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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 95 项
建仓 9
增持 32
减持 51
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
—
NVIDIA Corporation
+$157.0M
515,152
-17%
增持
—
Tesla, Inc.
-$71.1M
1,213,406
+6%
增持
—
Meta Platforms, Inc.
+$61.0M
453,672
+1%
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
BILL
Bill Holdings, Inc.
-$57.2M
3,375
-100%
增持
AMD
Advanced Micro Devices, Inc.
+$45.4M
1,090,541
+6%
减持
AMZN
Amazon.com, Inc.
+$31.3M
1,585,014
-5%
减持
—
The Trade Desk, Inc.
+$28.1M
2,391,353
-5%
增持
—
ASML Holding N.V.
+$27.2M
83,675
+17%
建仓
ARM
Arm Holdings Plc
+$23.7M
189,645
增持
SNOW
Snowflake Inc.
-$22.4M
679,609
+2%
减持
—
Axon Enterprise, Inc.
+$21.5M
496,062
-4%
减持
AAPL
Apple Inc.
-$21.2M
448,057
-12%
减持
—
e.l.f. Beauty, Inc.
+$19.9M
392,536
-1%
增持
MSFT
Microsoft Corporation
+$19.2M
334,201
+4%
减持
WING
Wingstop Inc.
+$17.9M
183,160
-4%
增持
NTRA
Natera, Inc.
+$17.2M
487,631
+12%
增持
—
Symbotic Inc.
+$15.3M
361,167
+1826%
增持
MU
Micron Technology, Inc.
+$15.2M
310,000
+24%
减持
—
Netflix, Inc.
+$14.9M
172,035
-7%
减持
—
Sprout Social, Inc.
-$14.7M
45,090
-84%
减持
—
CrowdStrike Holdings, Inc.
+$13.9M
263,990
-5%
清仓
ON
ON Semiconductor Corporation
-$13.4M
0
-100%
减持
—
Zillow Group, Inc. Class C
-$13.0M
1,152,683
-4%
增持
QCOM
QUALCOMM Incorporated
+$12.2M
92,602
+290%
减持
—
Adobe Inc.
-$11.9M
45,200
-22%
增持
TOST
Toast, Inc.
+$11.6M
1,487,959
+7%
增持
—
Exact Sciences Corporation
+$10.4M
1,361,415
+20%
增持
—
Evolent Health, Inc.
+$10.3M
565,625
+126%
减持
—
MongoDB, Inc.
-$10.1M
95,403
-12%
减持
—
Paylocity Holding Corporation
-$8.7M
81,940
-41%
增持
—
Broadcom Inc.
+$8.5M
31,700
+6%
减持
—
MercadoLibre, Inc.
-$8.4M
141,314
-0%
减持
VEEV
Veeva Systems Inc.
+$8.4M
251,363
-3%
减持
—
CDW Corporation
-$8.3M
23,300
-63%
减持
ABNB
Airbnb, Inc.
+$7.7M
491,044
-9%
减持
—
Global-E Online Ltd.
-$7.6M
1,680,022
-3%
增持
—
Datadog, Inc.
+$6.9M
218,140
+32%
减持
—
ServiceNow, Inc.
+$6.8M
160,496
-2%
减持
—
Uber Technologies, Inc.
+$6.8M
2,148,904
-17%
增持
HUBS
HubSpot, Inc.
+$6.6M
35,040
+33%
减持
—
DoubleVerify Holdings, Inc.
-$6.5M
2,087,426
-4%
减持
—
Shopify Inc.
-$6.3M
2,547,071
-2%
减持
—
On Holding AG
+$6.3M
790,933
-2%
减持
CDNS
Cadence Design Systems, Inc.
+$4.8M
178,739
-4%
建仓
—
Dell Technologies Inc.
+$4.6M
40,000
增持
FSLR
First Solar, Inc.
+$4.4M
369,278
+10%
清仓
—
Aspen Aerogels, Inc.
-$4.4M
0
-100%
减持
—
Alphabet Inc. Class C
+$4.3M
803,475
-4%
减持
—
Xometry, Inc.
-$4.2M
177,015
-11%
减持
—
Mastercard Incorporated
-$2.9M
25,000
-29%
建仓
—
Draftkings, Inc.
+$2.7M
59,525
增持
—
DLocal Limited
-$2.7M
1,316,481
+6%
减持
—
Cisco Systems, Inc.
-$2.6M
129,225
-28%
减持
MPWR
Monolithic Power Systems, Inc.
+$2.3M
52,868
-0%
减持
—
Booking Holdings Inc.
-$2.3M
3,541
-17%
减持
—
Zscaler, Inc.
-$2.2M
46,000
-8%
减持
AMAT
Applied Materials, Inc.
+$2.1M
70,000
-8%
减持
APH
Amphenol Corporation
-$2.1M
115,470
-26%
增持
—
Rivian Automotive, Inc.
-$1.4M
254,467
+41%
增持
—
Visa Inc.
+$1.4M
73,458
+0%
减持
—
Oracle Corporation
+$1.4M
164,625
-10%
增持
PANW
Palo Alto Networks, Inc.
-$1.2M
348,620
+3%
减持
KLAC
KLA Corporation
+$948.3K
18,000
-10%
减持
—
JPMorgan Chase & Co.
+$903.7K
30,318
-0%
减持
PGR
The Progressive Corporation
+$874.0K
19,305
-1%
减持
—
Broadridge Financial Solutions
-$652.9K
40,000
-7%
增持
PCAR
PACCAR Inc
+$647.0K
23,542
+1%
增持
INTU
Intuit Inc.
+$616.7K
24,071
+0%
建仓
CAVA
Cava Group Inc
+$570.9K
8,150
增持
RGEN
Repligen Corporation
+$553.2K
130,607
+0%
建仓
—
Tidewater Inc.
+$542.8K
5,900
建仓
—
Indie Semiconductor Inc
+$523.9K
74,000
增持
HD
The Home Depot, Inc.
+$467.2K
11,347
+1%
增持
CTAS
Cintas Corporation
+$462.1K
5,120
+1%
减持
—
Costco Wholesale Corporation
+$453.5K
8,426
-3%
清仓
—
Cytek Biosciences, Inc.
-$385.8K
0
-100%
减持
—
SPDR S&P 500 ETF Trust
+$252.0K
5,318
-0%
建仓
LEN
Lennar Corporation
+$224.3K
1,304
减持
NKE
NIKE, Inc.
-$223.0K
7,245
-13%
建仓
SOUN
Soundhound Ai Inc
+$209.1K
35,500
建仓
—
Merck & Co., Inc.
+$206.5K
1,565
增持
—
BlackRock, Inc.
+$202.8K
4,628
+3%
减持
DIS
The Walt Disney Company
+$165.8K
8,450
-12%
减持
—
NXP Semiconductors N.V.
+$159.6K
85,000
-7%
减持
—
Constellation Brands, Inc.
+$149.4K
6,870
-3%
减持
DSI
iShares MSCI KLD 400 Social
-$149.3K
2,235
-46%
减持
TSCO
Tractor Supply Company
+$127.2K
3,415
-4%
增持
JNJ
Johnson & Johnson
+$100.0K
14,894
+3%
增持
BDX
Becton, Dickinson and Company
+$99.5K
5,930
+6%
减持
ABT
Abbott Laboratories
+$65.6K
23,949
-1%
减持
PAYX
Paychex, Inc.
+$40.9K
22,395
-2%
增持
AMGN
Amgen Inc.
-$27.6K
9,399
+0%
增持
SBUX
Starbucks Corporation
-$26.1K
19,157
+4%
增持
—
Accenture plc
-$18.3K
22,608
+1%
减持
EL
The Estee Lauder Companies Inc
-$17.0K
6,453
-7%
