Zevenbergen Capital Investments LLC

Investment Portfolio & 13F Holdings Analysis

About

ZEVENBERGEN CAPITAL INVESTMENTS LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 173 holdings worth $4.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 173
Total Value: 4100009448
Accession Number: 0001276918-25-000006
Form Type: 13F-HR
CIK: 0001276918
Manager Name: Zevenbergen Capital Investments LLC

Data Enrichment

99% identified

171 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

173 positions • $4,100,009.448K total value

173 positions

Manager:

SEC FilingSEC DataHachi Filing

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NVIDIA CORP

NVDA|67066G104

3107930(-0.6%)

Value:

$336.8B(-19.8%)

Tesla, Inc.

TSLA|88160R101

1013646(-1.9%)

Value:

$262.7B(-37.1%)

MERCADOLIBRE INC

MELI|58733R102

121154(-5.1%)

Value:

$236.4B(+8.8%)

Meta Platforms, Inc.

META|30303M102

409912(-2.7%)

Value:

$236.3B(-4.3%)

SHOPIFY INC.

SHOP|82509L107

2412839(-8.0%)

Value:

$230.4B(-17.4%)

AMAZON COM INC

AMZN|023135106

1158099(-7.0%)

Value:

$220.3B(-19.4%)

AXON ENTERPRISE, INC.

AXON|05464C101

415264(-1.9%)

Value:

$218.4B(-13.2%)

ServiceNow, Inc.

NOW|81762P102

160636(-2.3%)

Value:

$127.9B(-26.6%)

NETFLIX INC

NFLX|64110L106

136923(-2.3%)

Value:

$127.7B(+2.3%)

MICROSOFT CORP

MSFT|594918104

330432(-0.3%)

Value:

$124.0B(-11.2%)

Trade Desk, Inc.

TTD|88339J105

2169273(+3.7%)

Value:

$118.7B(-51.7%)

Uber Technologies, Inc

UBER|90353T100

1560135(-5.6%)

Value:

$113.7B(+14.0%)

Apple Inc.

AAPL|037833100

487531(-0.3%)

Value:

$108.3B(-11.5%)

Alphabet Inc.

GOOG|02079K107

654430(-0.8%)

Value:

$102.2B(-18.6%)

CrowdStrike Holdings, Inc.

CRWD|22788C105

286141(-3.4%)

Value:

$100.9B(-0.5%)

ADVANCED MICRO DEVICES INC

AMD|007903107

881789(-15.5%)

Value:

$90.6B(-28.1%)

Spotify Technology S.A.

SPOT|L8681T102

159697(-3.4%)

Value:

$87.8B(+18.8%)

Palo Alto Networks Inc

PANW|697435105

477454(-4.6%)

Value:

$81.5B(-10.5%)

Toast, Inc.

TOST|888787108

2224341(+1.0%)

Value:

$73.8B(-8.1%)

Broadcom Inc.

AVGO|11135F101

370400(-0.0%)

Value:

$62.0B(-27.8%)

Instrument	Shares		Other Manager	Value
Nvidia Corp(NVDAcusip67066G104)	3.1M	QoQ -0.61% (-19.4K) YoY +503.30% (-2.6M)	All Managers (Combined)	$336.8M	QoQ -19.79% (-$83.1M) YoY -27.63% (-$128.6M)
Tesla, Inc.(TSLAcusip88160R101)	1.0M	QoQ -1.93% (-20.0K) YoY -16.46% (-199.8K)	All Managers (Combined)	$262.7M	QoQ -37.06% (-$154.7M) YoY +23.15% (-$49.4M)
Mercadolibre Inc(MELIcusip58733R102)	121.2K	QoQ -5.11% (-6.5K) YoY -14.26% (-20.2K)	All Managers (Combined)	$236.4M	QoQ +8.85% (-$19.2M) YoY +10.62% (-$22.7M)
Meta Platforms, Inc.(METAcusip30303M102)	409.9K	QoQ -2.73% (-11.5K) YoY -9.64% (-43.8K)	All Managers (Combined)	$236.3M	QoQ -4.25% (-$10.5M) YoY +7.24% (-$16.0M)
Shopify Inc.(SHOPcusip82509L107)	2.4M	QoQ -7.97% (-209.0K) YoY -5.27% (-134.2K)	All Managers (Combined)	$230.4M	QoQ -17.36% (-$48.4M) YoY +17.20% (-$33.8M)
Amazon Com Inc(AMZNcusip023135106)	1.2M	QoQ -7.05% (-87.9K) YoY -26.93% (-426.9K)	All Managers (Combined)	$220.3M	QoQ -19.39% (-$53.0M) YoY -22.93% (-$65.6M)
Axon Enterprise, Inc.(AXONcusip05464C101)	415.3K	QoQ -1.88% (-8.0K) YoY -16.28% (-80.8K)	All Managers (Combined)	$218.4M	QoQ -13.17% (-$33.1M) YoY +40.71% (-$63.2M)
Servicenow, Inc.(NOWcusip81762P102)	160.6K	QoQ -2.33% (-3.8K) YoY +0.08% (+140)	All Managers (Combined)	$127.9M	QoQ -26.65% (-$46.5M) YoY +4.51% (+$5.5M)
Netflix Inc(NFLXcusip64110L106)	136.9K	QoQ -2.26% (-3.2K) YoY -20.40% (-35.1K)	All Managers (Combined)	$127.7M	QoQ +2.25% (-$2.8M) YoY +22.20% (-$23.2M)
Microsoft Corp(MSFTcusip594918104)	330.4K	QoQ -0.29% (-972) YoY -1.12% (-3.8K)	All Managers (Combined)	$124.0M	QoQ -11.20% (-$15.6M) YoY -11.78% (-$16.6M)
Trade Desk, Inc.(TTDcusip88339J105)	2.2M	QoQ +3.72% (-77.9K) YoY -9.28% (-222.1K)	All Managers (Combined)	$118.7M	QoQ -51.70% (-$127.1M) YoY -43.21% (-$90.3M)
Uber Technologies, Inc(UBERcusip90353T100)	1.6M	QoQ -5.64% (-93.3K) YoY -27.39% (-588.8K)	All Managers (Combined)	$113.7M	QoQ +13.97% (-$13.9M) YoY -31.29% (-$51.8M)
Apple Inc.(AAPLcusip037833100)	487.5K	QoQ -0.25% (-1.3K) YoY +8.81% (+39.5K)	All Managers (Combined)	$108.3M	QoQ -11.52% (-$14.1M) YoY +40.94% (+$31.5M)
Alphabet Inc.(GOOGcusip02079K107)	654.4K	QoQ -0.80% (-5.3K) YoY -18.55% (-149.0K)	All Managers (Combined)	$102.2M	QoQ -18.62% (-$23.4M) YoY -16.42% (-$20.1M)
Crowdstrike Holdings, Inc.(CRWDcusip22788C105)	286.1K	QoQ -3.44% (-10.2K) YoY +8.39% (+22.2K)	All Managers (Combined)	$100.9M	QoQ -0.50% (-$508.8K) YoY +19.20% (+$16.3M)
Advanced Micro Devices Inc(AMDcusip007903107)	881.8K	QoQ -15.53% (-162.2K) YoY -19.14% (-208.8K)	All Managers (Combined)	$90.6M	QoQ -28.15% (-$35.5M) YoY -53.97% (-$106.2M)
Spotify Technology S.A.(SPOTcusipL8681T102)	159.7K	QoQ -3.40% (-5.6K) YoY NEW(+159.7K)	All Managers (Combined)	$87.8M	QoQ +18.75% (-$13.9M) YoY NEW(+$87.8M)
Palo Alto Networks Inc(PANWcusip697435105)	477.5K	QoQ -4.60% (-23.1K) YoY +36.95% (-128.8K)	All Managers (Combined)	$81.5M	QoQ -10.54% (-$9.6M) YoY -17.74% (-$17.6M)
Toast, Inc.(TOSTcusip888787108)	2.2M	QoQ +0.98% (-21.6K) YoY +49.48% (+736.4K)	All Managers (Combined)	$73.8M	QoQ -8.10% (-$6.5M) YoY +98.97% (+$36.7M)
Broadcom Inc.(AVGOcusip11135F101)	370.4K	QoQ -0.01% (-50) YoY +1068.45% (+338.7K)	All Managers (Combined)	$62.0M	QoQ -27.79% (-$23.9M) YoY +47.60% (+$20.0M)