Zevenbergen Capital Investments LLC Top Holdings and 13F Report (2024) → 4 Cryptos BETTER than Bitcoin (From True Market Insiders) (Ad) About Zevenbergen Capital Investments LLCInvestment ActivityZevenbergen Capital Investments LLC has $4.71 billion in total holdings as of March 31, 2024.Zevenbergen Capital Investments LLC owns shares of 104 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 3.61% of the portfolio was purchased this quarter.About 7.57% of the portfolio was sold this quarter.This quarter, Zevenbergen Capital Investments LLC has purchased 98 new stocks and bought additional shares in 32 stocks.Zevenbergen Capital Investments LLC sold shares of 51 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $465,470,741Amazon.com $285,904,825Meta Platforms $220,294,050MercadoLibre $213,661,115Tesla $213,304,640 Largest New Holdings this Quarter Arm Holdings Plc $23,703,729 HoldingDell Technologies $4,564,400 HoldingDraftKings $2,703,030 HoldingCAVA Group $570,908 HoldingTidewater $542,800 Holding Largest Purchases this Quarter Arm Holdings Plc 189,645 shares (about $23.70M)Exact Sciences 231,591 shares (about $15.99M)Symbotic 342,417 shares (about $15.41M)Tesla 68,628 shares (about $12.06M)ASML 12,391 shares (about $12.03M) Largest Sales this Quarter NVIDIA 107,739 shares (about $97.35M)BILL 700,016 shares (about $48.11M)Uber Technologies 428,447 shares (about $32.99M)Amazon.com 90,961 shares (about $16.41M)Sprout Social 237,998 shares (about $14.21M) Sector Allocation Over TimeMap of 500 Largest Holdings ofZevenbergen Capital Investments LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$465,470,741$97,348,651 ▼-17.3%515,1529.9%Computer and TechnologyAMZNAmazon.com$285,904,825$16,407,545 ▼-5.4%1,585,0146.1%Retail/WholesaleMETAMeta Platforms$220,294,050$1,799,559 ▲0.8%453,6724.7%Computer and TechnologyMELIMercadoLibre$213,661,115$22,679 ▼0.0%141,3144.5%Retail/WholesaleTSLATesla$213,304,640$12,064,116 ▲6.0%1,213,4064.5%Auto/Tires/TrucksTTDTrade Desk$209,052,079$10,735,701 ▼-4.9%2,391,3534.4%Computer and TechnologyAMDAdvanced Micro Devices$196,831,745$11,450,827 ▲6.2%1,090,5414.2%Computer and TechnologySHOPShopify$196,557,469$4,422,073 ▼-2.2%2,547,0714.2%Computer and TechnologyUBERUber Technologies$165,444,119$32,986,135 ▼-16.6%2,148,9043.5%Computer and TechnologyAXONAxon Enterprise$155,207,879$6,794,189 ▼-4.2%496,0623.3%Industrial ProductsMSFTMicrosoft$140,605,034$4,821,451 ▲3.6%334,2013.0%Computer and TechnologyNOWServiceNow$122,362,150$2,342,093 ▼-1.9%160,4962.6%Computer and TechnologyGOOGAlphabet$122,337,104$5,227,390 ▼-4.1%803,4752.6%Computer and TechnologySNOWSnowflake$109,824,814$2,438,867 ▲2.3%679,6092.3%Computer and TechnologyNFLXNetflix$104,482,017$7,303,751 ▼-6.5%172,0352.2%Consumer DiscretionaryPANWPalo Alto Networks$99,053,401$2,474,488 ▲2.6%348,6202.1%Computer and TechnologyEXASExact Sciences$94,019,320$15,993,674 ▲20.5%1,361,4152.0%MedicalCRWDCrowdStrike$84,632,554$4,202,935 ▼-4.7%263,9901.8%Computer and TechnologyASMLASML$81,204,077$12,025,094 ▲17.4%83,6751.7%Computer and TechnologyABNBAirbnb$81,002,618$7,796,834 ▼-8.8%491,0441.7%Computer and TechnologyELFe.l.f. Beauty$76,948,832$509,874 ▼-0.7%392,5361.6%Consumer StaplesAAPLApple$76,832,814$10,502,293 ▼-12.0%448,0571.6%Computer and TechnologyDVDoubleVerify$73,393,898$2,960,964 ▼-3.9%2,087,4261.6%Computer and TechnologyWINGWingstop$67,109,824$3,145,178 ▼-4.5%183,1601.4%Retail/WholesaleFSLRFirst Solar$62,334,126$5,603,147 ▲9.9%369,2781.3%Oils/EnergyGLBEGlobal-E Online$61,068,800$1,931,566 ▼-3.1%1,680,0221.3%Retail/WholesaleVEEVVeeva Systems$58,238,294$1,694,581 ▼-2.8%251,3631.2%Computer and TechnologyZZillow Group$56,227,877$2,120,515 ▼-3.6%1,152,6831.2%FinanceCDNSCadence Design Systems$55,637,876$2,469,073 ▼-4.2%178,7391.2%Computer and TechnologyNTRANatera$44,598,731$4,629,431 ▲11.6%487,6310.9%MedicalAVGOBroadcom$42,015,497$2,253,197 ▲5.7%31,7000.9%Computer and TechnologyTOSTToast$37,079,938$2,323,940 ▲6.7%1,487,9590.8%Computer and TechnologyMUMicron Technology$36,545,900$7,073,400 ▲24.0%310,0000.8%Computer and TechnologyMPWRMonolithic Power Systems$35,813,841$169,355 ▼-0.5%52,8680.8%Computer and TechnologyMDBMongoDB$34,215,332$4,655,147 ▼-12.0%95,4030.7%Computer and TechnologyONONON$27,983,210$442,108 ▼-1.6%790,9330.6%Consumer DiscretionaryDDOGDatadog$26,962,104$6,518,046 ▲31.9%218,1400.6%Computer and TechnologyRGENRepligen$24,021,239$15,449 ▲0.1%130,6070.5%MedicalArm Holdings Plc$23,703,729$23,703,729 ▲New Holding189,6450.5%COMADBEAdobe$22,807,920$6,559,800 ▼-22.3%45,2000.5%Computer and TechnologyHUBSHubSpot$21,954,662$5,391,549 ▲32.6%35,0400.5%Computer and TechnologyNXPINXP Semiconductors$21,060,450$1,486,620 ▼-6.6%85,0000.4%Computer and TechnologyORCLOracle$20,678,546$2,340,742 ▼-10.2%164,6250.4%Computer and TechnologyVVisa$20,500,659$58,607 ▲0.3%73,4580.4%Business ServicesDLODLocal$19,352,271$1,058,900 ▲5.8%1,316,4810.4%Business ServicesEVHEvolent Health$18,546,844$10,357,541 ▲126.5%565,6250.4%Computer and TechnologyANETArista Networks$18,268,7400.0%63,0000.4%Computer and TechnologyCRMSalesforce$17,468,4400.0%58,0000.4%Computer and TechnologySYMSymbotic$16,252,515$15,408,765 ▲1,826.2%361,1670.3%Business ServicesQCOMQUALCOMM$15,677,519$11,656,305 ▲289.9%92,6020.3%Computer and TechnologyINTUIntuit$15,646,150$16,250 ▲0.1%24,0710.3%Computer and TechnologyAMATApplied Materials$14,436,100$1,237,380 ▼-7.9%70,0000.3%Computer and TechnologyPCTYPaylocity$14,082,208$9,715,417 ▼-40.8%81,9400.3%Computer and TechnologyAPHAmphenol$13,319,465$4,611,693 ▼-25.7%115,4700.3%Computer and TechnologyBKNGBooking$12,846,323$2,604,818 ▼-16.9%3,5410.3%Retail/WholesaleKLACKLA$12,574,260$1,397,140 ▼-10.0%18,0000.3%Computer and TechnologyMAMastercard$12,039,250$4,815,700 ▼-28.6%25,0000.3%Business ServicesZSZscaler$8,860,980$770,520 ▼-8.0%46,0000.2%Computer and TechnologyBRBroadridge Financial Solutions$8,194,400$614,580 ▼-7.0%40,0000.2%Business ServicesACNAccenture$7,836,159$77,987 ▲1.0%22,6080.2%Business ServicesCSCOCisco Systems$6,449,620$2,483,023 ▼-27.8%129,2250.1%Computer and TechnologyCOSTCostco Wholesale$6,173,140$175,099 ▼-2.8%8,4260.1%Retail/WholesaleJPMJPMorgan Chase & Co.$6,072,695$14,021 ▼-0.2%30,3180.1%FinanceCDWCDW$5,959,674$10,128,888 ▼-63.0%23,3000.1%Computer and TechnologyDELLDell Technologies$4,564,400$4,564,400 ▲New Holding40,0000.1%Computer and TechnologyHDHome Depot$4,352,709$51,786 ▲1.2%11,3470.1%Retail/WholesaleDBRGDigitalBridge Group$4,104,5100.0%213,0000.1%FinancePGRProgressive$3,992,660$56,875 ▼-1.4%19,3050.1%FinanceBLKBlackRock$3,858,364$104,213 ▲2.8%4,6280.1%FinanceCTASCintas$3,517,594$34,352 ▲1.0%5,1200.1%Industrial ProductsXMTRXometry$2,989,783$379,687 ▼-11.3%177,0150.1%Industrial ProductsPCARPACCAR$2,916,618$37,167 ▲1.3%23,5420.1%Auto/Tires/TrucksRIVNRivian Automotive$2,786,414$816,815 ▲41.5%254,4670.1%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$2,781,855$2,616 ▼-0.1%5,3180.1%FinancePAYXPaychex$2,750,106$42,980 ▼-1.5%22,3950.1%Business ServicesABTAbbott Laboratories$2,722,043$21,027 ▼-0.8%23,9490.1%MedicalDKNGDraftKings$2,703,030$2,703,030 ▲New Holding59,5250.1%Consumer DiscretionarySPTSprout Social$2,692,324$14,210,861 ▼-84.1%45,0900.1%Computer and TechnologyAMGNAmgen$2,672,324$7,108 ▲0.3%9,3990.1%MedicalZTSZoetis$2,612,6020.0%15,4400.1%MedicalJNJJohnson & Johnson$2,356,082$79,095 ▲3.5%14,8940.1%MedicalBXBlackstone$1,869,3950.0%14,2300.0%FinanceSTZConstellation Brands$1,866,991$63,864 ▼-3.3%6,8700.0%Consumer StaplesSBUXStarbucks$1,750,758$59,403 ▲3.5%19,1570.0%Retail/WholesaleBDXBecton, Dickinson and Company$1,467,379$79,184 ▲5.7%5,9300.0%MedicalECLEcolab$1,280,3410.0%5,5450.0%Basic MaterialsDISWalt Disney$1,033,942$142,549 ▼-12.1%8,4500.0%Consumer DiscretionaryELEstée Lauder Companies$994,730$71,680 ▼-6.7%6,4530.0%Consumer StaplesTSCOTractor Supply$893,774$39,258 ▼-4.2%3,4150.0%Retail/WholesaleNKENIKE$680,885$101,498 ▼-13.0%7,2450.0%Consumer DiscretionaryGOOGLAlphabet$670,8840.0%4,4450.0%Computer and TechnologyCAVACAVA Group$570,908$570,908 ▲New Holding8,1500.0%Retail/WholesaleTDWTidewater$542,800$542,800 ▲New Holding5,9000.0%Oils/EnergyINDIindie Semiconductor$523,920$523,920 ▲New Holding74,0000.0%Computer and TechnologyAXPAmerican Express$387,0730.0%1,7000.0%FinanceABBVAbbVie$350,1780.0%1,9230.0%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$258,5440.0%6500.0%FinanceDHID.R. Horton$257,5210.0%1,5650.0%ConstructionBILLBILL$231,930$48,105,100 ▼-99.5%3,3750.0%Computer and TechnologyDSIiShares MSCI KLD 400 Social ETF$225,310$189,422 ▼-45.7%2,2350.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. 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