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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 89 项
建仓 4
增持 26
减持 55
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
AMZN
Amazon.com, Inc.
-$56.7M
1,740,030
-18%
清仓
SQ
Block, Inc.
-$45.8M
0
-100%
增持
—
Meta Platforms, Inc.
+$38.3M
439,530
+35%
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
—
Tesla, Inc.
-$37.4M
1,207,659
-7%
减持
—
Shopify Inc.
-$31.6M
2,789,571
-2%
减持
—
Exact Sciences Corporation
-$31.1M
1,115,425
-2%
减持
—
Enphase Energy, Inc.
-$26.5M
336,071
-16%
增持
—
DoubleVerify Holdings, Inc.
-$22.2M
2,108,091
+1%
增持
—
e.l.f. Beauty, Inc.
+$21.3M
199,283
+4060%
减持
SNOW
Snowflake Inc.
-$17.2M
685,893
-1%
减持
AAPL
Apple Inc.
-$16.5M
550,955
-4%
建仓
—
DLocal Limited
+$15.1M
787,325
减持
—
The Trade Desk, Inc.
-$14.2M
2,667,156
-7%
减持
PANW
Palo Alto Networks, Inc.
-$13.1M
364,624
-5%
减持
AMD
Advanced Micro Devices, Inc.
-$12.1M
1,052,397
-0%
建仓
—
Salesforce, Inc.
+$11.8M
58,000
减持
—
ASML Holding N.V.
-$11.0M
77,336
-1%
增持
TOST
Toast, Inc.
+$10.2M
562,310
+4390%
减持
—
MercadoLibre, Inc.
+$9.6M
148,977
-2%
增持
—
Alphabet Inc. Class C
+$9.4M
854,670
+0%
减持
MSFT
Microsoft Corporation
-$8.8M
353,040
-0%
增持
—
Netflix, Inc.
-$8.4M
188,951
+4%
减持
—
Shoals Technologies Group, Inc
-$8.1M
1,051,421
-2%
减持
—
Zillow Group, Inc. Class C
-$6.7M
1,261,643
-2%
增持
FSLR
First Solar, Inc.
-$6.1M
245,694
+2%
减持
—
NVIDIA Corporation
-$5.7M
655,435
-5%
增持
BILL
Bill Holdings, Inc.
-$5.3M
768,041
+1%
减持
—
CrowdStrike Holdings, Inc.
+$5.1M
285,025
-2%
减持
—
On Holding AG
-$5.1M
813,711
-3%
增持
RGEN
Repligen Corporation
+$5.0M
129,163
+17%
增持
—
CDW Corporation
+$4.9M
67,970
+41%
建仓
—
Sea Limited
+$4.5M
101,300
减持
—
Paylocity Holding Corporation
-$4.3M
200,664
-9%
减持
MPWR
Monolithic Power Systems, Inc.
-$4.1M
51,558
-0%
增持
WING
Wingstop Inc.
-$3.3M
196,007
+2%
清仓
PI
Impinj, Inc.
-$3.2M
0
-100%
减持
—
ServiceNow, Inc.
-$3.1M
172,018
-3%
减持
—
Visa Inc.
-$3.0M
82,403
-11%
增持
—
Rivian Automotive, Inc.
+$3.0M
178,737
+120%
清仓
—
Bumble Inc.
-$2.8M
0
-100%
减持
—
Seagen Inc.
-$2.8M
199,096
-15%
增持
—
Oracle Corporation
-$2.5M
209,065
+1%
减持
ON
ON Semiconductor Corporation
-$2.3M
422,230
-4%
减持
—
Global-E Online Ltd.
-$2.3M
1,669,546
-0%
增持
—
Arista Networks, Inc.
+$2.1M
54,700
+11%
减持
—
Sprout Social, Inc.
-$2.0M
292,642
-19%
减持
—
Mastercard Incorporated
-$1.9M
25,000
-17%
减持
—
Booking Holdings Inc.
+$1.8M
4,784
-0%
增持
—
Broadridge Financial Solutions
+$1.6M
27,000
+38%
增持
CDNS
Cadence Design Systems, Inc.
+$1.4M
186,950
+3%
减持
—
Uber Technologies, Inc.
-$1.4M
2,894,614
-7%
减持
ABNB
Airbnb, Inc.
+$1.3M
624,117
-5%
减持
INTU
Intuit Inc.
+$1.2M
24,286
-1%
减持
—
Axon Enterprise, Inc.
+$971.7K
513,266
-1%
增持
AMAT
Applied Materials, Inc.
+$838.0K
76,000
+13%
增持
NTRA
Natera, Inc.
-$678.7K
432,892
+6%
减持
—
Xometry, Inc.
-$640.1K
143,445
-1%
建仓
—
Accenture plc
+$627.4K
2,043
减持
EL
The Estee Lauder Companies Inc
-$588.4K
11,333
-0%
减持
HUBS
HubSpot, Inc.
-$504.8K
8,517
-4%
清仓
TSN
Tyson Foods, Inc.
-$489.8K
0
-100%
减持
—
Cisco Systems, Inc.
+$354.7K
180,735
-0%
减持
VEEV
Veeva Systems Inc.
+$346.5K
260,512
-2%
减持
QCOM
QUALCOMM Incorporated
-$305.6K
24,197
-4%
减持
—
BlackRock, Inc.
-$257.4K
4,991
-1%
增持
ABT
Abbott Laboratories
-$246.5K
21,419
+1%
增持
—
Costco Wholesale Corporation
+$241.8K
8,590
+0%
减持
—
Livent Corporation
-$239.0K
11,900
-29%
减持
HD
The Home Depot, Inc.
-$198.4K
11,412
-3%
减持
—
Blackstone Inc.
+$196.8K
15,530
-2%
减持
—
Aspen Aerogels, Inc.
+$184.2K
274,227
-0%
减持
APH
Amphenol Corporation
-$182.9K
166,200
-0%
增持
NKE
NIKE, Inc.
-$176.1K
12,310
+0%
减持
DSI
iShares MSCI KLD 400 Social
-$164.9K
5,235
-25%
减持
—
SPDR S&P 500 ETF Trust
-$163.3K
6,146
-2%
增持
—
Datadog, Inc.
-$154.7K
156,575
+7%
减持
ECL
Ecolab Inc.
-$118.1K
5,750
-2%
增持
JNJ
Johnson & Johnson
-$110.5K
14,274
+1%
减持
PGR
The Progressive Corporation
+$109.0K
20,025
-1%
减持
DIS
The Walt Disney Company
-$108.6K
11,295
-2%
减持
BDX
Becton, Dickinson and Company
-$64.0K
5,905
-2%
增持
CTAS
Cintas Corporation
-$58.2K
5,170
+1%
增持
—
Evolent Health, Inc.
+$54.6K
17,750
+25%
减持
PAYX
Paychex, Inc.
-$39.9K
23,220
-4%
减持
—
JPMorgan Chase & Co.
-$34.6K
28,798
-1%
减持
PCAR
PACCAR Inc
+$29.8K
23,595
-0%
减持
—
Constellation Brands, Inc.
-$20.4K
6,970
-3%
增持
TSCO
Tractor Supply Company
+$20.1K
4,340
+11%
减持
—
Zoetis Inc.
+$2.2K
15,825
-1%
