ZEVENBERGEN CAPITAL INVESTMENTS LLC Q3 2023 Filing
Filed November 1, 2023
Portfolio Value
$3.9T
Holdings
101
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (101 positions)
| Stock | Value |
|---|---|
TSLATesla, Inc. | $302.2M |
NVDANVIDIA Corporation | $285.1M |
AMZNAmazon.com, Inc. | $221.2M |
TTDThe Trade Desk, Inc. | $208.4M |
MELIMercadoLibre, Inc. | $188.9M |
SHOPShopify Inc. | $152.2M |
UBERUber Technologies, Inc. | $133.1M |
METAMeta Platforms, Inc. | $132.0M |
—Alphabet Inc. Class C | $112.7M |
MSFTMicrosoft Corporation | $111.5M |
AMDAdvanced Micro Devices, Inc. | $108.2M |
SNOWSnowflake Inc. | $104.8M |
AXONAxon Enterprise, Inc. | $102.1M |
NOWServiceNow, Inc. | $96.2M |
AAPLApple Inc. | $94.3M |
ABNBAirbnb, Inc. | $85.6M |
PANWPalo Alto Networks, Inc. | $85.5M |
BILLBill Holdings, Inc. | $83.4M |
EXASExact Sciences Corporation | $76.1M |
NFLXNetflix, Inc. | $71.3M |
GLBEGlobal-E Online Ltd. | $66.3M |
DVDoubleVerify Holdings, Inc. | $58.9M |
ZZillow Group, Inc. Class C | $58.2M |
VEEVVeeva Systems Inc. | $53.0M |
CRWDCrowdStrike Holdings, Inc. | $47.7M |
ASMLASML Holding N.V. | $45.5M |
CDNSCadence Design Systems, Inc. | $43.8M |
—Seagen Inc. | $42.2M |
ENPHEnphase Energy, Inc. | $40.4M |
FSLRFirst Solar, Inc. | $39.7M |
ONON Semiconductor Corporation | $39.2M |
MDBMongoDB, Inc. | $38.3M |
PCTYPaylocity Holding Corporation | $36.5M |
WINGWingstop Inc. | $35.2M |
—Adobe Inc. | $33.1M |
MPWRMonolithic Power Systems, Inc. | $23.8M |
ONONOn Holding AG | $22.6M |
ORCLOracle Corporation | $22.1M |
ELFe.l.f. Beauty, Inc. | $21.9M |
RGENRepligen Corporation | $20.5M |
—Shoals Technologies Group, Inc | $19.2M |
NTRANatera, Inc. | $19.2M |
VVisa Inc. | $19.0M |
NXPINXP Semiconductors N.V. | $18.2M |
MUMicron Technology, Inc. | $17.0M |
DLODLocal Limited | $15.1M |
BKNGBooking Holdings Inc. | $14.8M |
FTNTFortinet, Inc. | $14.7M |
—Sprout Social, Inc. | $14.6M |
DDOGDatadog, Inc. | $14.3M |
APHAmphenol Corporation | $14.0M |
CDWCDW Corporation | $13.7M |
INTUIntuit Inc. | $12.4M |
CRMSalesforce, Inc. | $11.8M |
TOSTToast, Inc. | $10.5M |
AMATApplied Materials, Inc. | $10.5M |
ANETEURArista Networks, Inc. | $10.1M |
MAMastercard Incorporated | $9.9M |
—Cisco Systems, Inc. | $9.7M |
KLACKLA Corporation | $9.2M |
ZSZscaler, Inc. | $7.8M |
COSTCostco Wholesale Corporation | $4.9M |
BRBroadridge Financial Solutions | $4.8M |
SESea Limited | $4.5M |
RIVNRivian Automotive, Inc. | $4.3M |
HUBSHubSpot, Inc. | $4.2M |
—JPMorgan Chase & Co. | $4.2M |
DBRGDigitalBridge Group, Inc. | $3.7M |
HDThe Home Depot, Inc. | $3.4M |
BLKBlackRock, Inc. | $3.2M |
PGRThe Progressive Corporation | $2.8M |
ZTSZoetis Inc. | $2.8M |
QCOMQUALCOMM Incorporated | $2.7M |
PAYXPaychex, Inc. | $2.7M |
SPYSPDR S&P 500 ETF Trust | $2.6M |
CITCintas Corporation | $2.5M |
XMTRXometry, Inc. | $2.4M |
ASPNAspen Aerogels, Inc. | $2.4M |
JNJJohnson & Johnson | $2.2M |
AMGNAmgen Inc. | $2.2M |
ABTAbbott Laboratories | $2.1M |
PCARPACCAR Inc | $2.0M |
STZConstellation Brands, Inc. | $1.8M |
SBUXStarbucks Corporation | $1.7M |
BXBlackstone Inc. | $1.7M |
ELThe Estee Lauder Companies Inc | $1.6M |
BDXBecton, Dickinson and Company | $1.5M |
PAYCPaycom Software, Inc. | $1.3M |
NKENIKE, Inc. | $1.2M |
ECLEcolab Inc. | $974K |
DISThe Walt Disney Company | $915K |
TSCOTractor Supply Company | $881K |
ACNAccenture plc | $627K |
—Alphabet Inc. Class A | $582K |
EVHEvolent Health, Inc. | $483K |
DSIiShares MSCI KLD 400 Social | $426K |
ABBVAbbVie Inc. | $287K |
AXPAmerican Express Company | $254K |
CTKBCytek Biosciences, Inc. | $222K |
—Livent Corporation | $219K |
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