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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 96 项
建仓 6
增持 34
减持 51
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
—
Tesla, Inc.
+$69.4M
1,191,153
-3%
减持
SNOW
Snowflake Inc.
-$58.0M
272,687
-59%
减持
—
Axon Enterprise, Inc.
+$48.1M
485,058
-2%
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
—
NVIDIA Corporation
-$40.1M
3,377,446
-7%
减持
—
MercadoLibre, Inc.
+$39.1M
131,959
-6%
减持
—
Shopify Inc.
+$36.6M
2,796,166
-2%
减持
—
Exact Sciences Corporation
+$35.8M
1,433,575
-2%
减持
AMZN
Amazon.com, Inc.
-$34.5M
1,362,213
-9%
减持
—
Meta Platforms, Inc.
+$29.6M
448,669
-0%
增持
—
ServiceNow, Inc.
+$25.2M
169,954
+5%
减持
—
Alphabet Inc. Class C
-$23.9M
682,530
-9%
建仓
DXCM
DexCom, Inc.
+$23.7M
353,148
减持
—
The Trade Desk, Inc.
+$21.8M
2,200,074
-2%
减持
—
ASML Holding N.V.
-$21.4M
80,037
-7%
增持
—
CrowdStrike Holdings, Inc.
-$18.0M
288,620
+12%
减持
ABNB
Airbnb, Inc.
-$16.2M
425,906
-8%
减持
—
Zillow Group, Inc. Class C
+$15.5M
959,760
-3%
减持
HUBS
HubSpot, Inc.
-$14.0M
35,435
-36%
增持
—
Spotify Technology S.A.
+$11.6M
159,191
+6%
增持
AAPL
Apple Inc.
+$11.1M
495,317
+0%
增持
TOST
Toast, Inc.
+$11.1M
2,105,914
+12%
增持
—
e.l.f. Beauty, Inc.
-$10.9M
636,141
+67%
减持
—
DLocal Limited
-$9.6M
15,300
-99%
减持
PANW
Palo Alto Networks, Inc.
-$9.1M
261,643
-10%
减持
—
Visa Inc.
-$8.9M
52,608
-41%
减持
—
Procore Technologies, Inc.
-$8.6M
94,130
-57%
减持
CDNS
Cadence Design Systems, Inc.
-$8.1M
171,474
-3%
增持
MU
Micron Technology, Inc.
-$8.0M
311,025
+2%
减持
—
Evolent Health, Inc.
+$6.5M
753,038
-3%
减持
NTRA
Natera, Inc.
+$6.5M
465,310
-4%
减持
—
On Holding AG
+$5.7M
671,478
-7%
增持
MSFT
Microsoft Corporation
-$5.3M
331,371
+0%
减持
FSLR
First Solar, Inc.
+$4.9M
315,027
-4%
减持
—
Oracle Corporation
+$4.7M
163,625
-1%
建仓
—
BlackRock, Inc.
+$4.2M
4,468
增持
—
Broadcom Inc.
+$4.1M
370,450
+895%
减持
—
Paylocity Holding Corporation
-$4.1M
21,200
-63%
建仓
—
Salesforce, Inc.
+$4.1M
15,000
增持
—
Symbotic Inc.
-$3.8M
788,092
+21%
减持
VEEV
Veeva Systems Inc.
+$3.7M
228,202
-6%
清仓
—
BlackRock, Inc.
-$3.6M
0
-100%
减持
—
Datadog, Inc.
-$3.4M
222,455
-1%
减持
KLAC
KLA Corporation
-$3.2M
15,000
-17%
减持
MPWR
Monolithic Power Systems, Inc.
-$3.0M
42,923
-17%
增持
RGEN
Repligen Corporation
+$3.0M
128,970
+0%
减持
WING
Wingstop Inc.
-$2.8M
167,473
-2%
增持
QCOM
QUALCOMM Incorporated
-$2.5M
121,827
+5%
减持
—
Netflix, Inc.
-$2.3M
154,367
-7%
清仓
—
Global-E Online Ltd.
-$2.0M
0
-100%
减持
—
MongoDB, Inc.
-$1.9M
80,085
-15%
减持
—
NXP Semiconductors N.V.
-$1.9M
20,000
-20%
减持
AMD
Advanced Micro Devices, Inc.
-$1.8M
1,023,816
-2%
增持
—
Credo Technology Group Holding
+$1.7M
71,325
+340%
增持
ARM
Arm Holdings Plc
-$1.6M
393,957
+11%
增持
—
Booking Holdings Inc.
+$888.5K
3,166
+1%
增持
—
Draftkings, Inc.
+$833.2K
199,315
+9%
减持
PGR
The Progressive Corporation
+$822.4K
18,715
-1%
增持
HD
The Home Depot, Inc.
+$718.7K
11,282
+1%
增持
CTAS
Cintas Corporation
+$663.6K
20,400
+304%
增持
—
Broadridge Financial Solutions
+$627.0K
34,010
+0%
增持
INTU
Intuit Inc.
-$608.3K
24,421
+2%
减持
CAVA
Cava Group Inc
-$589.3K
1,780
-80%
清仓
—
Tidewater Inc.
-$561.7K
0
-100%
减持
—
Uber Technologies, Inc.
-$500.7K
1,941,799
-4%
建仓
IVV
iShares Core S&P 500 ETF
+$475.3K
824
清仓
—
Indie Semiconductor Inc
-$456.6K
0
-100%
增持
—
Blackstone Inc.
+$443.2K
14,120
+2%
减持
—
AppFolio, Inc.
-$441.3K
21,450
-4%
增持
—
Zoetis Inc.
+$374.4K
15,545
+1%
增持
—
Costco Wholesale Corporation
+$361.1K
8,255
+1%
减持
PAYX
Paychex, Inc.
+$335.8K
22,050
-0%
增持
APH
Amphenol Corporation
-$327.4K
170,845
+0%
建仓
AGG
iShares Core U.S. Aggregate Bo
+$316.0K
3,120
增持
—
JPMorgan Chase & Co.
+$305.0K
30,168
+1%
清仓
—
Oddity Tech Ltd
-$290.5K
0
-100%
增持
JNJ
Johnson & Johnson
+$276.6K
14,224
+2%
减持
EL
The Estee Lauder Companies Inc
-$276.3K
2,888
-46%
建仓
LEN
Lennar Corporation
+$244.5K
1,304
减持
SBUX
Starbucks Corporation
+$230.4K
11,832
-0%
增持
—
Nextera Energy, Inc.
+$226.1K
14,928
+2%
减持
DIS
The Walt Disney Company
-$212.8K
6,189
-24%
减持
—
Xometry, Inc.
-$191.4K
11,100
-68%
增持
ECL
Ecolab Inc.
+$143.1K
5,785
+3%
增持
—
Accenture plc
+$132.6K
2,013
+6%
增持
TSCO
Tractor Supply Company
+$106.2K
3,720
+3%
增持
AMGN
Amgen Inc.
+$102.8K
9,894
+0%
增持
PCAR
PACCAR Inc
-$77.5K
23,275
+1%
减持
SOUN
Soundhound Ai Inc
-$77.3K
13,500
-62%
减持
ABT
Abbott Laboratories
+$76.7K
21,484
-6%
减持
—
Alphabet Inc. Class A
-$76.6K
4,420
-1%
减持
—
Cisco Systems, Inc.
+$74.2K
15,985
-2%
增持
BE
Bloom Energy Corp
-$71.3K
156,850
+11%
减持
—
Constellation Brands, Inc.
-$48.8K
6,460
-3%
增持
—
CDW Corporation
+$21.0K
7,640
+0%
减持
BDX
Becton, Dickinson and Company
-$9.6K
4,865
-4%
减持
—
SPDR S&P 500 ETF Trust
+$7.9K
4,844
-5%
