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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 83 项
建仓 7
增持 49
减持 20
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
—
Tesla, Inc.
-$195.9M
377,765
-10%
减持
—
NVIDIA Corporation
-$156.6M
829,012
-20%
增持
—
MercadoLibre, Inc.
-$92.3M
177,851
+3%
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
—
Snap Inc.
-$89.6M
1,633,153
-47%
增持
—
The Trade Desk, Inc.
-$89.3M
3,295,165
+0%
减持
—
Netflix, Inc.
-$79.9M
101,281
-61%
减持
OKTA
Okta, Inc.
-$77.3M
341,511
-52%
增持
—
Shopify Inc.
-$77.2M
2,496,590
+988%
增持
—
Silvergate Capital Corporation
-$76.8M
826,685
+3%
增持
AMZN
Amazon.com, Inc.
-$71.8M
1,303,770
+1921%
减持
—
Teladoc Health, Inc.
-$64.4M
383,745
-64%
增持
ABNB
Airbnb, Inc.
-$64.2M
817,773
+2%
建仓
—
Enphase Energy, Inc.
+$55.1M
282,045
增持
SQ
Block, Inc.
-$52.2M
734,896
+2%
减持
—
Unity Software Inc.
-$49.6M
741,964
-4%
减持
—
Exact Sciences Corporation
-$48.7M
1,478,836
-3%
增持
—
Uber Technologies, Inc.
-$44.0M
3,273,877
+5%
增持
—
Coinbase Global, Inc.
-$40.0M
284,547
+1%
增持
SNOW
Snowflake Inc.
-$38.4M
516,905
+7%
清仓
—
Chewy, Inc.
-$36.0M
0
-100%
建仓
—
Paylocity Holding Corporation
+$35.7M
204,497
减持
—
Zillow Group, Inc. Class C
-$32.2M
1,485,322
-8%
减持
—
Twilio Inc.
-$31.6M
306,003
-12%
增持
—
Sprout Social, Inc.
-$22.1M
1,331,934
+7%
减持
—
Sea Limited
-$22.1M
63,460
-71%
清仓
—
GoodRx Holdings, Inc.
-$21.6M
0
-100%
减持
—
CrowdStrike Holdings, Inc.
-$20.1M
342,451
-0%
增持
—
Global-E Online Ltd.
-$19.1M
1,582,894
+5%
增持
—
Seagen Inc.
+$18.3M
269,353
+32%
建仓
PANW
Palo Alto Networks, Inc.
+$17.6M
35,550
建仓
—
On Holding AG
+$16.7M
944,301
清仓
—
Castle Biosciences, Inc.
-$15.1M
0
-100%
增持
BILL
Bill.com Holdings, Inc.
-$14.3M
622,089
+71%
减持
—
Zoom Video Communications, Inc
-$13.5M
196,645
-34%
增持
—
ServiceNow, Inc.
-$9.0M
142,447
+3%
增持
—
MongoDB, Inc.
+$4.9M
117,367
+104%
增持
—
DoubleVerify Holdings, Inc.
+$4.5M
1,578,764
+27%
减持
—
Aspen Aerogels, Inc.
-$4.4M
178,322
-0%
增持
—
Datadog, Inc.
-$3.2M
77,450
+11%
建仓
—
Tenable Holdings, Inc.
+$3.0M
66,050
增持
VEEV
Veeva Systems Inc.
-$2.2M
273,563
+3%
减持
AAPL
Apple Inc.
-$2.2M
54,095
-1%
清仓
—
Chicken Soup for the Soul Ente
-$2.2M
0
-100%
建仓
—
Rivian Automotive, Inc.
+$1.6M
63,907
建仓
—
GitLab Inc.
+$1.5M
28,900
增持
—
Marqeta, Inc.
+$1.4M
286,685
+240%
增持
MPWR
Monolithic Power Systems, Inc.
-$1.3M
14,085
+3%
增持
—
Axon Enterprise, Inc.
+$1.2M
523,848
+51%
增持
—
Green Thumb Industries Inc.
-$1.1M
107,250
+0%
增持
MSFT
Microsoft Corporation
-$1.1M
27,701
+4%
增持
QCOM
QUALCOMM Incorporated
-$1.1M
52,928
+3%
增持
—
Costco Wholesale Corporation
+$799.0K
10,746
+42%
清仓
—
fuboTV Inc.
-$757.0K
0
-100%
增持
—
Olo Inc.
-$705.0K
209,566
+0%
增持
—
Blackstone Inc.
-$631.0K
31,765
+14%
增持
—
BlackRock, Inc.
-$626.0K
4,428
+2%
减持
F
Ford Motor Company
-$609.0K
65,120
-17%
增持
—
JPMorgan Chase & Co.
-$578.0K
28,758
+3%
减持
DIS
The Walt Disney Company
-$547.0K
10,310
-7%
增持
PAYX
Paychex, Inc.
-$470.0K
23,820
+2%
增持
INTU
Intuit Inc.
-$399.0K
5,781
+6%
增持
NKE
NIKE, Inc.
-$347.0K
12,915
+4%
清仓
PDD
Pinduoduo Inc.
-$341.0K
0
-100%
增持
HD
The Home Depot, Inc.
-$300.0K
13,622
+1%
减持
CTAS
Cintas Corporation
-$283.0K
5,170
-1%
增持
—
Visa Inc.
-$275.0K
13,035
+2%
增持
—
Comcast Corporation Class A
-$271.0K
41,601
+2%
增持
SBUX
Starbucks Corporation
-$255.0K
19,352
+2%
清仓
—
PayPal Holdings, Inc.
-$251.0K
0
-100%
增持
—
Zoetis Inc.
-$148.0K
16,905
+4%
增持
APH
Amphenol Corporation
-$135.0K
13,965
+2%
增持
EL
The Estee Lauder Companies Inc
-$126.0K
10,960
+2%
增持
ABT
Abbott Laboratories
-$119.0K
22,300
+4%
增持
ECL
Ecolab Inc.
-$87.0K
5,575
+4%
增持
PCAR
PACCAR Inc
-$66.0K
13,820
+1%
增持
—
CDW Corporation
+$58.0K
8,010
+19%
增持
BDX
Becton, Dickinson and Company
-$55.0K
5,155
+3%
增持
—
Bumble Inc.
-$41.0K
211,385
+2%
增持
—
Constellation Brands, Inc.
+$23.0K
6,630
+0%
增持
TSN
Tyson Foods, Inc.
+$10.0K
14,312
+5%
增持
—
Alphabet Inc. Class C
+$8.0K
124
+32%
减持
PGR
The Progressive Corporation
-$1.0K
15,470
-2%
减持
JNJ
Johnson & Johnson
-$1.0K
13,274
-0%
