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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
$3.26B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 93 项
建仓 4
增持 43
减持 41
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
—
PayPal Holdings, Inc.
-$86.3M
313,316
-46%
减持
—
Zillow Group, Inc. Class C
-$69.4M
1,743,183
-4%
增持
BILL
Bill.com Holdings, Inc.
+$65.1M
301,165
+262%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
—
Exact Sciences Corporation
-$58.3M
1,741,413
-4%
减持
—
Shopify Inc.
-$56.0M
225,805
-9%
增持
—
Sprout Social, Inc.
+$51.5M
1,258,605
+10%
减持
—
Peloton Interactive, Inc.
-$46.1M
983,250
-7%
建仓
—
CrowdStrike Holdings, Inc.
+$45.3M
184,290
减持
—
Teladoc Health, Inc.
-$45.2M
895,650
-6%
增持
—
Global-E Online Ltd.
+$44.8M
1,244,132
+60%
增持
—
Silvergate Capital Corporation
+$43.0M
881,704
+70%
清仓
—
Goosehead Insurance, Inc.
-$42.8M
0
-100%
减持
—
ServiceNow, Inc.
-$42.7M
125,688
-43%
减持
SQ
Square, Inc.
-$39.5M
769,184
-16%
增持
SNOW
Snowflake Inc.
+$39.4M
514,369
+7%
增持
—
Sea Limited
+$39.1M
261,072
+62%
减持
—
The Trade Desk, Inc.
-$38.6M
3,832,742
-4%
增持
—
NVIDIA Corporation
-$37.0M
1,225,997
+237%
减持
—
Tesla, Inc.
+$35.2M
584,684
-5%
增持
—
Snap Inc.
+$30.8M
2,962,162
+7%
减持
—
Coupa Software Incorporated
-$29.5M
1,505
-99%
减持
—
Chewy, Inc.
-$26.1M
1,132,637
-13%
清仓
—
UiPath, Inc.
-$26.0M
0
-100%
减持
—
Lemonade, Inc.
-$25.8M
544,957
-4%
减持
—
Uber Technologies, Inc.
-$22.5M
3,053,089
-4%
增持
—
Zoom Video Communications, Inc
-$22.3M
456,752
+25%
清仓
—
Pinterest, Inc.
-$21.5M
0
-100%
增持
ABNB
Airbnb, Inc.
+$20.2M
818,712
+7%
减持
—
Coinbase Global, Inc.
-$19.5M
152,852
-29%
减持
CHGG
Chegg, Inc.
-$19.3M
1,186,439
-1%
减持
—
Netflix, Inc.
+$19.2M
259,068
-2%
增持
—
Twilio Inc.
+$16.2M
296,616
+49%
减持
—
Adaptive Biotechnologies Corpo
-$14.6M
806,769
-22%
清仓
—
Desktop Metal, Inc.
-$14.2M
0
-100%
减持
OKTA
Okta, Inc.
-$12.8M
768,752
-4%
减持
AMZN
Amazon.com, Inc.
-$10.1M
65,039
-0%
增持
—
Fiverr International Ltd.
-$10.0M
191,710
+3%
增持
VEEV
Veeva Systems Inc.
+$7.0M
311,518
+17%
减持
—
RingCentral, Inc.
-$6.4M
1,595
-93%
清仓
—
Poshmark, Inc.
-$6.1M
0
-100%
减持
—
MongoDB, Inc.
+$6.0M
54,937
-0%
减持
—
MercadoLibre, Inc.
+$5.0M
171,758
-6%
减持
—
Castle Biosciences, Inc.
-$4.9M
524,873
-3%
建仓
—
Aspen Aerogels, Inc.
+$4.4M
96,662
增持
—
fuboTV Inc.
+$4.4M
3,006,567
+43%
增持
—
Chicken Soup for the Soul Ente
+$3.4M
220,669
+459%
减持
—
GoodRx Holdings, Inc.
+$3.1M
1,338,753
-7%
减持
—
Unity Software Inc.
+$2.8M
789,475
-11%
增持
—
Datadog, Inc.
+$2.2M
48,775
+9%
减持
—
Seagen Inc.
-$1.7M
201,423
-11%
减持
MPWR
Monolithic Power Systems, Inc.
+$1.6M
14,890
-1%
增持
—
Blackstone Inc.
+$1.6M
22,970
+107%
增持
—
Coursera, Inc.
-$1.5M
759,355
+18%
增持
—
Olo Inc.
-$1.3M
187,231
+1%
建仓
—
DoubleVerify Holdings, Inc.
+$1.2M
35,400
减持
QCOM
QUALCOMM Incorporated
-$1.1M
51,718
-4%
增持
—
Axon Enterprise, Inc.
+$827.0K
74,855
+8%
建仓
—
Dada Nexus Limited
+$817.0K
40,783
增持
—
Green Thumb Industries Inc.
-$504.0K
110,515
+2%
增持
—
Cardlytics, Inc.
-$493.0K
15,600
+10%
增持
MSFT
Microsoft Corporation
+$439.0K
24,278
+3%
增持
—
CDW Corporation
+$427.0K
4,735
+90%
增持
—
Costco Wholesale Corporation
+$392.0K
6,724
+1%
增持
—
Comcast Corporation Class A
+$367.0K
35,726
+25%
增持
INTU
Intuit Inc.
+$283.0K
4,878
+2%
减持
PCAR
PACCAR Inc
-$273.0K
13,045
-11%
减持
ECL
Ecolab Inc.
-$259.0K
4,400
-23%
增持
AAPL
Apple Inc.
+$250.0K
48,643
+0%
减持
AMGN
Amgen Inc.
-$237.0K
7,439
-0%
减持
—
Visa Inc.
-$222.0K
15,410
-1%
增持
—
JPMorgan Chase & Co.
+$204.0K
24,748
+0%
减持
PGR
The Progressive Corporation
-$203.0K
13,045
-7%
减持
—
BlackRock, Inc.
-$195.0K
4,033
-1%
减持
—
Constellation Brands, Inc.
-$179.0K
4,810
-6%
减持
EL
The Estee Lauder Companies Inc
-$173.0K
8,960
-0%
减持
DIS
The Walt Disney Company
-$166.0K
10,124
-5%
增持
CTAS
Cintas Corporation
+$164.0K
4,620
+11%
增持
—
Bumble Inc.
-$133.0K
148,110
+13%
增持
HD
The Home Depot, Inc.
+$131.0K
10,992
+1%
增持
PAYX
Paychex, Inc.
+$124.0K
20,730
+1%
减持
—
Zoetis Inc.
+$109.0K
14,485
-0%
增持
NKE
NIKE, Inc.
+$85.0K
10,107
+13%
增持
APH
Amphenol Corporation
+$70.0K
12,045
+1%
增持
TSN
Tyson Foods, Inc.
+$59.0K
9,967
+1%
减持
LULU
lululemon athletica inc.
+$53.0K
3,812
-7%
增持
ABT
Abbott Laboratories
+$50.0K
18,475
+0%
增持
SBUX
Starbucks Corporation
+$44.0K
17,250
+4%
增持
—
Alphabet Inc. Class A
+$28.0K
103
+2%
增持
BDX
Becton, Dickinson and Company
+$21.0K
3,955
+1%
增持
DSI
iShares MSCI KLD 400 Social
+$19.0K
7,684
+3%
增持
—
SPDR S&P 500 ETF Trust
+$17.0K
2,335
+1%
增持
JNJ
Johnson & Johnson
-$16.0K
10,534
+1%
减持
—
CyrusOne Inc.
-$13.0K
12,435
-9%
