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ZEVENBERGEN CAPITAL INVESTMENTS LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

ZEVENBERGEN CAPITAL INVESTMENTS LLC

报告期 2026-03-31 · CIK 0001276918

持仓数

110

前50大市值合计

$3.26B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

— NVIDIA Corporation

COM

$344.6M

1,976,199

10.6%

— Tesla, Inc.

COM

$199.7M

537,194

6.1%

— Alphabet Inc. Class C

COM

$156.8M

546,481

4.8%

— Shopify Inc.

COM

$155.3M

1,309,176

4.8%

AMZN Amazon.com, Inc.

COM

$131.9M

633,290

4.0%

— Meta Platforms, Inc.

COM

$128.7M

225,013

4.0%

AAPL Apple Inc.

COM

$127.4M

501,815

3.9%

— MercadoLibre, Inc.

COM

$123.8M

71,626

3.8%

— Axon Enterprise, Inc.

COM

$122.4M

288,211

3.8%

MSFT Microsoft Corporation

COM

$116.4M

314,420

3.6%

AMD Advanced Micro Devices, Inc.

COM

$113.9M

559,718

3.5%

— Broadcom Inc.

COM

$96.7M

312,560

3.0%

MPWR Monolithic Power Systems, Inc.

COM

$89.6M

81,911

2.7%

— Vertiv Holdings Co

COM

$75.2M

299,962

2.3%

SWTSX Schwab Cap Tr

COM

$66.5M

4,229,104

2.0%

RKLB Rocket Lab Corporation

COM

$65.8M

1,024,998

2.0%

SNOW Snowflake Inc.

COM

$65.3M

433,142

2.0%

— Alphabet Inc. Class A

COM

$65.2M

226,780

2.0%

MU Micron Technology, Inc.

COM

$64.8M

191,950

2.0%

— Netflix, Inc.

COM

$58.5M

608,320

1.8%

— CrowdStrike Holdings, Inc.

COM

$57.4M

147,088

1.8%

— Uber Technologies, Inc.

COM

$56.2M

781,151

1.7%

— Quanta Services, Inc.

COM

$55.0M

100,176

1.7%

NTRA Natera, Inc.

COM

$52.3M

261,479

1.6%

KRMN Karman Holdings Inc.

COM

$50.1M

626,384

1.5%

TOST Toast, Inc.

COM

$47.0M

1,774,581

1.4%

— Credo Technology Group Holding

COM

$37.8M

402,961

1.2%

— Spotify Technology S.A.

COM

$37.5M

77,421

1.2%

— ServiceNow, Inc.

COM

$37.2M

356,014

1.1%

— AppLovin Corporation, Class A

COM

$33.9M

85,199

1.0%

ANET Arista Networks Inc

COM

$31.2M

253,900

1.0%

— Insulet Corporation

COM

$29.3M

139,407

0.9%

— TransMedics Group, Inc.

COM

$28.5M

286,521

0.9%

— Cashmere Valley Bank

COM

$27.7M

370,059

0.8%

AMAT Applied Materials, Inc.

COM

$26.9M

78,800

0.8%

— Samsara Inc.

COM

$22.9M

724,043

0.7%

TSM Taiwan Semiconductor Mfg Ltd

COM

$22.8M

67,550

0.7%

APH Amphenol Corporation

COM

$22.5M

177,935

0.7%

KLAC KLA Corporation

COM

$22.1M

15,000

0.7%

VEEV Veeva Systems Inc.

COM

$20.5M

116,712

0.6%

— Visa Inc.

COM

$20.0M

66,308

0.6%

— Datadog, Inc.

COM

$19.4M

163,995

0.6%

CDNS Cadence Design Systems, Inc.

COM

$18.1M

65,000

0.6%

— ASML Holding N.V.

COM

$17.5M

13,222

0.5%

— Dell Technologies Inc.

COM

$17.0M

103,790

0.5%

— nLIGHT, Inc.

COM

$16.3M

285,560

0.5%

QCOM QUALCOMM Incorporated

COM

$16.2M

125,512

0.5%

WING Wingstop Inc.

COM

$15.5M

99,865

0.5%

PANW Palo Alto Networks, Inc.

COM

$15.2M

94,930

0.5%

— NXP Semiconductors N.V.

COM

$14.4M

73,100

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

34%前 6 大占比

NVIDIA Corporation10.6%Tesla, Inc.6.1%Alphabet Inc. Class C4.8%Shopify Inc.4.8%AMZN4.0%Meta Platforms, Inc.4.0%