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 $3.48B across 110 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($344.6M, 9.91%), TSLA ($199.7M, 5.74%), GOOG ($156.8M, 4.51%), SHOP ($155.3M, 4.47%), AMZN ($131.9M, 3.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | $344.6M | 9.91% | 2.0M | Trimmed |
| 2 | TSLA | Tesla, Inc. | $199.7M | 5.74% | 537,194 | Trimmed |
| 3 | GOOG | Alphabet Inc. Class C | $156.8M | 4.51% | 546,481 | Trimmed |
| 4 | SHOP | Shopify Inc. | $155.3M | 4.47% | 1.3M | Trimmed |
| 5 | AMZN | Amazon.com, Inc. | $131.9M | 3.79% | 633,290 | Trimmed |
| 6 | META | Meta Platforms, Inc. | $128.7M | 3.70% | 225,013 | Trimmed |
| 7 | AAPL | Apple Inc. | $127.4M | 3.66% | 501,815 | Trimmed |
| 8 | MELI | MercadoLibre, Inc. | $123.8M | 3.56% | 71,626 | Trimmed |
| 9 | AXON | Axon Enterprise, Inc. | $122.4M | 3.52% | 288,211 | Trimmed |
| 10 | MSFT | Microsoft Corporation | $116.4M | 3.35% | 314,420 | Added |
| 11 | AMD | Advanced Micro Devices, Inc. | $113.9M | 3.27% | 559,718 | Added |
| 12 | AVGO | Broadcom Inc. | $96.7M | 2.78% | 312,560 | Hold |
| 13 | MPWR | Monolithic Power Systems, Inc. | $89.6M | 2.57% | 81,911 | Added |
| 14 | VRT | Vertiv Holdings Co | $75.2M | 2.16% | 299,962 | Trimmed |
| 15 | SWTSX | Schwab Cap Tr | $66.5M | 1.91% | 4.2M | New |
| 16 | RKLB | Rocket Lab Corporation | $65.8M | 1.89% | 1.0M | Trimmed |
| 17 | GOOGL | Alphabet Inc. Class A | $65.2M | 1.88% | 226,780 | Trimmed |
| 18 | SNOW | Snowflake Inc. | $65.3M | 1.88% | 433,142 | Trimmed |
| 19 | MU | Micron Technology, Inc. | $64.8M | 1.86% | 191,950 | Trimmed |
| 20 | NFLX | Netflix, Inc. | $58.5M | 1.68% | 608,320 | Trimmed |
| 21 | CRWD | CrowdStrike Holdings, Inc. | $57.4M | 1.65% | 147,088 | Trimmed |
| 22 | UBER | Uber Technologies, Inc. | $56.2M | 1.62% | 781,151 | Trimmed |
| 23 | PWR | Quanta Services, Inc. | $55.0M | 1.58% | 100,176 | Trimmed |
| 24 | NTRA | Natera, Inc. | $52.3M | 1.50% | 261,479 | Trimmed |
| 25 | KRMN | Karman Holdings Inc. | $50.1M | 1.44% | 626,384 | Added |
Source: SEC Form 13F filings · as of 2026-03-31