ZEVENBERGEN CAPITAL INVESTMENTS LLC Q2 2025 Filing
Filed July 7, 2025
Portfolio Value
$5.1B
Holdings
105
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (105 positions)
| Stock | Value |
|---|---|
NVDANVIDIA Corporation | $470.8M |
AXONAxon Enterprise, Inc. | $324.1M |
TSLATesla, Inc. | $306.1M |
METAMeta Platforms, Inc. | $297.4M |
MELIMercadoLibre, Inc. | $291.2M |
SHOPShopify Inc. | $266.6M |
AMZNAmazon.com, Inc. | $244.8M |
NFLXNetflix, Inc. | $159.0M |
MSFTMicrosoft Corporation | $158.9M |
TTDThe Trade Desk, Inc. | $156.1M |
NOWServiceNow, Inc. | $152.4M |
UBERUber Technologies, Inc. | $140.8M |
CRWDCrowdStrike Holdings, Inc. | $133.7M |
SPOTSpotify Technology S.A. | $117.6M |
—Alphabet Inc. Class C | $112.9M |
AAPLApple Inc. | $97.6M |
TOSTToast, Inc. | $95.5M |
AVGOBroadcom Inc. | $86.0M |
AMDAdvanced Micro Devices, Inc. | $84.6M |
PANWPalo Alto Networks, Inc. | $83.8M |
ARMArm Holdings Plc | $77.2M |
NTRANatera, Inc. | $68.6M |
SNOWSnowflake Inc. | $67.3M |
ELFe.l.f. Beauty, Inc. | $62.6M |
VEEVVeeva Systems Inc. | $59.0M |
ZZillow Group, Inc. Class C | $57.8M |
WINGWingstop Inc. | $55.6M |
DC4DexCom, Inc. | $54.4M |
EXASExact Sciences Corporation | $54.1M |
—Quanta Services, Inc. | $42.1M |
6RJ0Rocket Lab Corp | $38.7M |
IOTSamsara Inc. | $38.0M |
MUMicron Technology, Inc. | $37.4M |
ORCLOracle Corporation | $35.8M |
ABNBAirbnb, Inc. | $34.9M |
ONONOn Holding AG | $32.9M |
MPWRMonolithic Power Systems, Inc. | $31.0M |
CWANClearwater Analytics Holdings, | $30.0M |
DDOGDatadog, Inc. | $28.2M |
CYBRCyberArk Software Ltd. | $27.1M |
ARESAres Management Corporation | $26.0M |
ANETArista Networks Inc | $25.1M |
HUBSHubSpot, Inc. | $22.2M |
INTUIntuit Inc. | $20.2M |
BKNGBooking Holdings Inc. | $17.7M |
APHAmphenol Corporation | $17.4M |
QCOMQUALCOMM Incorporated | $16.7M |
TMDXTransMedics Group, Inc. | $16.3M |
PINSPinterest, Inc. | $15.3M |
DELLDell Technologies Inc. | $13.7M |
KLACKLA Corporation | $13.4M |
AMATApplied Materials, Inc. | $12.8M |
CDNSCadence Design Systems, Inc. | $12.3M |
VRTVertiv Holdings Co | $11.6M |
ASMLASML Holding N.V. | $10.8M |
RGENRepligen Corporation | $10.7M |
—Adobe Inc. | $9.6M |
DKNGDraftKings Inc. | $9.2M |
CRDOCredo Technology Group Holding | $8.6M |
—JPMorgan Chase & Co. | $8.6M |
COSTCostco Wholesale Corporation | $8.0M |
VVisa Inc. | $7.3M |
SRADSportradar Group Ag | $6.4M |
MDBMongoDB, Inc. | $6.3M |
BRBroadridge Financial Solutions | $5.6M |
SYMSymbotic Inc. | $5.5M |
PGRThe Progressive Corporation | $4.8M |
CRMSalesforce, Inc. | $4.7M |
APPFAppFolio, Inc. | $4.6M |
BLKBlackRock, Inc. | $4.5M |
CITCintas Corporation | $4.5M |
HDThe Home Depot, Inc. | $4.0M |
NBISNebius Group N.V. | $3.5M |
PAYXPaychex, Inc. | $3.3M |
RIVNRivian Automotive, Inc. | $3.1M |
SPYSPDR S&P 500 ETF Trust | $2.9M |
ABTAbbott Laboratories | $2.9M |
BEBloom Energy Corp | $2.8M |
AMGNAmgen Inc. | $2.8M |
ZTSZoetis Inc. | $2.5M |
BXBlackstone Inc. | $2.5M |
NXPINXP Semiconductors N.V. | $2.4M |
PCARPACCAR Inc | $2.2M |
—Waste Management, Inc. | $2.2M |
JNJJohnson & Johnson | $1.6M |
DEDeere & Company | $1.6M |
ECLEcolab Inc. | $1.5M |
NEENextera Energy, Inc. | $1.4M |
—Cisco Systems, Inc. | $1.1M |
SBUXStarbucks Corporation | $1.0M |
TSCOTractor Supply Company | $987K |
DGXQuest Diagnostics Incorporated | $728K |
—Alphabet Inc. Class A | $726K |
DISThe Walt Disney Company | $720K |
DSIiShares MSCI KLD 400 Social | $706K |
ACNAccenture plc | $638K |
AXPAmerican Express Company | $542K |
ABBVAbbVie Inc. | $357K |
CAVACava Group Inc | $335K |
—Spdr Dow Jones Industrial Avrg | $286K |
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