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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 94 项
建仓 5
增持 49
减持 31
清仓 9
方向
标的
Δ市值
现股数(环比)
清仓
—
Peloton Interactive, Inc.
-$85.6M
0
-100%
清仓
CHGG
Chegg, Inc.
-$80.7M
0
-100%
减持
—
NVIDIA Corporation
+$80.3M
1,136,621
-7%
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。
增持
—
Snap Inc.
-$77.3M
3,008,796
+2%
减持
SQ
Block, Inc.
-$65.1M
738,859
-4%
减持
—
Tesla, Inc.
+$61.7M
487,424
-17%
减持
—
The Trade Desk, Inc.
+$56.6M
3,557,430
-7%
增持
—
MercadoLibre, Inc.
-$53.3M
174,399
+2%
减持
—
Zoom Video Communications, Inc
-$47.3M
392,442
-14%
减持
—
Zillow Group, Inc. Class C
-$45.8M
1,689,548
-3%
减持
—
PayPal Holdings, Inc.
-$43.6M
201,341
-36%
减持
—
Exact Sciences Corporation
-$40.3M
1,617,398
-7%
减持
—
Sprout Social, Inc.
-$40.0M
1,251,449
-1%
清仓
—
Fiverr International Ltd.
-$35.0M
0
-100%
减持
—
Lemonade, Inc.
-$34.2M
55,283
-90%
增持
—
Coinbase Global, Inc.
+$31.9M
264,153
+73%
减持
—
Sea Limited
-$26.6M
252,866
-3%
减持
—
Silvergate Capital Corporation
+$26.2M
863,894
-2%
减持
—
fuboTV Inc.
-$25.7M
2,984,361
-1%
增持
—
CrowdStrike Holdings, Inc.
+$25.0M
343,305
+86%
清仓
—
Coursera, Inc.
-$24.0M
0
-100%
减持
VEEV
Veeva Systems Inc.
-$23.6M
259,102
-17%
增持
—
Axon Enterprise, Inc.
+$22.3M
225,590
+201%
增持
—
DoubleVerify Holdings, Inc.
+$20.1M
638,885
+1705%
减持
—
Castle Biosciences, Inc.
-$19.1M
369,031
-30%
减持
—
Chewy, Inc.
-$17.1M
1,017,571
-10%
增持
—
Unity Software Inc.
+$17.0M
815,888
+3%
减持
OKTA
Okta, Inc.
-$15.6M
744,245
-3%
减持
—
Uber Technologies, Inc.
-$15.2M
2,899,712
-5%
增持
—
Teladoc Health, Inc.
-$14.9M
1,074,503
+20%
减持
—
GoodRx Holdings, Inc.
-$12.3M
1,303,538
-3%
减持
SNOW
Snowflake Inc.
+$11.6M
493,422
-4%
增持
—
ServiceNow, Inc.
+$11.2M
137,773
+10%
减持
—
Shopify Inc.
-$8.0M
216,439
-4%
减持
—
Adaptive Biotechnologies Corpo
-$7.8M
698,859
-13%
增持
BILL
Bill.com Holdings, Inc.
-$5.3M
301,599
+0%
减持
—
Netflix, Inc.
-$5.0M
254,132
-2%
增持
—
Datadog, Inc.
+$4.1M
61,915
+27%
增持
—
Global-E Online Ltd.
+$4.0M
1,472,413
+18%
增持
ABNB
Airbnb, Inc.
+$3.5M
846,218
+3%
增持
—
Aspen Aerogels, Inc.
+$3.4M
156,977
+62%
增持
QCOM
QUALCOMM Incorporated
+$3.0M
52,793
+2%
减持
—
MongoDB, Inc.
+$2.8M
54,223
-1%
增持
AAPL
Apple Inc.
+$2.7M
54,018
+11%
增持
—
Seagen Inc.
-$2.5M
204,918
+2%
增持
MSFT
Microsoft Corporation
+$1.8M
25,819
+6%
增持
—
Olo Inc.
-$1.7M
187,481
+0%
建仓
F
Ford Motor Company
+$1.6M
74,995
增持
—
Twilio Inc.
+$1.5M
365,197
+23%
增持
HD
The Home Depot, Inc.
+$1.5M
12,252
+11%
建仓
PDD
Pinduoduo Inc.
+$1.3M
22,000
增持
—
Chicken Soup for the Soul Ente
-$1.3M
272,544
+24%
增持
—
Costco Wholesale Corporation
+$1.2M
7,361
+9%
减持
AMZN
Amazon.com, Inc.
-$1.0M
63,772
-2%
增持
EL
The Estee Lauder Companies Inc
+$987.0K
9,925
+11%
清仓
DVY
Ishares Select Div Etf
-$981.0K
0
-100%
增持
—
Zoetis Inc.
+$942.0K
15,385
+6%
增持
—
SPDR S&P 500 ETF Trust
+$839.0K
3,877
+66%
清仓
—
Dada Nexus Limited
-$817.0K
0
-100%
增持
ABT
Abbott Laboratories
+$802.0K
21,205
+15%
清仓
IWR
Ishares Rus Mid Cap Etf
-$743.0K
0
-100%
增持
INTU
Intuit Inc.
+$731.0K
5,228
+7%
增持
PAYX
Paychex, Inc.
+$698.0K
22,190
+7%
增持
—
Green Thumb Industries Inc.
-$616.0K
110,715
+0%
增持
—
Blackstone Inc.
+$561.0K
24,990
+9%
减持
—
Visa Inc.
-$541.0K
13,345
-13%
增持
—
Constellation Brands, Inc.
+$523.0K
6,120
+27%
建仓
—
Rivian Automotive, Inc.
+$518.0K
4,997
增持
NKE
NIKE, Inc.
+$509.0K
11,862
+17%
增持
CTAS
Cintas Corporation
+$483.0K
5,060
+10%
增持
PGR
The Progressive Corporation
+$444.0K
15,815
+21%
增持
JNJ
Johnson & Johnson
+$428.0K
12,444
+18%
增持
—
BlackRock, Inc.
+$416.0K
4,148
+3%
增持
—
Bumble Inc.
-$410.0K
206,525
+39%
增持
—
CDW Corporation
+$375.0K
6,040
+28%
增持
TSN
Tyson Foods, Inc.
+$355.0K
13,097
+31%
清仓
—
RingCentral, Inc.
-$347.0K
0
-100%
增持
ECL
Ecolab Inc.
+$341.0K
5,365
+22%
增持
APH
Amphenol Corporation
+$332.0K
13,880
+15%
清仓
—
Coupa Software Incorporated
-$330.0K
0
-100%
增持
—
Alphabet Inc. Class A
+$313.0K
203
+97%
建仓
—
AbbVie Inc.
+$260.0K
1,923
增持
SBUX
Starbucks Corporation
+$252.0K
18,427
+7%
减持
—
Adobe Inc.
-$243.0K
500
-45%
建仓
—
Spdr Dow Jones Industrial Avrg
+$236.0K
650
增持
BDX
Becton, Dickinson and Company
+$212.0K
4,710
+19%
增持
—
JPMorgan Chase & Co.
+$189.0K
26,773
+8%
增持
MPWR
Monolithic Power Systems, Inc.
+$141.0K
14,915
+0%
减持
LULU
lululemon athletica inc.
-$137.0K
3,592
-6%
减持
—
CyrusOne Inc.
-$134.0K
9,240
-26%
减持
PCAR
PACCAR Inc
+$118.0K
13,005
-0%
增持
—
Comcast Corporation Class A
-$85.0K
38,001
+6%
增持
DIS
The Walt Disney Company
+$74.0K
11,540
+14%
减持
AMGN
Amgen Inc.
-$9.0K
6,994
-6%
