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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 97 项
建仓 7
增持 35
减持 50
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
—
Tesla, Inc.
+$101.0M
1,206,647
-0%
减持
—
NVIDIA Corporation
+$92.1M
799,789
-10%
增持
AMD
Advanced Micro Devices, Inc.
+$53.0M
878,964
+72%
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
—
MercadoLibre, Inc.
+$47.9M
155,564
-16%
增持
AMZN
Amazon.com, Inc.
+$44.4M
2,140,354
+2%
减持
—
The Trade Desk, Inc.
+$40.4M
3,239,688
-7%
建仓
—
Meta Platforms, Inc.
+$37.6M
177,515
增持
PANW
Palo Alto Networks, Inc.
+$30.8M
410,036
+12%
减持
—
Axon Enterprise, Inc.
+$29.6M
538,490
-2%
增持
CDNS
Cadence Design Systems, Inc.
+$24.6M
132,472
+562%
增持
—
Netflix, Inc.
+$24.2M
166,681
+47%
增持
—
ASML Holding N.V.
+$22.5M
76,565
+41%
减持
—
Sprout Social, Inc.
-$22.1M
932,301
-33%
减持
ABNB
Airbnb, Inc.
+$21.9M
653,866
-6%
减持
—
Uber Technologies, Inc.
+$20.7M
3,282,918
-3%
增持
SNOW
Snowflake Inc.
+$20.4M
670,450
+16%
增持
—
Seagen Inc.
+$20.4M
272,576
+1%
减持
AAPL
Apple Inc.
+$19.9M
611,245
-2%
增持
—
DoubleVerify Holdings, Inc.
+$18.7M
2,161,476
+2%
减持
—
Shopify Inc.
+$17.9M
3,077,199
-18%
减持
FSLR
First Solar, Inc.
+$17.3M
263,357
-1%
清仓
—
Aspen Technology, Inc.
-$16.4M
0
-100%
减持
—
Global-E Online Ltd.
+$16.2M
1,701,133
-9%
减持
—
MongoDB, Inc.
-$16.2M
120,978
-46%
建仓
NTRA
Natera, Inc.
+$15.9M
286,020
减持
—
Exact Sciences Corporation
+$15.2M
1,235,883
-11%
增持
—
ServiceNow, Inc.
+$14.4M
183,390
+1%
增持
BILL
Bill Holdings, Inc.
-$13.5M
864,850
+13%
减持
MSFT
Microsoft Corporation
+$13.1M
368,353
-5%
减持
—
Zillow Group, Inc. Class C
+$12.7M
1,346,849
-8%
减持
—
Alphabet Inc. Class C
+$12.4M
872,555
-1%
减持
—
Unity Software Inc.
-$12.3M
50,588
-90%
建仓
—
Adobe Inc.
+$11.6M
30,000
清仓
—
Celsius Holdings, Inc.
-$10.8M
0
-100%
减持
—
On Holding AG
+$10.1M
902,430
-14%
增持
WING
Wingstop Inc.
+$9.5M
198,099
+2%
增持
—
Xometry, Inc.
-$9.0M
587,413
+6%
增持
SQ
Block, Inc.
+$8.5M
636,088
+14%
减持
—
Mastercard Incorporated
-$7.8M
60,000
-29%
增持
MPWR
Monolithic Power Systems, Inc.
+$7.3M
49,750
+0%
减持
—
CrowdStrike Holdings, Inc.
-$6.4M
293,585
-34%
减持
—
Zscaler, Inc.
-$5.8M
70,000
-44%
增持
—
Shoals Technologies Group, Inc
+$5.7M
1,025,419
+43%
清仓
ADP
Automatic Data Processing, Inc
-$4.8M
0
-100%
减持
—
Fortinet, Inc.
+$4.7M
335,000
-7%
减持
—
Bumble Inc.
-$4.6M
238,575
-46%
减持
VEEV
Veeva Systems Inc.
+$3.5M
282,516
-6%
增持
—
Arista Networks, Inc.
+$3.4M
49,300
+23%
建仓
PI
Impinj, Inc.
+$3.3M
24,025
增持
—
Enphase Energy, Inc.
-$2.6M
380,787
+22%
建仓
—
DigitalBridge Group, Inc.
+$2.6M
213,000
增持
—
Cisco Systems, Inc.
+$2.4M
144,665
+34%
减持
—
Booking Holdings Inc.
+$2.3M
4,307
-5%
清仓
—
Marqeta, Inc.
-$1.8M
0
-100%
减持
INTU
Intuit Inc.
+$1.7M
31,411
-0%
减持
ON
ON Semiconductor Corporation
+$1.7M
494,270
-21%
增持
—
CDW Corporation
+$1.6M
93,360
+0%
减持
—
GitLab Inc.
-$1.4M
120,080
-2%
减持
—
Aspen Aerogels, Inc.
-$1.4M
228,947
-13%
减持
—
Rivian Automotive, Inc.
-$1.3M
81,057
-42%
减持
QCOM
QUALCOMM Incorporated
-$1.2M
100,692
-21%
减持
—
Cloudflare, Inc.
-$1.1M
121,765
-36%
减持
APH
Amphenol Corporation
-$1.1M
226,470
-12%
减持
—
Paylocity Holding Corporation
+$1.0M
255,642
-0%
减持
—
Visa Inc.
-$1.0M
177,550
-10%
减持
—
Paycom Software, Inc.
-$715.1K
15,000
-12%
减持
—
Oracle Corporation
+$603.4K
200,200
-9%
建仓
—
Livent Corporation
+$412.7K
19,000
建仓
—
Cytek Biosciences, Inc.
+$370.4K
40,300
减持
—
Zoetis Inc.
+$320.5K
16,630
-0%
增持
JNJ
Johnson & Johnson
-$291.4K
14,274
+1%
增持
HD
The Home Depot, Inc.
-$285.5K
13,794
+0%
减持
—
Costco Wholesale Corporation
+$282.6K
8,549
-2%
减持
PGR
The Progressive Corporation
+$265.2K
20,300
-0%
清仓
—
Coinbase Global, Inc.
-$252.7K
0
-100%
增持
DSI
iShares MSCI KLD 400 Social
+$205.5K
7,262
+44%
增持
PCAR
PACCAR Inc
+$173.5K
23,625
+50%
增持
ABT
Abbott Laboratories
-$173.3K
21,159
+0%
增持
—
SPDR S&P 500 ETF Trust
+$170.7K
6,320
+0%
增持
AMGN
Amgen Inc.
-$161.7K
8,054
+0%
增持
—
BlackRock, Inc.
-$139.4K
5,016
+2%
增持
RGEN
Repligen Corporation
+$138.7K
107,246
+1%
减持
DIS
The Walt Disney Company
+$136.8K
11,470
-2%
减持
—
Blackstone Inc.
+$125.7K
17,255
-8%
增持
ECL
Ecolab Inc.
+$120.2K
5,800
+1%
增持
—
JPMorgan Chase & Co.
-$106.1K
28,873
+0%
减持
SBUX
Starbucks Corporation
+$91.6K
18,777
-0%
减持
—
Datadog, Inc.
-$86.5K
100,790
-0%
增持
CTAS
Cintas Corporation
+$72.4K
5,120
+1%
减持
—
Alphabet Inc. Class A
+$58.8K
4,445
-3%
减持
TSN
Tyson Foods, Inc.
-$54.8K
13,607
-2%
减持
PAYX
Paychex, Inc.
-$36.9K
24,295
-0%
增持
—
Constellation Brands, Inc.
-$36.4K
7,200
+0%
增持
BDX
Becton, Dickinson and Company
-$34.4K
6,025
+0%
减持
NKE
NIKE, Inc.
+$18.1K
12,560
-3%
减持
F
Ford Motor Company
+$8.2K
37,815
-6%
增持
EL
The Estee Lauder Companies Inc
-$1.2K
10,530
+1%
