Filed: 10/9/2025ACC: 0001276918-25-000017
📋 What this filing means
ZEVENBERGEN CAPITAL INVESTMENTS LLC filed this quarterly 13F‑HR report disclosing 103 equity positions with a total reported market value of $5.14B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
103
Positions
$5.14B
Total AUM (reported)
28.39M
Total Shares
Allocation by class
COM$5.14B100.0%
Portfolio Concentration
Top 3$1.21B23.5%
4–10$1.47B28.5%
11–25$1.39B26.9%
Rest$1.08B21.1%
Top 3 weight
23.5%
Top 10 weight
52.0%
Voting Authority Distribution
Total shares with voting rights: 28.39M
Sole
Full voting authority
20.06M
shares
% of voting shares70.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.33M
shares
% of voting shares29.4%
Investment Discretion (by position count)
Sole95
Shared0
Other8
Dominant voting typeSole · 70.6% of voting shares
Institutional Holdings103
Rows:
NVIDIA Corporation
SOLEShares2.79M
TypeSH
Market value$519.77M
10.10%
Sole
2.09M
Shared
0.00
None
699.84K
Tesla, Inc.
SOLEShares862.70K
TypeSH
Market value$383.66M
7.46%
Sole
605.48K
Shared
0.00
None
257.21K
Shopify Inc.
SOLEShares2.05M
TypeSH
Market value$304.94M
5.93%
Sole
1.44M
Shared
0.00
None
607.18K
Meta Platforms, Inc.
SOLEShares387.60K
TypeSH
Market value$284.64M
5.53%
Sole
304.41K
Shared
0.00
None
83.19K
Axon Enterprise, Inc.
SOLEShares369.36K
TypeSH
Market value$265.07M
5.15%
Sole
245.78K
Shared
0.00
None
123.58K
MercadoLibre, Inc.
SOLEShares106.24K
TypeSH
Market value$248.28M
4.83%
Sole
72.23K
Shared
0.00
None
34.01K
Amazon.com, Inc.
SOLEShares1.01M
TypeSH
Market value$221.21M
4.30%
Sole
706.92K
Shared
0.00
None
300.53K
Microsoft Corporation
SOLEShares314.88K
TypeSH
Market value$163.09M
3.17%
Sole
313.75K
Shared
0.00
None
1.12K
Alphabet Inc. Class C
SOLEShares636.25K
TypeSH
Market value$154.96M
3.01%
Sole
636.25K
Shared
0.00
None
0.00
Uber Technologies, Inc.
SOLEShares1.32M
TypeSH
Market value$129.71M
2.52%
Sole
822.57K
Shared
0.00
None
501.43K
ServiceNow, Inc.
SOLEShares138.27K
TypeSH
Market value$127.24M
2.47%
Sole
100.30K
Shared
0.00
None
37.97K
Netflix, Inc.
SOLEShares102.48K
TypeSH
Market value$122.87M
2.39%
Sole
64.14K
Shared
0.00
None
38.34K
Apple Inc.
SOLEShares476.05K
TypeSH
Market value$121.22M
2.36%
Sole
474.12K
Shared
0.00
None
1.93K
CrowdStrike Holdings, Inc.
SOLEShares243.35K
TypeSH
Market value$119.34M
2.32%
Sole
160.43K
Shared
0.00
None
82.92K
Broadcom Inc.
SOLEShares312.30K
TypeSH
Market value$103.03M
2.00%
Sole
312.30K
Shared
0.00
None
0.00
The Trade Desk, Inc.
SOLEShares2.06M
TypeSH
Market value$100.75M
1.96%
Sole
1.30M
Shared
0.00
None
759.96K
Spotify Technology S.A.
SOLEShares138.95K
TypeSH
Market value$96.99M
1.89%
Sole
94.19K
Shared
0.00
None
44.76K
Advanced Micro Devices, Inc.
SOLEShares590.03K
TypeSH
Market value$95.46M
1.86%
Sole
420.81K
Shared
0.00
None
169.22K
Snowflake Inc.
SOLEShares368.21K
TypeSH
Market value$83.05M
1.61%
Sole
239.19K
Shared
0.00
None
129.02K
Toast, Inc.
SOLEShares2.12M
TypeSH
Market value$77.30M
1.50%
Sole
1.45M
Shared
0.00
None
670.66K
Palo Alto Networks, Inc.
SOLEShares361.14K
TypeSH
Market value$73.53M
1.43%
Sole
259.10K
Shared
0.00
None
102.04K
Arm Holdings Plc
SOLEShares499.77K
TypeSH
Market value$70.71M
1.37%
Sole
346.45K
Shared
0.00
None
153.32K
Monolithic Power Systems, Inc.
SOLEShares74.67K
TypeSH
Market value$68.74M
1.34%
Sole
61.09K
Shared
0.00
None
13.57K
Natera, Inc.
SOLEShares394.56K
TypeSH
Market value$63.51M
1.23%
Sole
227.01K
Shared
0.00
None
167.55K
e.l.f. Beauty, Inc.
SOLEShares466.97K
TypeSH
Market value$61.86M
1.20%
Sole
269.69K
Shared
0.00
None
197.28K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CorporationSOLE | COM | 2.79M | SH | $519.77M 10.10% | 2.09M | 0.00 | 699.84K |
Tesla, Inc.SOLE | COM | 862.70K | SH | $383.66M 7.46% | 605.48K | 0.00 | 257.21K |
Shopify Inc.SOLE | COM | 2.05M | SH | $304.94M 5.93% | 1.44M | 0.00 | 607.18K |
Meta Platforms, Inc.SOLE | COM | 387.60K | SH | $284.64M 5.53% | 304.41K | 0.00 | 83.19K |
Axon Enterprise, Inc.SOLE | COM | 369.36K | SH | $265.07M 5.15% | 245.78K | 0.00 | 123.58K |
MercadoLibre, Inc.SOLE | COM | 106.24K | SH | $248.28M 4.83% | 72.23K | 0.00 | 34.01K |
Amazon.com, Inc.SOLE | COM | 1.01M | SH | $221.21M 4.30% | 706.92K | 0.00 | 300.53K |
Microsoft CorporationSOLE | COM | 314.88K | SH | $163.09M 3.17% | 313.75K | 0.00 | 1.12K |
Alphabet Inc. Class CSOLE | COM | 636.25K | SH | $154.96M 3.01% | 636.25K | 0.00 | 0.00 |
Uber Technologies, Inc.SOLE | COM | 1.32M | SH | $129.71M 2.52% | 822.57K | 0.00 | 501.43K |
ServiceNow, Inc.SOLE | COM | 138.27K | SH | $127.24M 2.47% | 100.30K | 0.00 | 37.97K |
Netflix, Inc.SOLE | COM | 102.48K | SH | $122.87M 2.39% | 64.14K | 0.00 | 38.34K |
Apple Inc.SOLE | COM | 476.05K | SH | $121.22M 2.36% | 474.12K | 0.00 | 1.93K |
CrowdStrike Holdings, Inc.SOLE | COM | 243.35K | SH | $119.34M 2.32% | 160.43K | 0.00 | 82.92K |
Broadcom Inc.SOLE | COM | 312.30K | SH | $103.03M 2.00% | 312.30K | 0.00 | 0.00 |
The Trade Desk, Inc.SOLE | COM | 2.06M | SH | $100.75M 1.96% | 1.30M | 0.00 | 759.96K |
Spotify Technology S.A.SOLE | COM | 138.95K | SH | $96.99M 1.89% | 94.19K | 0.00 | 44.76K |
Advanced Micro Devices, Inc.SOLE | COM | 590.03K | SH | $95.46M 1.86% | 420.81K | 0.00 | 169.22K |
Snowflake Inc.SOLE | COM | 368.21K | SH | $83.05M 1.61% | 239.19K | 0.00 | 129.02K |
Toast, Inc.SOLE | COM | 2.12M | SH | $77.30M 1.50% | 1.45M | 0.00 | 670.66K |
Palo Alto Networks, Inc.SOLE | COM | 361.14K | SH | $73.53M 1.43% | 259.10K | 0.00 | 102.04K |
Arm Holdings PlcSOLE | COM | 499.77K | SH | $70.71M 1.37% | 346.45K | 0.00 | 153.32K |
Monolithic Power Systems, Inc.SOLE | COM | 74.67K | SH | $68.74M 1.34% | 61.09K | 0.00 | 13.57K |
Natera, Inc.SOLE | COM | 394.56K | SH | $63.51M 1.23% | 227.01K | 0.00 | 167.55K |
e.l.f. Beauty, Inc.SOLE | COM | 466.97K | SH | $61.86M 1.20% | 269.69K | 0.00 | 197.28K |
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