ZEVENBERGEN CAPITAL INVESTMENTS LLC Q4 2025 Filing
Filed January 15, 2026
Portfolio Value
$4.5B
Holdings
105
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (105 positions)
| Stock | Value |
|---|---|
NVDANVIDIA Corporation | $439.4M |
TSLATesla, Inc. | $312.2M |
SHOPShopify Inc. | $269.6M |
METAMeta Platforms, Inc. | $219.3M |
AMZNAmazon.com, Inc. | $195.1M |
AXONAxon Enterprise, Inc. | $192.3M |
—Alphabet Inc. Class C | $186.9M |
MELIMercadoLibre, Inc. | $184.4M |
MSFTMicrosoft Corporation | $152.0M |
AAPLApple Inc. | $136.4M |
AMDAdvanced Micro Devices, Inc. | $117.9M |
AVGOBroadcom Inc. | $108.2M |
SNOWSnowflake Inc. | $95.6M |
CRWDCrowdStrike Holdings, Inc. | $95.2M |
NOWServiceNow, Inc. | $93.6M |
UBERUber Technologies, Inc. | $80.0M |
—Alphabet Inc. Class A | $78.8M |
MUMicron Technology, Inc. | $76.2M |
6RJ0Rocket Lab Corporation | $76.1M |
NTRANatera, Inc. | $74.1M |
MPWRMonolithic Power Systems, Inc. | $73.8M |
NFLXNetflix, Inc. | $72.5M |
TOSTToast, Inc. | $65.9M |
VRTVertiv Holdings Co | $56.1M |
SPOTSpotify Technology S.A. | $55.2M |
PANWPalo Alto Networks, Inc. | $53.3M |
APPAppLovin Corporation, Class A | $52.7M |
TTDThe Trade Desk, Inc. | $46.3M |
—Quanta Services, Inc. | $43.4M |
ZZillow Group, Inc. Class C | $42.1M |
KRMNKarman Holdings Inc. | $39.5M |
TMDXTransMedics Group, Inc. | $34.1M |
VEEVVeeva Systems Inc. | $33.4M |
ANETArista Networks Inc | $32.2M |
PODDInsulet Corporation | $32.1M |
WINGWingstop Inc. | $30.8M |
EXASExact Sciences Corporation | $30.8M |
ORCLOracle Corporation | $30.7M |
IOTSamsara Inc. | $30.6M |
CRDOCredo Technology Group Holding | $28.1M |
DDOGDatadog, Inc. | $26.2M |
APHAmphenol Corporation | $24.0M |
ONONOn Holding AG | $22.4M |
QCOMQUALCOMM Incorporated | $21.5M |
KLACKLA Corporation | $18.2M |
ARESAres Management Corporation | $18.2M |
AMATApplied Materials, Inc. | $18.0M |
INTUIntuit Inc. | $17.1M |
VVisa Inc. | $15.1M |
CAICaris Life Sciences, Inc. | $14.7M |
ASMLASML Holding N.V. | $14.1M |
DELLDell Technologies Inc. | $14.1M |
BKNGBooking Holdings Inc. | $12.9M |
MDBMongoDB, Inc. | $12.6M |
CDNSCadence Design Systems, Inc. | $12.5M |
ARQTArcutis Biotherapeutics, Inc. | $12.1M |
PINSPinterest, Inc. | $9.6M |
—JPMorgan Chase & Co. | $9.3M |
COSTCostco Wholesale Corporation | $7.0M |
DKNGDraftKings Inc. | $6.6M |
BEBloom Energy Corporation | $6.5M |
ARMArm Holdings Plc | $6.1M |
NXPINXP Semiconductors N.V. | $5.7M |
APPFAppFolio, Inc. | $5.5M |
SRADSportradar Group Ag | $5.4M |
SYMSymbotic Inc. | $5.3M |
MMYTMakemytrip Limited | $5.2M |
MIRMirion Technologies, Inc. | $5.2M |
BRBroadridge Financial Solutions | $5.1M |
BLKBlackRock, Inc. | $4.9M |
CRMSalesforce, Inc. | $4.6M |
TTANServiceTitan, Inc. Class A | $4.3M |
PGRThe Progressive Corporation | $4.0M |
CITCintas Corporation | $3.9M |
HDThe Home Depot, Inc. | $3.8M |
RDDTReddit, Inc. Class A | $3.7M |
NBISNebius Group N.V. | $3.5M |
RIVNRivian Automotive, Inc. | $3.5M |
AMGNAmgen Inc. | $3.3M |
PCARPACCAR Inc | $3.1M |
SPYSPDR S&P 500 ETF Trust | $2.7M |
ABTAbbott Laboratories | $2.7M |
BXBlackstone Inc. | $2.5M |
—Waste Management, Inc. | $2.4M |
PAYXPaychex, Inc. | $2.4M |
JNJJohnson & Johnson | $2.3M |
ZTSZoetis Inc. | $1.8M |
DGXQuest Diagnostics Incorporated | $1.8M |
DEDeere & Company | $1.8M |
ECLEcolab Inc. | $1.6M |
—Cisco Systems, Inc. | $1.3M |
TSCOTractor Supply Company | $906K |
SBUXStarbucks Corporation | $854K |
DSIiShares MSCI KLD 400 Social | $782K |
DISThe Walt Disney Company | $736K |
NEENextera Energy, Inc. | $731K |
AXPAmerican Express Company | $628K |
—Planet Labs PBC | $443K |
ABBVAbbVie Inc. | $439K |
BBNXBeta Bionics Inc | $406K |
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