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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 86 项
建仓 1
增持 41
减持 38
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
—
Shopify Inc.
-$143.0M
229,525
+6%
减持
—
The Trade Desk, Inc.
-$98.7M
3,282,995
-8%
减持
—
Tesla, Inc.
-$64.8M
417,906
-14%
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
OKTA
Okta, Inc.
-$58.7M
716,289
-4%
减持
SNOW
Snowflake Inc.
-$56.9M
481,293
-2%
增持
—
Netflix, Inc.
-$55.5M
260,570
+3%
减持
—
NVIDIA Corporation
-$52.0M
1,034,615
-9%
减持
—
fuboTV Inc.
-$45.6M
115,205
-96%
增持
—
Global-E Online Ltd.
-$42.3M
1,510,302
+3%
减持
—
Unity Software Inc.
-$39.8M
775,264
-5%
减持
—
Twilio Inc.
-$38.9M
347,395
-5%
减持
—
PayPal Holdings, Inc.
-$37.7M
2,170
-99%
减持
—
Zoom Video Communications, Inc
-$37.4M
296,555
-24%
增持
—
Snap Inc.
-$30.4M
3,085,775
+3%
减持
—
Sea Limited
-$30.2M
220,185
-13%
减持
—
MercadoLibre, Inc.
-$29.6M
172,807
-1%
减持
—
Zillow Group, Inc. Class C
-$28.5M
1,610,289
-5%
减持
—
Chewy, Inc.
-$24.0M
882,865
-13%
减持
SQ
Block, Inc.
-$21.9M
718,176
-3%
减持
—
Teladoc Health, Inc.
-$21.5M
1,069,198
-0%
减持
—
GoodRx Holdings, Inc.
-$21.0M
1,117,876
-14%
清仓
—
Adaptive Biotechnologies Corpo
-$19.6M
0
-100%
减持
—
Exact Sciences Corporation
-$18.9M
1,529,632
-5%
减持
—
Sprout Social, Inc.
-$14.0M
1,241,664
-1%
增持
—
Coinbase Global, Inc.
-$13.2M
281,354
+7%
减持
—
ServiceNow, Inc.
-$12.7M
137,705
-0%
增持
—
Axon Enterprise, Inc.
+$12.2M
345,915
+53%
增持
—
Uber Technologies, Inc.
-$10.6M
3,111,828
+7%
增持
—
DoubleVerify Holdings, Inc.
+$10.1M
1,244,800
+95%
增持
VEEV
Veeva Systems Inc.
-$9.8M
265,359
+2%
减持
—
CrowdStrike Holdings, Inc.
+$7.6M
342,800
-0%
增持
BILL
Bill.com Holdings, Inc.
+$7.5M
364,513
+21%
减持
—
Silvergate Capital Corporation
-$7.0M
804,127
-7%
减持
ABNB
Airbnb, Inc.
-$3.8M
798,176
-6%
增持
—
MongoDB, Inc.
-$3.2M
57,573
+6%
增持
AMZN
Amazon.com, Inc.
-$2.4M
64,499
+1%
减持
—
Seagen Inc.
-$2.3M
203,613
-1%
清仓
—
Lemonade, Inc.
-$2.3M
0
-100%
减持
QCOM
QUALCOMM Incorporated
-$1.8M
51,318
-3%
增持
—
Aspen Aerogels, Inc.
-$1.6M
179,022
+14%
减持
—
Chicken Soup for the Soul Ente
-$1.6M
269,669
-1%
增持
—
Olo Inc.
-$1.1M
209,291
+12%
增持
HD
The Home Depot, Inc.
-$1.0M
13,482
+10%
增持
—
Bumble Inc.
-$1.0M
206,735
+0%
减持
PDD
Pinduoduo Inc.
-$942.0K
8,500
-61%
建仓
—
Marqeta Inc
+$931.0K
84,300
清仓
—
CyrusOne Inc.
-$829.0K
0
-100%
增持
EL
The Estee Lauder Companies Inc
-$757.0K
10,710
+8%
减持
—
Castle Biosciences, Inc.
-$745.0K
336,055
-9%
增持
INTU
Intuit Inc.
-$736.0K
5,463
+4%
增持
—
Zoetis Inc.
-$700.0K
16,195
+5%
减持
MPWR
Monolithic Power Systems, Inc.
-$687.0K
13,735
-8%
清仓
—
Rivian Automotive, Inc.
-$518.0K
0
-100%
增持
—
BlackRock, Inc.
-$475.0K
4,348
+5%
减持
—
Green Thumb Industries Inc.
-$459.0K
106,900
-3%
增持
ABT
Abbott Laboratories
-$442.0K
21,480
+1%
增持
MSFT
Microsoft Corporation
-$434.0K
26,757
+4%
增持
—
JPMorgan Chase & Co.
-$424.0K
27,993
+5%
增持
SBUX
Starbucks Corporation
-$422.0K
19,052
+3%
增持
—
Datadog, Inc.
-$421.0K
70,030
+13%
减持
ECL
Ecolab Inc.
-$315.0K
5,345
-0%
增持
NKE
NIKE, Inc.
-$310.0K
12,385
+4%
增持
—
Blackstone Inc.
+$296.0K
27,800
+11%
清仓
—
Adobe Inc.
-$284.0K
0
-100%
减持
DIS
The Walt Disney Company
-$267.0K
11,085
-4%
增持
AMGN
Amgen Inc.
+$266.0K
7,604
+9%
清仓
—
Facebook, Inc.
-$242.0K
0
-100%
增持
JNJ
Johnson & Johnson
+$228.0K
13,299
+7%
增持
F
Ford Motor Company
-$224.0K
78,895
+5%
减持
APH
Amphenol Corporation
-$180.0K
13,725
-1%
减持
PGR
The Progressive Corporation
+$177.0K
15,795
-0%
增持
—
Costco Wholesale Corporation
+$172.0K
7,556
+3%
增持
PAYX
Paychex, Inc.
+$153.0K
23,320
+5%
减持
LULU
lululemon athletica inc.
-$153.0K
3,432
-4%
增持
BDX
Becton, Dickinson and Company
+$142.0K
4,985
+6%
增持
TSN
Tyson Foods, Inc.
+$80.0K
13,632
+4%
增持
PCAR
PACCAR Inc
+$56.0K
13,670
+5%
减持
—
Visa Inc.
-$51.0K
12,810
-4%
增持
—
SPDR S&P 500 ETF Trust
-$48.0K
3,969
+2%
减持
—
Alphabet Inc. Class A
-$43.0K
196
-3%
增持
—
CDW Corporation
-$33.0K
6,730
+11%
减持
AXP
American Express Company
+$30.0K
1,700
-3%
增持
CTAS
Cintas Corporation
-$28.0K
5,205
+3%
增持
AAPL
Apple Inc.
-$16.0K
54,840
+2%
增持
—
Constellation Brands, Inc.
-$14.0K
6,610
+8%
增持
—
Comcast Corporation Class A
-$10.0K
40,651
+7%
