ZEVENBERGEN CAPITAL INVESTMENTS LLC Q4 2023 Filing
Filed February 8, 2024
Portfolio Value
$4.3T
Holdings
98
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (98 positions)
| Stock | Value |
|---|---|
NVDANVIDIA Corporation | $308.5M |
TSLATesla, Inc. | $284.5M |
AMZNAmazon.com, Inc. | $254.6M |
MELIMercadoLibre, Inc. | $222.1M |
SHOPShopify Inc. | $202.9M |
TTDThe Trade Desk, Inc. | $180.9M |
METAMeta Platforms, Inc. | $159.3M |
UBERUber Technologies, Inc. | $158.7M |
AMDAdvanced Micro Devices, Inc. | $151.4M |
AXONAxon Enterprise, Inc. | $133.8M |
SNOWSnowflake Inc. | $132.2M |
MSFTMicrosoft Corporation | $121.4M |
—Alphabet Inc. Class C | $118.1M |
NOWServiceNow, Inc. | $115.6M |
PANWPalo Alto Networks, Inc. | $100.2M |
AAPLApple Inc. | $98.1M |
NFLXNetflix, Inc. | $89.6M |
EXASExact Sciences Corporation | $83.6M |
DVDoubleVerify Holdings, Inc. | $79.9M |
ABNBAirbnb, Inc. | $73.3M |
CRWDCrowdStrike Holdings, Inc. | $70.7M |
ZZillow Group, Inc. Class C | $69.2M |
GLBEGlobal-E Online Ltd. | $68.7M |
FSLRFirst Solar, Inc. | $57.9M |
BILLBill Holdings, Inc. | $57.4M |
ELFe.l.f. Beauty, Inc. | $57.0M |
ASMLASML Holding N.V. | $54.0M |
CDNSCadence Design Systems, Inc. | $50.8M |
VEEVVeeva Systems Inc. | $49.8M |
WINGWingstop Inc. | $49.2M |
MDBMongoDB, Inc. | $44.3M |
—Adobe Inc. | $34.7M |
MPWRMonolithic Power Systems, Inc. | $33.5M |
AVGOBroadcom Inc. | $33.5M |
NTRANatera, Inc. | $27.4M |
TOSTToast, Inc. | $25.5M |
RGENRepligen Corporation | $23.5M |
PCTYPaylocity Holding Corporation | $22.8M |
DLODLocal Limited | $22.0M |
ONONOn Holding AG | $21.7M |
MUMicron Technology, Inc. | $21.3M |
NXPINXP Semiconductors N.V. | $20.9M |
DDOGDatadog, Inc. | $20.1M |
ORCLOracle Corporation | $19.3M |
VVisa Inc. | $19.1M |
—Sprout Social, Inc. | $17.4M |
APHAmphenol Corporation | $15.4M |
HUBSHubSpot, Inc. | $15.3M |
CRMSalesforce, Inc. | $15.3M |
BKNGBooking Holdings Inc. | $15.1M |
INTUIntuit Inc. | $15.0M |
MAMastercard Incorporated | $14.9M |
ANETEURArista Networks, Inc. | $14.8M |
CDWCDW Corporation | $14.3M |
ONON Semiconductor Corporation | $13.4M |
AMATApplied Materials, Inc. | $12.3M |
KLACKLA Corporation | $11.6M |
ZSZscaler, Inc. | $11.1M |
—Cisco Systems, Inc. | $9.0M |
BRBroadridge Financial Solutions | $8.8M |
EVHEvolent Health, Inc. | $8.2M |
ACNAccenture plc | $7.9M |
XMTRXometry, Inc. | $7.2M |
COSTCostco Wholesale Corporation | $5.7M |
—JPMorgan Chase & Co. | $5.2M |
ASPNAspen Aerogels, Inc. | $4.4M |
RIVNRivian Automotive, Inc. | $4.2M |
HDThe Home Depot, Inc. | $3.9M |
DBRGDigitalBridge Group, Inc. | $3.7M |
BLKBlackRock, Inc. | $3.7M |
QCOMQUALCOMM Incorporated | $3.4M |
PGRThe Progressive Corporation | $3.1M |
CITCintas Corporation | $3.1M |
ZTSZoetis Inc. | $3.0M |
PAYXPaychex, Inc. | $2.7M |
AMGNAmgen Inc. | $2.7M |
ABTAbbott Laboratories | $2.7M |
SPYSPDR S&P 500 ETF Trust | $2.5M |
PCARPACCAR Inc | $2.3M |
JNJJohnson & Johnson | $2.3M |
BXBlackstone Inc. | $1.9M |
SBUXStarbucks Corporation | $1.8M |
STZConstellation Brands, Inc. | $1.7M |
BDXBecton, Dickinson and Company | $1.4M |
ECLEcolab Inc. | $1.1M |
ELThe Estee Lauder Companies Inc | $1.0M |
SYMSymbotic Inc. | $962K |
NKENIKE, Inc. | $904K |
DISThe Walt Disney Company | $868K |
TSCOTractor Supply Company | $767K |
—Alphabet Inc. Class A | $621K |
CTKBCytek Biosciences, Inc. | $386K |
DSIiShares MSCI KLD 400 Social | $375K |
AXPAmerican Express Company | $318K |
ABBVAbbVie Inc. | $298K |
—Spdr Dow Jones Industrial Avrg | $245K |
—D. R. Horton, Inc. | $238K |
SVVSavers Value Village, Inc. | $193K |