ZEVENBERGEN CAPITAL INVESTMENTS LLC Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$4.1T
Holdings
101
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (101 positions)
| Stock | Value |
|---|---|
NVDANVIDIA Corporation | $336.8M |
TSLATesla, Inc. | $262.7M |
MELIMercadoLibre, Inc. | $236.4M |
METAMeta Platforms, Inc. | $236.3M |
SHOPShopify Inc. | $230.4M |
AMZNAmazon.com, Inc. | $220.3M |
AXONAxon Enterprise, Inc. | $218.4M |
NOWServiceNow, Inc. | $127.9M |
NFLXNetflix, Inc. | $127.7M |
MSFTMicrosoft Corporation | $124.0M |
TTDThe Trade Desk, Inc. | $118.7M |
UBERUber Technologies, Inc. | $113.7M |
AAPLApple Inc. | $108.3M |
—Alphabet Inc. Class C | $102.2M |
CRWDCrowdStrike Holdings, Inc. | $100.9M |
AMDAdvanced Micro Devices, Inc. | $90.6M |
SPOTSpotify Technology S.A. | $87.8M |
PANWPalo Alto Networks, Inc. | $81.5M |
TOSTToast, Inc. | $73.8M |
AVGOBroadcom Inc. | $62.0M |
NTRANatera, Inc. | $60.8M |
ZZillow Group, Inc. Class C | $59.7M |
EXASExact Sciences Corporation | $50.6M |
ARMArm Holdings Plc | $50.4M |
VEEVVeeva Systems Inc. | $48.7M |
SNOWSnowflake Inc. | $45.3M |
ELFe.l.f. Beauty, Inc. | $42.8M |
WINGWingstop Inc. | $38.4M |
DC4DexCom, Inc. | $35.6M |
ABNBAirbnb, Inc. | $35.4M |
—Quanta Services, Inc. | $27.7M |
MUMicron Technology, Inc. | $27.0M |
ONONOn Holding AG | $26.0M |
MPWRMonolithic Power Systems, Inc. | $24.8M |
CWANClearwater Analytics Holdings, | $24.4M |
HUBSHubSpot, Inc. | $23.7M |
ORCLOracle Corporation | $22.9M |
IOTSamsara Inc. | $22.5M |
ARESAres Management Corporation | $22.1M |
DDOGDatadog, Inc. | $20.8M |
ANETArista Networks Inc | $19.6M |
QCOMQUALCOMM Incorporated | $18.7M |
INTUIntuit Inc. | $15.8M |
DELLDell Technologies Inc. | $14.5M |
BKNGBooking Holdings Inc. | $14.2M |
PCORProcore Technologies, Inc. | $12.0M |
PINSPinterest, Inc. | $11.8M |
APHAmphenol Corporation | $11.5M |
MDBMongoDB, Inc. | $11.5M |
SYMSymbotic Inc. | $11.4M |
RGENRepligen Corporation | $11.1M |
CDNSCadence Design Systems, Inc. | $10.9M |
KLACKLA Corporation | $10.2M |
AMATApplied Materials, Inc. | $10.2M |
—Adobe Inc. | $9.5M |
ASMLASML Holding N.V. | $9.2M |
COSTCostco Wholesale Corporation | $7.7M |
—JPMorgan Chase & Co. | $7.3M |
VVisa Inc. | $7.1M |
BRBroadridge Financial Solutions | $7.0M |
VRTVertiv Holdings Co | $6.5M |
DKNGDraftKings Inc. | $6.3M |
CRMSalesforce, Inc. | $6.2M |
PGRThe Progressive Corporation | $5.1M |
SRADSportradar Group Ag | $4.9M |
APPFAppFolio, Inc. | $4.4M |
CITCintas Corporation | $4.1M |
BLKBlackRock, Inc. | $4.0M |
HDThe Home Depot, Inc. | $4.0M |
CRDOCredo Technology Group Holding | $3.7M |
PAYXPaychex, Inc. | $3.4M |
RKLBRocket Lab USA, Inc. | $3.0M |
AMGNAmgen Inc. | $3.0M |
RIVNRivian Automotive, Inc. | $2.8M |
ABTAbbott Laboratories | $2.8M |
SPYSPDR S&P 500 ETF Trust | $2.7M |
ZTSZoetis Inc. | $2.5M |
BEBloom Energy Corp | $2.4M |
SEMRSemrush Holdings, Inc. | $2.3M |
BXBlackstone Inc. | $2.2M |
PCARPACCAR Inc | $2.2M |
NXPINXP Semiconductors N.V. | $2.1M |
JNJJohnson & Johnson | $1.7M |
—Waste Management, Inc. | $1.7M |
CYBRCyberArk Software Ltd. | $1.6M |
NEENextera Energy, Inc. | $1.5M |
ECLEcolab Inc. | $1.4M |
NBISNebius Group N.V. | $1.3M |
BDXBecton, Dickinson and Company | $1.1M |
SBUXStarbucks Corporation | $1.1M |
TSCOTractor Supply Company | $1.0M |
—Cisco Systems, Inc. | $917K |
STZConstellation Brands, Inc. | $718K |
DSIiShares MSCI KLD 400 Social | $691K |
—Alphabet Inc. Class A | $637K |
ACNAccenture plc | $630K |
DISThe Walt Disney Company | $526K |
AXPAmerican Express Company | $457K |
ABBVAbbVie Inc. | $403K |
—Spdr Dow Jones Industrial Avrg | $273K |
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