ZEVENBERGEN CAPITAL INVESTMENTS LLC Q4 2017 Filing

Filed February 14, 2018

Portfolio Value

$2.4B

Holdings

Report Date

Q4 2017

Filing Type

13F-HR

All Holdings (82 positions)

#	Stock	Shares	Value	% Portfolio
1	AMZNAmazon.com, Inc.	147,536	$172.5M	7.19%
2	NFLXNetflix, Inc.	828,819	$159.1M	6.63%
3	XPOXPO Logistics, Inc.	1,686,811	$154.5M	6.44%
4	METAFacebook, Inc.	758,906	$133.9M	5.58%
5	MLB1MercadoLibre, Inc.	363,814	$114.5M	4.77%
6	TSLATesla, Inc.	361,234	$112.5M	4.69%
7	EXASExact Sciences Corporation	1,881,545	$98.9M	4.12%
8	SCHWCharles Schwab Corporation	1,917,166	$98.5M	4.10%
9	SHOPShopify Inc.	910,475	$92.0M	3.83%
10	ZZillow Group, Inc. Class C	1,958,734	$80.2M	3.34%
11	NVDANVIDIA Corporation	388,110	$75.1M	3.13%
12	MPWRMonolithic Power Systems, Inc.	620,560	$69.7M	2.91%
13	CELGCelgene Corporation	652,295	$68.1M	2.84%
14	—2U, Inc.	1,005,930	$64.9M	2.70%
15	NOWServiceNow, Inc.	422,310	$55.1M	2.30%
16	BABAAlibaba Group Holding Limited	315,572	$54.4M	2.27%
17	TDOCTeladoc, Inc.	1,539,640	$53.7M	2.24%
18	PYPLPayPal Holdings, Inc.	706,148	$52.0M	2.17%
19	PFPTProofpoint, Inc.	580,560	$51.6M	2.15%
20	WWayfair Inc.	624,605	$50.1M	2.09%
21	REGNRegeneron Pharmaceuticals, Inc	129,665	$48.7M	2.03%
22	LULUlululemon athletica inc.	593,930	$46.7M	1.95%
23	ADBEAdobe Systems Incorporated	263,360	$46.2M	1.92%
24	NVROEURNevro Corp.	635,330	$43.9M	1.83%
25	FRCBFirst Republic Bank	476,234	$41.3M	1.72%
26	SHAKShake Shack Inc.	878,725	$38.0M	1.58%
27	—Portola Pharmaceuticals, Inc.	765,475	$37.3M	1.55%
28	GOOGLAlphabet Inc. Class A	34,442	$36.3M	1.51%
29	IPHIInphi Corporation	957,050	$35.0M	1.46%
30	ATVIEURActivision Blizzard, Inc.	453,600	$28.7M	1.20%
31	ULTAUlta Beauty, Inc.	125,095	$28.0M	1.17%
32	—Medidata Solutions, Inc.	421,894	$26.7M	1.11%
33	BMRNBioMarin Pharmaceutical Inc.	264,905	$23.6M	0.98%
34	CSGPCoStar Group, Inc.	78,899	$23.4M	0.98%
35	—BEST Inc.	2,392,645	$21.5M	0.90%
36	VVisa Inc.	80,045	$9.1M	0.38%
37	XYZSquare, Inc.	104,300	$3.6M	0.15%
38	TTDThe Trade Desk, Inc.	78,020	$3.6M	0.15%
39	AAPLApple Inc.	19,627	$3.3M	0.14%
40	JDJD.com, Inc.	70,150	$2.9M	0.12%
41	BKNGPriceline Group Inc.	1,264	$2.2M	0.09%
42	STZConstellation Brands, Inc.	8,859	$2.0M	0.08%
43	BDXBecton, Dickinson and Company	9,015	$1.9M	0.08%
44	MSFTMicrosoft Corporation	21,910	$1.9M	0.08%
45	INTUIntuit Inc.	11,804	$1.9M	0.08%
46	JPMJPMorgan Chase & Co.	16,860	$1.8M	0.08%
47	ZTSZoetis Inc.	24,550	$1.8M	0.07%
48	HDThe Home Depot, Inc.	8,525	$1.6M	0.07%
49	SBUXStarbucks Corporation	23,624	$1.4M	0.06%
50	JNJJohnson & Johnson	9,210	$1.3M	0.05%
51	GOOGAlphabet Inc. Class C	1,154	$1.2M	0.05%
52	TCEHYTencent Holdings Limited	22,825	$1.2M	0.05%
53	BLKCHFBlackRock, Inc.	2,247	$1.2M	0.05%
54	DESPDespegar.com, Corp.	41,250	$1.1M	0.05%
55	SFIXStitch Fix, Inc.	40,700	$1.1M	0.04%
56	QCOMQUALCOMM Incorporated	16,345	$1.0M	0.04%
57	RDFNRedfin Corporation	32,890	$1.0M	0.04%
58	ELThe Estee Lauder Companies Inc	8,035	$1.0M	0.04%
59	BABoeing Company	3,330	$982K	0.04%
60	SNAPSnap Inc.	66,800	$976K	0.04%
61	DISThe Walt Disney Company	8,140	$875K	0.04%
62	PAYXPaychex, Inc.	11,895	$810K	0.03%
63	SPYSPDR Trust Series 1	2,922	$780K	0.03%
64	IFFInternational Flavors & Fragra	4,885	$745K	0.03%
65	APHAmphenol Corporation	8,285	$727K	0.03%
66	FDXFedEx Corporation	2,880	$719K	0.03%
67	ZGZillow Group, Inc. Class A, Vo	16,865	$687K	0.03%
68	—CyrusOne Inc.	9,890	$589K	0.02%
69	ECLEcolab Inc.	4,240	$569K	0.02%
70	CMCSAComcast Corporation	13,705	$549K	0.02%
71	PCARPACCAR Inc	7,634	$543K	0.02%
72	COSTCostco Wholesale Corporation	2,810	$523K	0.02%
73	CTRPUSDCtrip.com International, Ltd.	11,223	$495K	0.02%
74	AMGNAmgen Inc.	2,790	$485K	0.02%
75	NOAHNoah Holdings Limited	9,816	$454K	0.02%
76	NWLNewell Brands Inc.	13,885	$429K	0.02%
77	OKTAOkta, Inc.	15,868	$406K	0.02%
78	CSLCarlisle Companies Incorporate	3,205	$364K	0.02%
79	ABBVAbbVie Inc.	3,262	$315K	0.01%
80	SLBSchlumberger Limited	4,570	$308K	0.01%
81	CSHXCASHMERE VALLEY BANK	5,000	$290K	0.01%
82	WBAWalgreens Boots Alliance, Inc.	3,675	$267K	0.01%