ZEVENBERGEN CAPITAL INVESTMENTS LLC

PrivateCIK: 1276918
Location

EDMONDS, WA

109
Positions
$4.38B
Total AUM (reported)
24.19M
Total Shares

Allocation by class

TOTAL AUM$4.38B109 positions
COM$4.38B100.0%

Portfolio Concentration

Top 318.8%4–1025.5%11–2530.8%Rest24.8%TOP 1044.3%0%100%
Top 3$825.08M18.8%
4–10$1.12B25.5%
11–25$1.35B30.8%
Rest$1.09B24.8%

Top 3 weight

18.8%

Top 10 weight

44.3%

Voting Authority Distribution

Total shares with voting rights: 24.19M

Sole

Full voting authority

21.38M

shares

% of voting shares88.4%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.82M

shares

% of voting shares11.6%

Investment Discretion (by position count)

Sole99
Shared0
Other10
Dominant voting typeSole · 88.4% of voting shares
Institutional Holdings109
Rows:

NVIDIA Corporation

SOLE
COM
Shares1.81M
TypeSH
Market value$361.34M
8.25%
Sole
1.63M
Shared
0.00
None
180.15K

Advanced Micro Devices, Inc.

SOLE
COM
Shares411.58K
TypeSH
Market value$239.09M
5.46%
Sole
349.87K
Shared
0.00
None
61.72K

Tesla, Inc.

SOLE
COM
Shares534.12K
TypeSH
Market value$224.65M
5.13%
Sole
456.28K
Shared
0.00
None
77.84K

Micron Technology, Inc.

SOLE
COM
Shares173.97K
TypeSH
Market value$200.81M
4.59%
Sole
173.97K
Shared
0.00
None
0.00

Alphabet Inc. Class C

SOLE
COM
Shares546.60K
TypeSH
Market value$193.13M
4.41%
Sole
546.60K
Shared
0.00
None
0.00

Axon Enterprise, Inc.

SOLE
COM
Shares302.15K
TypeSH
Market value$169.39M
3.87%
Sole
253.57K
Shared
0.00
None
48.58K

Amazon.com, Inc.

SOLE
COM
Shares618.33K
TypeSH
Market value$147.37M
3.37%
Sole
529.20K
Shared
0.00
None
89.14K

Apple Inc.

SOLE
COM
Shares504.17K
TypeSH
Market value$145.89M
3.33%
Sole
501.89K
Shared
0.00
None
2.28K

Shopify Inc.

SOLE
COM
Shares1.18M
TypeSH
Market value$135.17M
3.09%
Sole
1M
Shared
0.00
None
180.41K

Meta Platforms, Inc.

SOLE
COM
Shares220.42K
TypeSH
Market value$124.16M
2.84%
Sole
200.79K
Shared
0.00
None
19.64K

Broadcom Inc.

SOLE
COM
Shares319.15K
TypeSH
Market value$120.56M
2.75%
Sole
319.15K
Shared
0.00
None
0.00

Microsoft Corporation

SOLE
COM
Shares312.39K
TypeSH
Market value$116.53M
2.66%
Sole
311K
Shared
0.00
None
1.40K

MercadoLibre, Inc.

SOLE
COM
Shares67.37K
TypeSH
Market value$114.35M
2.61%
Sole
55K
Shared
0.00
None
12.37K

Monolithic Power Systems, Inc.

SOLE
COM
Shares78.60K
TypeSH
Market value$108.66M
2.48%
Sole
67.77K
Shared
0.00
None
10.83K

Credo Technology Group Holding

SOLE
COM
Shares399.31K
TypeSH
Market value$108.59M
2.48%
Sole
331.61K
Shared
0.00
None
67.69K

CrowdStrike Holdings, Inc.

SOLE
COM
Shares139.10K
TypeSH
Market value$106.16M
2.42%
Sole
120.53K
Shared
0.00
None
18.57K

Rocket Lab Corporation

SOLE
COM
Shares1.01M
TypeSH
Market value$102.16M
2.33%
Sole
803.77K
Shared
0.00
None
201.24K

Vertiv Holdings Co.

SOLE
COM
Shares279.99K
TypeSH
Market value$93.75M
2.14%
Sole
227.11K
Shared
0.00
None
52.88K

Snowflake Inc.

SOLE
COM
Shares368.33K
TypeSH
Market value$93.74M
2.14%
Sole
312.77K
Shared
0.00
None
55.56K

Alphabet Inc. Class A

SOLE
COM
Shares223.20K
TypeSH
Market value$79.77M
1.82%
Sole
172.03K
Shared
0.00
None
51.17K

Quanta Services, Inc.

SOLE
COM
Shares99.59K
TypeSH
Market value$71.71M
1.64%
Sole
74.27K
Shared
0.00
None
25.32K

Natera, Inc.

SOLE
COM
Shares254.55K
TypeSH
Market value$69.10M
1.58%
Sole
195.33K
Shared
0.00
None
59.22K

Applied Materials, Inc.

OTR
COM
Shares78.80K
TypeSH
Market value$56.97M
1.30%
Sole
78.80K
Shared
0.00
None
0.00

Toast, Inc.

SOLE
COM
Shares1.99M
TypeSH
Market value$55.42M
1.27%
Sole
1.68M
Shared
0.00
None
309.13K

Taiwan Semiconductor Mfg Ltd

SOLE
COM
Shares108.67K
TypeSH
Market value$51.90M
1.19%
Sole
98.29K
Shared
0.00
None
10.38K
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