ZEVENBERGEN CAPITAL INVESTMENTS LLC Q3 2023 Filing
Filed November 1, 2023
Portfolio Value
$3.9B
Holdings
101
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (101 positions)
| Stock | Value |
|---|---|
TSLATesla, Inc. | $301.0M |
NVDANVIDIA Corporation | $284.0M |
AMZNAmazon.com, Inc. | $220.0M |
TTDThe Trade Desk, Inc. | $207.0M |
SHOPShopify Inc. | $150.0M |
UBERUber Technologies, Inc. | $132.0M |
METAMeta Platforms, Inc. | $130.0M |
—Alphabet Inc. Class C | $112.6M |
MSFTMicrosoft Corporation | $110.0M |
AMDAdvanced Micro Devices, Inc. | $107.0M |
SNOWSnowflake Inc. | $103.0M |
AXONAxon Enterprise, Inc. | $101.0M |
AAPLApple Inc. | $93.0M |
PANWPalo Alto Networks, Inc. | $84.0M |
ABNBAirbnb, Inc. | $84.0M |
BILLBill Holdings, Inc. | $82.0M |
EXASExact Sciences Corporation | $75.0M |
NFLXNetflix, Inc. | $70.0M |
GLBEGlobal-E Online Ltd. | $64.0M |
ZZillow Group, Inc. Class C | $58.0M |
DVDoubleVerify Holdings, Inc. | $57.0M |
VEEVVeeva Systems Inc. | $52.0M |
CRWDCrowdStrike Holdings, Inc. | $47.0M |
—Seagen Inc. | $42.0M |
CDNSCadence Design Systems, Inc. | $42.0M |
ONON Semiconductor Corporation | $38.0M |
ENPHEnphase Energy, Inc. | $38.0M |
FSLRFirst Solar, Inc. | $38.0M |
MDBMongoDB, Inc. | $37.0M |
PCTYPaylocity Holding Corporation | $35.0M |
WINGWingstop Inc. | $34.0M |
MPWRMonolithic Power Systems, Inc. | $23.0M |
ONONOn Holding AG | $22.0M |
ORCLOracle Corporation | $22.0M |
ELFe.l.f. Beauty, Inc. | $21.0M |
RGENRepligen Corporation | $19.0M |
NTRANatera, Inc. | $19.0M |
VVisa Inc. | $18.0M |
NXPINXP Semiconductors N.V. | $18.0M |
MUMicron Technology, Inc. | $17.0M |
SHLSShoals Technologies Group, Inc | $17.0M |
DDOGDatadog, Inc. | $14.0M |
DLODLocal Limited | $14.0M |
FTNTFortinet, Inc. | $14.0M |
—Sprout Social, Inc. | $14.0M |
APHAmphenol Corporation | $13.0M |
CDWCDW Corporation | $13.0M |
CRMSalesforce, Inc. | $11.0M |
AMATApplied Materials, Inc. | $10.0M |
ANETEURArista Networks, Inc. | $10.0M |
TOSTToast, Inc. | $9.5M |
KLACKLA Corporation | $9.0M |
CSCOCisco Systems, Inc. | $9.0M |
MAMastercard Incorporated | $9.0M |
ZSZscaler, Inc. | $7.0M |
BRBroadridge Financial Solutions | $4.0M |
SESea Limited | $4.0M |
RIVNRivian Automotive, Inc. | $4.0M |
—JPMorgan Chase & Co. | $4.0M |
COSTCostco Wholesale Corporation | $4.0M |
HUBSHubSpot, Inc. | $3.7M |
INTUIntuit Inc. | $3.0M |
HDThe Home Depot, Inc. | $3.0M |
DBRGDigitalBridge Group, Inc. | $3.0M |
XMTRXometry, Inc. | $2.0M |
ABTAbbott Laboratories | $2.0M |
PCARPACCAR Inc | $2.0M |
PGRThe Progressive Corporation | $2.0M |
JNJJohnson & Johnson | $2.0M |
SPYSPDR S&P 500 ETF Trust | $2.0M |
QCOMQUALCOMM Incorporated | $2.0M |
PAYXPaychex, Inc. | $2.0M |
ASPNAspen Aerogels, Inc. | $2.0M |
ZTSZoetis Inc. | $2.0M |
AMGNAmgen Inc. | $2.0M |
CITCintas Corporation | $2.0M |
BDXBecton, Dickinson and Company | $1.0M |
STZConstellation Brands, Inc. | $1.0M |
SBUXStarbucks Corporation | $1.0M |
NKENIKE, Inc. | $1.0M |
BXBlackstone Inc. | $1.0M |
ELThe Estee Lauder Companies Inc | $1.0M |
PAYCPaycom Software, Inc. | $1.0M |
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 |
—Spdr Dow Jones Industrial Avrg | $218K |
MELIMercadoLibre, Inc. | $188K |
NOWServiceNow, Inc. | $95K |
ASMLASML Holding N.V. | $44K |
ADBEAdobe Inc. | $33K |
BKNGBooking Holdings Inc. | $14K |
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