ZEVENBERGEN CAPITAL INVESTMENTS LLC Q4 2018 Filing

Filed February 14, 2019

Portfolio Value

$2.3B

Holdings

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (79 positions)

#	Stock	Shares	Value	% Portfolio
1	AMZNAmazon.com, Inc.	113,193	$170.0M	7.41%
2	NFLXNetflix, Inc.	540,890	$144.8M	6.31%
3	EXASExact Sciences Corporation	2,155,357	$136.0M	5.93%
4	TSLATesla, Inc.	385,421	$128.3M	5.59%
5	SHOPShopify Inc.	813,375	$112.6M	4.91%
6	PYPLPayPal Holdings, Inc.	1,181,753	$99.4M	4.33%
7	MLB1MercadoLibre, Inc.	334,799	$98.0M	4.27%
8	TDOCTeladoc Health Inc.	1,699,990	$84.3M	3.67%
9	METAFacebook, Inc.	610,956	$80.1M	3.49%
10	TTDThe Trade Desk, Inc.	685,450	$79.6M	3.47%
11	MPWRMonolithic Power Systems, Inc.	677,709	$78.8M	3.43%
12	OKTAOkta, Inc.	1,214,799	$77.5M	3.38%
13	SCHWThe Charles Schwab Corporation	1,694,985	$70.4M	3.07%
14	NVDANVIDIA Corporation	525,777	$70.2M	3.06%
15	NOWServiceNow, Inc.	388,173	$69.1M	3.01%
16	—2U, Inc.	1,314,710	$65.4M	2.85%
17	ZZillow Group, Inc. Class C	1,957,414	$61.8M	2.69%
18	XPOXPO Logistics, Inc.	1,083,470	$61.8M	2.69%
19	ADBEAdobe Inc.	245,071	$55.4M	2.42%
20	WWayfair Inc.	607,395	$54.7M	2.38%
21	BABAAlibaba Group Holding Limited	340,572	$46.7M	2.03%
22	—Medidata Solutions, Inc.	671,916	$45.3M	1.97%
23	LULUlululemon athletica inc.	352,150	$42.8M	1.87%
24	GOOGLAlphabet Inc. Class A	39,113	$40.9M	1.78%
25	PCTYPaylocity Holding Corporation	669,325	$40.3M	1.76%
26	TLRYEURTilray Inc.	532,740	$37.6M	1.64%
27	BMRNBioMarin Pharmaceutical Inc.	425,625	$36.2M	1.58%
28	SHAKShake Shack Inc.	759,120	$34.5M	1.50%
29	XYZSquare, Inc.	567,255	$31.8M	1.39%
30	CSGPCoStar Group, Inc.	86,028	$29.0M	1.26%
31	—Pluralsight, Inc.	787,815	$18.6M	0.81%
32	SPOTSpotify Technology S.A.	123,900	$14.1M	0.61%
33	SIENUSDSientra, Inc.	833,580	$10.6M	0.46%
34	INGNInogen, Inc.	72,535	$9.0M	0.39%
35	AXONAxon Enterprise, Inc.	165,990	$7.3M	0.32%
36	VVisa Inc.	53,837	$7.1M	0.31%
37	ATVIEURActivision Blizzard, Inc.	96,975	$4.5M	0.20%
38	MSFTMicrosoft Corporation	38,519	$3.9M	0.17%
39	AAPLApple Inc.	16,183	$2.6M	0.11%
40	ZTSZoetis Inc.	21,850	$1.9M	0.08%
41	JPMJPMorgan Chase & Co.	18,700	$1.8M	0.08%
42	BDXBecton, Dickinson and Company	8,005	$1.8M	0.08%
43	TCEHYTencent Holdings Limited	43,600	$1.7M	0.08%
44	INTUIntuit Inc.	8,094	$1.6M	0.07%
45	ESTCElastic N.V.	21,230	$1.5M	0.07%
46	BKNGBooking Holdings Inc.	870	$1.5M	0.07%
47	HDThe Home Depot, Inc.	8,255	$1.4M	0.06%
48	LASRnLIGHT, Inc.	75,725	$1.3M	0.06%
49	GOOGAlphabet Inc. Class C	1,278	$1.3M	0.06%
50	JNJJohnson & Johnson	8,780	$1.1M	0.05%
51	SBUXStarbucks Corporation	15,575	$1.0M	0.04%
52	TTWOTake-Two Interactive Software,	9,150	$942K	0.04%
53	SFIXStitch Fix, Inc.	54,175	$926K	0.04%
54	FRCBFirst Republic Bank	10,398	$904K	0.04%
55	ELThe Estee Lauder Companies Inc	6,830	$889K	0.04%
56	BAThe Boeing Company	2,575	$830K	0.04%
57	BLKCHFBlackRock, Inc.	2,041	$802K	0.03%
58	STZConstellation Brands, Inc.	4,740	$762K	0.03%
59	DISThe Walt Disney Company	6,725	$737K	0.03%
60	ABTAbbott Laboratories	9,647	$698K	0.03%
61	COSTCostco Wholesale Corporation	3,415	$696K	0.03%
62	PAYXPaychex, Inc.	10,220	$666K	0.03%
63	PGRThe Progressive Corporation	10,755	$649K	0.03%
64	ECLEcolab Inc.	4,025	$593K	0.03%
65	IFFInternational Flavors & Fragra	4,405	$591K	0.03%
66	—CyrusOne Inc.	11,040	$584K	0.03%
67	SPYSPDR S&P 500 ETF Trust	2,255	$564K	0.02%
68	APHAmphenol Corporation	6,420	$520K	0.02%
69	AMGNAmgen Inc.	2,660	$518K	0.02%
70	PCARPACCAR Inc	8,339	$476K	0.02%
71	FDXFedEx Corporation	2,715	$438K	0.02%
72	ZGZillow Group, Inc. Class A, Vo	11,390	$358K	0.02%
73	CMCSAComcast Corporation Class A	10,060	$343K	0.01%
74	CTSHCognizant Technology Solutions	5,015	$318K	0.01%
75	DBXDropbox Inc.	13,916	$284K	0.01%
76	DSIiShares MSCI KLD 400 Social	2,958	$275K	0.01%
77	ABBVAbbVie Inc.	2,712	$250K	0.01%
78	IQIQIYI, Inc.	12,601	$187K	0.01%
79	—PPDAI Group Inc.	20,058	$72K	0.00%