ZEVENBERGEN CAPITAL INVESTMENTS LLC Q2 2019 Filing

Filed August 13, 2019

Portfolio Value

$3.1B

Holdings

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (80 positions)

#	Stock	Shares	Value	% Portfolio
1	EXASExact Sciences Corporation	1,748,443	$206.4M	6.76%
2	AMZNAmazon.com, Inc.	105,079	$199.0M	6.52%
3	SHOPShopify Inc.	632,931	$190.0M	6.22%
4	NFLXNetflix, Inc.	492,013	$180.7M	5.92%
5	MLB1MercadoLibre, Inc.	255,936	$156.6M	5.13%
6	TTDThe Trade Desk, Inc.	670,970	$152.8M	5.00%
7	TDOCTeladoc Health, Inc.	1,975,320	$131.2M	4.30%
8	OKTAOkta, Inc.	1,052,901	$130.0M	4.26%
9	PYPLPayPal Holdings, Inc.	1,062,105	$121.6M	3.98%
10	METAFacebook, Inc.	596,479	$115.1M	3.77%
11	ZZillow Group, Inc. Class C	2,375,279	$110.2M	3.61%
12	TSLATesla, Inc.	445,942	$99.7M	3.26%
13	NVDANVIDIA Corporation	583,190	$95.8M	3.14%
14	NOWServiceNow, Inc.	345,499	$94.9M	3.11%
15	WWayfair Inc.	525,845	$76.8M	2.51%
16	ADBEAdobe Inc.	232,706	$68.6M	2.25%
17	BABAAlibaba Group Holding Limited	390,612	$66.2M	2.17%
18	CSGPCoStar Group, Inc.	115,725	$64.1M	2.10%
19	PCTYPaylocity Holding Corporation	672,805	$63.1M	2.07%
20	SHAKShake Shack Inc.	859,255	$62.0M	2.03%
21	BMRNBioMarin Pharmaceutical Inc.	638,195	$54.7M	1.79%
22	LULUlululemon athletica inc.	294,890	$53.1M	1.74%
23	XYZSquare, Inc.	725,333	$52.6M	1.72%
24	MPWRMonolithic Power Systems, Inc.	366,015	$49.7M	1.63%
25	—2U, Inc.	1,273,125	$47.9M	1.57%
26	—Pluralsight, Inc.	1,450,285	$44.0M	1.44%
27	CHGGChegg, Inc.	1,131,450	$43.7M	1.43%
28	TLRYEURTilray, Inc.	909,855	$42.4M	1.39%
29	—Medidata Solutions, Inc.	419,251	$37.9M	1.24%
30	SCHWThe Charles Schwab Corporation	920,900	$37.0M	1.21%
31	LYFTLyft, Inc.	541,760	$35.6M	1.17%
32	NEWREURNew Relic, Inc.	375,170	$32.5M	1.06%
33	UBERUber Technologies, Inc.	693,465	$32.2M	1.05%
34	CHWYChewy, Inc.	407,300	$14.3M	0.47%
35	TEAMAtlassian Corporation Plc	74,315	$9.7M	0.32%
36	VVisa Inc.	51,908	$9.0M	0.29%
37	GOOGLAlphabet Inc. Class A	6,571	$7.1M	0.23%
38	MSFTMicrosoft Corporation	43,934	$5.9M	0.19%
39	AXONAxon Enterprise, Inc.	73,250	$4.7M	0.15%
40	GSHDGoosehead Insurance, Inc.	74,200	$3.5M	0.12%
41	AAPLApple Inc.	16,840	$3.3M	0.11%
42	ETSYEtsy, Inc.	51,210	$3.1M	0.10%
43	SPOTSpotify Technology S.A.	19,440	$2.8M	0.09%
44	TCEHYTencent Holdings Limited	62,920	$2.8M	0.09%
45	STZConstellation Brands, Inc.	13,515	$2.7M	0.09%
46	ZTSZoetis Inc.	21,805	$2.5M	0.08%
47	BDXBecton, Dickinson and Company	9,050	$2.3M	0.07%
48	INTUIntuit Inc.	8,129	$2.1M	0.07%
49	MDBMongoDB, Inc.	13,513	$2.1M	0.07%
50	JPMJPMorgan Chase & Co.	18,265	$2.0M	0.07%
51	JMIAJumia Technologies AG	76,100	$2.0M	0.07%
52	PINSPinterest, Inc.	65,395	$1.8M	0.06%
53	HDThe Home Depot, Inc.	8,190	$1.7M	0.06%
54	BKNGBooking Holdings Inc.	850	$1.6M	0.05%
55	ELThe Estee Lauder Companies Inc	7,075	$1.3M	0.04%
56	SBUXStarbucks Corporation	14,130	$1.2M	0.04%
57	JNJJohnson & Johnson	7,585	$1.1M	0.03%
58	BAThe Boeing Company	2,736	$996K	0.03%
59	BLKCHFBlackRock, Inc.	2,110	$990K	0.03%
60	DISThe Walt Disney Company	6,865	$959K	0.03%
61	PGRThe Progressive Corporation	11,735	$938K	0.03%
62	ABTAbbott Laboratories	10,217	$859K	0.03%
63	COSTCostco Wholesale Corporation	3,100	$819K	0.03%
64	PAYXPaychex, Inc.	9,870	$812K	0.03%
65	ECLEcolab Inc.	3,935	$777K	0.03%
66	REALThe RealReal, Inc.	26,600	$769K	0.03%
67	IFFInternational Flavors & Fragra	4,605	$668K	0.02%
68	SPYSPDR S&P 500 ETF Trust	2,249	$659K	0.02%
69	—CyrusOne Inc.	11,175	$645K	0.02%
70	GOOGAlphabet Inc. Class C	587	$634K	0.02%
71	ZGZillow Group, Inc. Class A, Vo	13,515	$618K	0.02%
72	PCARPACCAR Inc	8,510	$610K	0.02%
73	TSNTyson Foods, Inc.	7,510	$606K	0.02%
74	APHAmphenol Corporation	6,110	$586K	0.02%
75	DSIiShares MSCI KLD 400 Social	5,278	$577K	0.02%
76	FDXFedEx Corporation	3,365	$552K	0.02%
77	CMCSAComcast Corporation Class A	11,020	$466K	0.02%
78	AMGNAmgen Inc.	2,360	$435K	0.01%
79	RUNSunrun Inc.	16,666	$313K	0.01%
80	IQiQIYI, Inc.	12,601	$260K	0.01%