Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Nvidia CorporationCOM | COM | $361M | 8.3% |
| Advanced Micro Devices, Inc..COM | COM | $239M | 5.5% |
| Tesla, Inc..COM | COM | $225M | 5.1% |
| Micron Technology, Inc..COM | COM | $201M | 4.6% |
| Alphabet Inc.. Class CCOM | COM | $193M | 4.4% |
| Axon Enterprise, Inc..COM | COM | $169M | 3.9% |
| Amazon.com, Inc..COM | COM | $147M | 3.4% |
| Apple Inc..COM | COM | $146M | 3.3% |
| Shopify Inc..COM | COM | $135M | 3.1% |
| Meta Platforms, Inc..COM | COM | $124M | 2.8% |
| Broadcom Inc..COM | COM | $121M | 2.8% |
| Microsoft CorporationCOM | COM | $117M | 2.7% |
| Mercadolibre, Inc..COM | COM | $114M | 2.6% |
| Monolithic Power Systems, Inc..COM | COM | $109M | 2.5% |
| Credo Technology Group HoldingCOM | COM | $109M | 2.5% |
| Crowdstrike Holdings, Inc..COM | COM | $106M | 2.4% |
| Rocket Lab CorporationCOM | COM | $102M | 2.3% |
| Vertiv Holdings Co.COM | COM | $93.7M | 2.1% |
| Snowflake Inc..COM | COM | $93.7M | 2.1% |
| Alphabet Inc.. Class ACOM | COM | $79.8M | 1.8% |
| Quanta Services, Inc..COM | COM | $71.7M | 1.6% |
| Natera, Inc..COM | COM | $69.1M | 1.6% |
| Applied Materials, Inc..COM | COM | $57M | 1.3% |
| Toast, Inc..COM | COM | $55.4M | 1.3% |
| Taiwan Semiconductor Mfg LtdCOM | COM | $51.9M | 1.2% |
| Schwab Cap TrCOM | COM | $45.7M | 1.0% |
| KLA CorporationCOM | COM | $45.3M | 1.0% |
| Dell Technologies Inc..COM | COM | $45M | 1.0% |
| Karman Holdings Inc..COM | COM | $43.7M | 1.0% |
| Arista Networks Inc.COM | COM | $43.1M | 1.0% |
| Datadog, Inc..COM | COM | $41.7M | 1.0% |
| Applovin Corporation, Class ACOM | COM | $41.5M | 0.9% |
| Netflix, Inc..COM | COM | $41.5M | 0.9% |
| Uber Technologies, Inc..COM | COM | $41.4M | 0.9% |
| Palo Alto Networks, Inc..COM | COM | $32M | 0.7% |
| Coherent Corp..COM | COM | $31.5M | 0.7% |
| Amphenol CorporationCOM | COM | $31M | 0.7% |
| Comfort Systems USA, Inc..COM | COM | $28.6M | 0.7% |
| Samsara Inc..COM | COM | $27M | 0.6% |
| Marvell Technology, Inc..COM | COM | $26.7M | 0.6% |
| ASML Holding N.V.COM | COM | $26.3M | 0.6% |
| Visa Inc..COM | COM | $26.2M | 0.6% |
| Cadence Design Systems, Inc..COM | COM | $24.4M | 0.6% |
| Spotify Technology S.A.COM | COM | $23.7M | 0.5% |
| Nlight, Inc..COM | COM | $23.4M | 0.5% |
| ARM Holdings PLCCOM | COM | $21.6M | 0.5% |
| Qualcomm IncorporatedCOM | COM | $21.4M | 0.5% |
| Seagate Technology Holdings PLCOM | COM | $21.3M | 0.5% |
| Sharkninja, Inc..COM | COM | $21.3M | 0.5% |
| NXP Semiconductors N.V.COM | COM | $20.5M | 0.5% |
- Class
- COM
- Share
- 8.3%
- Class
- COM
- Share
- 5.5%
- Class
- COM
- Share
- 5.1%
- Class
- COM
- Share
- 4.6%
- Class
- COM
- Share
- 4.4%
- Class
- COM
- Share
- 3.9%
- Class
- COM
- Share
- 3.4%
- Class
- COM
- Share
- 3.3%
- Class
- COM
- Share
- 3.1%
- Class
- COM
- Share
- 2.8%
- Class
- COM
- Share
- 2.8%
- Class
- COM
- Share
- 2.7%
- Class
- COM
- Share
- 2.6%
- Class
- COM
- Share
- 2.5%
- Class
- COM
- Share
- 2.5%
- Class
- COM
- Share
- 2.4%
- Class
- COM
- Share
- 2.3%
- Class
- COM
- Share
- 2.1%
- Class
- COM
- Share
- 2.1%
- Class
- COM
- Share
- 1.8%
- Class
- COM
- Share
- 1.6%
- Class
- COM
- Share
- 1.6%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 1.2%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 109 positions by value, with holdings of the same security combined. The 109 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1276918
- File number
- 028-10622
- Options
- 0 call, 0 put
- In the 25 largest
- 75.2%
- Prior quarter
- $3.48B at 31 March 2026
- Positions opened
- 9
- Positions closed
- 10
Common questions
What are Zevenbergen Capital Investments’ 13F holdings worth?
$4.38 billion across 109 positions for the quarter ended 30 June 2026.
What is Zevenbergen Capital Investments’ largest 13F holding?
NVIDIA Corporation (COM) was the largest position at $361 million, or 8.3% of reported 13F value, as of 30 June 2026.
How concentrated is Zevenbergen Capital Investments’ 13F portfolio?
The ten largest positions accounted for 44.3% of reported value and the twenty-five largest for 75.2%, across 109 positions as of 30 June 2026.
Does Form 13F show everything Zevenbergen Capital Investments manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Zevenbergen Capital Investments file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.