Filed: 10/8/2026ACC: 0001276918-26-000011
📋 What this filing means
ZEVENBERGEN CAPITAL INVESTMENTS LLC filed this quarterly 13F‑HR report disclosing 118 equity positions with a total reported market value of $4.37B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
118
Positions
$4.37B
Total AUM (reported)
22.84M
Total Shares
Allocation by class
COM$4.37B100.0%
Portfolio Concentration
Top 3$881.81M20.2%
4–10$1.16B26.5%
11–25$1.31B29.9%
Rest$1.03B23.5%
Top 3 weight
20.2%
Top 10 weight
46.6%
Voting Authority Distribution
Total shares with voting rights: 22.84M
Sole
Full voting authority
20.02M
shares
% of voting shares87.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.82M
shares
% of voting shares12.3%
Investment Discretion (by position count)
Sole112
Shared0
Other6
Dominant voting typeSole · 87.7% of voting shares
Institutional Holdings118
Rows:
NVIDIA Corporation
SOLEShares1.77M
TypeSH
Market value$403.26M
9.23%
Sole
1.60M
Shared
0.00
None
167.56K
Microsoft Corporation
SOLEShares517.11K
TypeSH
Market value$265.23M
6.07%
Sole
491.11K
Shared
0.00
None
26K
Advanced Micro Devices, Inc.
SOLEShares348.71K
TypeSH
Market value$213.33M
4.88%
Sole
303.50K
Shared
0.00
None
45.20K
Alphabet Inc. Class C
SOLEShares546.57K
TypeSH
Market value$186.24M
4.26%
Sole
546.54K
Shared
0.00
None
21.00
Tesla, Inc.
SOLEShares521.99K
TypeSH
Market value$185.21M
4.24%
Sole
444.13K
Shared
0.00
None
77.85K
Apple Inc.
SOLEShares504.62K
TypeSH
Market value$168.05M
3.84%
Sole
502.31K
Shared
0.00
None
2.31K
Shopify Inc.
SOLEShares1.06M
TypeSH
Market value$157.79M
3.61%
Sole
897.60K
Shared
0.00
None
166.43K
Micron Technology, Inc.
SOLEShares144.50K
TypeSH
Market value$153.91M
3.52%
Sole
144.50K
Shared
0.00
None
0.00
Amazon.com, Inc.
SOLEShares617.57K
TypeSH
Market value$153.87M
3.52%
Sole
524.63K
Shared
0.00
None
92.94K
Meta Platforms, Inc.
SOLEShares210.06K
TypeSH
Market value$152.33M
3.48%
Sole
192.72K
Shared
0.00
None
17.34K
CrowdStrike Holdings, Inc.
SOLEShares478.24K
TypeSH
Market value$126.61M
2.90%
Sole
422.61K
Shared
0.00
None
55.63K
Snowflake Inc.
SOLEShares361.52K
TypeSH
Market value$122.76M
2.81%
Sole
309.19K
Shared
0.00
None
52.33K
Broadcom Inc.
SOLEShares319K
TypeSH
Market value$112.03M
2.56%
Sole
319K
Shared
0.00
None
0.00
Monolithic Power Systems, Inc.
SOLEShares74.74K
TypeSH
Market value$100.69M
2.30%
Sole
63.92K
Shared
0.00
None
10.82K
MercadoLibre, Inc.
SOLEShares55.12K
TypeSH
Market value$95.27M
2.18%
Sole
45.17K
Shared
0.00
None
9.95K
Natera, Inc.
SOLEShares227.44K
TypeSH
Market value$94.00M
2.15%
Sole
174.07K
Shared
0.00
None
53.38K
Axon Enterprise, Inc.
SOLEShares217.88K
TypeSH
Market value$92.06M
2.11%
Sole
184.60K
Shared
0.00
None
33.27K
Rocket Lab Corporation
SOLEShares1.21M
TypeSH
Market value$84.46M
1.93%
Sole
963.40K
Shared
0.00
None
248.76K
Credo Technology Group Holding
SOLEShares418.99K
TypeSH
Market value$81.62M
1.87%
Sole
342.37K
Shared
0.00
None
76.63K
Space Exploration Technologies
SOLEShares516.02K
TypeSH
Market value$77.85M
1.78%
Sole
396.82K
Shared
0.00
None
119.20K
Alphabet Inc. Class A
SOLEShares221.63K
TypeSH
Market value$76.26M
1.74%
Sole
172.13K
Shared
0.00
None
49.50K
Vertiv Holdings Co.
SOLEShares273.31K
TypeSH
Market value$65.95M
1.51%
Sole
223.37K
Shared
0.00
None
49.94K
Quanta Services, Inc.
SOLEShares97.86K
TypeSH
Market value$62.88M
1.44%
Sole
72.56K
Shared
0.00
None
25.30K
Taiwan Semiconductor Mfg Ltd
SOLEShares125.50K
TypeSH
Market value$57.25M
1.31%
Sole
111.46K
Shared
0.00
None
14.04K
Toast, Inc.
SOLEShares1.94M
TypeSH
Market value$56.20M
1.29%
Sole
1.65M
Shared
0.00
None
289.13K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CorporationSOLE | COM | 1.77M | SH | $403.26M 9.23% | 1.60M | 0.00 | 167.56K |
Microsoft CorporationSOLE | COM | 517.11K | SH | $265.23M 6.07% | 491.11K | 0.00 | 26K |
Advanced Micro Devices, Inc.SOLE | COM | 348.71K | SH | $213.33M 4.88% | 303.50K | 0.00 | 45.20K |
Alphabet Inc. Class CSOLE | COM | 546.57K | SH | $186.24M 4.26% | 546.54K | 0.00 | 21.00 |
Tesla, Inc.SOLE | COM | 521.99K | SH | $185.21M 4.24% | 444.13K | 0.00 | 77.85K |
Apple Inc.SOLE | COM | 504.62K | SH | $168.05M 3.84% | 502.31K | 0.00 | 2.31K |
Shopify Inc.SOLE | COM | 1.06M | SH | $157.79M 3.61% | 897.60K | 0.00 | 166.43K |
Micron Technology, Inc.SOLE | COM | 144.50K | SH | $153.91M 3.52% | 144.50K | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | COM | 617.57K | SH | $153.87M 3.52% | 524.63K | 0.00 | 92.94K |
Meta Platforms, Inc.SOLE | COM | 210.06K | SH | $152.33M 3.48% | 192.72K | 0.00 | 17.34K |
CrowdStrike Holdings, Inc.SOLE | COM | 478.24K | SH | $126.61M 2.90% | 422.61K | 0.00 | 55.63K |
Snowflake Inc.SOLE | COM | 361.52K | SH | $122.76M 2.81% | 309.19K | 0.00 | 52.33K |
Broadcom Inc.SOLE | COM | 319K | SH | $112.03M 2.56% | 319K | 0.00 | 0.00 |
Monolithic Power Systems, Inc.SOLE | COM | 74.74K | SH | $100.69M 2.30% | 63.92K | 0.00 | 10.82K |
MercadoLibre, Inc.SOLE | COM | 55.12K | SH | $95.27M 2.18% | 45.17K | 0.00 | 9.95K |
Natera, Inc.SOLE | COM | 227.44K | SH | $94.00M 2.15% | 174.07K | 0.00 | 53.38K |
Axon Enterprise, Inc.SOLE | COM | 217.88K | SH | $92.06M 2.11% | 184.60K | 0.00 | 33.27K |
Rocket Lab CorporationSOLE | COM | 1.21M | SH | $84.46M 1.93% | 963.40K | 0.00 | 248.76K |
Credo Technology Group HoldingSOLE | COM | 418.99K | SH | $81.62M 1.87% | 342.37K | 0.00 | 76.63K |
Space Exploration TechnologiesSOLE | COM | 516.02K | SH | $77.85M 1.78% | 396.82K | 0.00 | 119.20K |
Alphabet Inc. Class ASOLE | COM | 221.63K | SH | $76.26M 1.74% | 172.13K | 0.00 | 49.50K |
Vertiv Holdings Co.SOLE | COM | 273.31K | SH | $65.95M 1.51% | 223.37K | 0.00 | 49.94K |
Quanta Services, Inc.SOLE | COM | 97.86K | SH | $62.88M 1.44% | 72.56K | 0.00 | 25.30K |
Taiwan Semiconductor Mfg LtdSOLE | COM | 125.50K | SH | $57.25M 1.31% | 111.46K | 0.00 | 14.04K |
Toast, Inc.SOLE | COM | 1.94M | SH | $56.20M 1.29% | 1.65M | 0.00 | 289.13K |
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