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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 102 项
建仓 8
增持 25
减持 59
清仓 10
方向
标的
Δ市值
现股数(环比)
清仓
—
DoubleVerify Holdings, Inc.
-$73.4M
0
-100%
减持
—
Global-E Online Ltd.
-$59.1M
54,330
-97%
建仓
—
Spotify Technology S.A.
+$47.0M
149,872
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
ARM
Arm Holdings Plc
+$34.2M
354,025
+87%
增持
—
Exact Sciences Corporation
-$32.2M
1,462,915
+7%
增持
—
Tesla, Inc.
+$28.9M
1,224,074
+1%
增持
AAPL
Apple Inc.
+$27.5M
495,312
+11%
减持
AMD
Advanced Micro Devices, Inc.
-$27.0M
1,046,859
-4%
减持
SNOW
Snowflake Inc.
-$20.5M
661,520
-3%
减持
—
Uber Technologies, Inc.
-$19.0M
2,014,946
-6%
减持
—
MercadoLibre, Inc.
+$18.1M
141,002
-0%
增持
—
Broadcom Inc.
+$17.8M
37,235
+17%
清仓
—
Salesforce, Inc.
-$17.5M
0
-100%
增持
—
Dell Technologies Inc.
+$16.1M
150,000
+275%
减持
—
Alphabet Inc. Class C
+$15.7M
752,450
-6%
增持
—
NVIDIA Corporation
-$15.2M
3,644,419
+607%
建仓
—
Procore Technologies, Inc.
+$14.4M
217,160
减持
—
NXP Semiconductors N.V.
-$14.3M
25,000
-71%
减持
—
CrowdStrike Holdings, Inc.
+$14.3M
258,260
-2%
减持
VEEV
Veeva Systems Inc.
-$14.0M
241,635
-4%
清仓
—
Mastercard Incorporated
-$12.0M
0
-100%
增持
TOST
Toast, Inc.
+$11.5M
1,884,387
+27%
减持
FSLR
First Solar, Inc.
+$11.3M
326,756
-12%
增持
HUBS
HubSpot, Inc.
+$10.9M
55,655
+59%
减持
ABNB
Airbnb, Inc.
-$10.8M
463,258
-6%
减持
—
MongoDB, Inc.
-$10.6M
94,385
-1%
减持
—
Zillow Group, Inc. Class C
-$10.4M
986,968
-14%
减持
—
The Trade Desk, Inc.
+$10.4M
2,246,397
-6%
减持
—
DLocal Limited
-$9.6M
1,203,321
-9%
减持
—
Axon Enterprise, Inc.
-$9.5M
495,346
-0%
增持
—
Shopify Inc.
-$9.1M
2,838,839
+11%
清仓
—
Zscaler, Inc.
-$8.9M
0
-100%
减持
NTRA
Natera, Inc.
+$8.0M
485,772
-0%
减持
RGEN
Repligen Corporation
-$7.8M
128,647
-2%
建仓
—
Vertiv Holdings Co
+$7.8M
90,000
增持
QCOM
QUALCOMM Incorporated
+$7.5M
116,517
+26%
减持
MSFT
Microsoft Corporation
+$7.3M
330,948
-1%
减持
—
Netflix, Inc.
+$7.3M
165,647
-4%
减持
—
Accenture plc
-$7.3M
1,908
-92%
减持
—
Meta Platforms, Inc.
+$7.0M
450,762
-1%
增持
—
ASML Holding N.V.
+$6.9M
86,160
+3%
减持
MPWR
Monolithic Power Systems, Inc.
+$6.9M
51,978
-2%
增持
—
Symbotic Inc.
+$6.7M
653,609
+81%
减持
—
Paylocity Holding Corporation
-$6.5M
57,740
-30%
减持
—
Adobe Inc.
-$6.1M
30,000
-34%
减持
—
Cisco Systems, Inc.
-$5.7M
16,345
-87%
建仓
—
AppFolio, Inc.
+$5.5M
22,450
减持
WING
Wingstop Inc.
+$5.4M
171,546
-6%
增持
—
ServiceNow, Inc.
+$4.4M
161,133
+0%
增持
—
Draftkings, Inc.
+$4.3M
182,865
+207%
减持
—
CDW Corporation
-$4.3M
7,630
-67%
增持
—
Arista Networks, Inc.
+$3.9M
63,350
+1%
增持
—
Evolent Health, Inc.
-$3.8M
773,382
+37%
减持
MU
Micron Technology, Inc.
+$3.7M
305,800
-1%
减持
—
e.l.f. Beauty, Inc.
+$3.3M
380,944
-3%
增持
—
Visa Inc.
+$2.8M
88,953
+21%
减持
—
DigitalBridge Group, Inc.
-$2.7M
100,000
-53%
清仓
—
Sprout Social, Inc.
-$2.7M
0
-100%
减持
—
Xometry, Inc.
-$2.6M
34,200
-81%
减持
—
Oracle Corporation
+$2.6M
164,530
-0%
减持
AMZN
Amazon.com, Inc.
+$2.4M
1,491,843
-6%
增持
—
Datadog, Inc.
+$2.1M
223,765
+3%
增持
APH
Amphenol Corporation
-$1.9M
170,100
+47%
建仓
BE
Bloom Energy Corp
+$1.7M
141,150
减持
—
Broadridge Financial Solutions
-$1.5M
33,940
-15%
减持
CDNS
Cadence Design Systems, Inc.
-$1.1M
177,202
-1%
建仓
—
Nextera Energy, Inc.
+$1.0M
14,628
减持
SBUX
Starbucks Corporation
-$827.7K
11,857
-38%
减持
—
Costco Wholesale Corporation
+$784.0K
8,185
-3%
清仓
NKE
NIKE, Inc.
-$680.9K
0
-100%
减持
—
Rivian Automotive, Inc.
+$575.5K
250,517
-2%
减持
PCAR
PACCAR Inc
-$542.3K
23,065
-2%
减持
PANW
Palo Alto Networks, Inc.
-$540.8K
290,589
-17%
建仓
—
Credo Technology Group Holding
+$517.4K
16,200
减持
HD
The Home Depot, Inc.
-$500.0K
11,192
-1%
增持
DSI
iShares MSCI KLD 400 Social
+$475.7K
6,750
+202%
减持
EL
The Estee Lauder Companies Inc
-$430.5K
5,303
-18%
增持
AMGN
Amgen Inc.
+$412.8K
9,874
+5%
减持
—
Booking Holdings Inc.
-$399.3K
3,142
-11%
减持
ABT
Abbott Laboratories
-$349.4K
22,834
-5%
减持
JNJ
Johnson & Johnson
-$327.5K
13,879
-7%
建仓
—
Oddity Tech Ltd
+$290.5K
7,400
减持
BDX
Becton, Dickinson and Company
-$284.8K
5,060
-15%
减持
—
BlackRock, Inc.
-$265.8K
4,563
-1%
增持
CAVA
Cava Group Inc
+$238.8K
8,730
+7%
清仓
BILL
Bill Holdings, Inc.
-$231.9K
0
-100%
减持
DIS
The Walt Disney Company
-$225.8K
8,139
-4%
清仓
LEN
Lennar Corporation
-$224.3K
0
-100%
清仓
—
Savers Value Village, Inc.
-$214.0K
0
-100%
清仓
—
Merck & Co., Inc.
-$206.5K
0
-100%
减持
—
Constellation Brands, Inc.
-$153.5K
6,660
-3%
减持
—
Blackstone Inc.
-$150.4K
13,885
-2%
减持
INTU
Intuit Inc.
+$127.5K
24,001
-0%
减持
PAYX
Paychex, Inc.
-$127.0K
22,125
-1%
增持
TSCO
Tractor Supply Company
+$82.3K
3,615
+6%
减持
PGR
The Progressive Corporation
-$65.9K
18,905
-2%
增持
ECL
Ecolab Inc.
+$53.6K
5,605
+1%
减持
—
Zoetis Inc.
+$50.2K
15,360
-1%
减持
—
On Holding AG
-$37.0K
720,263
-9%
减持
CTAS
Cintas Corporation
+$18.7K
5,050
-1%
减持
—
JPMorgan Chase & Co.
-$16.4K
29,943
-1%
减持
—
SPDR S&P 500 ETF Trust
-$10.7K
5,092
-4%
