13F COMBINATION REPORT
ZEVENBERGEN CAPITAL INVESTMENTS LLC
Quarter ended Q4 2024 · Filed February 11, 2025 · Accession 0001276918-25-000002
Total Value
$4.91B
Positions
175
Other Managers
2
Confidential Omitted
No
Holdings (175)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Tesla, Inc. | TSLA | 718,715 | $290.2M | 5.92% |
| 2 | NVIDIA Corporation | NVDA | 1,808,889 | $242.9M | 4.95% |
| 3 | Shopify Inc. | SHOP | 1,714,862 | $182.3M | 3.72% |
| 4 | Axon Enterprise, Inc. | AXON | 294,739 | $175.2M | 3.57% |
| 5 | The Trade Desk, Inc. | 88339j105 | 1,451,283 | $170.6M | 3.48% |
| 6 | Amazon.com, Inc. | AMZN | 763,916 | $167.6M | 3.42% |
| 7 | MercadoLibre, Inc. | MELI | 91,438 | $155.5M | 3.17% |
| 8 | NVIDIA Corporation | NVDA | 978,270 | $131.4M | 2.68% |
| 9 | Meta Platforms, Inc. | META | 219,310 | $128.4M | 2.62% |
| 10 | Alphabet Inc. Class C | GOOG | 650,000 | $123.8M | 2.52% |
| 11 | Microsoft Corporation | MSFT | 290,000 | $122.2M | 2.49% |
| 12 | Apple Inc. | AAPL | 443,600 | $111.1M | 2.26% |
| 13 | Netflix, Inc. | NFLX | 119,343 | $106.4M | 2.17% |
| 14 | ServiceNow, Inc. | NOW | 93,625 | $99.3M | 2.02% |
| 15 | Meta Platforms, Inc. | META | 163,236 | $95.6M | 1.95% |
| 16 | Broadcom Inc. | AVGO | 367,000 | $85.1M | 1.73% |
| 17 | Uber Technologies, Inc. | UBER | 1,275,315 | $76.9M | 1.57% |
| 18 | Amazon.com, Inc. | AMZN | 346,300 | $76.0M | 1.55% |
| 19 | Tesla, Inc. | TSLA | 182,900 | $73.9M | 1.51% |
| 20 | Advanced Micro Devices, Inc. | AMD | 559,000 | $67.5M | 1.38% |
| 21 | e.l.f. Beauty, Inc. | ELF | 503,577 | $63.2M | 1.29% |
| 22 | Exact Sciences Corporation | 30063p105 | 1,099,007 | $61.8M | 1.26% |
| 23 | CrowdStrike Holdings, Inc. | CRWD | 178,342 | $61.0M | 1.24% |
| 24 | Shopify Inc. | SHOP | 565,200 | $60.1M | 1.23% |
| 25 | Natera, Inc. | NTRA | 359,661 | $56.9M | 1.16% |
| 26 | Spotify Technology S.A. | SPOT | 123,131 | $55.1M | 1.12% |
| 27 | Zillow Group, Inc. Class C | Z | 734,470 | $54.4M | 1.11% |
| 28 | Toast, Inc. | TOST | 1,488,135 | $54.2M | 1.11% |
| 29 | Tesla, Inc. | TSLA | 132,050 | $53.3M | 1.09% |
| 30 | ServiceNow, Inc. | NOW | 50,000 | $53.0M | 1.08% |
| 31 | Palo Alto Networks, Inc. | PANW | 259,515 | $47.2M | 0.96% |
| 32 | NVIDIA Corporation | NVDA | 340,150 | $45.7M | 0.93% |
| 33 | Advanced Micro Devices, Inc. | AMD | 370,000 | $44.7M | 0.91% |
| 34 | Axon Enterprise, Inc. | AXON | 70,000 | $41.6M | 0.85% |
| 35 | The Trade Desk, Inc. | 88339j105 | 351,600 | $41.3M | 0.84% |
| 36 | Wingstop Inc. | WING | 143,200 | $40.7M | 0.83% |
| 37 | Airbnb, Inc. | ABNB | 295,639 | $38.8M | 0.79% |
| 38 | Arm Holdings Plc | 042068205 | 302,333 | $37.3M | 0.76% |
| 39 | Veeva Systems Inc. | VEEV | 173,842 | $36.6M | 0.75% |
| 40 | Shopify Inc. | SHOP | 341,800 | $36.3M | 0.74% |
| 41 | Axon Enterprise, Inc. | AXON | 58,500 | $34.8M | 0.71% |
| 42 | The Trade Desk, Inc. | 88339j105 | 288,500 | $33.9M | 0.69% |
| 43 | Palo Alto Networks, Inc. | PANW | 181,000 | $32.9M | 0.67% |
| 44 | MercadoLibre, Inc. | MELI | 19,250 | $32.7M | 0.67% |
| 45 | Snowflake Inc. | SNOW | 205,102 | $31.7M | 0.65% |
| 46 | Amazon.com, Inc. | AMZN | 135,800 | $29.8M | 0.61% |
| 47 | MercadoLibre, Inc. | MELI | 17,000 | $28.9M | 0.59% |
| 48 | Arista Networks Inc | ANET | 252,000 | $27.9M | 0.57% |
| 49 | Quanta Services, Inc. | PWR | 84,265 | $26.6M | 0.54% |
| 50 | CrowdStrike Holdings, Inc. | CRWD | 77,400 | $26.5M | 0.54% |
| 51 | Cadence Design Systems, Inc. | CDNS | 85,723 | $25.8M | 0.53% |
| 52 | Micron Technology, Inc. | MU | 300,000 | $25.2M | 0.51% |
| 53 | On Holding AG | ONON | 460,826 | $25.2M | 0.51% |
| 54 | Oracle Corporation | ORCL-PD | 150,000 | $25.0M | 0.51% |
| 55 | DexCom, Inc. | DXCM | 314,668 | $24.5M | 0.50% |
| 56 | Meta Platforms, Inc. | META | 38,900 | $22.8M | 0.46% |
| 57 | ServiceNow, Inc. | NOW | 20,850 | $22.1M | 0.45% |
| 58 | Netflix, Inc. | NFLX | 20,750 | $18.5M | 0.38% |
| 59 | HubSpot, Inc. | HUBS | 26,415 | $18.4M | 0.38% |
| 60 | Monolithic Power Systems, Inc. | 609839105 | 31,000 | $18.3M | 0.37% |
| 61 | Datadog, Inc. | DDOG | 125,000 | $17.9M | 0.36% |
| 62 | Microsoft Corporation | MSFT | 41,404 | $17.5M | 0.36% |
| 63 | Dell Technologies Inc. | DELL | 150,000 | $17.3M | 0.35% |
| 64 | Toast, Inc. | TOST | 445,000 | $16.2M | 0.33% |
| 65 | Exact Sciences Corporation | 30063p105 | 277,050 | $15.6M | 0.32% |
| 66 | Arm Holdings Plc | 042068205 | 125,000 | $15.4M | 0.31% |
| 67 | Samsara Inc. | IOT | 352,625 | $15.4M | 0.31% |
| 68 | Uber Technologies, Inc. | UBER | 250,000 | $15.1M | 0.31% |
| 69 | QUALCOMM Incorporated | QCOM | 97,000 | $14.9M | 0.30% |
| 70 | e.l.f. Beauty, Inc. | ELF | 117,150 | $14.7M | 0.30% |
| 71 | Ares Management Corporation | ARES-PB | 81,515 | $14.4M | 0.29% |
| 72 | Cadence Design Systems, Inc. | CDNS | 47,700 | $14.3M | 0.29% |
| 73 | Clearwater Analytics Holdings, | CWAN | 510,515 | $14.0M | 0.29% |
| 74 | CrowdStrike Holdings, Inc. | CRWD | 40,600 | $13.9M | 0.28% |
| 75 | Advanced Micro Devices, Inc. | AMD | 115,000 | $13.9M | 0.28% |
| 76 | Repligen Corporation | RGEN | 89,747 | $12.9M | 0.26% |
| 77 | Symbotic Inc. | SYM | 539,386 | $12.8M | 0.26% |
| 78 | Natera, Inc. | NTRA | 80,550 | $12.8M | 0.26% |
| 79 | Datadog, Inc. | DDOG | 86,685 | $12.4M | 0.25% |
| 80 | Intuit Inc. | INTU | 19,700 | $12.4M | 0.25% |
| 81 | Applied Materials, Inc. | 038222105 | 70,000 | $11.4M | 0.23% |
| 82 | Apple Inc. | AAPL | 45,196 | $11.3M | 0.23% |
| 83 | Adobe Inc. | ADBE | 24,900 | $11.1M | 0.23% |
| 84 | Palo Alto Networks, Inc. | PANW | 60,000 | $10.9M | 0.22% |
| 85 | Zillow Group, Inc. Class C | Z | 140,750 | $10.4M | 0.21% |
| 86 | MongoDB, Inc. | MDB | 44,100 | $10.3M | 0.21% |
| 87 | Vertiv Holdings Co | VRT | 90,000 | $10.2M | 0.21% |
| 88 | Spotify Technology S.A. | SPOT | 22,200 | $9.9M | 0.20% |
| 89 | Toast, Inc. | TOST | 269,600 | $9.8M | 0.20% |
| 90 | Amphenol Corporation | 032095101 | 140,000 | $9.7M | 0.20% |
| 91 | KLA Corporation | KLAC | 15,000 | $9.5M | 0.19% |
| 92 | On Holding AG | ONON | 172,450 | $9.4M | 0.19% |
| 93 | Booking Holdings Inc. | BKNG | 1,896 | $9.4M | 0.19% |
| 94 | ASML Holding N.V. | ASMLF | 13,000 | $9.0M | 0.18% |
| 95 | Spotify Technology S.A. | SPOT | 20,000 | $8.9M | 0.18% |
| 96 | Wingstop Inc. | WING | 30,450 | $8.7M | 0.18% |
| 97 | Veeva Systems Inc. | VEEV | 38,350 | $8.1M | 0.16% |
| 98 | MongoDB, Inc. | MDB | 33,630 | $7.8M | 0.16% |
| 99 | Uber Technologies, Inc. | UBER | 128,100 | $7.7M | 0.16% |
| 100 | Salesforce, Inc. | CRM | 23,100 | $7.7M | 0.16% |
| 101 | Costco Wholesale Corporation | COST | 8,245 | $7.6M | 0.15% |
| 102 | JPMorgan Chase & Co. | VYLD | 30,313 | $7.3M | 0.15% |
| 103 | Snowflake Inc. | SNOW | 46,600 | $7.2M | 0.15% |
| 104 | Draftkings, Inc. | DKNG | 191,090 | $7.1M | 0.14% |
| 105 | Monolithic Power Systems, Inc. | 609839105 | 11,913 | $7.0M | 0.14% |
| 106 | Cadence Design Systems, Inc. | CDNS | 23,000 | $6.9M | 0.14% |
| 107 | Procore Technologies, Inc. | PCOR | 90,595 | $6.8M | 0.14% |
| 108 | Broadridge Financial Solutions | BR | 30,000 | $6.8M | 0.14% |
| 109 | Pinterest, Inc. | PINS | 230,300 | $6.7M | 0.14% |
| 110 | Credo Technology Group Holding | CRDO | 93,350 | $6.3M | 0.13% |
| 111 | Visa Inc. | V | 19,258 | $6.1M | 0.12% |
| 112 | Booking Holdings Inc. | BKNG | 1,200 | $6.0M | 0.12% |
| 113 | Airbnb, Inc. | ABNB | 45,000 | $5.9M | 0.12% |
| 114 | DexCom, Inc. | DXCM | 72,500 | $5.6M | 0.11% |
| 115 | Arm Holdings Plc | 042068205 | 43,200 | $5.3M | 0.11% |
| 116 | AppFolio, Inc. | APPF | 20,000 | $4.9M | 0.10% |
| 117 | HubSpot, Inc. | HUBS | 6,700 | $4.7M | 0.10% |
| 118 | BlackRock, Inc. | BLK | 4,453 | $4.6M | 0.09% |
| 119 | The Progressive Corporation | 743315103 | 18,775 | $4.5M | 0.09% |
| 120 | The Home Depot, Inc. | HD | 11,357 | $4.4M | 0.09% |
| 121 | Quanta Services, Inc. | PWR | 13,500 | $4.3M | 0.09% |
| 122 | NXP Semiconductors N.V. | NXPI | 20,000 | $4.2M | 0.08% |
| 123 | Intuit Inc. | INTU | 6,511 | $4.1M | 0.08% |
| 124 | Sportradar Group Ag | SRAD | 228,600 | $4.0M | 0.08% |
| 125 | Pinterest, Inc. | PINS | 135,500 | $3.9M | 0.08% |
| 126 | QUALCOMM Incorporated | QCOM | 25,112 | $3.9M | 0.08% |
| 127 | First Solar, Inc. | FSLR | 21,430 | $3.8M | 0.08% |
| 128 | Cintas Corporation | CTAS | 20,640 | $3.8M | 0.08% |
| 129 | HubSpot, Inc. | HUBS | 5,000 | $3.5M | 0.07% |
| 130 | Repligen Corporation | RGEN | 23,000 | $3.3M | 0.07% |
| 131 | Paychex, Inc. | PAYX | 22,475 | $3.2M | 0.06% |
| 132 | Rivian Automotive, Inc. | RIVN | 229,005 | $3.0M | 0.06% |
| 133 | Bloom Energy Corp | BE | 131,450 | $2.9M | 0.06% |
| 134 | Clearwater Analytics Holdings, | CWAN | 101,500 | $2.8M | 0.06% |
| 135 | Blackstone Inc. | BX | 16,190 | $2.8M | 0.06% |
| 136 | SPDR S&P 500 ETF Trust | SPY | 4,754 | $2.8M | 0.06% |
| 137 | Ares Management Corporation | ARES-PB | 15,680 | $2.8M | 0.06% |
| 138 | Samsara Inc. | IOT | 61,200 | $2.7M | 0.05% |
| 139 | Amgen Inc. | AMGN | 9,819 | $2.6M | 0.05% |
| 140 | Zoetis Inc. | ZTS | 15,535 | $2.5M | 0.05% |
| 141 | Symbotic Inc. | SYM | 104,000 | $2.5M | 0.05% |
| 142 | PACCAR Inc | PCAR | 23,445 | $2.4M | 0.05% |
| 143 | Abbott Laboratories | ABLZF | 21,339 | $2.4M | 0.05% |
| 144 | Oracle Corporation | ORCL-PD | 13,770 | $2.3M | 0.05% |
| 145 | Amphenol Corporation | 032095101 | 31,060 | $2.2M | 0.04% |
| 146 | Symbotic Inc. | SYM | 90,050 | $2.1M | 0.04% |
| 147 | Alphabet Inc. Class C | GOOG | 9,745 | $1.9M | 0.04% |
| 148 | Johnson & Johnson | JNJ | 10,724 | $1.6M | 0.03% |
| 149 | Ecolab Inc. | ECL | 5,630 | $1.3M | 0.03% |
| 150 | Nextera Energy, Inc. | NEE-PW | 17,398 | $1.2M | 0.03% |
| 151 | Becton, Dickinson and Company | BDX | 4,980 | $1.1M | 0.02% |
| 152 | Starbucks Corporation | SBUX | 11,482 | $1.0M | 0.02% |
| 153 | Tractor Supply Company | TSCO | 18,625 | $988,243 | 0.02% |
| 154 | Dell Technologies Inc. | DELL | 8,480 | $977,235 | 0.02% |
| 155 | Broadridge Financial Solutions | BR | 4,140 | $936,013 | 0.02% |
| 156 | Cisco Systems, Inc. | CSCO | 15,725 | $930,920 | 0.02% |
| 157 | Constellation Brands, Inc. | STZ | 4,185 | $924,885 | 0.02% |
| 158 | Micron Technology, Inc. | MU | 10,025 | $843,704 | 0.02% |
| 159 | ASML Holding N.V. | ASMLF | 1,174 | $813,676 | 0.02% |
| 160 | Broadcom Inc. | AVGO | 3,450 | $799,848 | 0.02% |
| 161 | Alphabet Inc. Class A | GOOG | 4,195 | $794,114 | 0.02% |
| 162 | iShares MSCI KLD 400 Social | 464288570 | 6,750 | $744,188 | 0.02% |
| 163 | Accenture plc | ACN | 2,038 | $716,948 | 0.01% |
| 164 | Waste Management, Inc. | WM | 3,090 | $623,531 | 0.01% |
| 165 | The Walt Disney Company | 254687106 | 5,443 | $606,078 | 0.01% |
| 166 | American Express Company | AXP | 1,700 | $504,543 | 0.01% |
| 167 | Soundhound Ai Inc | SOUNW | 22,500 | $446,400 | 0.01% |
| 168 | Xometry, Inc. | XMTR | 9,750 | $415,935 | 0.01% |
| 169 | AbbVie Inc. | ABBV | 1,923 | $341,717 | 0.01% |
| 170 | Visa Inc. | V | 1,000 | $316,040 | 0.01% |
| 171 | Spdr Dow Jones Industrial Avrg | DIA | 650 | $276,575 | 0.01% |
| 172 | AppFolio, Inc. | APPF | 950 | $234,384 | 0.00% |
| 173 | D. R. Horton, Inc. | 23331a109 | 1,565 | $218,818 | 0.00% |
| 174 | Astera Labs Inc | 04626a103 | 1,650 | $218,543 | 0.00% |
| 175 | Arista Networks Inc | ANET | 1,100 | $121,583 | 0.00% |