Zevenbergen Capital Investments
Long / Short- Manager
- Zevenbergen Capital Investments
- Quarter
- Q2 2026
- Filed
- 2026-07-16
- 13F value
- $4.38B
- Positions
- 109
- CIK
- 0001276918
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CorporationNVDAHISTORY | 8.25% | (8.6%) | $361.3M | 1,805,876 | (170,323) | 0.01% | 13F |
| 2 | Advanced Micro Devices, Inc.AMDHISTORY | 5.46% | (26.5%) | $239.1M | 411,585 | (148,133) | 0.03% | 13F |
| 3 | Tesla, Inc.TSLAHISTORY | 5.13% | (0.6%) | $224.7M | 534,122 | (3,072) | 0.01% | 13F |
| 4 | Micron Technology, Inc.MUHISTORY | 4.59% | (9.4%) | $200.8M | 173,965 | (17,985) | 0.02% | 13F |
| 5 | Alphabet Inc. Class CGOOGHISTORY | 4.41% | — | $193.1M | 546,596 | +115 | 0.00% | 13F |
| 6 | Axon Enterprise, Inc.AXONHISTORY | 3.87% | +4.8% | $169.4M | 302,151 | +13,940 | 0.37% | 13F |
| 7 | Amazon.com, Inc.AMZNHISTORY | 3.37% | (2.4%) | $147.4M | 618,334 | (14,956) | 0.01% | 13F |
| 8 | Apple Inc.AAPLHISTORY | 3.33% | +0.5% | $145.9M | 504,171 | +2,356 | 0.00% | 13F |
| 9 | Shopify Inc.SHOPHISTORY | 3.09% | (9.6%) | $135.2M | 1,183,816 | (125,360) | 0.09% | 13F |
| 10 | Meta Platforms, Inc.METAHISTORY | 2.84% | (2.0%) | $124.2M | 220,423 | (4,590) | 0.01% | 13F |
| 11 | Broadcom Inc.AVGOHISTORY | 2.75% | +2.1% | $120.6M | 319,150 | +6,590 | 0.01% | 13F |
| 12 | Microsoft CorporationMSFTHISTORY | 2.66% | (0.6%) | $116.5M | 312,395 | (2,025) | 0.00% | 13F |
| 13 | MercadoLibre, Inc.MELIHISTORY | 2.61% | (5.9%) | $114.3M | 67,366 | (4,260) | 0.13% | 13F |
| 14 | Monolithic Power Systems, Inc.MPWRHISTORY | 2.48% | (4.0%) | $108.7M | 78,604 | (3,307) | 0.16% | 13F |
| 15 | Credo Technology Group HoldingCRDOHISTORY | 2.48% | (0.9%) | $108.6M | 399,306 | (3,655) | 0.21% | 13F |
| 16 | CrowdStrike Holdings, Inc.CRWDHISTORY | 2.42% | (5.4%) | $106.2M | 139,105 | (7,983) | 0.01% | 13F |
| 17 | Rocket Lab CorporationRKLBHISTORY | 2.33% | (2.0%) | $102.2M | 1,005,003 | (19,995) | 0.17% | 13F |
| 18 | Vertiv Holdings Co.VRTHISTORY | 2.14% | (6.7%) | $93.7M | 279,992 | (19,970) | 0.07% | 13F |
| 19 | Snowflake Inc.SNOWHISTORY | 2.14% | (15.0%) | $93.7M | 368,329 | (64,813) | 0.10% | 13F |
| 20 | Alphabet Inc. Class AGOOGLHISTORY | 1.82% | (1.6%) | $79.8M | 223,202 | (3,578) | 0.00% | 13F |
| 21 | Quanta Services, Inc.PWRHISTORY | 1.64% | (0.6%) | $71.7M | 99,591 | (585) | 0.07% | 13F |
| 22 | Natera, Inc.NTRAHISTORY | 1.58% | (2.7%) | $69.1M | 254,549 | (6,930) | 0.18% | 13F |
| 23 | Applied Materials, Inc.AMATHISTORY | 1.30% | — | $57.0M | 78,800 | — | 0.01% | 13F |
| 24 | Toast, Inc.TOSTHISTORY | 1.27% | +12.3% | $55.4M | 1,992,026 | +217,445 | 0.34% | 13F |
| 25 | Taiwan Semiconductor Mfg LtdTSMHISTORY | 1.19% | +60.9% | $51.9M | 108,665 | +41,115 | 0.00% | 13F |
| 26 | Schwab Cap TrSWTSXHISTORY | 1.04% | (40.7%) | $45.7M | 2,509,054 | (1,720,050) | 0.15% | 13F |
| 27 | KLA CorporationKLACHISTORY | 1.03% | +900.0% | $45.3M | 150,000 | +135,000 | 0.01% | 13F |
| 28 | Dell Technologies Inc.DELLHISTORY | 1.03% | +0.4% | $45.0M | 104,190 | +400 | 0.02% | 13F |
| 29 | Karman Holdings Inc.KRMNHISTORY | 1.00% | +39.6% | $43.7M | 874,574 | +248,190 | 0.66% | 13F |
| 30 | Arista Networks IncANETHISTORY | 0.99% | — | $43.1M | 253,900 | — | 0.02% | 13F |
| 31 | Datadog, Inc.DDOGHISTORY | 0.95% | (2.4%) | $41.7M | 160,100 | (3,895) | 0.05% | 13F |
| 32 | AppLovin Corporation, Class AAPPHISTORY | 0.95% | (5.4%) | $41.5M | 80,571 | (4,628) | 0.02% | 13F |
| 33 | Netflix, Inc.NFLXHISTORY | 0.95% | (4.4%) | $41.5M | 581,345 | (26,975) | 0.01% | 13F |
| 34 | Uber Technologies, Inc.UBERHISTORY | 0.95% | (26.5%) | $41.4M | 573,837 | (207,314) | 0.03% | 13F |
| 35 | Palo Alto Networks, Inc.PANWHISTORY | 0.73% | (1.1%) | $32.0M | 93,910 | (1,020) | 0.01% | 13F |
| 36 | Coherent Corp.COHRHISTORY | 0.72% | +439.0% | $31.5M | 79,777 | +64,977 | 0.04% | 13F |
| 37 | Amphenol CorporationAPHHISTORY | 0.71% | (1.1%) | $31.0M | 176,030 | (1,905) | 0.01% | 13F |
| 38 | Comfort Systems USA, Inc.FIXHISTORY | 0.65% | NEW | $28.6M | 14,414 | +14,414 | 0.04% | 13F |
| 39 | Samsara Inc.IOTHISTORY | 0.62% | +14.9% | $27.0M | 832,213 | +108,170 | 0.14% | 13F |
| 40 | Marvell Technology, Inc.MRVLHISTORY | 0.61% | NEW | $26.7M | 89,657 | +89,657 | 0.01% | 13F |
| 41 | ASML Holding N.V.ASMLHISTORY | 0.60% | — | $26.3M | 13,222 | — | 0.00% | 13F |
| 42 | Visa Inc.VHISTORY | 0.60% | +15.1% | $26.2M | 76,348 | +10,040 | 0.02% | 13F |
| 43 | Cadence Design Systems, Inc.CDNSHISTORY | 0.56% | — | $24.4M | 65,000 | — | — | 13F |
| 44 | Spotify Technology S.A.SPOTHISTORY | 0.54% | (33.3%) | $23.7M | 51,617 | (25,804) | 0.03% | 13F |
| 45 | nLIGHT, Inc.LASRHISTORY | 0.53% | +17.7% | $23.4M | 336,035 | +50,475 | 0.58% | 13F |
| 46 | Arm Holdings PlcARMHISTORY | 0.49% | +6.8% | $21.6M | 60,965 | +3,865 | 0.01% | 13F |
| 47 | QUALCOMM IncorporatedQCOMHISTORY | 0.49% | (7.6%) | $21.4M | 115,977 | (9,535) | 0.01% | 13F |
| 48 | Seagate Technology Holdings PLSTXHISTORY | 0.49% | +19.5% | $21.3M | 22,100 | +3,600 | 0.01% | 13F |
| 49 | SharkNinja, Inc.SNHISTORY | 0.49% | +17.7% | $21.3M | 139,725 | +21,015 | 0.10% | 13F |
| 50 | NXP Semiconductors N.V.NXPIHISTORY | 0.47% | — | $20.5M | 73,100 | — | — | 13F |
| 51 | TransMedics Group, Inc.TMDXHISTORY | 0.47% | +7.6% | $20.5M | 308,391 | +21,870 | 0.89% | 13F |
| 52 | Veeva Systems Inc.VEEVHISTORY | 0.45% | (4.4%) | $19.8M | 111,527 | (5,185) | 0.07% | 13F |
| 53 | Space Exploration TechnologiesSPCXHISTORY | 0.38% | NEW | $16.7M | 97,664 | +97,664 | 0.00% | 13F |
| 54 | Caris Life Sciences, Inc.CAIHISTORY | 0.33% | +31.4% | $14.3M | 802,083 | +191,850 | 0.28% | 13F |
| 55 | Insulet CorporationPODDHISTORY | 0.31% | (36.4%) | $13.5M | 88,606 | (50,801) | 0.13% | 13F |
| 56 | On Holding AGONONHISTORY | 0.31% | (6.4%) | $13.4M | 377,471 | (25,638) | 0.13% | 13F |
| 57 | Xometry, Inc.XMTRHISTORY | 0.30% | +1,696.4% | $13.4M | 138,325 | +130,625 | 0.30% | 13F |
| 58 | ServiceNow, Inc.NOWHISTORY | 0.27% | (66.2%) | $11.9M | 120,365 | (235,649) | 0.01% | 13F |
| 59 | MongoDB, Inc.MDBHISTORY | 0.25% | — | $11.2M | 33,200 | — | 0.04% | 13F |
| 60 | IonQ, Inc.IONQHISTORY | 0.24% | NEW | $10.7M | 200,000 | +200,000 | 0.05% | 13F |
| 61 | Oracle CorporationORCLHISTORY | 0.22% | (31.2%) | $9.6M | 65,365 | (29,655) | 0.00% | 13F |
| 62 | Bloom Energy CorporationBEHISTORY | 0.22% | (9.9%) | $9.6M | 31,590 | (3,485) | — | 13F |
| 63 | JPMorgan Chase & Co.JPMHISTORY | 0.21% | (1.3%) | $9.4M | 28,623 | (370) | 0.00% | 13F |
| 64 | AppFolio, Inc.APPFHISTORY | 0.21% | +49.6% | $9.2M | 57,300 | +19,000 | 0.16% | 13F |
| 65 | ServiceTitan, Inc. Class ATTANHISTORY | 0.20% | +166.1% | $8.6M | 121,875 | +76,075 | 0.13% | 13F |
| 66 | Costco Wholesale CorporationCOSTHISTORY | 0.18% | (0.5%) | $7.7M | 8,203 | (45) | 0.00% | 13F |
| 67 | Mirion Technologies, Inc.MIRHISTORY | 0.16% | +22.7% | $7.2M | 400,300 | +74,000 | 0.16% | 13F |
| 68 | Nebius Group N.V.NBISHISTORY | 0.14% | (4.9%) | $6.2M | 22,500 | (1,150) | 0.01% | 13F |
| 69 | Amprius Technologies, Inc.AMPXHISTORY | 0.12% | +61.0% | $5.3M | 381,420 | +144,545 | 0.26% | 13F |
| 70 | BlackRock, Inc.BLKHISTORY | 0.10% | +2.0% | $4.5M | 4,731 | +92 | — | 13F |
| 71 | Booking Holdings Inc.BKNGHISTORY | 0.10% | +2,150.4% | $4.5M | 25,475 | +24,343 | 0.00% | 13F |
| 72 | The Home Depot, Inc.HDHISTORY | 0.08% | (6.0%) | $3.7M | 10,472 | (665) | 0.00% | 13F |
| 73 | The Progressive CorporationPGRHISTORY | 0.08% | (4.2%) | $3.7M | 16,860 | (735) | 0.00% | 13F |
| 74 | Amgen Inc.AMGNHISTORY | 0.08% | (0.1%) | $3.6M | 9,989 | (10) | 0.00% | 13F |
| 75 | PACCAR IncPCARHISTORY | 0.08% | +1.3% | $3.5M | 29,407 | +376 | 0.01% | 13F |
| 76 | Cintas CorporationCTASHISTORY | 0.08% | (4.3%) | $3.4M | 20,220 | (900) | 0.01% | 13F |
| 77 | DraftKings Inc.DKNGHISTORY | 0.07% | — | $2.9M | 116,540 | — | 0.02% | 13F |
| 78 | State Street Spdr S&P 500 ETFSPYHISTORY | 0.07% | +25.0% | $2.9M | 3,931 | +786 | 0.00% | 13F |
| 79 | Deere & CompanyDEHISTORY | 0.06% | +1.7% | $2.8M | 4,465 | +75 | 0.00% | 13F |
| 80 | Johnson & JohnsonJNJHISTORY | 0.06% | (0.3%) | $2.8M | 11,129 | (35) | 0.00% | 13F |
| 81 | Reddit, Inc. Class ARDDTHISTORY | 0.06% | (0.4%) | $2.6M | 15,240 | (60) | 0.01% | 13F |
| 82 | Rubrik, Inc.RBRKHISTORY | 0.06% | +0.4% | $2.5M | 31,000 | +125 | 0.02% | 13F |
| 83 | Waste Management, Inc.WMHISTORY | 0.06% | — | $2.5M | 11,155 | — | 0.00% | 13F |
| 84 | Quest Diagnostics IncorporatedDGXHISTORY | 0.05% | +2.2% | $2.4M | 11,315 | +240 | 0.01% | 13F |
| 85 | Kraken Robotics IncKRKNFHISTORY | 0.05% | +23.6% | $2.3M | 506,785 | +96,660 | — | 13F |
| 86 | Nextera Energy, Inc.NEEHISTORY | 0.05% | +99.5% | $2.2M | 25,073 | +12,505 | — | 13F |
| 87 | Contemporary Amperex TechnologCYATYHISTORY | 0.05% | NEW | $2.2M | 96,025 | +96,025 | — | 13F |
| 88 | Symbotic Inc.SYMHISTORY | 0.05% | (5.6%) | $2.0M | 44,800 | (2,650) | 0.04% | 13F |
| 89 | Cisco Systems, Inc.CSCOHISTORY | 0.04% | (2.0%) | $1.9M | 16,090 | (325) | 0.00% | 13F |
| 90 | Blackstone Inc.BXHISTORY | 0.04% | (6.1%) | $1.7M | 14,830 | (970) | 0.00% | 13F |
| 91 | Ecolab Inc.ECLHISTORY | 0.04% | +0.3% | $1.7M | 6,250 | +20 | 0.00% | 13F |
| 92 | Abbott LaboratoriesABTHISTORY | 0.04% | (12.5%) | $1.7M | 19,064 | (2,715) | — | 13F |
| 93 | Rivian Automotive, Inc.RIVNHISTORY | 0.04% | (7.3%) | $1.7M | 96,280 | (7,600) | 0.01% | 13F |
| 94 | Vulcan Materials CompanyVMCHISTORY | 0.04% | (10.8%) | $1.7M | 5,630 | (685) | — | 13F |
| 95 | Starbucks CorporationSBUXHISTORY | 0.02% | (0.8%) | $1.1M | 10,432 | (80) | 0.00% | 13F |
| 96 | iShares MSCI KLD 400 SocialDSIHISTORY | 0.02% | — | $0.9M | 6,075 | — | — | 13F |
| 97 | Rollins, Inc.ROLHISTORY | 0.01% | NEW | $0.6M | 14,620 | +14,620 | 0.00% | 13F |
| 98 | American Express CompanyAXPHISTORY | 0.01% | (5.9%) | $0.5M | 1,600 | (100) | 0.00% | 13F |
| 99 | The Walt Disney CompanyDISHISTORY | 0.01% | (16.7%) | $0.5M | 5,423 | (1,090) | 0.00% | 13F |
| 100 | AbbVie Inc.ABBVHISTORY | 0.01% | — | $0.5M | 1,923 | — | 0.00% | 13F |
| 101 | Lgi Homes, Inc.LGIHHISTORY | 0.01% | — | $0.4M | 6,150 | — | 0.03% | 13F |
| 102 | Navan, Inc. Class ANAVNHISTORY | 0.01% | NEW | $0.4M | 16,700 | +16,700 | 0.01% | 13F |
| 103 | Spdr Dow Jones Indl Average UtDIAHISTORY | 0.01% | — | $0.3M | 650 | — | — | 13F |
| 104 | Wingstop Inc.WINGHISTORY | 0.01% | (98.1%) | $0.3M | 1,945 | (97,920) | 0.01% | 13F |
| 105 | Broadridge Financial SolutionsBRHISTORY | 0.01% | (5.4%) | $0.3M | 2,030 | (115) | 0.00% | 13F |
| 106 | Tractor Supply CompanyTSCOHISTORY | 0.01% | (53.9%) | $0.3M | 8,415 | (9,830) | 0.00% | 13F |
| 107 | D. R. Horton, Inc.DHIHISTORY | 0.01% | — | $0.3M | 1,565 | — | — | 13F |
| 108 | Merck & Co., Inc.MRKHISTORY | <0.01% | NEW | $0.2M | 1,565 | +1,565 | 0.00% | 13F |
| 109 | Carlsmed, Inc.CARLHISTORY | <0.01% | NEW | $0.1M | 11,900 | +11,900 | 0.04% | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Schedule 13D/13G stakes are merged in when present (shares and percent of class, no dollar value). Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology