ZEVENBERGEN CAPITAL INVESTMENTS LLC

PrivateCIK: 1276918

Location

EDMONDS, WA

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

% of voting shares87.7%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.82M

% 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

SOLE

COM

Shares1.77M

TypeSH

Market value$403.26M

9.23%

Sole

1.60M

Shared

0.00

None

167.56K

Microsoft Corporation

SOLE

COM

Shares517.11K

TypeSH

Market value$265.23M

6.07%

Sole

491.11K

Shared

0.00

None

26K

Advanced Micro Devices, Inc.

SOLE

COM

Shares348.71K

TypeSH

Market value$213.33M

4.88%

Sole

303.50K

Shared

0.00

None

45.20K

Alphabet Inc. Class C

SOLE

COM

Shares546.57K

TypeSH

Market value$186.24M

4.26%

Sole

546.54K

Shared

0.00

None

21.00

Tesla, Inc.

SOLE

COM

Shares521.99K

TypeSH

Market value$185.21M

4.24%

Sole

444.13K

Shared

0.00

None

77.85K

Apple Inc.

SOLE

COM

Shares504.62K

TypeSH

Market value$168.05M

3.84%

Sole

502.31K

Shared

0.00

None

2.31K

Shopify Inc.

SOLE

COM

Shares1.06M

TypeSH

Market value$157.79M

3.61%

Sole

897.60K

Shared

0.00

None

166.43K

Micron Technology, Inc.

SOLE

COM

Shares144.50K

TypeSH

Market value$153.91M

3.52%

Sole

144.50K

Shared

0.00

None

0.00

Amazon.com, Inc.

SOLE

COM

Shares617.57K

TypeSH

Market value$153.87M

3.52%

Sole

524.63K

Shared

0.00

None

92.94K

Meta Platforms, Inc.

SOLE

COM

Shares210.06K

TypeSH

Market value$152.33M

3.48%

Sole

192.72K

Shared

0.00

None

17.34K

CrowdStrike Holdings, Inc.

SOLE

COM

Shares478.24K

TypeSH

Market value$126.61M

2.90%

Sole

422.61K

Shared

0.00

None

55.63K

Snowflake Inc.

SOLE

COM

Shares361.52K

TypeSH

Market value$122.76M

2.81%

Sole

309.19K

Shared

0.00

None

52.33K

Broadcom Inc.

SOLE

COM

Shares319K

TypeSH

Market value$112.03M

2.56%

Sole

319K

Shared

0.00

None

0.00

Monolithic Power Systems, Inc.

SOLE

COM

Shares74.74K

TypeSH

Market value$100.69M

2.30%

Sole

63.92K

Shared

0.00

None

10.82K

MercadoLibre, Inc.

SOLE

COM

Shares55.12K

TypeSH

Market value$95.27M

2.18%

Sole

45.17K

Shared

0.00

None

9.95K

Natera, Inc.

SOLE

COM

Shares227.44K

TypeSH

Market value$94.00M

2.15%

Sole

174.07K

Shared

0.00

None

53.38K

Axon Enterprise, Inc.

SOLE

COM

Shares217.88K

TypeSH

Market value$92.06M

2.11%

Sole

184.60K

Shared

0.00

None

33.27K

Rocket Lab Corporation

SOLE

COM

Shares1.21M

TypeSH

Market value$84.46M

1.93%

Sole

963.40K

Shared

0.00

None

248.76K

Credo Technology Group Holding

SOLE

COM

Shares418.99K

TypeSH

Market value$81.62M

1.87%

Sole

342.37K

Shared

0.00

None

76.63K

Space Exploration Technologies

SOLE

COM

Shares516.02K

TypeSH

Market value$77.85M

1.78%

Sole

396.82K

Shared

0.00

None

119.20K

Alphabet Inc. Class A

SOLE

COM

Shares221.63K

TypeSH

Market value$76.26M

1.74%

Sole

172.13K

Shared

0.00

None

49.50K

Vertiv Holdings Co.

SOLE

COM

Shares273.31K

TypeSH

Market value$65.95M

1.51%

Sole

223.37K

Shared

0.00

None

49.94K

Quanta Services, Inc.

SOLE

COM

Shares97.86K

TypeSH

Market value$62.88M

1.44%

Sole

72.56K

Shared

0.00

None

25.30K

Taiwan Semiconductor Mfg Ltd

SOLE

COM

Shares125.50K

TypeSH

Market value$57.25M

1.31%

Sole

111.46K

Shared

0.00

None

14.04K

Toast, Inc.

SOLE

COM

Shares1.94M

TypeSH

Market value$56.20M

1.29%

Sole

1.65M

Shared

0.00

None

289.13K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVIDIA CorporationSOLE	COM	1.77M	SH	$403.26M 9.23%	1.60M	167.56K
Microsoft CorporationSOLE	COM	517.11K	SH	$265.23M 6.07%	491.11K	26K
Advanced Micro Devices, Inc.SOLE	COM	348.71K	SH	$213.33M 4.88%	303.50K	45.20K
Alphabet Inc. Class CSOLE	COM	546.57K	SH	$186.24M 4.26%	546.54K	21.00
Tesla, Inc.SOLE	COM	521.99K	SH	$185.21M 4.24%	444.13K	77.85K
Apple Inc.SOLE	COM	504.62K	SH	$168.05M 3.84%	502.31K	2.31K
Shopify Inc.SOLE	COM	1.06M	SH	$157.79M 3.61%	897.60K	166.43K
Micron Technology, Inc.SOLE	COM	144.50K	SH	$153.91M 3.52%	144.50K	0.00
Amazon.com, Inc.SOLE	COM	617.57K	SH	$153.87M 3.52%	524.63K	92.94K
Meta Platforms, Inc.SOLE	COM	210.06K	SH	$152.33M 3.48%	192.72K	17.34K
CrowdStrike Holdings, Inc.SOLE	COM	478.24K	SH	$126.61M 2.90%	422.61K	55.63K
Snowflake Inc.SOLE	COM	361.52K	SH	$122.76M 2.81%	309.19K	52.33K
Broadcom Inc.SOLE	COM	319K	SH	$112.03M 2.56%	319K	0.00
Monolithic Power Systems, Inc.SOLE	COM	74.74K	SH	$100.69M 2.30%	63.92K	10.82K
MercadoLibre, Inc.SOLE	COM	55.12K	SH	$95.27M 2.18%	45.17K	9.95K
Natera, Inc.SOLE	COM	227.44K	SH	$94.00M 2.15%	174.07K	53.38K
Axon Enterprise, Inc.SOLE	COM	217.88K	SH	$92.06M 2.11%	184.60K	33.27K
Rocket Lab CorporationSOLE	COM	1.21M	SH	$84.46M 1.93%	963.40K	248.76K
Credo Technology Group HoldingSOLE	COM	418.99K	SH	$81.62M 1.87%	342.37K	76.63K
Space Exploration TechnologiesSOLE	COM	516.02K	SH	$77.85M 1.78%	396.82K	119.20K
Alphabet Inc. Class ASOLE	COM	221.63K	SH	$76.26M 1.74%	172.13K	49.50K
Vertiv Holdings Co.SOLE	COM	273.31K	SH	$65.95M 1.51%	223.37K	49.94K
Quanta Services, Inc.SOLE	COM	97.86K	SH	$62.88M 1.44%	72.56K	25.30K
Taiwan Semiconductor Mfg LtdSOLE	COM	125.50K	SH	$57.25M 1.31%	111.46K	14.04K
Toast, Inc.SOLE	COM	1.94M	SH	$56.20M 1.29%	1.65M	289.13K

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