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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 93 项
建仓 4
增持 20
减持 65
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
—
Tesla, Inc.
-$154.7M
1,013,646
-2%
增持
—
The Trade Desk, Inc.
-$127.1M
2,169,273
+4%
减持
—
NVIDIA Corporation
-$83.1M
3,107,930
-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
AMZN
Amazon.com, Inc.
-$53.0M
1,158,099
-7%
减持
—
Shopify Inc.
-$48.4M
2,412,839
-8%
减持
—
ServiceNow, Inc.
-$46.5M
160,636
-2%
减持
CDNS
Cadence Design Systems, Inc.
-$36.1M
43,025
-72%
减持
AMD
Advanced Micro Devices, Inc.
-$35.5M
881,789
-16%
增持
—
e.l.f. Beauty, Inc.
-$35.1M
682,009
+10%
减持
—
Axon Enterprise, Inc.
-$33.1M
415,264
-2%
减持
—
Exact Sciences Corporation
-$26.8M
1,167,964
-15%
减持
—
Broadcom Inc.
-$23.9M
370,400
-0%
减持
—
Alphabet Inc. Class C
-$23.4M
654,430
-1%
减持
—
MercadoLibre, Inc.
+$19.2M
121,154
-5%
减持
MSFT
Microsoft Corporation
-$15.6M
330,432
-0%
减持
AAPL
Apple Inc.
-$14.1M
487,531
-0%
减持
—
Uber Technologies, Inc.
+$13.9M
1,560,135
-6%
减持
—
Spotify Technology S.A.
+$13.9M
159,697
-3%
减持
WING
Wingstop Inc.
-$10.9M
170,305
-2%
减持
—
Meta Platforms, Inc.
-$10.5M
409,912
-3%
减持
PANW
Palo Alto Networks, Inc.
-$9.6M
477,454
-5%
减持
—
Datadog, Inc.
-$9.4M
209,785
-1%
减持
ABNB
Airbnb, Inc.
-$9.3M
296,485
-13%
减持
NTRA
Natera, Inc.
-$8.9M
429,665
-2%
减持
—
On Holding AG
-$8.7M
591,003
-7%
增持
ARM
Arm Holdings Plc
-$7.7M
471,527
+0%
增持
—
Clearwater Analytics Holdings,
+$7.5M
909,429
+49%
减持
—
MongoDB, Inc.
-$6.6M
65,790
-15%
增持
TOST
Toast, Inc.
-$6.5M
2,224,341
+1%
增持
SNOW
Snowflake Inc.
+$6.4M
309,780
+23%
减持
—
Symbotic Inc.
-$6.0M
562,868
-23%
增持
DXCM
DexCom, Inc.
+$5.5M
521,553
+35%
增持
—
Procore Technologies, Inc.
+$5.2M
182,275
+101%
减持
—
Zillow Group, Inc. Class C
-$5.2M
870,171
-1%
减持
RGEN
Repligen Corporation
-$5.1M
87,587
-22%
增持
—
Ares Management Corporation
+$4.9M
151,005
+55%
增持
—
Samsara Inc.
+$4.5M
587,809
+42%
减持
—
Oracle Corporation
-$4.4M
163,710
-0%
减持
VEEV
Veeva Systems Inc.
+$4.1M
210,333
-1%
增持
—
Dell Technologies Inc.
-$3.8M
158,830
+0%
清仓
FSLR
First Solar, Inc.
-$3.8M
0
-100%
增持
—
Quanta Services, Inc.
-$3.2M
108,796
+11%
建仓
RKLB
Rocket Lab USA, Inc.
+$3.0M
169,630
增持
HUBS
HubSpot, Inc.
-$2.9M
41,465
+9%
减持
—
Netflix, Inc.
+$2.8M
136,923
-2%
减持
—
Credo Technology Group Holding
-$2.5M
93,100
-0%
建仓
—
Semrush Holdings, Inc.
+$2.3M
243,600
减持
—
NXP Semiconductors N.V.
-$2.1M
10,900
-46%
建仓
—
CyberArk Software Ltd.
+$1.6M
4,755
建仓
—
Nebius Group N.V.
+$1.3M
63,050
增持
—
Pinterest, Inc.
+$1.2M
381,525
+4%
减持
—
Booking Holdings Inc.
-$1.2M
3,077
-1%
增持
—
Waste Management, Inc.
+$1.1M
7,230
+134%
增持
MU
Micron Technology, Inc.
+$913.7K
310,800
+0%
减持
—
AppFolio, Inc.
-$770.8K
20,000
-5%
减持
—
Broadridge Financial Solutions
-$733.4K
28,810
-16%
减持
—
Visa Inc.
+$688.5K
20,233
-0%
减持
PGR
The Progressive Corporation
+$649.3K
18,190
-3%
减持
—
ASML Holding N.V.
-$644.3K
13,853
-2%
减持
MPWR
Monolithic Power Systems, Inc.
-$636.3K
42,683
-1%
减持
INTU
Intuit Inc.
-$632.1K
25,801
-2%
减持
—
Blackstone Inc.
-$558.5K
15,975
-1%
减持
—
BlackRock, Inc.
-$539.4K
4,253
-4%
减持
—
CrowdStrike Holdings, Inc.
-$508.8K
286,141
-3%
减持
BE
Bloom Energy Corp
-$484.6K
123,850
-6%
清仓
SOUN
Soundhound Ai Inc
-$446.4K
0
-100%
减持
AMGN
Amgen Inc.
+$420.4K
9,564
-3%
减持
HD
The Home Depot, Inc.
-$416.8K
10,917
-4%
减持
ABT
Abbott Laboratories
+$347.3K
20,814
-2%
增持
APH
Amphenol Corporation
-$335.6K
176,010
+3%
减持
CTAS
Cintas Corporation
+$322.2K
19,915
-4%
减持
PAYX
Paychex, Inc.
+$283.6K
22,265
-1%
增持
—
Nextera Energy, Inc.
+$270.0K
21,403
+23%
清仓
—
D. R. Horton, Inc.
-$218.8K
0
-100%
清仓
—
Astera Labs Inc
-$218.5K
0
-100%
减持
PCAR
PACCAR Inc
-$215.3K
22,835
-3%
减持
—
Constellation Brands, Inc.
-$207.3K
3,910
-7%
减持
—
Rivian Automotive, Inc.
-$201.5K
228,455
-0%
减持
JNJ
Johnson & Johnson
+$172.0K
10,389
-3%
增持
—
Xometry, Inc.
-$160.5K
10,250
+5%
减持
—
Alphabet Inc. Class A
-$157.0K
4,120
-2%
增持
—
SPDR S&P 500 ETF Trust
-$126.5K
4,755
+0%
减持
—
Costco Wholesale Corporation
+$101.4K
8,095
-2%
减持
—
Accenture plc
-$87.3K
2,018
-1%
减持
DIS
The Walt Disney Company
-$80.2K
5,328
-2%
减持
ECL
Ecolab Inc.
+$75.1K
5,500
-2%
减持
SBUX
Starbucks Corporation
+$36.4K
11,052
-4%
减持
—
JPMorgan Chase & Co.
+$33.3K
29,758
-2%
减持
TSCO
Tractor Supply Company
+$32.8K
18,530
-1%
减持
QCOM
QUALCOMM Incorporated
-$22.7K
121,972
-0%
减持
BDX
Becton, Dickinson and Company
-$22.3K
4,835
-3%
减持
—
Cisco Systems, Inc.
-$14.2K
14,855
-6%
减持
—
Zoetis Inc.
+$11.1K
15,440
-1%
