ZEVENBERGEN CAPITAL INVESTMENTS LLC Q1 2017 Filing

Filed May 12, 2017

Portfolio Value

$2.2B

Holdings

Report Date

Q1 2017

Filing Type

13F-HR

All Holdings (80 positions)

#	Stock	Shares	Value	% Portfolio
1	AMZNAmazon.com, Inc.	166,409	$147.5M	6.79%
2	NFLXNetflix, Inc.	982,127	$145.2M	6.68%
3	TSLATesla, Inc.	497,722	$138.5M	6.38%
4	METAFacebook, Inc.	803,528	$114.1M	5.25%
5	XPOXPO Logistics, Inc.	2,204,805	$105.6M	4.86%
6	MLB1MercadoLibre, Inc.	444,652	$94.0M	4.33%
7	CELGCelgene Corporation	695,104	$86.5M	3.98%
8	SCHWCharles Schwab Corporation	2,101,695	$85.8M	3.95%
9	BKNGPriceline Group Inc.	40,350	$71.8M	3.31%
10	ZZillow Group, Inc. Class C	1,946,940	$65.6M	3.02%
11	MPWRMonolithic Power Systems, Inc.	681,610	$62.8M	2.89%
12	GOOGLAlphabet Inc. Class A	73,070	$61.9M	2.85%
13	—Ellie Mae, Inc.	591,110	$59.3M	2.73%
14	REGNRegeneron Pharmaceuticals, Inc	150,740	$58.4M	2.69%
15	DC4DexCom, Inc.	672,150	$57.0M	2.62%
16	EXASExact Sciences Corporation	2,353,105	$55.6M	2.56%
17	TQJSignature Bank	324,449	$48.1M	2.22%
18	—Bank of the Ozarks, Inc.	918,035	$47.7M	2.20%
19	NOWServiceNow, Inc.	538,169	$47.1M	2.17%
20	PANWPalo Alto Networks, Inc.	413,552	$46.6M	2.15%
21	NVROEURNevro Corp.	448,380	$42.0M	1.93%
22	SHOPShopify Inc.	615,715	$41.9M	1.93%
23	FRCBFirst Republic Bank	423,076	$39.7M	1.83%
24	ADBEAdobe Systems Incorporated	297,664	$38.7M	1.78%
25	ULTAUlta Beauty Inc.	134,623	$38.4M	1.77%
26	SHAKShake Shack Inc.	1,061,995	$35.5M	1.63%
27	CMGChipotle Mexican Grill, Inc.	71,310	$31.8M	1.46%
28	—Pandora Media, Inc.	2,597,865	$30.7M	1.41%
29	IPHIInphi Corporation	588,810	$28.7M	1.32%
30	LULUlululemon athletica inc.	548,995	$28.5M	1.31%
31	—Medidata Solutions, Inc.	487,720	$28.1M	1.30%
32	BMRNBioMarin Pharmaceutical Inc.	310,359	$27.2M	1.25%
33	PFPTProofpoint, Inc.	338,130	$25.1M	1.16%
34	TWLOTwilio Inc.	768,610	$22.2M	1.02%
35	ALXNAlexion Pharmaceuticals, Inc.	180,828	$21.9M	1.01%
36	—2U, Inc.	526,880	$20.9M	0.96%
37	TDOCTeladoc, Inc.	489,375	$12.2M	0.56%
38	—Portola Pharmaceuticals, Inc.	263,870	$10.3M	0.48%
39	VVisa Inc.	74,244	$6.6M	0.30%
40	NVDANVIDIA Corporation	39,038	$4.3M	0.20%
41	WWayfair Inc.	82,310	$3.3M	0.15%
42	AAPLApple Inc.	16,545	$2.4M	0.11%
43	BABAAlibaba Group Holding Limited	20,872	$2.3M	0.10%
44	PYPLPayPal Holdings, Inc.	47,590	$2.0M	0.09%
45	SBUXStarbucks Corporation	29,279	$1.7M	0.08%
46	GOOGAlphabet Inc. Class C	2,058	$1.7M	0.08%
47	ATVIEURActivision Blizzard, Inc.	28,985	$1.4M	0.07%
48	MSFTMicrosoft Corporation	21,069	$1.4M	0.06%
49	DISWalt Disney Company	12,123	$1.4M	0.06%
50	HDThe Home Depot, Inc.	8,928	$1.3M	0.06%
51	JPMJPMorgan Chase & Co.	13,765	$1.2M	0.06%
52	QCOMQUALCOMM Incorporated	19,700	$1.1M	0.05%
53	JNJJohnson & Johnson	8,887	$1.1M	0.05%
54	SNAPSnap Inc.	47,320	$1.1M	0.05%
55	BLKCHFBlackRock, Inc.	2,284	$876K	0.04%
56	BABoeing Company	4,910	$868K	0.04%
57	PAYXPaychex, Inc.	13,447	$792K	0.04%
58	CMCSAComcast Corporation	20,530	$772K	0.04%
59	STZConstellation Brands, Inc.	4,570	$741K	0.03%
60	ELThe Estee Lauder Companies Inc	8,397	$712K	0.03%
61	BACVerizon Communications Inc.	14,280	$696K	0.03%
62	SPYSPDR Trust Series 1	2,927	$690K	0.03%
63	IBMInt'l Business Machines Corpor	3,958	$689K	0.03%
64	IFFInternational Flavors & Fragra	4,705	$624K	0.03%
65	—CyrusOne Inc.	11,230	$578K	0.03%
66	ZGZillow Group, Inc. Class A, Vo	16,970	$574K	0.03%
67	BDXBecton, Dickinson and Company	3,100	$569K	0.03%
68	WBAWalgreens Boots Alliance, Inc.	6,425	$534K	0.02%
69	VIPSVipshop Holdings Limited	39,981	$533K	0.02%
70	FDXFedEx Corporation	2,625	$512K	0.02%
71	ZTSZoetis Inc.	9,062	$484K	0.02%
72	PCARPACCAR Inc	7,049	$474K	0.02%
73	SLBSchlumberger Limited	6,045	$472K	0.02%
74	AMGNAmgen Inc.	2,835	$465K	0.02%
75	CSLCarlisle Companies Incorporate	3,805	$405K	0.02%
76	ECLEcolab Inc.	3,213	$403K	0.02%
77	JDJD.com, Inc.	12,874	$401K	0.02%
78	CLColgate-Palmolive Company	4,710	$345K	0.02%
79	ABBVAbbVie Inc.	4,522	$295K	0.01%
80	JWNUSDNordstrom, Inc.	4,700	$219K	0.01%