ZEVENBERGEN CAPITAL INVESTMENTS LLC Q2 2025 Filing
Filed July 7, 2025
Portfolio Value
$5.1B
Holdings
105
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (105 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA Corporation | 2,980,228 | $470.8B | 9186.24% | |
| 2 | AXONAxon Enterprise, Inc. | 391,441 | $324.1B | 6323.00% | |
| 3 | TSLATesla, Inc. | 963,573 | $306.1B | 5971.81% | |
| 4 | METAMeta Platforms, Inc. | 402,922 | $297.4B | 5802.14% | |
| 5 | MELIMercadoLibre, Inc. | 111,405 | $291.2B | 5680.77% | |
| 6 | SHOPShopify Inc. | 2,310,999 | $266.6B | 5200.87% | |
| 7 | AMZNAmazon.com, Inc. | 1,115,625 | $244.8B | 4775.22% | |
| 8 | NFLXNetflix, Inc. | 118,732 | $159.0B | 3102.05% | |
| 9 | MSFTMicrosoft Corporation | 319,428 | $158.9B | 3099.89% | |
| 10 | TTDThe Trade Desk, Inc. | 2,168,694 | $156.1B | 3045.99% | |
| 11 | NOWServiceNow, Inc. | 148,204 | $152.4B | 2972.66% | |
| 12 | UBERUber Technologies, Inc. | 1,508,937 | $140.8B | 2746.70% | |
| 13 | CRWDCrowdStrike Holdings, Inc. | 262,569 | $133.7B | 2609.06% | |
| 14 | SPOTSpotify Technology S.A. | 153,238 | $117.6B | 2294.10% | |
| 15 | —Alphabet Inc. Class C | 636,235 | $112.9B | 2201.94% | |
| 16 | AAPLApple Inc. | 475,911 | $97.6B | 1905.01% | |
| 17 | TOSTToast, Inc. | 2,156,167 | $95.5B | 1863.15% | |
| 18 | AVGOBroadcom Inc. | 312,100 | $86.0B | 1678.46% | |
| 19 | AMDAdvanced Micro Devices, Inc. | 595,989 | $84.6B | 1649.98% | |
| 20 | PANWPalo Alto Networks, Inc. | 409,408 | $83.8B | 1634.58% | |
| 21 | ARMArm Holdings Plc | 477,289 | $77.2B | 1506.11% | |
| 22 | NTRANatera, Inc. | 405,982 | $68.6B | 1338.13% | |
| 23 | SNOWSnowflake Inc. | 300,798 | $67.3B | 1313.22% | |
| 24 | ELFe.l.f. Beauty, Inc. | 502,786 | $62.6B | 1220.68% | |
| 25 | VEEVVeeva Systems Inc. | 204,943 | $59.0B | 1151.47% | |
| 26 | ZZillow Group, Inc. Class C | 824,544 | $57.8B | 1126.89% | |
| 27 | WINGWingstop Inc. | 165,246 | $55.6B | 1085.64% | |
| 28 | DC4DexCom, Inc. | 623,335 | $54.4B | 1061.56% | |
| 29 | EXASExact Sciences Corporation | 1,018,183 | $54.1B | 1055.62% | |
| 30 | —Quanta Services, Inc. | 111,354 | $42.1B | 821.38% | |
| 31 | 6RJ0Rocket Lab Corp | 1,082,356 | $38.7B | 755.35% | |
| 32 | IOTSamsara Inc. | 954,791 | $38.0B | 741.02% | |
| 33 | MUMicron Technology, Inc. | 303,150 | $37.4B | 728.96% | |
| 34 | ORCLOracle Corporation | 163,910 | $35.8B | 699.16% | |
| 35 | ABNBAirbnb, Inc. | 263,569 | $34.9B | 680.52% | |
| 36 | ONONOn Holding AG | 632,726 | $32.9B | 642.53% | |
| 37 | MPWRMonolithic Power Systems, Inc. | 42,428 | $31.0B | 605.42% | |
| 38 | CWANClearwater Analytics Holdings, | 1,366,580 | $30.0B | 584.70% | |
| 39 | DDOGDatadog, Inc. | 209,785 | $28.2B | 549.80% | |
| 40 | CYBRCyberArk Software Ltd. | 66,657 | $27.1B | 529.14% | |
| 41 | ARESAres Management Corporation | 149,829 | $26.0B | 506.29% | |
| 42 | ANETArista Networks Inc | 245,400 | $25.1B | 489.84% | |
| 43 | HUBSHubSpot, Inc. | 39,910 | $22.2B | 433.42% | |
| 44 | INTUIntuit Inc. | 25,706 | $20.2B | 395.02% | |
| 45 | BKNGBooking Holdings Inc. | 3,056 | $17.7B | 345.17% | |
| 46 | APHAmphenol Corporation | 175,790 | $17.4B | 338.68% | |
| 47 | QCOMQUALCOMM Incorporated | 105,137 | $16.7B | 326.68% | |
| 48 | TMDXTransMedics Group, Inc. | 121,528 | $16.3B | 317.74% | |
| 49 | PINSPinterest, Inc. | 426,495 | $15.3B | 298.39% | |
| 50 | DELLDell Technologies Inc. | 111,620 | $13.7B | 266.99% | |
| 51 | KLACKLA Corporation | 15,000 | $13.4B | 262.14% | |
| 52 | AMATApplied Materials, Inc. | 70,000 | $12.8B | 250.02% | |
| 53 | CDNSCadence Design Systems, Inc. | 40,060 | $12.3B | 240.84% | |
| 54 | VRTVertiv Holdings Co | 90,000 | $11.6B | 225.48% | |
| 55 | ASMLASML Holding N.V. | 13,472 | $10.8B | 210.64% | |
| 56 | RGENRepligen Corporation | 86,015 | $10.7B | 208.73% | |
| 57 | —Adobe Inc. | 24,900 | $9.6B | 187.95% | |
| 58 | DKNGDraftKings Inc. | 214,490 | $9.2B | 179.48% | |
| 59 | CRDOCredo Technology Group Holding | 93,100 | $8.6B | 168.18% | |
| 60 | —JPMorgan Chase & Co. | 29,538 | $8.6B | 167.07% | |
| 61 | COSTCostco Wholesale Corporation | 8,130 | $8.0B | 157.02% | |
| 62 | VVisa Inc. | 20,518 | $7.3B | 142.13% | |
| 63 | SRADSportradar Group Ag | 228,600 | $6.4B | 125.24% | |
| 64 | MDBMongoDB, Inc. | 30,000 | $6.3B | 122.91% | |
| 65 | BRBroadridge Financial Solutions | 23,045 | $5.6B | 109.27% | |
| 66 | SYMSymbotic Inc. | 141,746 | $5.5B | 107.44% | |
| 67 | PGRThe Progressive Corporation | 17,900 | $4.8B | 93.20% | |
| 68 | CRMSalesforce, Inc. | 17,400 | $4.7B | 92.57% | |
| 69 | APPFAppFolio, Inc. | 20,000 | $4.6B | 89.86% | |
| 70 | BLKBlackRock, Inc. | 4,288 | $4.5B | 87.78% | |
| 71 | CITCintas Corporation | 19,985 | $4.5B | 86.90% | |
| 72 | HDThe Home Depot, Inc. | 11,032 | $4.0B | 78.91% | |
| 73 | NBISNebius Group N.V. | 63,050 | $3.5B | 68.06% | |
| 74 | PAYXPaychex, Inc. | 22,590 | $3.3B | 64.11% | |
| 75 | RIVNRivian Automotive, Inc. | 228,455 | $3.1B | 61.24% | |
| 76 | SPYSPDR S&P 500 ETF Trust | 4,705 | $2.9B | 56.72% | |
| 77 | ABTAbbott Laboratories | 21,009 | $2.9B | 55.75% | |
| 78 | BEBloom Energy Corp | 118,200 | $2.8B | 55.16% | |
| 79 | AMGNAmgen Inc. | 9,854 | $2.8B | 53.68% | |
| 80 | ZTSZoetis Inc. | 16,180 | $2.5B | 49.23% | |
| 81 | BXBlackstone Inc. | 16,505 | $2.5B | 48.17% | |
| 82 | NXPINXP Semiconductors N.V. | 10,900 | $2.4B | 46.46% | |
| 83 | PCARPACCAR Inc | 23,645 | $2.2B | 43.85% | |
| 84 | —Waste Management, Inc. | 9,430 | $2.2B | 42.10% | |
| 85 | JNJJohnson & Johnson | 10,739 | $1.6B | 32.00% | |
| 86 | DEDeere & Company | 3,210 | $1.6B | 31.85% | |
| 87 | ECLEcolab Inc. | 5,690 | $1.5B | 29.91% | |
| 88 | NEENextera Energy, Inc. | 19,888 | $1.4B | 26.94% | |
| 89 | —Cisco Systems, Inc. | 15,545 | $1.1B | 21.04% | |
| 90 | SBUXStarbucks Corporation | 11,212 | $1.0B | 20.04% | |
| 91 | TSCOTractor Supply Company | 18,705 | $987.1M | 19.26% | |
| 92 | DGXQuest Diagnostics Incorporated | 4,050 | $727.5M | 14.19% | |
| 93 | —Alphabet Inc. Class A | 4,120 | $726.1M | 14.17% | |
| 94 | DISThe Walt Disney Company | 5,808 | $720.3M | 14.05% | |
| 95 | DSIiShares MSCI KLD 400 Social | 6,075 | $705.7M | 13.77% | |
| 96 | ACNAccenture plc | 2,133 | $637.5M | 12.44% | |
| 97 | AXPAmerican Express Company | 1,700 | $542.3M | 10.58% | |
| 98 | ABBVAbbVie Inc. | 1,923 | $356.9M | 6.96% | |
| 99 | CAVACava Group Inc | 3,975 | $334.8M | 6.53% | |
| 100 | —Spdr Dow Jones Industrial Avrg | 650 | $286.4M | 5.59% |
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