Filed: 1/15/2026ACC: 0001276918-26-000002
📋 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 $4.50B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
105
Positions
$4.50B
Total AUM (reported)
25.70M
Total Shares
Allocation by class
COM$4.50B100.0%
Portfolio Concentration
Top 3$1.02B22.7%
4–10$1.27B28.2%
11–25$1.22B27.1%
Rest$989.67M22.0%
Top 3 weight
22.7%
Top 10 weight
50.9%
Voting Authority Distribution
Total shares with voting rights: 25.70M
Sole
Full voting authority
19.40M
shares
% of voting shares75.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.30M
shares
% of voting shares24.5%
Investment Discretion (by position count)
Sole95
Shared0
Other10
Dominant voting typeSole · 75.5% of voting shares
Institutional Holdings105
Rows:
NVIDIA Corporation
SOLEShares2.36M
TypeSH
Market value$439.44M
9.77%
Sole
1.89M
Shared
0.00
None
467.60K
Tesla, Inc.
SOLEShares694.11K
TypeSH
Market value$312.16M
6.94%
Sole
516.21K
Shared
0.00
None
177.91K
Shopify Inc.
SOLEShares1.67M
TypeSH
Market value$269.58M
6.00%
Sole
1.27M
Shared
0.00
None
408.12K
Meta Platforms, Inc.
SOLEShares332.28K
TypeSH
Market value$219.34M
4.88%
Sole
276.10K
Shared
0.00
None
56.19K
Amazon.com, Inc.
SOLEShares845.42K
TypeSH
Market value$195.14M
4.34%
Sole
638.63K
Shared
0.00
None
206.78K
Axon Enterprise, Inc.
SOLEShares338.67K
TypeSH
Market value$192.34M
4.28%
Sole
243.42K
Shared
0.00
None
95.25K
Alphabet Inc. Class C
SOLEShares595.66K
TypeSH
Market value$186.92M
4.16%
Sole
595.66K
Shared
0.00
None
0.00
MercadoLibre, Inc.
SOLEShares91.54K
TypeSH
Market value$184.39M
4.10%
Sole
66.10K
Shared
0.00
None
25.44K
Microsoft Corporation
SOLEShares314.37K
TypeSH
Market value$152.03M
3.38%
Sole
313.17K
Shared
0.00
None
1.20K
Apple Inc.
SOLEShares501.92K
TypeSH
Market value$136.45M
3.03%
Sole
499.84K
Shared
0.00
None
2.08K
Advanced Micro Devices, Inc.
SOLEShares550.48K
TypeSH
Market value$117.89M
2.62%
Sole
435.36K
Shared
0.00
None
115.12K
Broadcom Inc.
SOLEShares312.56K
TypeSH
Market value$108.18M
2.41%
Sole
312.56K
Shared
0.00
None
0.00
Snowflake Inc.
SOLEShares435.63K
TypeSH
Market value$95.56M
2.13%
Sole
298.54K
Shared
0.00
None
137.09K
CrowdStrike Holdings, Inc.
SOLEShares203.11K
TypeSH
Market value$95.21M
2.12%
Sole
147.59K
Shared
0.00
None
55.52K
ServiceNow, Inc.
SOLEShares610.88K
TypeSH
Market value$93.58M
2.08%
Sole
478.49K
Shared
0.00
None
132.40K
Uber Technologies, Inc.
SOLEShares979.38K
TypeSH
Market value$80.02M
1.78%
Sole
662.07K
Shared
0.00
None
317.30K
Alphabet Inc. Class A
SOLEShares251.64K
TypeSH
Market value$78.76M
1.75%
Sole
174.38K
Shared
0.00
None
77.25K
Micron Technology, Inc.
SOLEShares266.85K
TypeSH
Market value$76.16M
1.69%
Sole
266.85K
Shared
0.00
None
0.00
Rocket Lab Corporation
SOLEShares1.09M
TypeSH
Market value$76.09M
1.69%
Sole
694.89K
Shared
0.00
None
395.91K
Natera, Inc.
SOLEShares323.57K
TypeSH
Market value$74.13M
1.65%
Sole
205.75K
Shared
0.00
None
117.82K
Monolithic Power Systems, Inc.
SOLEShares81.38K
TypeSH
Market value$73.76M
1.64%
Sole
67.35K
Shared
0.00
None
14.03K
Netflix, Inc.
SOLEShares773.27K
TypeSH
Market value$72.50M
1.61%
Sole
514.64K
Shared
0.00
None
258.63K
Toast, Inc.
SOLEShares1.85M
TypeSH
Market value$65.87M
1.46%
Sole
1.35M
Shared
0.00
None
501.11K
Vertiv Holdings Co
SOLEShares346.57K
TypeSH
Market value$56.15M
1.25%
Sole
251.79K
Shared
0.00
None
94.78K
Spotify Technology S.A.
SOLEShares95.05K
TypeSH
Market value$55.20M
1.23%
Sole
68.44K
Shared
0.00
None
26.61K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CorporationSOLE | COM | 2.36M | SH | $439.44M 9.77% | 1.89M | 0.00 | 467.60K |
Tesla, Inc.SOLE | COM | 694.11K | SH | $312.16M 6.94% | 516.21K | 0.00 | 177.91K |
Shopify Inc.SOLE | COM | 1.67M | SH | $269.58M 6.00% | 1.27M | 0.00 | 408.12K |
Meta Platforms, Inc.SOLE | COM | 332.28K | SH | $219.34M 4.88% | 276.10K | 0.00 | 56.19K |
Amazon.com, Inc.SOLE | COM | 845.42K | SH | $195.14M 4.34% | 638.63K | 0.00 | 206.78K |
Axon Enterprise, Inc.SOLE | COM | 338.67K | SH | $192.34M 4.28% | 243.42K | 0.00 | 95.25K |
Alphabet Inc. Class CSOLE | COM | 595.66K | SH | $186.92M 4.16% | 595.66K | 0.00 | 0.00 |
MercadoLibre, Inc.SOLE | COM | 91.54K | SH | $184.39M 4.10% | 66.10K | 0.00 | 25.44K |
Microsoft CorporationSOLE | COM | 314.37K | SH | $152.03M 3.38% | 313.17K | 0.00 | 1.20K |
Apple Inc.SOLE | COM | 501.92K | SH | $136.45M 3.03% | 499.84K | 0.00 | 2.08K |
Advanced Micro Devices, Inc.SOLE | COM | 550.48K | SH | $117.89M 2.62% | 435.36K | 0.00 | 115.12K |
Broadcom Inc.SOLE | COM | 312.56K | SH | $108.18M 2.41% | 312.56K | 0.00 | 0.00 |
Snowflake Inc.SOLE | COM | 435.63K | SH | $95.56M 2.13% | 298.54K | 0.00 | 137.09K |
CrowdStrike Holdings, Inc.SOLE | COM | 203.11K | SH | $95.21M 2.12% | 147.59K | 0.00 | 55.52K |
ServiceNow, Inc.SOLE | COM | 610.88K | SH | $93.58M 2.08% | 478.49K | 0.00 | 132.40K |
Uber Technologies, Inc.SOLE | COM | 979.38K | SH | $80.02M 1.78% | 662.07K | 0.00 | 317.30K |
Alphabet Inc. Class ASOLE | COM | 251.64K | SH | $78.76M 1.75% | 174.38K | 0.00 | 77.25K |
Micron Technology, Inc.SOLE | COM | 266.85K | SH | $76.16M 1.69% | 266.85K | 0.00 | 0.00 |
Rocket Lab CorporationSOLE | COM | 1.09M | SH | $76.09M 1.69% | 694.89K | 0.00 | 395.91K |
Natera, Inc.SOLE | COM | 323.57K | SH | $74.13M 1.65% | 205.75K | 0.00 | 117.82K |
Monolithic Power Systems, Inc.SOLE | COM | 81.38K | SH | $73.76M 1.64% | 67.35K | 0.00 | 14.03K |
Netflix, Inc.SOLE | COM | 773.27K | SH | $72.50M 1.61% | 514.64K | 0.00 | 258.63K |
Toast, Inc.SOLE | COM | 1.85M | SH | $65.87M 1.46% | 1.35M | 0.00 | 501.11K |
Vertiv Holdings CoSOLE | COM | 346.57K | SH | $56.15M 1.25% | 251.79K | 0.00 | 94.78K |
Spotify Technology S.A.SOLE | COM | 95.05K | SH | $55.20M 1.23% | 68.44K | 0.00 | 26.61K |
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