Filed: 5/12/2025ACC: 0001276918-25-000006
📋 What this filing means
ZEVENBERGEN CAPITAL INVESTMENTS LLC filed this quarterly 13F‑HR report disclosing 101 equity positions with a total reported market value of $4.10B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
101
Positions
$4.10B
Total AUM (reported)
30.84M
Total Shares
Allocation by class
COM$4.10B100.0%
Portfolio Concentration
Top 3$835.89M20.4%
4–10$1.28B31.3%
11–25$1.21B29.5%
Rest$769.57M18.8%
Top 3 weight
20.4%
Top 10 weight
51.7%
Voting Authority Distribution
Total shares with voting rights: 30.84M
Sole
Full voting authority
21.30M
shares
% of voting shares69.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
9.54M
shares
% of voting shares30.9%
Investment Discretion (by position count)
Sole92
Shared0
Other9
Dominant voting typeSole · 69.1% of voting shares
Institutional Holdings101
Rows:
NVIDIA Corporation
SOLEShares3.11M
TypeSH
Market value$336.84M
8.22%
Sole
2.28M
Shared
0.00
None
832.19K
Tesla, Inc.
SOLEShares1.01M
TypeSH
Market value$262.70M
6.41%
Sole
697.11K
Shared
0.00
None
316.54K
MercadoLibre, Inc.
SOLEShares121.15K
TypeSH
Market value$236.36M
5.76%
Sole
80.44K
Shared
0.00
None
40.72K
Meta Platforms, Inc.
SOLEShares409.91K
TypeSH
Market value$236.26M
5.76%
Sole
320.31K
Shared
0.00
None
89.60K
Shopify Inc.
SOLEShares2.41M
TypeSH
Market value$230.38M
5.62%
Sole
1.67M
Shared
0.00
None
744.15K
Amazon.com, Inc.
SOLEShares1.16M
TypeSH
Market value$220.34M
5.37%
Sole
785.50K
Shared
0.00
None
372.60K
Axon Enterprise, Inc.
SOLEShares415.26K
TypeSH
Market value$218.41M
5.33%
Sole
270.42K
Shared
0.00
None
144.84K
ServiceNow, Inc.
SOLEShares160.64K
TypeSH
Market value$127.89M
3.12%
Sole
117.85K
Shared
0.00
None
42.79K
Netflix, Inc.
SOLEShares136.92K
TypeSH
Market value$127.68M
3.11%
Sole
84.62K
Shared
0.00
None
52.31K
Microsoft Corporation
SOLEShares330.43K
TypeSH
Market value$124.04M
3.03%
Sole
329.31K
Shared
0.00
None
1.12K
The Trade Desk, Inc.
SOLEShares2.17M
TypeSH
Market value$118.70M
2.90%
Sole
1.39M
Shared
0.00
None
777.16K
Uber Technologies, Inc.
SOLEShares1.56M
TypeSH
Market value$113.67M
2.77%
Sole
916.72K
Shared
0.00
None
643.41K
Apple Inc.
SOLEShares487.53K
TypeSH
Market value$108.30M
2.64%
Sole
485.60K
Shared
0.00
None
1.93K
Alphabet Inc. Class C
SOLEShares654.43K
TypeSH
Market value$102.24M
2.49%
Sole
654.43K
Shared
0.00
None
0.00
CrowdStrike Holdings, Inc.
SOLEShares286.14K
TypeSH
Market value$100.89M
2.46%
Sole
188.88K
Shared
0.00
None
97.27K
Advanced Micro Devices, Inc.
SOLEShares881.79K
TypeSH
Market value$90.60M
2.21%
Sole
630.02K
Shared
0.00
None
251.76K
Spotify Technology S.A.
SOLEShares159.70K
TypeSH
Market value$87.84M
2.14%
Sole
105.83K
Shared
0.00
None
53.86K
Palo Alto Networks, Inc.
SOLEShares477.45K
TypeSH
Market value$81.47M
1.99%
Sole
347.08K
Shared
0.00
None
130.38K
Toast, Inc.
SOLEShares2.22M
TypeSH
Market value$73.78M
1.80%
Sole
1.45M
Shared
0.00
None
771.96K
Broadcom Inc.
SOLEShares370.40K
TypeSH
Market value$62.02M
1.51%
Sole
370.40K
Shared
0.00
None
0.00
Natera, Inc.
SOLEShares429.67K
TypeSH
Market value$60.76M
1.48%
Sole
240.78K
Shared
0.00
None
188.88K
Zillow Group, Inc. Class C
SOLEShares870.17K
TypeSH
Market value$59.66M
1.46%
Sole
493.40K
Shared
0.00
None
376.77K
Exact Sciences Corporation
SOLEShares1.17M
TypeSH
Market value$50.56M
1.23%
Sole
607.93K
Shared
0.00
None
560.03K
Arm Holdings Plc
SOLEShares471.53K
TypeSH
Market value$50.35M
1.23%
Sole
342.76K
Shared
0.00
None
128.77K
Veeva Systems Inc.
SOLEShares210.33K
TypeSH
Market value$48.72M
1.19%
Sole
116.95K
Shared
0.00
None
93.39K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CorporationSOLE | COM | 3.11M | SH | $336.84M 8.22% | 2.28M | 0.00 | 832.19K |
Tesla, Inc.SOLE | COM | 1.01M | SH | $262.70M 6.41% | 697.11K | 0.00 | 316.54K |
MercadoLibre, Inc.SOLE | COM | 121.15K | SH | $236.36M 5.76% | 80.44K | 0.00 | 40.72K |
Meta Platforms, Inc.SOLE | COM | 409.91K | SH | $236.26M 5.76% | 320.31K | 0.00 | 89.60K |
Shopify Inc.SOLE | COM | 2.41M | SH | $230.38M 5.62% | 1.67M | 0.00 | 744.15K |
Amazon.com, Inc.SOLE | COM | 1.16M | SH | $220.34M 5.37% | 785.50K | 0.00 | 372.60K |
Axon Enterprise, Inc.SOLE | COM | 415.26K | SH | $218.41M 5.33% | 270.42K | 0.00 | 144.84K |
ServiceNow, Inc.SOLE | COM | 160.64K | SH | $127.89M 3.12% | 117.85K | 0.00 | 42.79K |
Netflix, Inc.SOLE | COM | 136.92K | SH | $127.68M 3.11% | 84.62K | 0.00 | 52.31K |
Microsoft CorporationSOLE | COM | 330.43K | SH | $124.04M 3.03% | 329.31K | 0.00 | 1.12K |
The Trade Desk, Inc.SOLE | COM | 2.17M | SH | $118.70M 2.90% | 1.39M | 0.00 | 777.16K |
Uber Technologies, Inc.SOLE | COM | 1.56M | SH | $113.67M 2.77% | 916.72K | 0.00 | 643.41K |
Apple Inc.SOLE | COM | 487.53K | SH | $108.30M 2.64% | 485.60K | 0.00 | 1.93K |
Alphabet Inc. Class CSOLE | COM | 654.43K | SH | $102.24M 2.49% | 654.43K | 0.00 | 0.00 |
CrowdStrike Holdings, Inc.SOLE | COM | 286.14K | SH | $100.89M 2.46% | 188.88K | 0.00 | 97.27K |
Advanced Micro Devices, Inc.SOLE | COM | 881.79K | SH | $90.60M 2.21% | 630.02K | 0.00 | 251.76K |
Spotify Technology S.A.SOLE | COM | 159.70K | SH | $87.84M 2.14% | 105.83K | 0.00 | 53.86K |
Palo Alto Networks, Inc.SOLE | COM | 477.45K | SH | $81.47M 1.99% | 347.08K | 0.00 | 130.38K |
Toast, Inc.SOLE | COM | 2.22M | SH | $73.78M 1.80% | 1.45M | 0.00 | 771.96K |
Broadcom Inc.SOLE | COM | 370.40K | SH | $62.02M 1.51% | 370.40K | 0.00 | 0.00 |
Natera, Inc.SOLE | COM | 429.67K | SH | $60.76M 1.48% | 240.78K | 0.00 | 188.88K |
Zillow Group, Inc. Class CSOLE | COM | 870.17K | SH | $59.66M 1.46% | 493.40K | 0.00 | 376.77K |
Exact Sciences CorporationSOLE | COM | 1.17M | SH | $50.56M 1.23% | 607.93K | 0.00 | 560.03K |
Arm Holdings PlcSOLE | COM | 471.53K | SH | $50.35M 1.23% | 342.76K | 0.00 | 128.77K |
Veeva Systems Inc.SOLE | COM | 210.33K | SH | $48.72M 1.19% | 116.95K | 0.00 | 93.39K |
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