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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 93 项
建仓 3
增持 25
减持 58
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
—
Tesla, Inc.
-$174.2M
1,212,188
-1%
减持
—
The Trade Desk, Inc.
-$70.6M
3,501,504
-8%
减持
AMZN
Amazon.com, Inc.
-$68.7M
2,102,865
-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。
清仓
—
Silvergate Capital Corporation
-$68.5M
0
-100%
减持
—
CrowdStrike Holdings, Inc.
-$43.5M
443,856
-19%
减持
ABNB
Airbnb, Inc.
-$29.8M
694,793
-18%
增持
AMD
Advanced Micro Devices, Inc.
+$29.3M
511,450
+752%
减持
—
Shopify Inc.
+$27.8M
3,735,748
-1%
增持
—
ASML Holding N.V.
+$26.7M
54,147
+674%
减持
—
Axon Enterprise, Inc.
+$22.2M
551,594
-8%
减持
SNOW
Snowflake Inc.
-$21.4M
578,492
-6%
减持
—
Exact Sciences Corporation
+$20.3M
1,385,328
-7%
减持
—
Uber Technologies, Inc.
-$19.7M
3,372,045
-13%
建仓
—
Shoals Technologies Group, Inc
+$17.7M
717,870
减持
—
NVIDIA Corporation
+$17.1M
890,208
-4%
清仓
—
Meta Platforms, Inc.
-$17.0M
0
-100%
减持
AAPL
Apple Inc.
-$16.4M
622,805
-12%
减持
—
Paylocity Holding Corporation
-$16.1M
256,295
-6%
减持
—
Sprout Social, Inc.
-$15.7M
1,397,564
-10%
减持
—
Enphase Energy, Inc.
-$15.0M
311,851
-11%
增持
BILL
Bill.com Holdings, Inc.
-$14.2M
767,568
+4%
减持
—
Coinbase Global, Inc.
-$13.1M
7,140
-97%
减持
—
DoubleVerify Holdings, Inc.
-$12.8M
2,114,804
-2%
减持
PANW
Palo Alto Networks, Inc.
-$12.7M
366,376
-6%
减持
—
Aspen Technology, Inc.
-$12.2M
80,000
-33%
减持
—
Alphabet Inc. Class C
-$11.9M
882,567
-6%
减持
MSFT
Microsoft Corporation
-$11.3M
388,128
-13%
增持
—
Global-E Online Ltd.
-$11.2M
1,871,288
+1%
减持
—
Unity Software Inc.
-$10.7M
486,053
-37%
增持
—
Visa Inc.
+$10.3M
197,575
+14%
增持
FSLR
First Solar, Inc.
+$9.9M
267,145
+17%
清仓
—
Salesforce, Inc.
-$8.3M
0
-100%
减持
—
Zscaler, Inc.
-$8.2M
125,000
-7%
减持
SQ
Block, Inc.
-$7.4M
559,075
-28%
减持
—
Rivian Automotive, Inc.
-$6.9M
139,257
-52%
减持
—
Paycom Software, Inc.
-$6.9M
17,000
-54%
减持
—
Seagen Inc.
-$6.7M
270,960
-11%
减持
—
MongoDB, Inc.
-$5.8M
225,328
-11%
清仓
—
Fidelity National Information
-$5.7M
0
-100%
清仓
FISV
Fiserv, Inc.
-$5.6M
0
-100%
减持
VEEV
Veeva Systems Inc.
-$5.3M
300,049
-8%
建仓
—
Cisco Systems, Inc.
+$5.1M
107,700
减持
—
Netflix, Inc.
+$4.7M
113,156
-7%
减持
—
MercadoLibre, Inc.
-$4.5M
185,736
-5%
减持
—
ServiceNow, Inc.
-$4.4M
182,411
-8%
减持
—
Mastercard Incorporated
+$4.0M
85,000
-6%
增持
—
Xometry, Inc.
-$3.9M
551,565
+45%
减持
—
Zillow Group, Inc. Class C
+$3.4M
1,465,778
-4%
增持
—
Celsius Holdings, Inc.
+$2.9M
103,565
+19%
减持
QCOM
QUALCOMM Incorporated
-$2.8M
127,877
-14%
增持
APH
Amphenol Corporation
+$2.4M
257,310
+0%
减持
—
Datadog, Inc.
-$2.3M
100,815
-8%
减持
RGEN
Repligen Corporation
-$2.3M
105,825
-2%
减持
WING
Wingstop Inc.
+$2.0M
194,927
-1%
减持
—
CDW Corporation
+$2.0M
93,060
-1%
减持
ON
ON Semiconductor Corporation
-$1.8M
625,000
-4%
增持
—
Cloudflare, Inc.
+$1.4M
190,895
+47%
减持
—
Costco Wholesale Corporation
-$1.3M
8,686
-23%
减持
—
Blackstone Inc.
-$1.3M
18,735
-43%
减持
—
Booking Holdings Inc.
+$1.3M
4,549
-6%
清仓
—
Comcast Corporation Class A
-$1.2M
0
-100%
减持
—
Bumble Inc.
-$1.2M
438,250
-9%
增持
—
Aspen Aerogels, Inc.
+$1.0M
263,497
+16%
增持
—
SPDR S&P 500 ETF Trust
+$999.5K
6,319
+59%
增持
—
BlackRock, Inc.
+$968.7K
4,933
+7%
清仓
LULU
lululemon athletica inc.
-$959.0K
0
-100%
减持
ADP
Automatic Data Processing, Inc
-$877.8K
20,000
-20%
增持
PGR
The Progressive Corporation
+$827.0K
20,345
+30%
减持
—
JPMorgan Chase & Co.
+$756.5K
28,848
-3%
减持
—
GitLab Inc.
-$709.1K
122,380
-0%
减持
MPWR
Monolithic Power Systems, Inc.
-$688.7K
49,745
-1%
增持
HD
The Home Depot, Inc.
+$575.3K
13,792
+1%
增持
AMGN
Amgen Inc.
+$370.7K
8,029
+4%
减持
NKE
NIKE, Inc.
+$368.3K
13,010
-6%
增持
BDX
Becton, Dickinson and Company
+$346.8K
6,000
+13%
增持
PCAR
PACCAR Inc
+$330.8K
15,720
+7%
减持
—
Marqeta, Inc.
-$301.7K
296,935
-0%
增持
SBUX
Starbucks Corporation
+$295.7K
18,787
+1%
增持
JNJ
Johnson & Johnson
+$287.8K
14,174
+4%
减持
EL
The Estee Lauder Companies Inc
+$262.5K
10,465
-3%
减持
F
Ford Motor Company
-$259.7K
40,265
-38%
增持
INTU
Intuit Inc.
+$255.4K
31,536
+2%
减持
CTAS
Cintas Corporation
+$215.5K
5,085
-5%
建仓
—
Spdr Dow Jones Industrial Avrg
+$215.4K
650
减持
—
Zoetis Inc.
-$179.6K
16,700
-6%
增持
PAYX
Paychex, Inc.
+$115.8K
24,410
+1%
减持
TSN
Tyson Foods, Inc.
-$111.0K
13,847
-6%
减持
—
On Holding AG
-$85.7K
1,045,300
-7%
减持
ABT
Abbott Laboratories
+$82.9K
21,094
-9%
减持
DSI
iShares MSCI KLD 400 Social
-$79.1K
5,027
-24%
增持
DIS
The Walt Disney Company
-$69.3K
11,645
+2%
增持
—
Constellation Brands, Inc.
+$23.8K
7,175
+1%
增持
ECL
Ecolab Inc.
+$13.9K
5,770
+1%
