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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 98 项
建仓 8
增持 35
减持 49
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
—
NVIDIA Corporation
-$80.3M
2,356,246
-15%
减持
—
Axon Enterprise, Inc.
-$72.7M
338,666
-8%
减持
—
Tesla, Inc.
-$71.5M
694,114
-20%
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
—
Meta Platforms, Inc.
-$65.3M
332,284
-14%
减持
ARM
Arm Holdings Plc
-$64.6M
55,690
-89%
减持
—
MercadoLibre, Inc.
-$63.9M
91,540
-14%
清仓
—
e.l.f. Beauty, Inc.
-$61.9M
0
-100%
减持
—
The Trade Desk, Inc.
-$54.4M
1,220,465
-41%
增持
—
Netflix, Inc.
-$50.4M
773,275
+655%
减持
—
Uber Technologies, Inc.
-$49.7M
979,377
-26%
清仓
DXCM
DexCom, Inc.
-$46.1M
0
-100%
增持
—
AppLovin Corporation, Class A
+$42.0M
78,160
+426%
减持
—
Spotify Technology S.A.
-$41.8M
95,052
-32%
建仓
KRMN
Karman Holdings Inc.
+$39.5M
539,600
减持
—
Shopify Inc.
-$35.4M
1,674,737
-18%
增持
—
ServiceNow, Inc.
-$33.7M
610,885
+342%
建仓
—
Insulet Corporation
+$32.1M
113,083
减持
—
Alphabet Inc. Class C
+$32.0M
595,660
-6%
增持
—
Alphabet Inc. Class A
+$30.7M
251,637
+27%
减持
MU
Micron Technology, Inc.
+$27.0M
266,850
-9%
减持
AMZN
Amazon.com, Inc.
-$26.1M
845,418
-16%
增持
RKLB
Rocket Lab Corporation
+$26.0M
1,090,798
+4%
减持
VEEV
Veeva Systems Inc.
-$25.7M
149,654
-25%
减持
—
CrowdStrike Holdings, Inc.
-$24.1M
203,113
-17%
减持
AMD
Advanced Micro Devices, Inc.
+$22.4M
550,483
-7%
减持
—
Exact Sciences Corporation
-$22.1M
302,777
-69%
减持
PANW
Palo Alto Networks, Inc.
-$20.3M
289,228
-20%
减持
—
Zillow Group, Inc. Class C
-$18.9M
617,563
-22%
清仓
HUBS
HubSpot, Inc.
-$18.1M
0
-100%
增持
—
Credo Technology Group Holding
+$15.3M
195,247
+122%
增持
AAPL
Apple Inc.
+$15.2M
501,917
+5%
建仓
CAI
Caris Life Sciences, Inc.
+$14.7M
543,185
增持
—
Oracle Corporation
-$13.6M
157,705
+0%
增持
SNOW
Snowflake Inc.
+$12.5M
435,633
+18%
建仓
—
Arcutis Biotherapeutics, Inc.
+$12.1M
418,035
减持
TOST
Toast, Inc.
-$11.4M
1,854,996
-12%
减持
MSFT
Microsoft Corporation
-$11.1M
314,367
-0%
增持
—
Vertiv Holdings Co
+$10.9M
346,575
+16%
减持
NTRA
Natera, Inc.
+$10.6M
323,571
-18%
减持
—
Ares Management Corporation
-$7.4M
112,431
-30%
减持
WING
Wingstop Inc.
-$7.4M
129,055
-15%
减持
—
Samsara Inc.
-$6.6M
863,551
-13%
增持
—
Broadcom Inc.
+$5.1M
312,560
+0%
增持
—
TransMedics Group, Inc.
+$5.1M
280,178
+8%
增持
MPWR
Monolithic Power Systems, Inc.
+$5.0M
81,378
+9%
减持
—
On Holding AG
-$4.7M
482,648
-25%
增持
—
Visa Inc.
+$4.6M
43,163
+40%
建仓
—
ServiceTitan, Inc. Class A
+$4.3M
40,200
增持
QCOM
QUALCOMM Incorporated
+$4.0M
125,647
+19%
建仓
—
Reddit, Inc. Class A
+$3.7M
16,050
减持
—
Booking Holdings Inc.
-$3.2M
2,405
-19%
减持
—
Datadog, Inc.
-$3.2M
192,715
-7%
减持
—
Pinterest, Inc.
-$2.8M
370,905
-4%
减持
BE
Bloom Energy Corporation
-$2.3M
75,375
-28%
减持
—
Nebius Group N.V.
-$2.3M
42,250
-19%
增持
APH
Amphenol Corporation
+$2.1M
177,935
+0%
减持
—
Quanta Services, Inc.
-$1.9M
102,908
-6%
增持
—
Dell Technologies Inc.
-$1.7M
111,870
+0%
增持
—
NXP Semiconductors N.V.
+$1.5M
26,400
+43%
增持
—
Makemytrip Limited
+$1.3M
63,785
+53%
减持
—
DraftKings Inc.
-$1.1M
190,290
-7%
减持
—
ASML Holding N.V.
+$1.1M
13,222
-2%
减持
—
Symbotic Inc.
-$812.8K
88,750
-21%
减持
HD
The Home Depot, Inc.
-$711.7K
10,987
-1%
减持
—
Zoetis Inc.
-$575.4K
14,545
-12%
减持
—
SPDR S&P 500 ETF Trust
-$541.7K
3,929
-19%
增持
PCAR
PACCAR Inc
+$520.7K
28,606
+8%
减持
—
Rivian Automotive, Inc.
+$508.2K
177,205
-13%
增持
—
Costco Wholesale Corporation
-$496.0K
8,163
+0%
增持
INTU
Intuit Inc.
-$490.7K
25,781
+0%
减持
PAYX
Paychex, Inc.
-$478.8K
21,173
-6%
增持
AMGN
Amgen Inc.
+$463.4K
9,959
+1%
建仓
—
Beta Bionics Inc
+$406.8K
13,350
减持
PGR
The Progressive Corporation
-$375.0K
17,705
-1%
减持
—
Broadridge Financial Solutions
-$362.3K
23,040
-0%
减持
—
Blackstone Inc.
-$302.9K
16,185
-1%
清仓
CAVA
Cava Group Inc
-$290.0K
0
-100%
建仓
—
Kraken Robotics Inc
+$273.1K
58,500
增持
JNJ
Johnson & Johnson
+$270.4K
10,964
+2%
清仓
—
Oddity Tech Ltd
-$233.6K
0
-100%
清仓
ABNB
Airbnb, Inc.
-$209.4K
0
-100%
减持
—
Mirion Technologies, Inc.
-$201.8K
221,300
-4%
增持
CTAS
Cintas Corporation
-$188.0K
20,850
+4%
增持
—
Cisco Systems, Inc.
+$185.9K
16,310
+4%
增持
ABT
Abbott Laboratories
-$152.7K
21,364
+1%
减持
TSCO
Tractor Supply Company
-$144.8K
18,130
-2%
增持
—
Waste Management, Inc.
+$144.6K
10,880
+7%
减持
—
Planet Labs PBC
-$127.4K
22,500
-49%
减持
—
JPMorgan Chase & Co.
+$84.8K
28,748
-1%
增持
—
BlackRock, Inc.
-$83.5K
4,596
+7%
增持
—
Nextera Energy, Inc.
+$79.9K
9,108
+6%
减持
—
Xometry, Inc.
-$51.7K
6,000
-20%
增持
—
Quest Diagnostics Incorporated
+$48.2K
10,420
+13%
增持
DIS
The Walt Disney Company
+$28.5K
6,473
+5%
减持
DE
Deere & Company
+$22.3K
3,785
-1%
增持
—
LGI HOMES, INC.
-$17.6K
6,150
+13%
增持
ECL
Ecolab Inc.
+$16.1K
6,070
+5%
增持
SBUX
Starbucks Corporation
-$3.1K
10,152
+0%
