ZEVENBERGEN CAPITAL INVESTMENTS LLC Q4 2024 Filing

Filed February 11, 2025

Portfolio Value

$4.9T

Holdings

101

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (101 positions)

StockValue
NVDANVIDIA Corporation
$420.0M
TSLATesla, Inc.
$417.4M
SHOPShopify Inc.
$278.8M
AMZNAmazon.com, Inc.
$273.4M
AXONAxon Enterprise, Inc.
$251.5M
METAMeta Platforms, Inc.
$246.8M
TTDThe Trade Desk, Inc.
$245.8M
MELIMercadoLibre, Inc.
$217.1M
NOWServiceNow, Inc.
$174.4M
MSFTMicrosoft Corporation
$139.7M
AMDAdvanced Micro Devices, Inc.
$126.1M
Alphabet Inc. Class C
$125.6M
NFLXNetflix, Inc.
$124.9M
AAPLApple Inc.
$122.4M
CRWDCrowdStrike Holdings, Inc.
$101.4M
UBERUber Technologies, Inc.
$99.7M
PANWPalo Alto Networks, Inc.
$91.1M
AVGOBroadcom Inc.
$85.9M
TOSTToast, Inc.
$80.3M
ELFe.l.f. Beauty, Inc.
$77.9M
EXASExact Sciences Corporation
$77.3M
SPOTSpotify Technology S.A.
$74.0M
NTRANatera, Inc.
$69.7M
ZZillow Group, Inc. Class C
$64.8M
ARMArm Holdings Plc
$58.0M
WINGWingstop Inc.
$49.4M
CDNSCadence Design Systems, Inc.
$47.0M
ABNBAirbnb, Inc.
$44.8M
VEEVVeeva Systems Inc.
$44.6M
SNOWSnowflake Inc.
$38.9M
ONONOn Holding AG
$34.7M
Quanta Services, Inc.
$30.9M
DDOGDatadog, Inc.
$30.2M
DC4DexCom, Inc.
$30.1M
ANETArista Networks Inc
$28.0M
ORCLOracle Corporation
$27.3M
HUBSHubSpot, Inc.
$26.6M
MUMicron Technology, Inc.
$26.1M
MPWRMonolithic Power Systems, Inc.
$25.4M
QCOMQUALCOMM Incorporated
$18.8M
DELLDell Technologies Inc.
$18.3M
MDBMongoDB, Inc.
$18.1M
IOTSamsara Inc.
$18.1M
SYMSymbotic Inc.
$17.4M
ARESAres Management Corporation
$17.2M
CWANClearwater Analytics Holdings,
$16.8M
INTUIntuit Inc.
$16.5M
RGENRepligen Corporation
$16.2M
BKNGBooking Holdings Inc.
$15.4M
APHAmphenol Corporation
$11.9M
AMATApplied Materials, Inc.
$11.4M
Adobe Inc.
$11.1M
PINSPinterest, Inc.
$10.6M
VRTVertiv Holdings Co
$10.2M
ASMLASML Holding N.V.
$9.8M
KLACKLA Corporation
$9.5M
CRMSalesforce, Inc.
$7.7M
BRBroadridge Financial Solutions
$7.7M
COSTCostco Wholesale Corporation
$7.6M
JPMorgan Chase & Co.
$7.3M
DKNGDraftkings, Inc.
$7.1M
PCORProcore Technologies, Inc.
$6.8M
VVisa Inc.
$6.4M
CRDOCredo Technology Group Holding
$6.3M
APPFAppFolio, Inc.
$5.2M
BLKBlackRock, Inc.
$4.6M
PGRThe Progressive Corporation
$4.5M
HDThe Home Depot, Inc.
$4.4M
NXPINXP Semiconductors N.V.
$4.2M
SRADSportradar Group Ag
$4.0M
FSLRFirst Solar, Inc.
$3.8M
CITCintas Corporation
$3.8M
PAYXPaychex, Inc.
$3.2M
RIVNRivian Automotive, Inc.
$3.0M
BEBloom Energy Corp
$2.9M
BXBlackstone Inc.
$2.8M
SPYSPDR S&P 500 ETF Trust
$2.8M
AMGNAmgen Inc.
$2.6M
ZTSZoetis Inc.
$2.5M
PCARPACCAR Inc
$2.4M
ABTAbbott Laboratories
$2.4M
JNJJohnson & Johnson
$1.6M
ECLEcolab Inc.
$1.3M
NEENextera Energy, Inc.
$1.2M
BDXBecton, Dickinson and Company
$1.1M
SBUXStarbucks Corporation
$1.0M
TSCOTractor Supply Company
$988K
Cisco Systems, Inc.
$931K
STZConstellation Brands, Inc.
$925K
Alphabet Inc. Class A
$794K
DSIiShares MSCI KLD 400 Social
$744K
ACNAccenture plc
$717K
Waste Management, Inc.
$624K
DISThe Walt Disney Company
$606K
AXPAmerican Express Company
$505K
SOUNSoundhound Ai Inc
$446K
XMTRXometry, Inc.
$416K
ABBVAbbVie Inc.
$342K
Spdr Dow Jones Industrial Avrg
$277K
D. R. Horton, Inc.
$219K
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