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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 95 项
建仓 9
增持 29
减持 52
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
—
NVIDIA Corporation
+$134.0M
2,980,228
-4%
减持
—
Axon Enterprise, Inc.
+$105.7M
391,441
-6%
减持
—
Meta Platforms, Inc.
+$61.1M
402,922
-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
—
MercadoLibre, Inc.
+$54.8M
111,405
-8%
减持
—
Tesla, Inc.
+$43.4M
963,573
-5%
建仓
RKLB
Rocket Lab Corp
+$38.7M
1,082,356
减持
—
The Trade Desk, Inc.
+$37.4M
2,168,694
-0%
减持
—
Shopify Inc.
+$36.2M
2,310,999
-4%
减持
MSFT
Microsoft Corporation
+$34.8M
319,428
-3%
减持
—
CrowdStrike Holdings, Inc.
+$32.8M
262,569
-8%
减持
—
Netflix, Inc.
+$31.3M
118,732
-13%
减持
—
Spotify Technology S.A.
+$29.7M
153,238
-4%
减持
—
Uber Technologies, Inc.
+$27.1M
1,508,937
-3%
增持
ARM
Arm Holdings Plc
+$26.8M
477,289
+1%
增持
—
CyberArk Software Ltd.
+$25.5M
66,657
+1302%
减持
—
ServiceNow, Inc.
+$24.5M
148,204
-8%
减持
AMZN
Amazon.com, Inc.
+$24.4M
1,115,625
-4%
减持
—
Broadcom Inc.
+$24.0M
312,100
-16%
减持
SNOW
Snowflake Inc.
+$22.0M
300,798
-3%
减持
TOST
Toast, Inc.
+$21.7M
2,156,167
-3%
减持
—
e.l.f. Beauty, Inc.
+$19.7M
502,786
-26%
增持
DXCM
DexCom, Inc.
+$18.8M
623,335
+20%
减持
WING
Wingstop Inc.
+$17.2M
165,246
-3%
建仓
—
TransMedics Group, Inc.
+$16.3M
121,528
增持
—
Samsara Inc.
+$15.5M
954,791
+62%
增持
—
Quanta Services, Inc.
+$14.4M
111,354
+2%
增持
—
Oracle Corporation
+$12.9M
163,910
+0%
清仓
—
Procore Technologies, Inc.
-$12.0M
0
-100%
减持
AAPL
Apple Inc.
-$10.7M
475,911
-2%
减持
—
Alphabet Inc. Class C
+$10.6M
636,235
-3%
减持
MU
Micron Technology, Inc.
+$10.4M
303,150
-2%
减持
VEEV
Veeva Systems Inc.
+$10.3M
204,943
-3%
减持
NTRA
Natera, Inc.
+$7.8M
405,982
-6%
增持
—
On Holding AG
+$7.0M
632,726
+7%
减持
MPWR
Monolithic Power Systems, Inc.
+$6.3M
42,428
-1%
减持
AMD
Advanced Micro Devices, Inc.
-$6.0M
595,989
-32%
减持
—
Symbotic Inc.
-$5.9M
141,746
-75%
减持
APH
Amphenol Corporation
+$5.8M
175,790
-0%
增持
—
Clearwater Analytics Holdings,
+$5.6M
1,366,580
+50%
减持
ANET
Arista Networks Inc
+$5.5M
245,400
-3%
减持
—
MongoDB, Inc.
-$5.2M
30,000
-54%
减持
INTU
Intuit Inc.
+$4.4M
25,706
-0%
减持
—
Ares Management Corporation
+$3.8M
149,829
-1%
减持
—
Exact Sciences Corporation
+$3.5M
1,018,183
-13%
减持
—
Booking Holdings Inc.
+$3.5M
3,056
-1%
增持
—
Pinterest, Inc.
+$3.5M
426,495
+12%
清仓
RKLB
Rocket Lab USA, Inc.
-$3.0M
0
-100%
增持
—
DraftKings Inc.
+$2.9M
214,490
+12%
减持
PANW
Palo Alto Networks, Inc.
+$2.3M
409,408
-14%
清仓
—
Semrush Holdings, Inc.
-$2.3M
0
-100%
减持
QCOM
QUALCOMM Incorporated
-$2.0M
105,137
-14%
减持
—
Zillow Group, Inc. Class C
-$1.9M
824,544
-5%
建仓
DE
Deere & Company
+$1.6M
3,210
减持
—
ASML Holding N.V.
+$1.6M
13,472
-3%
减持
HUBS
HubSpot, Inc.
-$1.5M
39,910
-4%
减持
—
Salesforce, Inc.
-$1.5M
17,400
-25%
减持
CDNS
Cadence Design Systems, Inc.
+$1.4M
40,060
-7%
减持
—
Broadridge Financial Solutions
-$1.4M
23,045
-20%
减持
—
JPMorgan Chase & Co.
+$1.3M
29,538
-1%
清仓
BDX
Becton, Dickinson and Company
-$1.1M
0
-100%
减持
—
Dell Technologies Inc.
-$792.7K
111,620
-30%
建仓
—
Quest Diagnostics Incorporated
+$727.5K
4,050
清仓
—
Constellation Brands, Inc.
-$717.6K
0
-100%
减持
ABNB
Airbnb, Inc.
-$537.4K
263,569
-11%
增持
—
Waste Management, Inc.
+$484.0K
9,430
+30%
增持
—
BlackRock, Inc.
+$473.8K
4,288
+1%
减持
RGEN
Repligen Corporation
-$446.0K
86,015
-2%
减持
BE
Bloom Energy Corp
+$392.5K
118,200
-5%
增持
—
Costco Wholesale Corporation
+$392.1K
8,130
+0%
减持
PGR
The Progressive Corporation
-$371.2K
17,900
-2%
增持
CTAS
Cintas Corporation
+$360.9K
19,985
+0%
建仓
CAVA
Cava Group Inc
+$334.8K
3,975
建仓
—
Oddity Tech Ltd
+$283.0K
3,750
减持
—
SPDR S&P 500 ETF Trust
+$247.4K
4,705
-1%
增持
—
Blackstone Inc.
+$235.8K
16,505
+3%
增持
AMGN
Amgen Inc.
-$228.3K
9,854
+3%
建仓
—
Palomar Holdings, Inc.
+$223.7K
1,450
建仓
—
Mirion Technologies, Inc.
+$219.6K
10,200
建仓
—
D. R. Horton, Inc.
+$201.8K
1,565
增持
DIS
The Walt Disney Company
+$194.4K
5,808
+9%
增持
—
Visa Inc.
+$194.1K
20,518
+1%
增持
—
Cisco Systems, Inc.
+$161.8K
15,545
+5%
增持
PAYX
Paychex, Inc.
-$149.1K
22,590
+1%
增持
ECL
Ecolab Inc.
+$138.8K
5,690
+3%
减持
—
Nextera Energy, Inc.
-$136.6K
19,888
-7%
增持
ABT
Abbott Laboratories
+$96.5K
21,009
+1%
增持
JNJ
Johnson & Johnson
-$82.5K
10,739
+3%
增持
SBUX
Starbucks Corporation
-$56.7K
11,212
+1%
增持
HD
The Home Depot, Inc.
+$43.8K
11,032
+1%
增持
TSCO
Tractor Supply Company
-$33.9K
18,705
+1%
增持
PCAR
PACCAR Inc
+$24.3K
23,645
+4%
增持
—
Zoetis Inc.
-$18.9K
16,180
+5%
减持
DSI
iShares MSCI KLD 400 Social
+$14.4K
6,075
-10%
减持
—
Xometry, Inc.
+$9.8K
7,850
-23%
增持
—
Accenture plc
+$7.8K
2,133
+6%
