ZEVENBERGEN CAPITAL INVESTMENTS LLC Q3 2025 Filing
Filed October 9, 2025
Portfolio Value
$5.1T
Holdings
103
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (103 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA Corporation | 2,785,801 | $519.8B | 10.10% | |
| 2 | TSLATesla, Inc. | 862,697 | $383.7B | 7.46% | |
| 3 | SHOPShopify Inc. | 2,051,940 | $304.9B | 5.93% | |
| 4 | METAMeta Platforms, Inc. | 387,598 | $284.6B | 5.53% | |
| 5 | AXONAxon Enterprise, Inc. | 369,364 | $265.1B | 5.15% | |
| 6 | MELIMercadoLibre, Inc. | 106,242 | $248.3B | 4.83% | |
| 7 | AMZNAmazon.com, Inc. | 1,007,454 | $221.2B | 4.30% | |
| 8 | MSFTMicrosoft Corporation | 314,879 | $163.1B | 3.17% | |
| 9 | —Alphabet Inc. Class C | 636,255 | $155.0B | 3.01% | |
| 10 | UBERUber Technologies, Inc. | 1,323,995 | $129.7B | 2.52% | |
| 11 | NOWServiceNow, Inc. | 138,266 | $127.2B | 2.47% | |
| 12 | NFLXNetflix, Inc. | 102,480 | $122.9B | 2.39% | |
| 13 | AAPLApple Inc. | 476,051 | $121.2B | 2.36% | |
| 14 | CRWDCrowdStrike Holdings, Inc. | 243,355 | $119.3B | 2.32% | |
| 15 | AVGOBroadcom Inc. | 312,300 | $103.0B | 2.00% | |
| 16 | TTDThe Trade Desk, Inc. | 2,055,616 | $100.7B | 1.96% | |
| 17 | SPOTSpotify Technology S.A. | 138,954 | $97.0B | 1.89% | |
| 18 | AMDAdvanced Micro Devices, Inc. | 590,029 | $95.5B | 1.86% | |
| 19 | SNOWSnowflake Inc. | 368,207 | $83.0B | 1.61% | |
| 20 | TOSTToast, Inc. | 2,117,310 | $77.3B | 1.50% | |
| 21 | PANWPalo Alto Networks, Inc. | 361,137 | $73.5B | 1.43% | |
| 22 | ARMArm Holdings Plc | 499,772 | $70.7B | 1.37% | |
| 23 | MPWRMonolithic Power Systems, Inc. | 74,668 | $68.7B | 1.34% | |
| 24 | NTRANatera, Inc. | 394,565 | $63.5B | 1.23% | |
| 25 | ELFe.l.f. Beauty, Inc. | 466,968 | $61.9B | 1.20% | |
| 26 | ZZillow Group, Inc. Class C | 791,746 | $61.0B | 1.19% | |
| 27 | VEEVVeeva Systems Inc. | 198,275 | $59.1B | 1.15% | |
| 28 | EXASExact Sciences Corporation | 966,271 | $52.9B | 1.03% | |
| 29 | 6RJ0Rocket Lab Corporation | 1,044,961 | $50.1B | 0.97% | |
| 30 | MUMicron Technology, Inc. | 293,650 | $49.1B | 0.96% | |
| 31 | —Alphabet Inc. Class A | 197,564 | $48.0B | 0.93% | |
| 32 | DC4DexCom, Inc. | 685,433 | $46.1B | 0.90% | |
| 33 | —Quanta Services, Inc. | 109,405 | $45.3B | 0.88% | |
| 34 | VRTVertiv Holdings Co | 299,950 | $45.3B | 0.88% | |
| 35 | ORCLOracle Corporation | 157,485 | $44.3B | 0.86% | |
| 36 | WINGWingstop Inc. | 151,512 | $38.1B | 0.74% | |
| 37 | IOTSamsara Inc. | 998,029 | $37.2B | 0.72% | |
| 38 | ANETArista Networks Inc | 245,400 | $35.8B | 0.70% | |
| 39 | DDOGDatadog, Inc. | 206,265 | $29.4B | 0.57% | |
| 40 | TMDXTransMedics Group, Inc. | 258,523 | $29.0B | 0.56% | |
| 41 | ONONOn Holding AG | 641,169 | $27.2B | 0.53% | |
| 42 | ARESAres Management Corporation | 159,898 | $25.6B | 0.50% | |
| 43 | APHAmphenol Corporation | 177,435 | $22.0B | 0.43% | |
| 44 | HUBSHubSpot, Inc. | 38,715 | $18.1B | 0.35% | |
| 45 | INTUIntuit Inc. | 25,726 | $17.6B | 0.34% | |
| 46 | QCOMQUALCOMM Incorporated | 105,327 | $17.5B | 0.34% | |
| 47 | KLACKLA Corporation | 15,000 | $16.2B | 0.31% | |
| 48 | BKNGBooking Holdings Inc. | 2,980 | $16.1B | 0.31% | |
| 49 | DELLDell Technologies Inc. | 111,620 | $15.8B | 0.31% | |
| 50 | AMATApplied Materials, Inc. | 70,000 | $14.3B | 0.28% | |
| 51 | CDNSCadence Design Systems, Inc. | 40,060 | $14.1B | 0.27% | |
| 52 | ASMLASML Holding N.V. | 13,447 | $13.0B | 0.25% | |
| 53 | CRDOCredo Technology Group Holding | 88,100 | $12.8B | 0.25% | |
| 54 | PINSPinterest, Inc. | 386,870 | $12.4B | 0.24% | |
| 55 | APPAppLovin Corporation, Class A | 14,862 | $10.7B | 0.21% | |
| 56 | VVisa Inc. | 30,868 | $10.5B | 0.20% | |
| 57 | MDBMongoDB, Inc. | 30,000 | $9.3B | 0.18% | |
| 58 | —JPMorgan Chase & Co. | 29,098 | $9.2B | 0.18% | |
| 59 | BEBloom Energy Corporation | 104,750 | $8.9B | 0.17% | |
| 60 | DKNGDraftKings Inc. | 205,590 | $7.7B | 0.15% | |
| 61 | COSTCostco Wholesale Corporation | 8,140 | $7.5B | 0.15% | |
| 62 | APPFAppFolio, Inc. | 23,800 | $6.6B | 0.13% | |
| 63 | SRADSportradar Group Ag | 228,600 | $6.1B | 0.12% | |
| 64 | SYMSymbotic Inc. | 113,050 | $6.1B | 0.12% | |
| 65 | NBISNebius Group N.V. | 51,925 | $5.8B | 0.11% | |
| 66 | BRBroadridge Financial Solutions | 23,110 | $5.5B | 0.11% | |
| 67 | MIRMirion Technologies, Inc. | 231,500 | $5.4B | 0.10% | |
| 68 | BLKBlackRock, Inc. | 4,291 | $5.0B | 0.10% | |
| 69 | HDThe Home Depot, Inc. | 11,087 | $4.5B | 0.09% | |
| 70 | PGRThe Progressive Corporation | 17,845 | $4.4B | 0.09% | |
| 71 | NXPINXP Semiconductors N.V. | 18,400 | $4.2B | 0.08% | |
| 72 | CRMSalesforce, Inc. | 17,400 | $4.1B | 0.08% | |
| 73 | CITCintas Corporation | 20,020 | $4.1B | 0.08% | |
| 74 | MMYTMakemytrip Limited | 41,560 | $3.9B | 0.08% | |
| 75 | SPYSPDR S&P 500 ETF Trust | 4,835 | $3.2B | 0.06% | |
| 76 | RIVNRivian Automotive, Inc. | 203,305 | $3.0B | 0.06% | |
| 77 | PAYXPaychex, Inc. | 22,515 | $2.9B | 0.06% | |
| 78 | ABTAbbott Laboratories | 21,124 | $2.8B | 0.06% | |
| 79 | BXBlackstone Inc. | 16,375 | $2.8B | 0.05% | |
| 80 | AMGNAmgen Inc. | 9,909 | $2.8B | 0.05% | |
| 81 | PCARPACCAR Inc | 26,566 | $2.6B | 0.05% | |
| 82 | ZTSZoetis Inc. | 16,440 | $2.4B | 0.05% | |
| 83 | —Waste Management, Inc. | 10,170 | $2.2B | 0.04% | |
| 84 | JNJJohnson & Johnson | 10,779 | $2.0B | 0.04% | |
| 85 | DGXQuest Diagnostics Incorporated | 9,235 | $1.8B | 0.03% | |
| 86 | DEDeere & Company | 3,805 | $1.7B | 0.03% | |
| 87 | ECLEcolab Inc. | 5,760 | $1.6B | 0.03% | |
| 88 | —Cisco Systems, Inc. | 15,645 | $1.1B | 0.02% | |
| 89 | TSCOTractor Supply Company | 18,490 | $1.1B | 0.02% | |
| 90 | SBUXStarbucks Corporation | 10,142 | $858.0M | 0.02% | |
| 91 | DSIiShares MSCI KLD 400 Social | 6,075 | $765.1M | 0.01% | |
| 92 | DISThe Walt Disney Company | 6,183 | $708.0M | 0.01% | |
| 93 | NEENextera Energy, Inc. | 8,628 | $651.3M | 0.01% | |
| 94 | —Planet Labs PBC | 44,000 | $571.1M | 0.01% | |
| 95 | AXPAmerican Express Company | 1,700 | $564.7M | 0.01% | |
| 96 | ABBVAbbVie Inc. | 1,923 | $445.3M | 0.01% | |
| 97 | XMTRXometry, Inc. | 7,500 | $408.5M | 0.01% | |
| 98 | —Spdr Dow Jones Industrial Avrg | 650 | $301.4M | 0.01% | |
| 99 | CAVACava Group Inc | 4,800 | $290.0M | 0.01% | |
| 100 | LGIHLGI HOMES, INC. | 5,450 | $281.8M | 0.01% |
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