ZEVENBERGEN CAPITAL INVESTMENTS LLC Q1 2018 Filing

Filed May 15, 2018

Portfolio Value

$2.6B

Holdings

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (82 positions)

#	Stock	Shares	Value	% Portfolio
1	AMZNAmazon.com, Inc.	136,193	$197.1M	7.57%
2	NFLXNetflix, Inc.	611,005	$180.5M	6.93%
3	XPOXPO Logistics, Inc.	1,570,196	$159.9M	6.14%
4	MLB1MercadoLibre, Inc.	356,328	$127.0M	4.88%
5	SHOPShopify Inc.	914,070	$113.9M	4.38%
6	TSLATesla, Inc.	394,143	$104.9M	4.03%
7	ZZillow Group, Inc. Class C	1,912,719	$102.9M	3.95%
8	METAFacebook, Inc.	640,642	$102.4M	3.93%
9	SCHWCharles Schwab Corporation	1,919,506	$100.2M	3.85%
10	PYPLPayPal Holdings, Inc.	1,152,238	$87.4M	3.36%
11	NVDANVIDIA Corporation	374,085	$86.6M	3.33%
12	—2U, Inc.	982,675	$82.6M	3.17%
13	EXASExact Sciences Corporation	2,034,445	$82.0M	3.15%
14	MPWRMonolithic Power Systems, Inc.	632,460	$73.2M	2.81%
15	NOWServiceNow, Inc.	415,245	$68.7M	2.64%
16	PFPTProofpoint, Inc.	577,759	$65.7M	2.52%
17	BABAAlibaba Group Holding Limited	349,522	$64.2M	2.46%
18	TDOCTeladoc, Inc.	1,567,845	$63.2M	2.43%
19	ADBEAdobe Systems Incorporated	266,140	$57.5M	2.21%
20	CELGCelgene Corporation	631,280	$56.3M	2.16%
21	NVROEURNevro Corp.	613,300	$53.2M	2.04%
22	WWayfair Inc.	769,185	$51.9M	2.00%
23	LULUlululemon athletica inc.	559,580	$49.9M	1.92%
24	FRCBFirst Republic Bank	468,298	$43.4M	1.67%
25	REGNRegeneron Pharmaceuticals, Inc	124,047	$42.7M	1.64%
26	SHAKShake Shack Inc.	880,000	$36.6M	1.41%
27	GOOGLAlphabet Inc. Class A	34,771	$36.1M	1.39%
28	—Medidata Solutions, Inc.	554,984	$34.9M	1.34%
29	OKTAOkta, Inc.	824,393	$32.9M	1.26%
30	CSGPCoStar Group, Inc.	88,981	$32.3M	1.24%
31	PCTYPaylocity Holding Corporation	602,215	$30.9M	1.19%
32	ATVIEURActivision Blizzard, Inc.	452,415	$30.5M	1.17%
33	—Portola Pharmaceuticals, Inc.	829,525	$27.1M	1.04%
34	BMRNBioMarin Pharmaceutical Inc.	264,905	$21.5M	0.83%
35	TTWOTake-Two Interactive Software,	213,880	$20.9M	0.80%
36	SESea Limited	1,148,175	$12.9M	0.50%
37	XYZSquare, Inc.	221,050	$10.9M	0.42%
38	VVisa Inc.	69,734	$8.3M	0.32%
39	TTDThe Trade Desk, Inc.	74,920	$3.7M	0.14%
40	AAPLApple Inc.	17,772	$3.0M	0.11%
41	JDJD.com, Inc.	71,850	$2.9M	0.11%
42	BKNGBooking Holdings	1,234	$2.6M	0.10%
43	STZConstellation Brands, Inc.	8,844	$2.0M	0.08%
44	—BEST Inc.	193,025	$2.0M	0.08%
45	ZTSZoetis Inc.	23,625	$2.0M	0.08%
46	INTUIntuit Inc.	11,319	$2.0M	0.08%
47	MSFTMicrosoft Corporation	21,300	$1.9M	0.07%
48	BDXBecton, Dickinson and Company	8,620	$1.9M	0.07%
49	TCEHYTencent Holdings Limited	34,050	$1.8M	0.07%
50	JPMJPMorgan Chase & Co.	15,405	$1.7M	0.07%
51	HDThe Home Depot, Inc.	7,565	$1.3M	0.05%
52	DESPDespegar.com, Corp.	42,950	$1.3M	0.05%
53	GOOGAlphabet Inc. Class C	1,159	$1.2M	0.05%
54	SFTBYSoftBank Group Corp	32,000	$1.2M	0.05%
55	JNJJohnson & Johnson	8,875	$1.1M	0.04%
56	BLKCHFBlackRock, Inc.	2,056	$1.1M	0.04%
57	ELThe Estee Lauder Companies Inc	7,300	$1.1M	0.04%
58	SBUXStarbucks Corporation	18,390	$1.1M	0.04%
59	BABoeing Company	2,805	$920K	0.04%
60	RDFNRedfin Corporation	37,190	$849K	0.03%
61	SFIXStitch Fix, Inc.	41,150	$835K	0.03%
62	ZGZillow Group, Inc. Class A, Vo	15,065	$814K	0.03%
63	SPYSPDR Trust Series 1	2,914	$767K	0.03%
64	DISThe Walt Disney Company	6,745	$677K	0.03%
65	FDXFedEx Corporation	2,790	$670K	0.03%
66	APHAmphenol Corporation	7,710	$664K	0.03%
67	PAYXPaychex, Inc.	10,045	$619K	0.02%
68	IFFInternational Flavors & Fragra	4,360	$597K	0.02%
69	COSTCostco Wholesale Corporation	2,850	$537K	0.02%
70	ECLEcolab Inc.	3,780	$518K	0.02%
71	PCARPACCAR Inc	7,554	$500K	0.02%
72	ABTAbbott Laboratories	8,267	$495K	0.02%
73	—CyrusOne Inc.	9,565	$490K	0.02%
74	AMGNAmgen Inc.	2,565	$437K	0.02%
75	QCOMQUALCOMM Incorporated	7,570	$419K	0.02%
76	CMCSAComcast Corporation	10,905	$373K	0.01%
77	PGRThe Progressive Corporation	5,625	$343K	0.01%
78	CSHXCASHMERE VALLEY BANK	5,000	$338K	0.01%
79	OCOwens Corning	3,975	$320K	0.01%
80	CSLCarlisle Companies Incorporate	2,805	$293K	0.01%
81	ABBVAbbVie Inc.	3,062	$290K	0.01%
82	SLBSchlumberger Limited	3,840	$249K	0.01%