ZEVENBERGEN CAPITAL INVESTMENTS LLC Q1 2019 Filing

Filed May 14, 2019

Portfolio Value

$2.8B

Holdings

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (78 positions)

#	Stock	Shares	Value	% Portfolio
1	AMZNAmazon.com, Inc.	104,621	$186.3M	6.61%
2	NFLXNetflix, Inc.	490,076	$174.7M	6.20%
3	EXASExact Sciences Corporation	1,842,445	$159.6M	5.66%
4	SHOPShopify Inc.	747,275	$154.4M	5.48%
5	MLB1MercadoLibre, Inc.	289,927	$147.2M	5.22%
6	TTDThe Trade Desk, Inc.	719,150	$142.4M	5.05%
7	TSLATesla, Inc.	414,789	$116.1M	4.12%
8	PYPLPayPal Holdings, Inc.	1,072,670	$111.4M	3.95%
9	NVDANVIDIA Corporation	576,555	$103.5M	3.67%
10	METAFacebook, Inc.	599,779	$100.0M	3.55%
11	TDOCTeladoc Health Inc.	1,789,100	$99.5M	3.53%
12	OKTAOkta, Inc.	1,168,119	$96.6M	3.43%
13	NOWServiceNow, Inc.	368,638	$90.9M	3.22%
14	—2U, Inc.	1,239,300	$87.8M	3.12%
15	MPWRMonolithic Power Systems, Inc.	622,500	$84.3M	2.99%
16	ZZillow Group, Inc. Class C	2,336,094	$81.2M	2.88%
17	WWayfair Inc.	526,875	$78.2M	2.78%
18	BABAAlibaba Group Holding Limited	393,892	$71.9M	2.55%
19	ADBEAdobe Inc.	233,726	$62.3M	2.21%
20	PCTYPaylocity Holding Corporation	668,495	$59.6M	2.12%
21	LULUlululemon athletica inc.	314,890	$51.6M	1.83%
22	SHAKShake Shack Inc.	823,505	$48.7M	1.73%
23	TLRYEURTilray, Inc.	730,280	$47.8M	1.70%
24	—Medidata Solutions, Inc.	639,346	$46.8M	1.66%
25	SCHWThe Charles Schwab Corporation	1,089,525	$46.6M	1.65%
26	XYZSquare, Inc.	604,263	$45.3M	1.61%
27	CSGPCoStar Group, Inc.	92,376	$43.1M	1.53%
28	BMRNBioMarin Pharmaceutical Inc.	472,750	$42.0M	1.49%
29	—Pluralsight, Inc.	1,288,745	$40.9M	1.45%
30	CHGGChegg, Inc.	949,910	$36.2M	1.29%
31	NEWREURNew Relic, Inc.	288,920	$28.5M	1.01%
32	INGNInogen, Inc.	288,503	$27.5M	0.98%
33	LYFTLyft, Inc.	229,715	$18.0M	0.64%
34	SPOTSpotify Technology S.A.	69,515	$9.6M	0.34%
35	VVisa Inc.	52,857	$8.3M	0.29%
36	TEAMAtlassian Corporation Plc	72,380	$8.1M	0.29%
37	GOOGLAlphabet Inc. Class A	6,685	$7.9M	0.28%
38	MSFTMicrosoft Corporation	49,062	$5.8M	0.21%
39	AXONAxon Enterprise, Inc.	74,390	$4.0M	0.14%
40	AAPLApple Inc.	16,840	$3.2M	0.11%
41	ETSYEtsy, Inc.	41,500	$2.8M	0.10%
42	TCEHYTencent Holdings Limited	58,400	$2.7M	0.10%
43	STZConstellation Brands, Inc.	13,515	$2.4M	0.08%
44	BDXBecton, Dickinson and Company	9,330	$2.3M	0.08%
45	ESTCElastic N.V.	28,425	$2.3M	0.08%
46	ZTSZoetis Inc.	21,680	$2.2M	0.08%
47	INTUIntuit Inc.	8,104	$2.1M	0.08%
48	JPMJPMorgan Chase & Co.	18,445	$1.9M	0.07%
49	HDThe Home Depot, Inc.	8,275	$1.6M	0.06%
50	BKNGBooking Holdings Inc.	870	$1.5M	0.05%
51	JNJJohnson & Johnson	8,525	$1.2M	0.04%
52	ELThe Estee Lauder Companies Inc	7,190	$1.2M	0.04%
53	SBUXStarbucks Corporation	14,055	$1.0M	0.04%
54	BAThe Boeing Company	2,656	$1.0M	0.04%
55	BLKCHFBlackRock, Inc.	2,106	$900K	0.03%
56	PGRThe Progressive Corporation	11,465	$827K	0.03%
57	PAYXPaychex, Inc.	9,950	$798K	0.03%
58	ABTAbbott Laboratories	9,642	$771K	0.03%
59	DISThe Walt Disney Company	6,895	$766K	0.03%
60	COSTCostco Wholesale Corporation	3,080	$746K	0.03%
61	GOOGAlphabet Inc. Class C	623	$731K	0.03%
62	ECLEcolab Inc.	3,960	$699K	0.02%
63	SPYSPDR S&P 500 ETF Trust	2,249	$635K	0.02%
64	IFFInternational Flavors & Fragra	4,635	$597K	0.02%
65	FDXFedEx Corporation	3,275	$594K	0.02%
66	APHAmphenol Corporation	6,160	$582K	0.02%
67	—CyrusOne Inc.	10,790	$566K	0.02%
68	PCARPACCAR Inc	8,245	$562K	0.02%
69	DSIiShares MSCI KLD 400 Social	5,278	$557K	0.02%
70	AMGNAmgen Inc.	2,669	$507K	0.02%
71	ZGZillow Group, Inc. Class A, Vo	13,515	$462K	0.02%
72	TSNTyson Foods, Inc. Class A	6,610	$459K	0.02%
73	NIONio Inc.	87,968	$449K	0.02%
74	CTSHCognizant Technology Solutions	5,700	$413K	0.01%
75	CMCSAComcast Corporation Class A	9,940	$397K	0.01%
76	IQIQIYI, Inc.	12,601	$301K	0.01%
77	ABBVAbbVie Inc.	2,712	$219K	0.01%
78	—Huami Corporation	13,775	$180K	0.01%