Zevenbergen Capital Investments LLC Top Holdings and 13F Report (2025) About Zevenbergen Capital Investments LLCInvestment ActivityZevenbergen Capital Investments LLC has $4.91 billion in total holdings as of December 31, 2024.Zevenbergen Capital Investments LLC owns shares of 101 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 4.18% of the portfolio was purchased this quarter.About 9.55% of the portfolio was sold this quarter.This quarter, Zevenbergen Capital Investments LLC has purchased 103 new stocks and bought additional shares in 30 stocks.Zevenbergen Capital Investments LLC sold shares of 52 stocks and completely divested from 11 stocks this quarter.Largest Holdings NVIDIA $419,966,326Tesla $417,435,274Shopify $278,782,586Amazon.com $273,363,450Axon Enterprise $251,539,402 Largest New Holdings this Quarter Quanta Services $30,898,628 HoldingArista Networks Inc $27,975,143 HoldingSamsara $18,080,014 HoldingAres Management $17,206,430 HoldingClearwater Analytics $16,842,653 Holding Largest Purchases this Quarter Palo Alto Networks 238,872 shares (about $43.47M)Quanta Services 97,765 shares (about $30.90M)Arista Networks Inc 253,100 shares (about $27.98M)Samsara 413,825 shares (about $18.08M)Ares Management 97,195 shares (about $17.21M) Largest Sales this Quarter Tesla 157,488 shares (about $63.60M)First Solar 293,597 shares (about $51.74M)ASML 65,863 shares (about $45.65M)Axon Enterprise 61,819 shares (about $36.74M)NVIDIA 250,137 shares (about $33.59M) 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$419,966,326$33,590,898 ▼-7.4%3,127,3098.6%Computer and TechnologyTSLATesla$417,435,274$63,599,954 ▼-13.2%1,033,6658.5%Auto/Tires/TrucksSHOPShopify$278,782,586$18,533,744 ▼-6.2%2,621,8625.7%Computer and TechnologyAMZNAmazon.com$273,363,450$25,492,460 ▼-8.5%1,246,0165.6%Retail/WholesaleAXONAxon Enterprise$251,539,402$36,740,268 ▼-12.7%423,2395.1%AerospaceMETAMeta Platforms$246,760,847$15,939,339 ▼-6.1%421,4465.0%Computer and TechnologyTTDTrade Desk$245,800,244$12,774,453 ▼-4.9%2,091,3835.0%Computer and TechnologyMELIMercadoLibre$217,125,783$7,262,579 ▼-3.2%127,6884.4%Retail/WholesaleNOWServiceNow$174,363,237$5,808,397 ▼-3.2%164,4753.6%Computer and TechnologyMSFTMicrosoft$139,686,602$13,909 ▲0.0%331,4042.8%Computer and TechnologyAMDAdvanced Micro Devices$126,104,760$2,438,025 ▲2.0%1,044,0002.6%Computer and TechnologyGOOGAlphabet$125,641,838$4,339,175 ▼-3.3%659,7452.6%Computer and TechnologyNFLXNetflix$124,867,693$12,722,702 ▼-9.2%140,0932.5%Consumer DiscretionaryAAPLApple$122,404,294$1,632,989 ▼-1.3%488,7962.5%Computer and TechnologyCRWDCrowdStrike$101,396,379$2,642,160 ▲2.7%296,3422.1%Computer and TechnologyUBERUber Technologies$99,733,993$17,395,323 ▼-14.9%1,653,4152.0%Computer and TechnologyPANWPalo Alto Networks$91,073,709$43,465,149 ▲91.3%500,5151.9%Computer and TechnologyAVGOBroadcom$85,885,1280.0%370,4501.8%Computer and TechnologyTOSTToast$80,289,691$3,529,125 ▲4.6%2,202,7351.6%Computer and TechnologyELFe.l.f. Beauty$77,932,275$1,935,228 ▼-2.4%620,7271.6%Consumer StaplesEXASExact Sciences$77,320,643$3,231,936 ▼-4.0%1,376,0571.6%MedicalSPOTSpotify Technology$73,965,783$2,746,913 ▲3.9%165,3311.5%Business ServicesNTRANatera$69,685,401$3,973,172 ▼-5.4%440,2111.4%MedicalZZillow Group$64,810,042$6,260,187 ▼-8.8%875,2201.3%FinanceArm Holdings Plc$58,044,951$9,446,415 ▲19.4%470,5331.2%COMWINGWingstop$49,351,330$1,755,503 ▲3.7%173,6501.0%Retail/WholesaleCDNSCadence Design Systems$46,998,855$4,522,224 ▼-8.8%156,4231.0%Computer and TechnologyABNBAirbnb$44,763,371$11,204,936 ▼-20.0%340,6390.9%Consumer DiscretionaryVEEVVeeva Systems$44,613,369$3,366,103 ▼-7.0%212,1920.9%MedicalSNOWSnowflake$38,865,306$3,240,294 ▼-7.7%251,7020.8%Computer and TechnologyONONON$34,684,527$2,092,324 ▼-5.7%633,2760.7%Retail/WholesalePWRQuanta Services$30,898,628$30,898,628 ▲New Holding97,7650.6%ConstructionDDOGDatadog$30,247,670$1,538,925 ▼-4.8%211,6850.6%Computer and TechnologyDXCMDexCom$30,110,055$2,645,735 ▲9.6%387,1680.6%MedicalArista Networks Inc$27,975,143$27,975,143 ▲New Holding253,1000.6%COMORCLOracle$27,290,633$24,163 ▲0.1%163,7700.6%Computer and TechnologyHUBSHubSpot$26,557,389$1,867,344 ▲7.6%38,1150.5%Computer and TechnologyMUMicron Technology$26,091,704$84,160 ▼-0.3%310,0250.5%Computer and TechnologyMPWRMonolithic Power Systems$25,391,622$5,917 ▼0.0%42,9130.5%Computer and TechnologyQCOMQUALCOMM$18,758,845$43,782 ▲0.2%122,1120.4%Computer and TechnologyDELLDell Technologies$18,263,235$977,235 ▲5.7%158,4800.4%Computer and TechnologyMDBMongoDB$18,096,321$548,268 ▼-2.9%77,7300.4%Computer and TechnologyIOTSamsara$18,080,014$18,080,014 ▲New Holding413,8250.4%Computer and TechnologySYMSymbotic$17,389,768$1,295,894 ▼-6.9%733,4360.4%Business ServicesARESAres Management$17,206,430$17,206,430 ▲New Holding97,1950.4%FinanceCWANClearwater Analytics$16,842,653$16,842,653 ▲New Holding612,0150.3%Computer and TechnologyINTUIntuit$16,473,614$1,125,015 ▲7.3%26,2110.3%Computer and TechnologyRGENRepligen$16,228,803$2,335,139 ▼-12.6%112,7470.3%MedicalBKNGBooking$15,382,228$347,789 ▼-2.2%3,0960.3%Retail/WholesaleAPHAmphenol$11,880,117$14,932 ▲0.1%171,0600.2%Computer and TechnologyAMATApplied Materials$11,384,1000.0%70,0000.2%Computer and TechnologyADBEAdobe$11,072,532$2,267,868 ▼-17.0%24,9000.2%Computer and TechnologyPINSPinterest$10,608,200$10,608,200 ▲New Holding365,8000.2%Computer and TechnologyVRTVertiv$10,224,9000.0%90,0000.2%Computer and TechnologyASMLASML$9,823,716$45,648,328 ▼-82.3%14,1740.2%Computer and TechnologyKLACKLA$9,451,8000.0%15,0000.2%Computer and TechnologyCRMSalesforce$7,723,023$2,708,073 ▲54.0%23,1000.2%Computer and TechnologyBRBroadridge Financial Solutions$7,718,713$29,392 ▲0.4%34,1400.2%Business ServicesCOSTCostco Wholesale$7,554,646$9,163 ▼-0.1%8,2450.2%Retail/WholesaleJPMJPMorgan Chase & Co.$7,266,329$34,758 ▲0.5%30,3130.1%FinanceDKNGDraftKings$7,108,548$305,970 ▼-4.1%191,0900.1%Consumer DiscretionaryPCORProcore Technologies$6,788,283$264,878 ▼-3.8%90,5950.1%Computer and TechnologyVVisa$6,402,338$10,223,893 ▼-61.5%20,2580.1%Business ServicesCRDOCredo Technology Group$6,274,054$1,480,300 ▲30.9%93,3500.1%Computer and TechnologyAPPFAppFolio$5,168,784$123,360 ▼-2.3%20,9500.1%Computer and TechnologyBlackRock, Inc.$4,564,815$15,377 ▼-0.3%4,4530.1%COMPGRProgressive$4,498,678$14,377 ▲0.3%18,7750.1%FinanceHDHome Depot$4,417,759$29,174 ▲0.7%11,3570.1%Retail/WholesaleNXPINXP Semiconductors$4,157,0000.0%20,0000.1%Computer and TechnologySRADSportradar Group$3,963,924$3,963,924 ▲New Holding228,6000.1%Consumer DiscretionaryFSLRFirst Solar$3,776,823$51,743,533 ▼-93.2%21,4300.1%Oils/EnergyCTASCintas$3,770,928$43,848 ▲1.2%20,6400.1%Business ServicesPAYXPaychex$3,151,445$59,594 ▲1.9%22,4750.1%Business ServicesRIVNRivian Automotive$3,045,767$286,110 ▼-8.6%229,0050.1%Auto/Tires/TrucksBEBloom Energy$2,919,505$564,134 ▼-16.2%131,4500.1%Oils/EnergyBXBlackstone$2,791,480$356,909 ▲14.7%16,1900.1%FinanceSPYSPDR S&P 500 ETF Trust$2,786,274$52,748 ▼-1.9%4,7540.1%FinanceAMGNAmgen$2,559,224$19,548 ▼-0.8%9,8190.1%MedicalZTSZoetis$2,531,118$1,629 ▼-0.1%15,5350.1%MedicalPCARPACCAR$2,438,749$17,683 ▲0.7%23,4450.0%Auto/Tires/TrucksABTAbbott Laboratories$2,413,654$16,401 ▼-0.7%21,3390.0%MedicalJNJJohnson & Johnson$1,550,905$506,170 ▼-24.6%10,7240.0%MedicalECLEcolab$1,319,222$36,320 ▼-2.7%5,6300.0%Basic MaterialsNEENextEra Energy$1,247,263$177,074 ▲16.5%17,3980.0%UtilitiesBDXBecton, Dickinson and Company$1,129,813$26,090 ▲2.4%4,9800.0%MedicalSBUXStarbucks$1,047,733$31,938 ▼-3.0%11,4820.0%Retail/WholesaleTSCOTractor Supply$988,243$790,860 ▲400.7%18,6250.0%Retail/WholesaleCSCOCisco Systems$930,920$15,392 ▼-1.6%15,7250.0%Computer and TechnologySTZConstellation Brands$924,885$502,775 ▼-35.2%4,1850.0%Consumer StaplesGOOGLAlphabet$794,114$42,593 ▼-5.1%4,1950.0%Computer and TechnologyDSIiShares MSCI KLD 400 Social ETF$744,1880.0%6,7500.0%ETFACNAccenture$716,948$8,795 ▲1.2%2,0380.0%Computer and TechnologyWMWaste Management$623,531$623,531 ▲New Holding3,0900.0%Business ServicesDISWalt Disney$606,078$83,067 ▼-12.1%5,4430.0%Consumer DiscretionaryAXPAmerican Express$504,5430.0%1,7000.0%FinanceSOUNSoundHound AI$446,400$178,560 ▲66.7%22,5000.0%Computer and TechnologyXMTRXometry$415,935$57,591 ▼-12.2%9,7500.0%Industrial ProductsABBVAbbVie$341,7170.0%1,9230.0%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$276,5750.0%6500.0%FinanceDHID.R. Horton$218,8180.0%1,5650.0%ConstructionShowing 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. 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