小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 102 项
建仓 9
增持 30
减持 52
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
—
Tesla, Inc.
+$105.8M
1,033,665
-13%
减持
FSLR
First Solar, Inc.
-$74.8M
21,430
-93%
减持
—
Axon Enterprise, Inc.
+$57.7M
423,239
-13%
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
—
ASML Holding N.V.
-$56.9M
14,174
-82%
减持
—
Shopify Inc.
+$54.7M
2,621,862
-6%
减持
—
MercadoLibre, Inc.
-$53.6M
127,688
-3%
减持
—
Uber Technologies, Inc.
-$46.2M
1,653,415
-15%
增持
AMD
Advanced Micro Devices, Inc.
-$41.9M
1,044,000
+2%
建仓
—
Quanta Services, Inc.
+$30.9M
97,765
建仓
ANET
Arista Networks Inc
+$28.0M
253,100
清仓
—
Arista Networks, Inc.
-$24.3M
0
-100%
减持
—
ServiceNow, Inc.
+$22.4M
164,475
-3%
清仓
—
Evolent Health, Inc.
-$21.3M
0
-100%
增持
TOST
Toast, Inc.
+$20.7M
2,202,735
+5%
增持
—
CrowdStrike Holdings, Inc.
+$20.4M
296,342
+3%
减持
—
Exact Sciences Corporation
-$20.3M
1,376,057
-4%
增持
WING
Wingstop Inc.
-$20.3M
173,650
+4%
减持
AMZN
Amazon.com, Inc.
+$19.5M
1,246,016
-9%
建仓
—
Samsara Inc.
+$18.1M
413,825
建仓
—
Ares Management Corporation
+$17.2M
97,195
建仓
—
Clearwater Analytics Holdings,
+$16.8M
612,015
减持
—
Netflix, Inc.
+$15.4M
140,093
-9%
增持
—
Spotify Technology S.A.
+$15.3M
165,331
+4%
减持
MPWR
Monolithic Power Systems, Inc.
-$14.3M
42,913
-0%
减持
—
Alphabet Inc. Class C
+$11.5M
659,745
-3%
减持
NTRA
Natera, Inc.
+$10.6M
440,211
-5%
建仓
—
Pinterest, Inc.
+$10.6M
365,800
减持
—
Meta Platforms, Inc.
-$10.1M
421,446
-6%
减持
—
NVIDIA Corporation
+$9.8M
3,127,309
-7%
减持
ABNB
Airbnb, Inc.
-$9.2M
340,639
-20%
减持
—
e.l.f. Beauty, Inc.
+$8.6M
620,727
-2%
减持
—
Visa Inc.
-$8.1M
20,258
-61%
增持
HUBS
HubSpot, Inc.
+$7.7M
38,115
+8%
减持
SNOW
Snowflake Inc.
+$7.5M
251,702
-8%
减持
AAPL
Apple Inc.
+$7.0M
488,796
-1%
增持
DXCM
DexCom, Inc.
+$6.4M
387,168
+10%
减持
MU
Micron Technology, Inc.
-$6.2M
310,025
-0%
减持
—
Datadog, Inc.
+$4.7M
211,685
-5%
减持
—
The Trade Desk, Inc.
+$4.6M
2,091,383
-5%
减持
—
Adobe Inc.
-$4.5M
24,900
-17%
增持
—
Credo Technology Group Holding
+$4.1M
93,350
+31%
建仓
—
Sportradar Group Ag
+$4.0M
228,600
增持
—
Salesforce, Inc.
+$3.6M
23,100
+54%
减持
—
MongoDB, Inc.
-$3.6M
77,730
-3%
减持
—
Zillow Group, Inc. Class C
+$3.5M
875,220
-9%
清仓
—
Paylocity Holding Corporation
-$3.5M
0
-100%
减持
VEEV
Veeva Systems Inc.
-$3.3M
212,192
-7%
减持
RGEN
Repligen Corporation
-$3.0M
112,747
-13%
增持
MSFT
Microsoft Corporation
-$2.9M
331,404
+0%
减持
—
Booking Holdings Inc.
+$2.0M
3,096
-2%
增持
QCOM
QUALCOMM Incorporated
-$2.0M
122,112
+0%
减持
—
Symbotic Inc.
-$1.8M
733,436
-7%
清仓
—
CDW Corporation
-$1.7M
0
-100%
增持
ARM
Arm Holdings Plc
+$1.7M
470,533
+19%
增持
PANW
Palo Alto Networks, Inc.
+$1.6M
500,515
+91%
清仓
—
DigitalBridge Group, Inc.
-$1.4M
0
-100%
增持
INTU
Intuit Inc.
+$1.3M
26,211
+7%
减持
BE
Bloom Energy Corp
+$1.3M
131,450
-16%
减持
—
On Holding AG
+$1.0M
633,276
-6%
减持
—
Procore Technologies, Inc.
+$978.6K
90,595
-4%
增持
—
JPMorgan Chase & Co.
+$905.1K
30,313
+0%
减持
JNJ
Johnson & Johnson
-$754.2K
10,724
-25%
增持
APH
Amphenol Corporation
+$747.9K
171,060
+0%
减持
—
Constellation Brands, Inc.
-$739.8K
4,185
-35%
减持
—
Draftkings, Inc.
-$704.6K
191,090
-4%
增持
—
Blackstone Inc.
+$629.3K
16,190
+15%
减持
AMGN
Amgen Inc.
-$628.7K
9,819
-1%
建仓
—
Waste Management, Inc.
+$623.5K
3,090
增持
—
Oracle Corporation
-$591.1K
163,770
+0%
减持
CDNS
Cadence Design Systems, Inc.
+$524.3K
156,423
-9%
减持
—
Zoetis Inc.
-$506.1K
15,535
-0%
增持
—
Dell Technologies Inc.
+$482.2K
158,480
+6%
清仓
IVV
iShares Core S&P 500 ETF
-$475.3K
0
-100%
增持
CTAS
Cintas Corporation
-$429.0K
20,640
+1%
增持
—
Broadridge Financial Solutions
+$405.5K
34,140
+0%
增持
SOUN
Soundhound Ai Inc
+$383.5K
22,500
+67%
减持
—
BlackRock, Inc.
+$322.4K
4,453
-0%
清仓
AGG
iShares Core U.S. Aggregate Bo
-$316.0K
0
-100%
清仓
EL
The Estee Lauder Companies Inc
-$287.9K
0
-100%
增持
PGR
The Progressive Corporation
-$250.4K
18,775
+0%
清仓
LEN
Lennar Corporation
-$244.5K
0
-100%
减持
—
Costco Wholesale Corporation
+$236.4K
8,245
-0%
减持
—
Rivian Automotive, Inc.
+$235.0K
229,005
-9%
清仓
CAVA
Cava Group Inc
-$220.5K
0
-100%
建仓
—
Astera Labs Inc
+$218.5K
1,650
减持
—
Xometry, Inc.
+$212.0K
9,750
-12%
增持
PAYX
Paychex, Inc.
+$192.6K
22,475
+2%
减持
ECL
Ecolab Inc.
-$157.9K
5,630
-3%
增持
HD
The Home Depot, Inc.
-$153.7K
11,357
+1%
增持
PCAR
PACCAR Inc
+$142.0K
23,445
+1%
清仓
—
DLocal Limited
-$122.4K
0
-100%
减持
—
AppFolio, Inc.
+$119.5K
20,950
-2%
减持
SBUX
Starbucks Corporation
-$105.8K
11,482
-3%
增持
TSCO
Tractor Supply Company
-$94.0K
18,625
+401%
减持
—
Cisco Systems, Inc.
+$80.2K
15,725
-2%
减持
—
Alphabet Inc. Class A
+$61.1K
4,195
-5%
增持
BDX
Becton, Dickinson and Company
-$43.1K
4,980
+2%
减持
ABT
Abbott Laboratories
-$35.7K
21,339
-1%
增持
—
Nextera Energy, Inc.
-$14.6K
17,398
+17%
减持
DIS
The Walt Disney Company
+$10.8K
5,443
-12%
减持
—
SPDR S&P 500 ETF Trust
+$7.3K
4,754
-2%
增持
—
Accenture plc
+$5.4K
2,038
+1%
