INSULET CORP | 29.3M | 0.8% | 139.4K | 148.16 | -55.5% |
| TMDX TransMedics Group, Inc. | 28.5M | 0.8% | 286.5K | 94.77 | -22.2% |
| CSHX CASHMERE VY BK WASH NEW COM | 27.7M | 0.8% | 370.1K | — | — |
| AMAT APPLIED MATERIALS INC /DE | 26.9M | 0.8% | 78.8K | 492.32 | +205.9% |
| IOT Samsara Inc. | 22.9M | 0.7% | 724.0K | 39.94 | +21.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 22.8M | 0.7% | 67.5K | 418.95 | +83.3% |
| APH AMPHENOL CORP /DE/ | 22.5M | 0.6% | 177.9K | 157.01 | +44.5% |
| KLAC KLA CORP | 22.1M | 0.6% | 15.0K | 183.99 | +109.5% |
| VEEV VEEVA SYSTEMS INC | 20.5M | 0.6% | 116.7K | 247.90 | -12.7% |
| V VISA INC. | 20.0M | 0.6% | 66.3K | 371.04 | +7.9% |
| DDOG Datadog, Inc. | 19.4M | 0.6% | 164.0K | 235.62 | +83.4% |
| CDNS CADENCE DESIGN SYSTEMS INC | 18.1M | 0.5% | 65.0K | 319.02 | -7.7% |
| ASML ASML HOLDING NV | 17.5M | 0.5% | 13.2K | 1,763.76 | +135.3% |
| DELL Dell Technologies Inc. | 17.0M | 0.5% | 103.8K | 442.08 | +244.1% |
| LASR NLIGHT, INC. | 16.3M | 0.5% | 285.6K | 47.39 | +82.6% |
| QCOM QUALCOMM INC/DE | 16.2M | 0.5% | 125.5K | 160.75 | +3.4% |
| WING Wingstop Inc. | 15.5M | 0.4% | 99.9K | 115.43 | -64.9% |
| PANW Palo Alto Networks Inc | 15.2M | 0.4% | 94.9K | 357.87 | +94.0% |
| NXPI NXP Semiconductors N.V. | 14.4M | 0.4% | 73.1K | 225.56 | -1.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →