ZEVENBERGEN CAPITAL INVESTMENTS LLC Q3 2017 Filing

Filed November 9, 2017

Portfolio Value

$2.3B

Holdings

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (79 positions)

#	Stock	Shares	Value	% Portfolio
1	NFLXNetflix, Inc.	847,047	$153.6M	6.67%
2	AMZNAmazon.com, Inc.	154,492	$148.5M	6.45%
3	METAFacebook, Inc.	768,834	$131.4M	5.70%
4	XPOXPO Logistics, Inc.	1,846,891	$125.2M	5.43%
5	TSLATesla, Inc.	363,163	$123.9M	5.38%
6	SHOPShopify Inc.	885,840	$103.2M	4.48%
7	MLB1MercadoLibre, Inc.	395,244	$102.3M	4.44%
8	EXASExact Sciences Corporation	2,115,925	$99.7M	4.33%
9	CELGCelgene Corporation	600,086	$87.5M	3.80%
10	SCHWCharles Schwab Corporation	1,940,026	$84.9M	3.68%
11	ZZillow Group, Inc. Class C	1,982,225	$79.7M	3.46%
12	NVDANVIDIA Corporation	391,565	$70.0M	3.04%
13	MPWRMonolithic Power Systems, Inc.	626,170	$66.7M	2.90%
14	REGNRegeneron Pharmaceuticals, Inc	142,685	$63.8M	2.77%
15	NVROEURNevro Corp.	618,735	$56.2M	2.44%
16	NOWServiceNow, Inc.	469,975	$55.2M	2.40%
17	—2U, Inc.	982,015	$55.0M	2.39%
18	PFPTProofpoint, Inc.	597,545	$52.1M	2.26%
19	FRCBFirst Republic Bank	466,029	$48.7M	2.11%
20	BABAAlibaba Group Holding Limited	280,697	$48.5M	2.10%
21	—Bank of the Ozarks, Inc.	1,003,105	$48.2M	2.09%
22	TDOCTeladoc, Inc.	1,316,460	$43.6M	1.89%
23	ADBEAdobe Systems Incorporated	267,785	$39.9M	1.73%
24	LULUlululemon athletica inc.	603,200	$37.5M	1.63%
25	GOOGLAlphabet Inc. Class A	35,408	$34.5M	1.50%
26	IPHIInphi Corporation	809,140	$32.1M	1.39%
27	—Portola Pharmaceuticals, Inc.	577,565	$31.2M	1.35%
28	WWayfair Inc.	461,190	$31.1M	1.35%
29	—Medidata Solutions, Inc.	388,519	$30.3M	1.32%
30	SHAKShake Shack Inc.	892,975	$29.7M	1.29%
31	ULTAUlta Beauty, Inc.	129,555	$29.3M	1.27%
32	TWLOTwilio Inc.	842,735	$25.2M	1.09%
33	BMRNBioMarin Pharmaceutical Inc.	267,345	$24.9M	1.08%
34	—BEST Inc.	1,917,975	$23.0M	1.00%
35	BKNGPriceline Group Inc.	8,666	$15.9M	0.69%
36	PYPLPayPal Holdings, Inc.	193,728	$12.4M	0.54%
37	VVisa Inc.	86,405	$9.1M	0.39%
38	ATVIEURActivision Blizzard, Inc.	92,665	$6.0M	0.26%
39	TTDThe Trade Desk, Inc.	50,135	$3.1M	0.13%
40	AAPLApple Inc.	19,787	$3.0M	0.13%
41	JDJD.com, Inc.	65,244	$2.5M	0.11%
42	XYZSquare, Inc.	63,500	$1.8M	0.08%
43	STZConstellation Brands, Inc.	8,794	$1.8M	0.08%
44	BDXBecton, Dickinson and Company	8,870	$1.7M	0.08%
45	MSFTMicrosoft Corporation	21,650	$1.6M	0.07%
46	INTUIntuit Inc.	11,084	$1.6M	0.07%
47	SNAPSnap Inc.	101,450	$1.5M	0.06%
48	JPMJPMorgan Chase & Co.	14,795	$1.4M	0.06%
49	HDThe Home Depot, Inc.	8,620	$1.4M	0.06%
50	ZTSZoetis Inc.	21,760	$1.4M	0.06%
51	SBUXStarbucks Corporation	24,969	$1.3M	0.06%
52	GOOGAlphabet Inc. Class C	1,395	$1.3M	0.06%
53	JNJJohnson & Johnson	9,155	$1.2M	0.05%
54	DESPDespegar.com, Corp.	34,950	$1.1M	0.05%
55	BLKCHFBlackRock, Inc.	2,304	$1.0M	0.04%
56	BABoeing Company	4,010	$1.0M	0.04%
57	ELThe Estee Lauder Companies Inc	8,280	$893K	0.04%
58	QCOMQUALCOMM Incorporated	17,180	$891K	0.04%
59	ZGZillow Group, Inc. Class A, Vo	21,405	$859K	0.04%
60	DISThe Walt Disney Company	8,505	$838K	0.04%
61	SPYSPDR Trust Series 1	2,927	$735K	0.03%
62	NWLNewell Brands Inc.	17,135	$731K	0.03%
63	IFFInternational Flavors & Fragra	4,930	$705K	0.03%
64	—CyrusOne Inc.	11,430	$674K	0.03%
65	PAYXPaychex, Inc.	10,900	$654K	0.03%
66	FDXFedEx Corporation	2,805	$633K	0.03%
67	RDFNRedfin Corporation	24,500	$615K	0.03%
68	CMCSAComcast Corporation	15,930	$613K	0.03%
69	COSTCostco Wholesale Corporation	3,510	$577K	0.03%
70	APHAmphenol Corporation	6,620	$560K	0.02%
71	PCARPACCAR Inc	7,734	$559K	0.02%
72	ECLEcolab Inc.	4,125	$531K	0.02%
73	AMGNAmgen Inc.	2,700	$503K	0.02%
74	CSHXCASHMERE VALLEY BANK	7,500	$423K	0.02%
75	CSLCarlisle Companies Incorporate	3,680	$369K	0.02%
76	SLBSchlumberger Limited	4,665	$325K	0.01%
77	WBAWalgreens Boots Alliance, Inc.	4,100	$317K	0.01%
78	ABBVAbbVie Inc.	3,262	$290K	0.01%
79	JWNUSDNordstrom, Inc.	4,350	$205K	0.01%