Zevenbergen Capital Investments LLC Top Holdings and 13F Report (2025) About Zevenbergen Capital Investments LLCInvestment ActivityZevenbergen Capital Investments LLC has $5.13 billion in total holdings as of June 30, 2025.Zevenbergen Capital Investments LLC owns shares of 105 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 2.45% of the portfolio was purchased this quarter.About 6.98% of the portfolio was sold this quarter.This quarter, Zevenbergen Capital Investments LLC has purchased 101 new stocks and bought additional shares in 29 stocks.Zevenbergen Capital Investments LLC sold shares of 52 stocks and completely divested from 5 stocks this quarter.Largest Holdings NVIDIA $470,846,217Axon Enterprise $324,089,322Tesla $306,088,741Meta Platforms $297,392,376MercadoLibre $291,171,356 Largest New Holdings this Quarter 773121108 - Rocket Lab Corp $38,715,870 Holding89377m109 - TransMedics Group $16,286,019 Holding244199105 - Deere & Company $1,632,253 Holding74834l100 - Quest Diagnostics $727,502 Holding148929102 - CAVA Group $334,814 Holding Largest Purchases this Quarter Rocket Lab Corp 1,082,356 shares (about $38.72M)CyberArk Software 61,902 shares (about $25.19M)TransMedics Group 121,528 shares (about $16.29M)Samsara 366,982 shares (about $14.60M)Clearwater Analytics 457,151 shares (about $10.03M) Largest Sales this Quarter Advanced Micro Devices 285,800 shares (about $40.56M)MercadoLibre 9,749 shares (about $25.48M)Netflix 18,191 shares (about $24.36M)e.l.f. Beauty 179,223 shares (about $22.30M)NVIDIA 127,702 shares (about $20.18M) 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$470,846,217$20,175,639 ▼-4.1%2,980,2289.2%Computer and TechnologyAXONAxon Enterprise$324,089,322$19,723,994 ▼-5.7%391,4416.3%AerospaceTSLATesla$306,088,741$15,906,197 ▼-4.9%963,5736.0%Auto/Tires/TrucksMETAMeta Platforms$297,392,376$5,159,243 ▼-1.7%402,9225.8%Computer and TechnologyMELIMercadoLibre$291,171,356$25,480,271 ▼-8.0%111,4055.7%Retail/WholesaleSHOPShopify$266,573,762$11,747,245 ▼-4.2%2,310,9995.2%Computer and TechnologyAMZNAmazon.com$244,756,955$9,318,370 ▼-3.7%1,115,6254.8%Retail/WholesaleNFLXNetflix$158,997,688$24,360,130 ▼-13.3%118,7323.1%Consumer DiscretionaryMSFTMicrosoft$158,886,551$5,473,495 ▼-3.3%319,4283.1%Computer and TechnologyTTDTrade Desk$156,124,306$41,682 ▼0.0%2,168,6943.0%Computer and TechnologyNOWServiceNow$152,365,694$12,781,101 ▼-7.7%148,2043.0%Computer and TechnologyUBERUber Technologies$140,783,840$4,776,774 ▼-3.3%1,508,9372.7%Computer and TechnologyCRWDCrowdStrike$133,729,131$12,005,466 ▼-8.2%262,5692.6%Computer and TechnologySPOTSpotify Technology$117,585,321$4,956,235 ▼-4.0%153,2382.3%Computer and TechnologyGOOGAlphabet$112,861,727$3,227,611 ▼-2.8%636,2352.2%Computer and TechnologyAAPLApple$97,642,660$2,384,075 ▼-2.4%475,9111.9%Computer and TechnologyTOSTToast$95,496,653$3,019,427 ▼-3.1%2,156,1671.9%Computer and TechnologyAVGOBroadcom$86,030,365$16,070,395 ▼-15.7%312,1001.7%Computer and TechnologyAMDAdvanced Micro Devices$84,570,826$40,555,014 ▼-32.4%595,9891.6%Computer and TechnologyPANWPalo Alto Networks$83,781,253$13,924,933 ▼-14.3%409,4081.6%Computer and TechnologyArm Holdings Plc$77,196,651$931,945 ▲1.2%477,2891.5%COMNTRANatera$68,586,661$4,001,010 ▼-5.5%405,9821.3%MedicalSNOWSnowflake$67,309,655$2,009,905 ▼-2.9%300,7981.3%Computer and TechnologyELFe.l.f. Beauty$62,566,640$22,302,492 ▼-26.3%502,7861.2%Consumer StaplesVEEVVeeva Systems$59,019,493$1,552,212 ▼-2.6%204,9431.2%MedicalZZillow Group$57,759,317$3,196,172 ▼-5.2%824,5441.1%Computer and TechnologyWINGWingstop$55,644,912$1,703,567 ▼-3.0%165,2461.1%Retail/WholesaleDXCMDexCom$54,410,886$8,884,547 ▲19.5%623,3351.1%MedicalEXASExact Sciences$54,106,239$7,959,362 ▼-12.8%1,018,1831.1%MedicalPWRQuanta Services$42,100,557$967,125 ▲2.4%111,3540.8%ConstructionRocket Lab Corp$38,715,870$38,715,870 ▲New Holding1,082,3560.8%COMIOTSamsara$37,981,596$14,598,548 ▲62.4%954,7910.7%Computer and TechnologyMUMicron Technology$37,363,238$942,863 ▼-2.5%303,1500.7%Computer and TechnologyORCLOracle$35,835,643$43,726 ▲0.1%163,9100.7%Computer and TechnologyABNBAirbnb$34,880,706$4,356,102 ▼-11.1%263,5690.7%Consumer DiscretionaryONONON$32,933,391$2,171,682 ▲7.1%632,7260.6%Retail/WholesaleMPWRMonolithic Power Systems$31,030,991$186,502 ▼-0.6%42,4280.6%Computer and TechnologyCWANClearwater Analytics$29,969,094$10,025,320 ▲50.3%1,366,5800.6%Computer and TechnologyDDOGDatadog$28,180,4190.0%209,7850.5%Computer and TechnologyCYBRCyberArk Software$27,121,423$25,186,707 ▲1,301.8%66,6570.5%Computer and TechnologyARESAres Management$25,950,317$203,683 ▼-0.8%149,8290.5%FinanceArista Networks Inc$25,106,874$787,787 ▼-3.0%245,4000.5%COMHUBSHubSpot$22,215,103$865,560 ▼-3.8%39,9100.4%Computer and TechnologyINTUIntuit$20,246,817$74,825 ▼-0.4%25,7060.4%Computer and TechnologyBKNGBooking$17,691,917$121,574 ▼-0.7%3,0560.3%Retail/WholesaleAPHAmphenol$17,359,263$21,725 ▼-0.1%175,7900.3%Computer and TechnologyQCOMQUALCOMM$16,744,119$2,681,142 ▼-13.8%105,1370.3%Computer and TechnologyTMDXTransMedics Group$16,286,019$16,286,019 ▲New Holding121,5280.3%MedicalPINSPinterest$15,294,111$1,612,624 ▲11.8%426,4950.3%Computer and TechnologyDELLDell Technologies$13,684,612$5,787,946 ▼-29.7%111,6200.3%Computer and TechnologyKLACKLA$13,436,1000.0%15,0000.3%Computer and TechnologyAMATApplied Materials$12,814,9000.0%70,0000.3%Computer and TechnologyCDNSCadence Design Systems$12,344,489$913,665 ▼-6.9%40,0600.2%Computer and TechnologyVRTVertiv$11,556,9000.0%90,0000.2%Computer and TechnologyASMLASML$10,796,326$305,330 ▼-2.8%13,4720.2%Computer and TechnologyRGENRepligen$10,698,546$195,525 ▼-1.8%86,0150.2%MedicalADBEAdobe$9,633,3120.0%24,9000.2%Computer and TechnologyDKNGDraftKings$9,199,476$1,003,626 ▲12.2%214,4900.2%Consumer DiscretionaryCRDOCredo Technology Group$8,620,1290.0%93,1000.2%Computer and TechnologyJPMJPMorgan Chase & Co.$8,563,362$63,780 ▼-0.7%29,5380.2%FinanceCOSTCostco Wholesale$8,048,212$34,648 ▲0.4%8,1300.2%Retail/WholesaleVVisa$7,284,916$101,189 ▲1.4%20,5180.1%Business ServicesSRADSportradar Group$6,419,0880.0%228,6000.1%Consumer DiscretionaryMDBMongoDB$6,299,700$7,515,542 ▼-54.4%30,0000.1%Computer and TechnologyBRBroadridge Financial Solutions$5,600,626$1,401,068 ▼-20.0%23,0450.1%Computer and TechnologySYMSymbotic$5,506,832$16,360,589 ▼-74.8%141,7460.1%Business ServicesPGRProgressive$4,776,794$77,389 ▼-1.6%17,9000.1%FinanceCRMSalesforce$4,744,806$1,554,333 ▼-24.7%17,4000.1%Computer and TechnologyAPPFAppFolio$4,605,6000.0%20,0000.1%Computer and TechnologyBlackRock, Inc.$4,499,184$36,724 ▲0.8%4,2880.1%COMCTASCintas$4,454,057$15,601 ▲0.4%19,9850.1%Business ServicesHDHome Depot$4,044,772$42,164 ▲1.1%11,0320.1%Retail/WholesaleYNDXYandex$3,488,5570.0%63,0500.1%Computer and TechnologyPAYXPaychex$3,285,941$47,274 ▲1.5%22,5900.1%Computer and TechnologyRIVNRivian Automotive$3,138,9720.0%228,4550.1%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$2,907,162$30,894 ▼-1.1%4,7050.1%FinanceABTAbbott Laboratories$2,857,434$26,522 ▲0.9%21,0090.1%MedicalBEBloom Energy$2,827,344$135,148 ▼-4.6%118,2000.1%EnergyAMGNAmgen$2,751,335$80,971 ▲3.0%9,8540.1%MedicalZTSZoetis$2,523,271$115,403 ▲4.8%16,1800.0%MedicalBXBlackstone$2,468,818$79,277 ▲3.3%16,5050.0%FinanceNXPINXP Semiconductors$2,381,5410.0%10,9000.0%Computer and TechnologyPCARPACCAR$2,247,694$76,999 ▲3.5%23,6450.0%Auto/Tires/TrucksWMWaste Management$2,157,773$503,404 ▲30.4%9,4300.0%Business ServicesJNJJohnson & Johnson$1,640,382$53,462 ▲3.4%10,7390.0%MedicalDEDeere & Company$1,632,253$1,632,253 ▲New Holding3,2100.0%IndustrialsECLEcolab$1,533,114$51,194 ▲3.5%5,6900.0%Basic MaterialsNEENextEra Energy$1,380,625$105,171 ▼-7.1%19,8880.0%UtilitiesCSCOCisco Systems$1,078,512$47,872 ▲4.6%15,5450.0%Computer and TechnologySBUXStarbucks$1,027,356$14,661 ▲1.4%11,2120.0%Retail/WholesaleTSCOTractor Supply$987,063$9,235 ▲0.9%18,7050.0%Retail/WholesaleDGXQuest Diagnostics$727,502$727,502 ▲New Holding4,0500.0%MedicalGOOGLAlphabet$726,0680.0%4,1200.0%Computer and TechnologyDISWalt Disney$720,250$59,525 ▲9.0%5,8080.0%Consumer DiscretionaryDSIiShares ESG MSCI KLD 400 ETF$705,672$78,408 ▼-10.0%6,0750.0%ETFACNAccenture$637,532$34,372 ▲5.7%2,1330.0%Computer and TechnologyAXPAmerican Express$542,2660.0%1,7000.0%FinanceABBVAbbVie$356,9470.0%1,9230.0%MedicalCAVACAVA Group$334,814$334,814 ▲New Holding3,9750.0%Retail/WholesaleDIASPDR Dow Jones Industrial Average ETF Trust$286,4230.0%6500.0%FinanceShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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