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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 104 项
建仓 10
增持 39
减持 50
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
—
Shopify Inc.
-$114.3M
1,309,176
-22%
减持
—
Tesla, Inc.
-$112.5M
537,194
-23%
减持
—
NVIDIA Corporation
-$94.8M
1,976,199
-16%
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.
-$90.6M
225,013
-32%
减持
—
Axon Enterprise, Inc.
-$69.9M
288,211
-15%
建仓
SWTSX
Schwab Cap Tr
+$66.5M
4,229,104
减持
AMZN
Amazon.com, Inc.
-$63.2M
633,290
-25%
减持
—
MercadoLibre, Inc.
-$60.5M
71,626
-22%
减持
—
ServiceNow, Inc.
-$56.4M
356,014
-42%
减持
—
The Trade Desk, Inc.
-$45.9M
20,235
-98%
减持
PANW
Palo Alto Networks, Inc.
-$38.1M
94,930
-67%
减持
—
CrowdStrike Holdings, Inc.
-$37.8M
147,088
-28%
减持
—
Zillow Group, Inc. Class C
-$36.7M
130,374
-79%
增持
MSFT
Microsoft Corporation
-$35.6M
314,420
+0%
清仓
—
Exact Sciences Corporation
-$30.8M
0
-100%
减持
SNOW
Snowflake Inc.
-$30.2M
433,142
-1%
减持
—
Alphabet Inc. Class C
-$30.2M
546,481
-8%
建仓
—
Cashmere Valley Bank
+$27.7M
370,059
减持
—
Uber Technologies, Inc.
-$23.8M
781,151
-20%
建仓
TSM
Taiwan Semiconductor Mfg Ltd
+$22.8M
67,550
减持
NTRA
Natera, Inc.
-$21.8M
261,479
-19%
减持
—
Vertiv Holdings Co
+$19.0M
299,962
-13%
减持
TOST
Toast, Inc.
-$18.8M
1,774,581
-4%
增持
—
AppLovin Corporation, Class A
-$18.8M
85,199
+9%
减持
—
Ares Management Corporation
-$17.9M
2,193
-98%
减持
—
Spotify Technology S.A.
-$17.7M
77,421
-19%
减持
—
Oracle Corporation
-$16.8M
95,020
-40%
建仓
—
nLIGHT, Inc.
+$16.3M
285,560
增持
MPWR
Monolithic Power Systems, Inc.
+$15.8M
81,911
+1%
减持
WING
Wingstop Inc.
-$15.3M
99,865
-23%
减持
—
Netflix, Inc.
-$14.0M
608,320
-21%
减持
—
Alphabet Inc. Class A
-$13.5M
226,780
-10%
减持
VEEV
Veeva Systems Inc.
-$12.9M
116,712
-22%
建仓
—
SharkNinja, Inc.
+$12.6M
118,710
减持
—
Quanta Services, Inc.
+$11.6M
100,176
-3%
减持
MU
Micron Technology, Inc.
-$11.3M
191,950
-28%
增持
KRMN
Karman Holdings Inc.
+$10.7M
626,384
+16%
减持
RKLB
Rocket Lab Corporation
-$10.3M
1,024,998
-6%
增持
—
Credo Technology Group Holding
+$9.7M
402,961
+106%
清仓
—
Pinterest, Inc.
-$9.6M
0
-100%
减持
AAPL
Apple Inc.
-$9.1M
501,815
-0%
增持
AMAT
Applied Materials, Inc.
+$8.9M
78,800
+13%
减持
—
On Holding AG
-$8.7M
403,109
-16%
增持
—
NXP Semiconductors N.V.
+$8.7M
73,100
+177%
减持
—
Booking Holdings Inc.
-$8.1M
1,132
-53%
减持
—
Samsara Inc.
-$7.7M
724,043
-16%
建仓
—
Seagate Technology Holdings PL
+$7.2M
18,500
减持
—
Datadog, Inc.
-$6.8M
163,995
-15%
减持
INTU
Intuit Inc.
-$6.1M
25,446
-1%
增持
—
TransMedics Group, Inc.
-$5.6M
286,521
+2%
增持
CDNS
Cadence Design Systems, Inc.
+$5.5M
65,000
+62%
减持
QCOM
QUALCOMM Incorporated
-$5.3M
125,512
-0%
增持
—
Visa Inc.
+$4.9M
66,308
+54%
减持
—
Broadridge Financial Solutions
-$4.8M
2,145
-91%
清仓
—
Salesforce, Inc.
-$4.6M
0
-100%
增持
—
MongoDB, Inc.
-$4.5M
33,200
+11%
减持
—
DraftKings Inc.
-$4.0M
116,540
-39%
增持
AMD
Advanced Micro Devices, Inc.
-$4.0M
559,718
+2%
建仓
—
Amprius Technologies, Inc.
+$4.0M
236,875
减持
—
Makemytrip Limited
-$3.9M
36,685
-42%
增持
CAI
Caris Life Sciences, Inc.
-$3.7M
610,233
+12%
减持
—
Arcutis Biotherapeutics, Inc.
-$3.7M
357,490
-14%
建仓
—
Coherent Corp.
+$3.5M
14,800
减持
—
Dell Technologies Inc.
+$3.0M
103,790
-7%
增持
—
Insulet Corporation
-$2.9M
139,407
+23%
减持
—
Symbotic Inc.
-$2.8M
47,450
-47%
增持
ARM
Arm Holdings Plc
+$2.6M
57,100
+3%
清仓
PAYX
Paychex, Inc.
-$2.4M
0
-100%
增持
—
Kraken Robotics Inc
+$2.1M
410,125
+601%
减持
—
Rivian Automotive, Inc.
-$1.9M
103,880
-41%
减持
BE
Bloom Energy Corporation
-$1.8M
35,075
-53%
建仓
VMC
Vulcan Materials Company
+$1.7M
6,315
减持
—
Reddit, Inc. Class A
-$1.6M
15,300
-5%
建仓
RBRK
Rubrik, Inc.
+$1.5M
30,875
增持
—
ServiceTitan, Inc. Class A
-$1.4M
45,800
+14%
增持
—
Costco Wholesale Corporation
+$1.2M
8,248
+1%
减持
—
Nebius Group N.V.
-$1.1M
23,650
-44%
增持
ANET
Arista Networks Inc
-$980.9K
253,900
+3%
增持
—
Mirion Technologies, Inc.
+$883.1K
326,300
+47%
增持
—
JPMorgan Chase & Co.
-$734.6K
28,993
+1%
增持
DE
Deere & Company
+$710.7K
4,390
+16%
减持
—
Blackstone Inc.
-$677.9K
15,800
-2%
减持
—
State Street Spdr S&P 500 ETF
-$633.9K
3,145
-20%
减持
PGR
The Progressive Corporation
-$543.8K
17,595
-1%
增持
—
AppFolio, Inc.
+$507.4K
38,300
+61%
增持
JNJ
Johnson & Johnson
+$459.9K
11,164
+2%
增持
—
BlackRock, Inc.
-$457.9K
4,639
+1%
增持
ABT
Abbott Laboratories
-$440.6K
21,779
+2%
增持
—
Nextera Energy, Inc.
+$436.1K
12,568
+38%
清仓
—
Beta Bionics Inc
-$406.8K
0
-100%
增持
—
Quest Diagnostics Incorporated
+$362.3K
11,075
+6%
减持
—
Zoetis Inc.
-$361.9K
12,420
-15%
增持
CTAS
Cintas Corporation
-$349.0K
21,120
+1%
增持
AMGN
Amgen Inc.
+$258.5K
9,999
+0%
增持
PCAR
PACCAR Inc
+$220.4K
29,031
+1%
增持
—
Waste Management, Inc.
+$172.9K
11,155
+3%
增持
HD
The Home Depot, Inc.
-$117.8K
11,137
+1%
增持
DIS
The Walt Disney Company
-$108.7K
6,513
+1%
增持
SBUX
Starbucks Corporation
+$86.9K
10,512
+4%
增持
TSCO
Tractor Supply Company
-$80.2K
18,245
+1%
减持
—
Planet Labs PBC
-$77.6K
13,100
-42%
增持
ECL
Ecolab Inc.
+$63.8K
6,230
+3%
增持
—
Xometry, Inc.
-$42.4K
7,700
+28%
增持
—
Cisco Systems, Inc.
+$17.3K
16,415
+1%
