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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 89 项
建仓 6
增持 30
减持 49
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
—
Tesla, Inc.
+$89.2M
1,297,088
+7%
减持
—
NVIDIA Corporation
+$68.7M
687,543
-14%
减持
AMZN
Amazon.com, Inc.
+$56.8M
2,131,510
-0%
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
—
Meta Platforms, Inc.
+$56.0M
326,385
+84%
减持
—
Sprout Social, Inc.
-$40.2M
359,586
-61%
减持
—
Shopify Inc.
+$36.3M
2,844,961
-8%
增持
AMD
Advanced Micro Devices, Inc.
+$34.2M
1,056,477
+20%
减持
—
Uber Technologies, Inc.
+$30.4M
3,115,226
-5%
减持
—
MercadoLibre, Inc.
-$25.7M
151,383
-3%
减持
—
The Trade Desk, Inc.
+$25.3M
2,883,242
-11%
减持
—
Exact Sciences Corporation
+$23.4M
1,141,420
-8%
增持
—
Netflix, Inc.
+$22.2M
181,080
+9%
增持
—
Adobe Inc.
+$20.2M
65,000
+117%
减持
—
Axon Enterprise, Inc.
-$19.9M
518,466
-4%
增持
SNOW
Snowflake Inc.
+$18.6M
693,368
+3%
减持
BILL
Bill Holdings, Inc.
+$18.5M
758,703
-12%
减持
—
Visa Inc.
-$18.1M
92,523
-48%
减持
—
MongoDB, Inc.
+$17.3M
110,798
-8%
减持
PANW
Palo Alto Networks, Inc.
+$16.6M
385,659
-6%
减持
—
DoubleVerify Holdings, Inc.
+$15.9M
2,083,126
-4%
增持
CDNS
Cadence Design Systems, Inc.
+$14.6M
180,775
+36%
减持
MSFT
Microsoft Corporation
+$14.1M
353,292
-4%
减持
—
ServiceNow, Inc.
+$14.0M
176,527
-4%
减持
—
Global-E Online Ltd.
+$13.8M
1,675,729
-1%
增持
—
Enphase Energy, Inc.
-$13.2M
399,028
+5%
减持
—
Alphabet Inc. Class C
+$12.5M
853,555
-2%
减持
FSLR
First Solar, Inc.
-$11.5M
240,979
-8%
减持
—
Seagen Inc.
-$10.1M
234,170
-14%
减持
—
Paylocity Holding Corporation
-$10.1M
220,769
-14%
减持
—
Mastercard Incorporated
-$10.0M
30,000
-50%
减持
AAPL
Apple Inc.
+$10.0M
571,185
-7%
减持
QCOM
QUALCOMM Incorporated
-$9.9M
25,142
-75%
减持
—
CDW Corporation
-$9.3M
48,220
-48%
清仓
—
Cloudflare, Inc.
-$7.5M
0
-100%
增持
—
Datadog, Inc.
+$7.1M
146,545
+45%
增持
—
Oracle Corporation
+$6.1M
207,300
+4%
减持
—
Xometry, Inc.
-$5.7M
145,220
-75%
减持
—
Zillow Group, Inc. Class C
+$5.1M
1,292,950
-4%
建仓
HUBS
HubSpot, Inc.
+$4.7M
8,832
增持
—
ASML Holding N.V.
+$4.4M
77,975
+2%
减持
APH
Amphenol Corporation
-$4.4M
166,475
-26%
清仓
—
GitLab Inc.
-$4.1M
0
-100%
增持
NTRA
Natera, Inc.
+$4.0M
407,607
+43%
增持
—
Shoals Technologies Group, Inc
+$3.9M
1,068,494
+4%
减持
—
Fortinet, Inc.
-$3.4M
250,000
-25%
建仓
—
Broadridge Financial Solutions
+$3.2M
19,500
增持
MPWR
Monolithic Power Systems, Inc.
+$3.0M
51,708
+4%
增持
ABNB
Airbnb, Inc.
+$3.0M
657,882
+1%
减持
—
Paycom Software, Inc.
-$3.0M
5,000
-67%
减持
INTU
Intuit Inc.
-$2.8M
24,411
-22%
增持
RGEN
Repligen Corporation
-$2.5M
110,123
+3%
减持
—
CrowdStrike Holdings, Inc.
+$2.3M
289,915
-1%
增持
SQ
Block, Inc.
+$2.2M
688,595
+8%
减持
WING
Wingstop Inc.
+$2.2M
192,537
-3%
减持
—
Bumble Inc.
-$1.8M
168,685
-29%
增持
—
Cisco Systems, Inc.
+$1.8M
180,935
+25%
清仓
—
Unity Software Inc.
-$1.6M
0
-100%
增持
—
Booking Holdings Inc.
+$1.5M
4,797
+11%
减持
AMAT
Applied Materials, Inc.
+$1.1M
67,000
-4%
减持
—
Zscaler, Inc.
-$863.1K
50,000
-29%
建仓
TSCO
Tractor Supply Company
+$861.2K
3,895
减持
ON
ON Semiconductor Corporation
+$848.9K
439,175
-11%
减持
VEEV
Veeva Systems Inc.
+$731.1K
266,296
-6%
建仓
—
e.l.f. Beauty, Inc.
+$547.2K
4,790
清仓
F
Ford Motor Company
-$476.5K
0
-100%
增持
—
Aspen Aerogels, Inc.
+$468.5K
275,562
+20%
增持
—
JPMorgan Chase & Co.
+$448.5K
28,953
+0%
建仓
—
Evolent Health, Inc.
+$428.7K
14,150
减持
HD
The Home Depot, Inc.
-$424.3K
11,739
-15%
增持
EL
The Estee Lauder Companies Inc
-$368.7K
11,338
+8%
增持
—
Costco Wholesale Corporation
+$363.5K
8,565
+0%
减持
TSN
Tyson Foods, Inc.
-$317.3K
9,597
-29%
减持
—
On Holding AG
-$310.8K
839,141
-7%
建仓
TOST
Toast, Inc.
+$282.7K
12,525
减持
PGR
The Progressive Corporation
-$223.6K
20,250
-0%
减持
—
SPDR S&P 500 ETF Trust
+$203.4K
6,295
-0%
减持
NKE
NIKE, Inc.
-$187.2K
12,260
-2%
增持
ABT
Abbott Laboratories
+$178.4K
21,289
+1%
增持
AMGN
Amgen Inc.
-$147.8K
8,104
+1%
增持
ECL
Ecolab Inc.
+$132.1K
5,850
+1%
增持
—
BlackRock, Inc.
+$127.7K
5,041
+0%
减持
JNJ
Johnson & Johnson
+$121.2K
14,099
-1%
增持
—
Rivian Automotive, Inc.
+$96.7K
81,122
+0%
增持
SBUX
Starbucks Corporation
-$92.2K
18,807
+0%
增持
PI
Impinj, Inc.
-$81.8K
35,405
+47%
减持
—
Blackstone Inc.
-$48.6K
15,780
-9%
减持
—
Livent Corporation
+$45.4K
16,700
-12%
减持
DSI
iShares MSCI KLD 400 Social
+$24.8K
7,023
-3%
减持
—
Zoetis Inc.
-$16.8K
15,975
-4%
