ZEVENBERGEN CAPITAL INVESTMENTS LLC Q4 2025 Filing
Filed January 15, 2026
Portfolio Value
$4.5B
Holdings
105
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (105 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA Corporation | 2,356,246 | $439.4M | 9.77% | |
| 2 | TSLATesla, Inc. | 694,114 | $312.2M | 6.94% | |
| 3 | SHOPShopify Inc. | 1,674,737 | $269.6M | 6.00% | |
| 4 | METAMeta Platforms, Inc. | 332,284 | $219.3M | 4.88% | |
| 5 | AMZNAmazon.com, Inc. | 845,418 | $195.1M | 4.34% | |
| 6 | AXONAxon Enterprise, Inc. | 338,666 | $192.3M | 4.28% | |
| 7 | —Alphabet Inc. Class C | 595,660 | $186.9M | 4.16% | |
| 8 | MELIMercadoLibre, Inc. | 91,540 | $184.4M | 4.10% | |
| 9 | MSFTMicrosoft Corporation | 314,367 | $152.0M | 3.38% | |
| 10 | AAPLApple Inc. | 501,917 | $136.4M | 3.03% | |
| 11 | AMDAdvanced Micro Devices, Inc. | 550,483 | $117.9M | 2.62% | |
| 12 | AVGOBroadcom Inc. | 312,560 | $108.2M | 2.41% | |
| 13 | SNOWSnowflake Inc. | 435,633 | $95.6M | 2.13% | |
| 14 | CRWDCrowdStrike Holdings, Inc. | 203,113 | $95.2M | 2.12% | |
| 15 | NOWServiceNow, Inc. | 610,885 | $93.6M | 2.08% | |
| 16 | UBERUber Technologies, Inc. | 979,377 | $80.0M | 1.78% | |
| 17 | —Alphabet Inc. Class A | 251,637 | $78.8M | 1.75% | |
| 18 | MUMicron Technology, Inc. | 266,850 | $76.2M | 1.69% | |
| 19 | 6RJ0Rocket Lab Corporation | 1,090,798 | $76.1M | 1.69% | |
| 20 | NTRANatera, Inc. | 323,571 | $74.1M | 1.65% | |
| 21 | MPWRMonolithic Power Systems, Inc. | 81,378 | $73.8M | 1.64% | |
| 22 | NFLXNetflix, Inc. | 773,275 | $72.5M | 1.61% | |
| 23 | TOSTToast, Inc. | 1,854,996 | $65.9M | 1.46% | |
| 24 | VRTVertiv Holdings Co | 346,575 | $56.1M | 1.25% | |
| 25 | SPOTSpotify Technology S.A. | 95,052 | $55.2M | 1.23% | |
| 26 | PANWPalo Alto Networks, Inc. | 289,228 | $53.3M | 1.18% | |
| 27 | APPAppLovin Corporation, Class A | 78,160 | $52.7M | 1.17% | |
| 28 | TTDThe Trade Desk, Inc. | 1,220,465 | $46.3M | 1.03% | |
| 29 | —Quanta Services, Inc. | 102,908 | $43.4M | 0.97% | |
| 30 | ZZillow Group, Inc. Class C | 617,563 | $42.1M | 0.94% | |
| 31 | KRMNKarman Holdings Inc. | 539,600 | $39.5M | 0.88% | |
| 32 | TMDXTransMedics Group, Inc. | 280,178 | $34.1M | 0.76% | |
| 33 | VEEVVeeva Systems Inc. | 149,654 | $33.4M | 0.74% | |
| 34 | ANETArista Networks Inc | 245,400 | $32.2M | 0.72% | |
| 35 | PODDInsulet Corporation | 113,083 | $32.1M | 0.71% | |
| 36 | WINGWingstop Inc. | 129,055 | $30.8M | 0.68% | |
| 37 | EXASExact Sciences Corporation | 302,777 | $30.8M | 0.68% | |
| 38 | ORCLOracle Corporation | 157,705 | $30.7M | 0.68% | |
| 39 | IOTSamsara Inc. | 863,551 | $30.6M | 0.68% | |
| 40 | CRDOCredo Technology Group Holding | 195,247 | $28.1M | 0.62% | |
| 41 | DDOGDatadog, Inc. | 192,715 | $26.2M | 0.58% | |
| 42 | APHAmphenol Corporation | 177,935 | $24.0M | 0.53% | |
| 43 | ONONOn Holding AG | 482,648 | $22.4M | 0.50% | |
| 44 | QCOMQUALCOMM Incorporated | 125,647 | $21.5M | 0.48% | |
| 45 | KLACKLA Corporation | 15,000 | $18.2M | 0.41% | |
| 46 | ARESAres Management Corporation | 112,431 | $18.2M | 0.40% | |
| 47 | AMATApplied Materials, Inc. | 70,000 | $18.0M | 0.40% | |
| 48 | INTUIntuit Inc. | 25,781 | $17.1M | 0.38% | |
| 49 | VVisa Inc. | 43,163 | $15.1M | 0.34% | |
| 50 | CAICaris Life Sciences, Inc. | 543,185 | $14.7M | 0.33% | |
| 51 | ASMLASML Holding N.V. | 13,222 | $14.1M | 0.31% | |
| 52 | DELLDell Technologies Inc. | 111,870 | $14.1M | 0.31% | |
| 53 | BKNGBooking Holdings Inc. | 2,405 | $12.9M | 0.29% | |
| 54 | MDBMongoDB, Inc. | 30,000 | $12.6M | 0.28% | |
| 55 | CDNSCadence Design Systems, Inc. | 40,060 | $12.5M | 0.28% | |
| 56 | ARQTArcutis Biotherapeutics, Inc. | 418,035 | $12.1M | 0.27% | |
| 57 | PINSPinterest, Inc. | 370,905 | $9.6M | 0.21% | |
| 58 | —JPMorgan Chase & Co. | 28,748 | $9.3M | 0.21% | |
| 59 | COSTCostco Wholesale Corporation | 8,163 | $7.0M | 0.16% | |
| 60 | DKNGDraftKings Inc. | 190,290 | $6.6M | 0.15% | |
| 61 | BEBloom Energy Corporation | 75,375 | $6.5M | 0.15% | |
| 62 | ARMArm Holdings Plc | 55,690 | $6.1M | 0.14% | |
| 63 | NXPINXP Semiconductors N.V. | 26,400 | $5.7M | 0.13% | |
| 64 | APPFAppFolio, Inc. | 23,800 | $5.5M | 0.12% | |
| 65 | SRADSportradar Group Ag | 228,600 | $5.4M | 0.12% | |
| 66 | SYMSymbotic Inc. | 88,750 | $5.3M | 0.12% | |
| 67 | MMYTMakemytrip Limited | 63,785 | $5.2M | 0.12% | |
| 68 | MIRMirion Technologies, Inc. | 221,300 | $5.2M | 0.12% | |
| 69 | BRBroadridge Financial Solutions | 23,040 | $5.1M | 0.11% | |
| 70 | BLKBlackRock, Inc. | 4,596 | $4.9M | 0.11% | |
| 71 | CRMSalesforce, Inc. | 17,400 | $4.6M | 0.10% | |
| 72 | TTANServiceTitan, Inc. Class A | 40,200 | $4.3M | 0.10% | |
| 73 | PGRThe Progressive Corporation | 17,705 | $4.0M | 0.09% | |
| 74 | CITCintas Corporation | 20,850 | $3.9M | 0.09% | |
| 75 | HDThe Home Depot, Inc. | 10,987 | $3.8M | 0.08% | |
| 76 | RDDTReddit, Inc. Class A | 16,050 | $3.7M | 0.08% | |
| 77 | NBISNebius Group N.V. | 42,250 | $3.5M | 0.08% | |
| 78 | RIVNRivian Automotive, Inc. | 177,205 | $3.5M | 0.08% | |
| 79 | AMGNAmgen Inc. | 9,959 | $3.3M | 0.07% | |
| 80 | PCARPACCAR Inc | 28,606 | $3.1M | 0.07% | |
| 81 | SPYSPDR S&P 500 ETF Trust | 3,929 | $2.7M | 0.06% | |
| 82 | ABTAbbott Laboratories | 21,364 | $2.7M | 0.06% | |
| 83 | BXBlackstone Inc. | 16,185 | $2.5M | 0.06% | |
| 84 | —Waste Management, Inc. | 10,880 | $2.4M | 0.05% | |
| 85 | PAYXPaychex, Inc. | 21,173 | $2.4M | 0.05% | |
| 86 | JNJJohnson & Johnson | 10,964 | $2.3M | 0.05% | |
| 87 | ZTSZoetis Inc. | 14,545 | $1.8M | 0.04% | |
| 88 | DGXQuest Diagnostics Incorporated | 10,420 | $1.8M | 0.04% | |
| 89 | DEDeere & Company | 3,785 | $1.8M | 0.04% | |
| 90 | ECLEcolab Inc. | 6,070 | $1.6M | 0.04% | |
| 91 | —Cisco Systems, Inc. | 16,310 | $1.3M | 0.03% | |
| 92 | TSCOTractor Supply Company | 18,130 | $906K | 0.02% | |
| 93 | SBUXStarbucks Corporation | 10,152 | $854K | 0.02% | |
| 94 | DSIiShares MSCI KLD 400 Social | 6,075 | $782K | 0.02% | |
| 95 | DISThe Walt Disney Company | 6,473 | $736K | 0.02% | |
| 96 | NEENextera Energy, Inc. | 9,108 | $731K | 0.02% | |
| 97 | AXPAmerican Express Company | 1,700 | $628K | 0.01% | |
| 98 | —Planet Labs PBC | 22,500 | $443K | 0.01% | |
| 99 | ABBVAbbVie Inc. | 1,923 | $439K | 0.01% | |
| 100 | BBNXBeta Bionics Inc | 13,350 | $406K | 0.01% |
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