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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 95 项
建仓 4
增持 38
减持 47
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
—
Tesla, Inc.
+$77.6M
862,697
-10%
减持
—
Axon Enterprise, Inc.
-$59.0M
369,364
-6%
减持
—
The Trade Desk, Inc.
-$55.4M
2,055,616
-5%
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
+$48.9M
2,785,801
-7%
增持
—
Alphabet Inc. Class A
+$47.3M
197,564
+4695%
减持
—
MercadoLibre, Inc.
-$42.9M
106,242
-5%
增持
—
Alphabet Inc. Class C
+$42.1M
636,255
+0%
减持
—
Shopify Inc.
+$38.4M
2,051,940
-11%
增持
MPWR
Monolithic Power Systems, Inc.
+$37.7M
74,668
+76%
减持
—
Netflix, Inc.
-$36.1M
102,480
-14%
减持
ABNB
Airbnb, Inc.
-$34.7M
1,725
-99%
增持
—
Vertiv Holdings Co
+$33.7M
299,950
+233%
清仓
—
Clearwater Analytics Holdings,
-$30.0M
0
-100%
清仓
—
CyberArk Software Ltd.
-$27.1M
0
-100%
减持
—
ServiceNow, Inc.
-$25.1M
138,266
-7%
增持
AAPL
Apple Inc.
+$23.6M
476,051
+0%
减持
AMZN
Amazon.com, Inc.
-$23.6M
1,007,454
-10%
减持
—
Spotify Technology S.A.
-$20.6M
138,954
-9%
减持
TOST
Toast, Inc.
-$18.2M
2,117,310
-2%
减持
WING
Wingstop Inc.
-$17.5M
151,512
-8%
增持
—
Broadcom Inc.
+$17.0M
312,300
+0%
增持
SNOW
Snowflake Inc.
+$15.7M
368,207
+22%
减持
—
CrowdStrike Holdings, Inc.
-$14.4M
243,355
-7%
减持
—
Meta Platforms, Inc.
-$12.7M
387,598
-4%
增持
—
TransMedics Group, Inc.
+$12.7M
258,523
+113%
减持
MU
Micron Technology, Inc.
+$11.8M
293,650
-3%
减持
RKLB
Rocket Lab Corporation
+$11.3M
1,044,961
-3%
减持
—
Uber Technologies, Inc.
-$11.1M
1,323,995
-12%
减持
AMD
Advanced Micro Devices, Inc.
+$10.9M
590,029
-1%
清仓
RGEN
Repligen Corporation
-$10.7M
0
-100%
建仓
—
AppLovin Corporation, Class A
+$10.7M
14,862
减持
PANW
Palo Alto Networks, Inc.
-$10.2M
361,137
-12%
清仓
—
Adobe Inc.
-$9.6M
0
-100%
减持
—
Oracle Corporation
+$8.5M
157,485
-4%
增持
DXCM
DexCom, Inc.
-$8.3M
685,433
+10%
增持
ARM
Arm Holdings Plc
-$6.5M
499,772
+5%
减持
BE
Bloom Energy Corporation
+$6.0M
104,750
-11%
增持
—
On Holding AG
-$5.8M
641,169
+1%
增持
—
Mirion Technologies, Inc.
+$5.2M
231,500
+2170%
减持
NTRA
Natera, Inc.
-$5.1M
394,565
-3%
增持
APH
Amphenol Corporation
+$4.6M
177,435
+1%
减持
—
Credo Technology Group Holding
+$4.2M
88,100
-5%
减持
MSFT
Microsoft Corporation
+$4.2M
314,879
-1%
减持
HUBS
HubSpot, Inc.
-$4.1M
38,715
-3%
建仓
—
Makemytrip Limited
+$3.9M
41,560
增持
—
Visa Inc.
+$3.3M
30,868
+50%
减持
—
Zillow Group, Inc. Class C
+$3.2M
791,746
-4%
减持
—
Quanta Services, Inc.
+$3.2M
109,405
-2%
减持
—
Pinterest, Inc.
-$2.8M
386,870
-9%
增持
INTU
Intuit Inc.
-$2.7M
25,726
+0%
减持
—
Nebius Group N.V.
+$2.3M
51,925
-18%
减持
—
ASML Holding N.V.
+$2.2M
13,447
-0%
增持
—
AppFolio, Inc.
+$2.0M
23,800
+19%
增持
—
NXP Semiconductors N.V.
+$1.8M
18,400
+69%
减持
—
Booking Holdings Inc.
-$1.6M
2,980
-2%
减持
—
DraftKings Inc.
-$1.5M
205,590
-4%
减持
—
Exact Sciences Corporation
-$1.2M
966,271
-5%
减持
—
Datadog, Inc.
+$1.2M
206,265
-2%
增持
—
Quest Diagnostics Incorporated
+$1.0M
9,235
+128%
增持
—
Samsara Inc.
-$805.0K
998,029
+5%
增持
QCOM
QUALCOMM Incorporated
+$778.1K
105,327
+0%
减持
—
Nextera Energy, Inc.
-$729.3K
8,628
-57%
减持
—
e.l.f. Beauty, Inc.
-$702.7K
466,968
-7%
清仓
—
Accenture plc
-$637.5K
0
-100%
减持
—
JPMorgan Chase & Co.
+$615.0K
29,098
-1%
减持
—
Symbotic Inc.
+$586.6K
113,050
-20%
建仓
—
Planet Labs PBC
+$571.1K
44,000
增持
—
Costco Wholesale Corporation
-$513.3K
8,140
+0%
增持
—
BlackRock, Inc.
+$503.6K
4,291
+0%
增持
HD
The Home Depot, Inc.
+$447.6K
11,087
+0%
减持
PAYX
Paychex, Inc.
-$431.9K
22,515
-0%
增持
—
Ares Management Corporation
-$384.2K
159,898
+7%
减持
PGR
The Progressive Corporation
-$370.0K
17,845
-0%
增持
PCAR
PACCAR Inc
+$364.3K
26,566
+12%
增持
JNJ
Johnson & Johnson
+$358.3K
10,779
+0%
增持
CTAS
Cintas Corporation
-$344.8K
20,020
+0%
减持
—
Blackstone Inc.
+$328.9K
16,375
-1%
增持
—
SPDR S&P 500 ETF Trust
+$313.5K
4,835
+3%
建仓
—
LGI HOMES, INC.
+$281.8K
5,450
清仓
—
Palomar Holdings, Inc.
-$223.7K
0
-100%
减持
SBUX
Starbucks Corporation
-$169.3K
10,142
-10%
减持
—
Rivian Automotive, Inc.
-$154.5K
203,305
-11%
减持
—
Xometry, Inc.
+$143.3K
7,500
-4%
增持
—
Zoetis Inc.
-$117.8K
16,440
+2%
增持
DE
Deere & Company
+$107.6K
3,805
+19%
增持
—
Broadridge Financial Solutions
-$96.5K
23,110
+0%
增持
—
Waste Management, Inc.
+$88.1K
10,170
+8%
减持
TSCO
Tractor Supply Company
+$64.5K
18,490
-1%
减持
VEEV
Veeva Systems Inc.
+$48.6K
198,275
-3%
增持
AMGN
Amgen Inc.
+$45.0K
9,909
+1%
增持
CAVA
Cava Group Inc
-$44.8K
4,800
+21%
增持
ECL
Ecolab Inc.
+$44.3K
5,760
+1%
增持
ABT
Abbott Laboratories
-$28.1K
21,124
+1%
增持
DIS
The Walt Disney Company
-$12.3K
6,183
+6%
增持
—
Cisco Systems, Inc.
-$8.1K
15,645
+1%
