Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ZEVENBERGEN CAPITAL INVESTMENTS LLC (CIK 1276918) reported $4.38B across 109 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($361.3M, 8.25%), AMD ($239.1M, 5.46%), TSLA ($224.7M, 5.13%), MU ($200.8M, 4.59%), GOOG ($193.1M, 4.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | $361.3M | 8.25% | 1.8M | Trimmed |
| 2 | AMD | Advanced Micro Devices, Inc. | $239.1M | 5.46% | 411,585 | Trimmed |
| 3 | TSLA | Tesla, Inc. | $224.7M | 5.13% | 534,122 | Trimmed |
| 4 | MU | Micron Technology, Inc. | $200.8M | 4.59% | 173,965 | Trimmed |
| 5 | GOOG | Alphabet Inc. Class C | $193.1M | 4.41% | 546,596 | Added |
| 6 | AXON | Axon Enterprise, Inc. | $169.4M | 3.87% | 302,151 | Added |
| 7 | AMZN | Amazon.com, Inc. | $147.4M | 3.37% | 618,334 | Trimmed |
| 8 | AAPL | Apple Inc. | $145.9M | 3.33% | 504,171 | Added |
| 9 | SHOP | Shopify Inc. | $135.2M | 3.09% | 1.2M | Trimmed |
| 10 | META | Meta Platforms, Inc. | $124.2M | 2.84% | 220,423 | Trimmed |
| 11 | AVGO | Broadcom Inc. | $120.6M | 2.75% | 319,150 | Added |
| 12 | MSFT | Microsoft Corporation | $116.5M | 2.66% | 312,395 | Trimmed |
| 13 | MELI | MercadoLibre, Inc. | $114.3M | 2.61% | 67,366 | Trimmed |
| 14 | CRDO | Credo Technology Group Holding | $108.6M | 2.48% | 399,306 | Trimmed |
| 15 | MPWR | Monolithic Power Systems, Inc. | $108.7M | 2.48% | 78,604 | Trimmed |
| 16 | CRWD | CrowdStrike Holdings, Inc. | $106.2M | 2.42% | 139,105 | Trimmed |
| 17 | RKLB | Rocket Lab Corporation | $102.2M | 2.33% | 1.0M | Trimmed |
| 18 | VRT | Vertiv Holdings Co. | $93.7M | 2.14% | 279,992 | Trimmed |
| 19 | SNOW | Snowflake Inc. | $93.7M | 2.14% | 368,329 | Trimmed |
| 20 | GOOGL | Alphabet Inc. Class A | $79.8M | 1.82% | 223,202 | Trimmed |
| 21 | PWR | Quanta Services, Inc. | $71.7M | 1.64% | 99,591 | Trimmed |
| 22 | NTRA | Natera, Inc. | $69.1M | 1.58% | 254,549 | Trimmed |
| 23 | AMAT | Applied Materials, Inc. | $57.0M | 1.30% | 78,800 | Hold |
| 24 | TOST | Toast, Inc. | $55.4M | 1.27% | 2.0M | Added |
| 25 | TSM | Taiwan Semiconductor Mfg Ltd | $51.9M | 1.19% | 108,665 | Added |
Source: SEC Form 13F filings · as of 2026-06-30