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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 109 项
建仓 27
增持 64
减持 7
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
AMZN
Amazon.com, Inc.
+$106.9M
2,171,385
+67%
增持
MSFT
Microsoft Corporation
+$97.3M
448,383
+1519%
增持
—
Alphabet Inc. Class C
+$90.0M
938,380
+756658%
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
AAPL
Apple Inc.
+$89.9M
704,130
+1202%
增持
—
The Trade Desk, Inc.
+$89.6M
3,808,997
+16%
增持
—
Tesla, Inc.
+$69.1M
1,219,763
+223%
增持
—
MercadoLibre, Inc.
+$48.4M
195,341
+10%
增持
PANW
Palo Alto Networks, Inc.
+$46.3M
389,891
+997%
增持
—
Enphase Energy, Inc.
+$42.5M
351,750
+25%
建仓
ON
ON Semiconductor Corporation
+$40.8M
654,000
增持
—
Uber Technologies, Inc.
+$36.1M
3,890,673
+19%
增持
SNOW
Snowflake Inc.
+$32.5M
614,417
+19%
增持
—
CrowdStrike Holdings, Inc.
+$32.5M
547,521
+60%
清仓
OKTA
Okta, Inc.
-$30.9M
0
-100%
增持
—
Paylocity Holding Corporation
+$30.2M
272,590
+33%
建仓
FSLR
First Solar, Inc.
+$30.1M
227,495
增持
BILL
Bill.com Holdings, Inc.
+$29.5M
739,433
+19%
建仓
—
Aspen Technology, Inc.
+$28.6M
120,000
增持
—
Visa Inc.
+$28.2M
173,045
+1228%
清仓
—
Twilio Inc.
-$25.6M
0
-100%
建仓
—
Mastercard Incorporated
+$25.6M
90,000
建仓
WING
Wingstop Inc.
+$24.8M
197,565
增持
—
Silvergate Capital Corporation
+$24.2M
908,697
+10%
增持
—
Shopify Inc.
+$23.8M
3,779,780
+51%
增持
—
DoubleVerify Holdings, Inc.
+$23.5M
2,167,511
+37%
建仓
—
Zscaler, Inc.
+$22.2M
135,000
建仓
—
Xometry, Inc.
+$21.7M
381,295
清仓
—
Snap Inc.
-$21.4M
0
-100%
清仓
—
Zoom Video Communications, Inc
-$21.2M
0
-100%
增持
—
Axon Enterprise, Inc.
+$20.5M
598,779
+14%
建仓
RGEN
Repligen Corporation
+$20.3M
108,235
增持
—
MongoDB, Inc.
+$19.7M
252,801
+115%
增持
—
Global-E Online Ltd.
+$17.9M
1,861,149
+18%
建仓
—
Fortinet, Inc.
+$17.7M
360,000
增持
—
Sprout Social, Inc.
+$17.2M
1,558,659
+17%
建仓
—
Meta Platforms, Inc.
+$17.0M
125,365
增持
ABNB
Airbnb, Inc.
+$16.4M
849,320
+4%
增持
APH
Amphenol Corporation
+$16.3M
257,215
+1742%
建仓
—
Oracle Corporation
+$13.4M
220,200
建仓
—
NXP Semiconductors N.V.
+$13.4M
91,000
增持
—
CDW Corporation
+$13.4M
93,645
+1069%
增持
MPWR
Monolithic Power Systems, Inc.
+$12.9M
50,300
+257%
清仓
—
Teladoc Health, Inc.
-$12.7M
0
-100%
增持
—
NVIDIA Corporation
-$12.7M
930,450
+12%
建仓
MU
Micron Technology, Inc.
+$12.5M
250,000
建仓
—
Paycom Software, Inc.
+$12.2M
37,000
增持
—
Netflix, Inc.
+$10.9M
121,691
+20%
增持
QCOM
QUALCOMM Incorporated
+$10.1M
149,333
+182%
增持
—
Exact Sciences Corporation
-$10.0M
1,486,248
+1%
增持
INTU
Intuit Inc.
+$9.8M
31,031
+437%
建仓
—
Salesforce, Inc.
+$8.3M
58,000
建仓
—
Booking Holdings Inc.
+$7.9M
4,815
建仓
—
Celsius Holdings, Inc.
+$7.9M
87,200
增持
—
Rivian Automotive, Inc.
+$7.9M
288,902
+352%
增持
—
ServiceNow, Inc.
+$7.5M
199,195
+40%
建仓
—
Cloudflare, Inc.
+$7.2M
130,245
增持
—
Seagen Inc.
-$6.2M
303,200
+13%
建仓
KLAC
KLA Corporation
+$6.1M
20,000
建仓
AMAT
Applied Materials, Inc.
+$5.7M
70,000
建仓
—
Fidelity National Information
+$5.7M
75,000
建仓
ADP
Automatic Data Processing, Inc
+$5.7M
25,000
建仓
FISV
Fiserv, Inc.
+$5.6M
60,000
增持
—
GitLab Inc.
+$4.7M
122,405
+324%
建仓
—
Arista Networks, Inc.
+$4.5M
40,000
增持
—
Bumble Inc.
+$4.5M
484,050
+129%
清仓
—
Sea Limited
-$4.2M
0
-100%
建仓
AMD
Advanced Micro Devices, Inc.
+$3.8M
60,000
增持
—
Zillow Group, Inc. Class C
-$3.4M
1,530,604
+3%
建仓
CDNS
Cadence Design Systems, Inc.
+$3.3M
20,000
清仓
—
Tenable Holdings, Inc.
-$3.0M
0
-100%
建仓
—
ASML Holding N.V.
+$2.9M
7,000
增持
—
Unity Software Inc.
-$2.7M
772,883
+4%
增持
SQ
Block, Inc.
-$2.6M
773,305
+5%
增持
—
Datadog, Inc.
+$2.4M
109,855
+42%
清仓
—
Olo Inc.
-$2.1M
0
-100%
增持
—
On Holding AG
+$1.3M
1,122,920
+19%
清仓
—
Green Thumb Industries Inc.
-$858.0K
0
-100%
减持
EL
The Estee Lauder Companies Inc
-$457.0K
10,810
-1%
增持
VEEV
Veeva Systems Inc.
-$450.0K
325,854
+19%
减持
—
Comcast Corporation Class A
-$424.0K
41,191
-1%
清仓
—
Cardlytics, Inc.
-$348.0K
0
-100%
增持
—
Aspen Aerogels, Inc.
+$330.0K
226,862
+27%
增持
—
Zoetis Inc.
-$279.0K
17,715
+5%
增持
TSN
Tyson Foods, Inc.
-$259.0K
14,752
+3%
增持
—
Marqeta, Inc.
-$209.0K
297,185
+4%
清仓
—
Spdr Dow Jones Industrial Avrg
-$200.0K
0
-100%
增持
ABT
Abbott Laboratories
-$190.0K
23,074
+3%
增持
—
BlackRock, Inc.
-$170.0K
4,593
+4%
增持
—
Blackstone Inc.
-$167.0K
32,625
+3%
增持
NKE
NIKE, Inc.
-$166.0K
13,880
+7%
增持
—
Costco Wholesale Corporation
+$161.0K
11,246
+5%
增持
CTAS
Cintas Corporation
+$150.0K
5,360
+4%
增持
JNJ
Johnson & Johnson
-$140.0K
13,564
+2%
增持
—
JPMorgan Chase & Co.
-$126.0K
29,778
+4%
减持
DSI
iShares MSCI KLD 400 Social
-$112.0K
6,574
-14%
增持
AMGN
Amgen Inc.
-$112.0K
7,709
+1%
增持
DIS
The Walt Disney Company
+$108.0K
11,455
+11%
增持
—
Constellation Brands, Inc.
+$94.0K
7,135
+8%
增持
BDX
Becton, Dickinson and Company
-$92.0K
5,290
+3%
减持
SBUX
Starbucks Corporation
+$90.0K
18,612
-4%
增持
PCAR
PACCAR Inc
+$87.0K
14,640
+6%
减持
—
SPDR S&P 500 ETF Trust
-$80.0K
3,966
-0%
增持
HD
The Home Depot, Inc.
+$45.0K
13,702
+1%
增持
ECL
Ecolab Inc.
-$31.0K
5,720
+3%
增持
PGR
The Progressive Corporation
+$13.0K
15,595
+1%
减持
—
Coinbase Global, Inc.
+$9.0K
207,616
-27%
增持
—
Alphabet Inc. Class A
+$9.0K
4,560
+2227%
增持
PAYX
Paychex, Inc.
-$7.0K
24,110
+1%
减持
F
Ford Motor Company
+$3.0K
65,015
-0%
