Zevenbergen Capital Investments LLC Top Holdings and 13F Report (2024) About Zevenbergen Capital Investments LLCInvestment ActivityZevenbergen Capital Investments LLC has $4.77 billion in total holdings as of September 30, 2024.Zevenbergen Capital Investments LLC owns shares of 103 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 3.39% of the portfolio was purchased this quarter.About 5.84% of the portfolio was sold this quarter.This quarter, Zevenbergen Capital Investments LLC has purchased 102 new stocks and bought additional shares in 34 stocks.Zevenbergen Capital Investments LLC sold shares of 51 stocks and completely divested from 5 stocks this quarter.Largest Holdings NVIDIA $410,157,042Tesla $311,641,359MercadoLibre $270,774,590Meta Platforms $256,836,082Amazon.com $253,821,149 Largest New Holdings this Quarter DexCom $23,675,042 HoldingBlackRock, Inc. $4,242,411 HoldingSalesforce $4,105,650 HoldingiShares Core S&P 500 ETF $475,300 HoldingiShares Core U.S. Aggregate Bond ETF $315,962 Holding Largest Purchases this Quarter Broadcom 333,215 shares (about $57.48M)e.l.f. Beauty 255,197 shares (about $27.82M)DexCom 353,148 shares (about $23.68M)CrowdStrike 30,360 shares (about $8.52M)ServiceNow 8,821 shares (about $7.89M) Largest Sales this Quarter Snowflake 388,833 shares (about $44.66M)NVIDIA 266,973 shares (about $32.42M)Amazon.com 129,630 shares (about $24.15M)MercadoLibre 9,043 shares (about $18.56M)Alphabet 69,920 shares (about $11.69M) 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$410,157,042$32,421,201 ▼-7.3%3,377,4468.6%Computer and TechnologyTSLATesla$311,641,359$8,613,121 ▼-2.7%1,191,1536.5%Auto/Tires/TrucksMELIMercadoLibre$270,774,590$18,555,874 ▼-6.4%131,9595.7%Retail/WholesaleMETAMeta Platforms$256,836,082$1,198,117 ▼-0.5%448,6695.4%Computer and TechnologyAMZNAmazon.com$253,821,149$24,153,958 ▼-8.7%1,362,2135.3%Retail/WholesaleTTDTrade Desk$241,238,115$5,079,317 ▼-2.1%2,200,0745.1%Computer and TechnologySHOPShopify$224,084,743$3,419,814 ▼-1.5%2,796,1664.7%Computer and TechnologyAXONAxon Enterprise$193,829,177$4,111,085 ▼-2.1%485,0584.1%AerospaceAMDAdvanced Micro Devices$167,987,729$3,780,895 ▼-2.2%1,023,8163.5%Computer and TechnologyNOWServiceNow$152,005,158$7,889,414 ▲5.5%169,9543.2%Computer and TechnologyUBERUber Technologies$145,945,613$5,497,729 ▼-3.6%1,941,7993.1%Computer and TechnologyMSFTMicrosoft$142,588,877$182,017 ▲0.1%331,3713.0%Computer and TechnologyAAPLApple$115,408,861$1,165 ▲0.0%495,3172.4%Computer and TechnologyGOOGAlphabet$114,112,191$11,689,925 ▼-9.3%682,5302.4%Computer and TechnologyNFLXNetflix$109,487,882$8,000,566 ▼-6.8%154,3672.3%Consumer DiscretionaryEXASExact Sciences$97,655,129$1,998,641 ▼-2.0%1,433,5752.0%MedicalPANWPalo Alto Networks$89,429,577$9,893,743 ▼-10.0%261,6431.9%Computer and TechnologyCRWDCrowdStrike$80,949,252$8,515,069 ▲11.8%288,6201.7%Computer and TechnologyFSLRFirst Solar$78,580,335$2,925,682 ▼-3.6%315,0271.6%Oils/EnergyWINGWingstop$69,682,166$1,694,694 ▼-2.4%167,4731.5%Retail/WholesaleELFe.l.f. Beauty$69,358,454$27,824,129 ▲67.0%636,1411.5%Consumer StaplesASMLASML$66,690,830$5,101,990 ▼-7.1%80,0371.4%Computer and TechnologyAVGOBroadcom$63,902,625$57,479,588 ▲894.9%370,4501.3%Computer and TechnologyZZillow Group$61,280,676$1,737,231 ▼-2.8%959,7601.3%FinanceTOSTToast$59,618,425$6,271,429 ▲11.8%2,105,9141.3%Computer and TechnologyNTRANatera$59,071,105$2,597,651 ▼-4.2%465,3101.2%MedicalSPOTSpotify Technology$58,666,659$3,434,331 ▲6.2%159,1911.2%Business ServicesArm Holdings Plc$56,339,791$5,710,675 ▲11.3%393,9571.2%COMABNBAirbnb$54,009,140$4,736,607 ▼-8.1%425,9061.1%Consumer DiscretionaryVEEVVeeva Systems$47,892,754$2,819,184 ▼-5.6%228,2021.0%Computer and TechnologyCDNSCadence Design Systems$46,474,598$1,552,460 ▼-3.2%171,4741.0%Computer and TechnologyMPWRMonolithic Power Systems$39,682,314$8,371,348 ▼-17.4%42,9230.8%Computer and TechnologyONONON$33,674,622$2,446,568 ▼-6.8%671,4780.7%Retail/WholesaleMUMicron Technology$32,256,403$541,885 ▲1.7%311,0250.7%Computer and TechnologySNOWSnowflake$31,320,829$44,661,359 ▼-58.8%272,6870.7%Computer and TechnologyORCLOracle$27,881,700$154,212 ▼-0.6%163,6250.6%Computer and TechnologyDDOGDatadog$25,595,672$150,729 ▼-0.6%222,4550.5%Computer and TechnologyANETArista Networks$24,314,9970.0%63,3500.5%Computer and TechnologyDXCMDexCom$23,675,042$23,675,042 ▲New Holding353,1480.5%MedicalMDBMongoDB$21,650,980$3,866,005 ▼-15.2%80,0850.5%Computer and TechnologyEVHEvolent Health$21,295,915$575,328 ▼-2.6%753,0380.4%Computer and TechnologyQCOMQUALCOMM$20,716,681$902,965 ▲4.6%121,8270.4%Computer and TechnologySYMSymbotic$19,221,564$3,280,040 ▲20.6%788,0920.4%Business ServicesRGENRepligen$19,193,315$48,069 ▲0.3%128,9700.4%MedicalHUBSHubSpot$18,837,246$10,748,952 ▼-36.3%35,4350.4%Computer and TechnologyDELLDell Technologies$17,781,0000.0%150,0000.4%Computer and TechnologyADBEAdobe$15,533,4000.0%30,0000.3%Computer and TechnologyINTUIntuit$15,165,441$260,820 ▲1.7%24,4210.3%Computer and TechnologyVVisa$14,464,570$9,993,058 ▼-40.9%52,6080.3%Business ServicesAMATApplied Materials$14,143,5000.0%70,0000.3%Computer and TechnologyBKNGBooking$13,335,572$101,091 ▲0.8%3,1660.3%Retail/WholesaleKLACKLA$11,616,150$2,323,230 ▼-16.7%15,0000.2%Computer and TechnologyAPHAmphenol$11,132,260$48,544 ▲0.4%170,8450.2%Computer and TechnologyVRTVertiv$8,954,1000.0%90,0000.2%Computer and TechnologyDKNGDraftKings$7,813,148$644,840 ▲9.0%199,3150.2%Consumer DiscretionaryCOSTCostco Wholesale$7,318,223$62,056 ▲0.9%8,2550.2%Retail/WholesaleBRBroadridge Financial Solutions$7,313,170$15,052 ▲0.2%34,0100.2%Business ServicesJPMJPMorgan Chase & Co.$6,361,224$47,443 ▲0.8%30,1680.1%FinancePCORProcore Technologies$5,809,704$7,593,412 ▼-56.7%94,1300.1%Business ServicesAPPFAppFolio$5,049,330$235,400 ▼-4.5%21,4500.1%Computer and TechnologyNXPINXP Semiconductors$4,800,200$1,200,050 ▼-20.0%20,0000.1%Computer and TechnologyPGRProgressive$4,749,118$48,214 ▼-1.0%18,7150.1%FinanceHDHome Depot$4,571,466$36,468 ▲0.8%11,2820.1%Retail/WholesaleBlackRock, Inc.$4,242,411$4,242,411 ▲New Holding4,4680.1%COMCTASCintas$4,199,952$3,160,258 ▲304.0%20,4000.1%Business ServicesCRMSalesforce$4,105,650$4,105,650 ▲New Holding15,0000.1%Computer and TechnologyPCTYPaylocity$3,497,364$6,028,004 ▼-63.3%21,2000.1%Computer and TechnologyAMGNAmgen$3,187,946$6,444 ▲0.2%9,8940.1%MedicalZTSZoetis$3,037,182$36,145 ▲1.2%15,5450.1%MedicalPAYXPaychex$2,958,890$10,064 ▼-0.3%22,0500.1%Business ServicesRIVNRivian Automotive$2,810,8010.0%250,5170.1%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$2,779,013$142,278 ▼-4.9%4,8440.1%FinanceABTAbbott Laboratories$2,449,391$153,914 ▼-5.9%21,4840.1%MedicalJNJJohnson & Johnson$2,305,141$55,911 ▲2.5%14,2240.0%MedicalPCARPACCAR$2,296,777$20,723 ▲0.9%23,2750.0%Auto/Tires/TrucksCRDOCredo Technology Group$2,196,810$1,697,850 ▲340.3%71,3250.0%Computer and TechnologyBXBlackstone$2,162,196$35,986 ▲1.7%14,1200.0%FinanceCDWCDW$1,728,932$2,263 ▲0.1%7,6400.0%Computer and TechnologySTZConstellation Brands$1,664,677$51,538 ▼-3.0%6,4600.0%Consumer StaplesBEBloom Energy$1,656,336$165,792 ▲11.1%156,8500.0%Oils/EnergyECLEcolab$1,477,084$45,959 ▲3.2%5,7850.0%Basic MaterialsDBRGDigitalBridge Group$1,413,0000.0%100,0000.0%FinanceNEENextEra Energy$1,261,864$25,359 ▲2.1%14,9280.0%UtilitiesBDXBecton, Dickinson and Company$1,172,952$47,015 ▼-3.9%4,8650.0%MedicalSBUXStarbucks$1,153,502$2,437 ▼-0.2%11,8320.0%Retail/WholesaleTSCOTractor Supply$1,082,260$30,548 ▲2.9%3,7200.0%Retail/WholesaleCSCOCisco Systems$850,722$19,159 ▼-2.2%15,9850.0%Computer and TechnologyDSIiShares MSCI KLD 400 Social ETF$734,3330.0%6,7500.0%ETFGOOGLAlphabet$733,057$4,146 ▼-0.6%4,4200.0%Computer and TechnologyACNAccenture$711,555$37,115 ▲5.5%2,0130.0%Computer and TechnologyDISWalt Disney$595,320$187,571 ▼-24.0%6,1890.0%Consumer DiscretionaryIVViShares Core S&P 500 ETF$475,300$475,300 ▲New Holding8240.0%ETFAXPAmerican Express$461,0400.0%1,7000.0%FinanceABBVAbbVie$379,7540.0%1,9230.0%MedicalAGGiShares Core U.S. Aggregate Bond ETF$315,962$315,962 ▲New Holding3,1200.0%FinanceDHID.R. Horton$298,5550.0%1,5650.0%ConstructionELEstée Lauder Companies$287,905$240,752 ▼-45.5%2,8880.0%Consumer StaplesDIASPDR Dow Jones Industrial Average ETF Trust$275,0280.0%6500.0%FinanceLENLennar$244,474$244,474 ▲New Holding1,3040.0%ConstructionCAVACAVA Group$220,453$860,758 ▼-79.6%1,7800.0%Retail/WholesaleShowing 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. 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