Filed: 7/7/2025ACC: 0001276918-25-000008
📋 What this filing means
ZEVENBERGEN CAPITAL INVESTMENTS LLC filed this quarterly 13F‑HR report disclosing 105 equity positions with a total reported market value of $5.13B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
105
Positions
$5.13B
Total AUM (reported)
30.57M
Total Shares
Allocation by class
COM$5.13B100.0%
Portfolio Concentration
Top 3$1.10B21.5%
4–10$1.57B30.7%
11–25$1.44B28.1%
Rest$1.01B19.7%
Top 3 weight
21.5%
Top 10 weight
52.2%
Voting Authority Distribution
Total shares with voting rights: 30.57M
Sole
Full voting authority
21.13M
shares
% of voting shares69.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
9.44M
shares
% of voting shares30.9%
Investment Discretion (by position count)
Sole95
Shared0
Other10
Dominant voting typeSole · 69.1% of voting shares
Institutional Holdings105
Rows:
NVIDIA Corporation
SOLEShares2.98M
TypeSH
Market value$470.85M
9.19%
Sole
2.19M
Shared
0.00
None
785.71K
Axon Enterprise, Inc.
SOLEShares391.44K
TypeSH
Market value$324.09M
6.32%
Sole
256.82K
Shared
0.00
None
134.62K
Tesla, Inc.
SOLEShares963.57K
TypeSH
Market value$306.09M
5.97%
Sole
668.88K
Shared
0.00
None
294.69K
Meta Platforms, Inc.
SOLEShares402.92K
TypeSH
Market value$297.39M
5.80%
Sole
314.14K
Shared
0.00
None
88.78K
MercadoLibre, Inc.
SOLEShares111.41K
TypeSH
Market value$291.17M
5.68%
Sole
74.86K
Shared
0.00
None
36.54K
Shopify Inc.
SOLEShares2.31M
TypeSH
Market value$266.57M
5.20%
Sole
1.61M
Shared
0.00
None
698.72K
Amazon.com, Inc.
SOLEShares1.12M
TypeSH
Market value$244.76M
4.78%
Sole
764.93K
Shared
0.00
None
350.70K
Netflix, Inc.
SOLEShares118.73K
TypeSH
Market value$159.00M
3.10%
Sole
73.62K
Shared
0.00
None
45.11K
Microsoft Corporation
SOLEShares319.43K
TypeSH
Market value$158.89M
3.10%
Sole
318.30K
Shared
0.00
None
1.12K
The Trade Desk, Inc.
SOLEShares2.17M
TypeSH
Market value$156.12M
3.05%
Sole
1.39M
Shared
0.00
None
775.41K
ServiceNow, Inc.
SOLEShares148.20K
TypeSH
Market value$152.37M
2.97%
Sole
108.04K
Shared
0.00
None
40.16K
Uber Technologies, Inc.
SOLEShares1.51M
TypeSH
Market value$140.78M
2.75%
Sole
898.37K
Shared
0.00
None
610.56K
CrowdStrike Holdings, Inc.
SOLEShares262.57K
TypeSH
Market value$133.73M
2.61%
Sole
171.20K
Shared
0.00
None
91.37K
Spotify Technology S.A.
SOLEShares153.24K
TypeSH
Market value$117.59M
2.29%
Sole
103.97K
Shared
0.00
None
49.27K
Alphabet Inc. Class C
SOLEShares636.24K
TypeSH
Market value$112.86M
2.20%
Sole
636.24K
Shared
0.00
None
0.00
Apple Inc.
SOLEShares475.91K
TypeSH
Market value$97.64M
1.91%
Sole
473.98K
Shared
0.00
None
1.93K
Toast, Inc.
SOLEShares2.16M
TypeSH
Market value$95.50M
1.86%
Sole
1.45M
Shared
0.00
None
704.92K
Broadcom Inc.
SOLEShares312.10K
TypeSH
Market value$86.03M
1.68%
Sole
312.10K
Shared
0.00
None
0.00
Advanced Micro Devices, Inc.
SOLEShares595.99K
TypeSH
Market value$84.57M
1.65%
Sole
416.07K
Shared
0.00
None
179.91K
Palo Alto Networks, Inc.
SOLEShares409.41K
TypeSH
Market value$83.78M
1.63%
Sole
290.18K
Shared
0.00
None
119.23K
Arm Holdings Plc
SOLEShares477.29K
TypeSH
Market value$77.20M
1.51%
Sole
345.12K
Shared
0.00
None
132.17K
Natera, Inc.
SOLEShares405.98K
TypeSH
Market value$68.59M
1.34%
Sole
228.79K
Shared
0.00
None
177.19K
Snowflake Inc.
SOLEShares300.80K
TypeSH
Market value$67.31M
1.31%
Sole
176.52K
Shared
0.00
None
124.28K
e.l.f. Beauty, Inc.
SOLEShares502.79K
TypeSH
Market value$62.57M
1.22%
Sole
292.76K
Shared
0.00
None
210.03K
Veeva Systems Inc.
SOLEShares204.94K
TypeSH
Market value$59.02M
1.15%
Sole
115.91K
Shared
0.00
None
89.04K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CorporationSOLE | COM | 2.98M | SH | $470.85M 9.19% | 2.19M | 0.00 | 785.71K |
Axon Enterprise, Inc.SOLE | COM | 391.44K | SH | $324.09M 6.32% | 256.82K | 0.00 | 134.62K |
Tesla, Inc.SOLE | COM | 963.57K | SH | $306.09M 5.97% | 668.88K | 0.00 | 294.69K |
Meta Platforms, Inc.SOLE | COM | 402.92K | SH | $297.39M 5.80% | 314.14K | 0.00 | 88.78K |
MercadoLibre, Inc.SOLE | COM | 111.41K | SH | $291.17M 5.68% | 74.86K | 0.00 | 36.54K |
Shopify Inc.SOLE | COM | 2.31M | SH | $266.57M 5.20% | 1.61M | 0.00 | 698.72K |
Amazon.com, Inc.SOLE | COM | 1.12M | SH | $244.76M 4.78% | 764.93K | 0.00 | 350.70K |
Netflix, Inc.SOLE | COM | 118.73K | SH | $159.00M 3.10% | 73.62K | 0.00 | 45.11K |
Microsoft CorporationSOLE | COM | 319.43K | SH | $158.89M 3.10% | 318.30K | 0.00 | 1.12K |
The Trade Desk, Inc.SOLE | COM | 2.17M | SH | $156.12M 3.05% | 1.39M | 0.00 | 775.41K |
ServiceNow, Inc.SOLE | COM | 148.20K | SH | $152.37M 2.97% | 108.04K | 0.00 | 40.16K |
Uber Technologies, Inc.SOLE | COM | 1.51M | SH | $140.78M 2.75% | 898.37K | 0.00 | 610.56K |
CrowdStrike Holdings, Inc.SOLE | COM | 262.57K | SH | $133.73M 2.61% | 171.20K | 0.00 | 91.37K |
Spotify Technology S.A.SOLE | COM | 153.24K | SH | $117.59M 2.29% | 103.97K | 0.00 | 49.27K |
Alphabet Inc. Class CSOLE | COM | 636.24K | SH | $112.86M 2.20% | 636.24K | 0.00 | 0.00 |
Apple Inc.SOLE | COM | 475.91K | SH | $97.64M 1.91% | 473.98K | 0.00 | 1.93K |
Toast, Inc.SOLE | COM | 2.16M | SH | $95.50M 1.86% | 1.45M | 0.00 | 704.92K |
Broadcom Inc.SOLE | COM | 312.10K | SH | $86.03M 1.68% | 312.10K | 0.00 | 0.00 |
Advanced Micro Devices, Inc.SOLE | COM | 595.99K | SH | $84.57M 1.65% | 416.07K | 0.00 | 179.91K |
Palo Alto Networks, Inc.SOLE | COM | 409.41K | SH | $83.78M 1.63% | 290.18K | 0.00 | 119.23K |
Arm Holdings PlcSOLE | COM | 477.29K | SH | $77.20M 1.51% | 345.12K | 0.00 | 132.17K |
Natera, Inc.SOLE | COM | 405.98K | SH | $68.59M 1.34% | 228.79K | 0.00 | 177.19K |
Snowflake Inc.SOLE | COM | 300.80K | SH | $67.31M 1.31% | 176.52K | 0.00 | 124.28K |
e.l.f. Beauty, Inc.SOLE | COM | 502.79K | SH | $62.57M 1.22% | 292.76K | 0.00 | 210.03K |
Veeva Systems Inc.SOLE | COM | 204.94K | SH | $59.02M 1.15% | 115.91K | 0.00 | 89.04K |
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