13F COMBINATION REPORT
ZEVENBERGEN CAPITAL INVESTMENTS LLC
Quarter ended Q1 2025 · Filed May 12, 2025 · Accession 0001276918-25-000006
Total Value
$4.10B
Positions
173
Other Managers
2
Confidential Omitted
No
Holdings (173)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA Corporation | NVDA | 1,798,160 | $194.9M | 4.75% |
| 2 | Tesla, Inc. | TSLA | 705,596 | $182.9M | 4.46% |
| 3 | MercadoLibre, Inc. | MELI | 87,104 | $169.9M | 4.14% |
| 4 | Axon Enterprise, Inc. | AXON | 289,514 | $152.3M | 3.71% |
| 5 | Shopify Inc. | SHOP | 1,543,189 | $147.3M | 3.59% |
| 6 | Amazon.com, Inc. | AMZN | 752,899 | $143.2M | 3.49% |
| 7 | Meta Platforms, Inc. | META | 208,210 | $120.0M | 2.93% |
| 8 | Netflix, Inc. | NFLX | 116,923 | $109.0M | 2.66% |
| 9 | Microsoft Corporation | MSFT | 290,000 | $108.9M | 2.66% |
| 10 | NVIDIA Corporation | NVDA | 978,270 | $106.0M | 2.59% |
| 11 | Alphabet Inc. Class C | GOOG | 645,000 | $100.8M | 2.46% |
| 12 | Apple Inc. | AAPL | 443,600 | $98.5M | 2.40% |
| 13 | Meta Platforms, Inc. | META | 162,802 | $93.8M | 2.29% |
| 14 | Uber Technologies, Inc. | UBER | 1,236,685 | $90.1M | 2.20% |
| 15 | The Trade Desk, Inc. | 88339j105 | 1,529,973 | $83.7M | 2.04% |
| 16 | ServiceNow, Inc. | NOW | 92,386 | $73.6M | 1.79% |
| 17 | Spotify Technology S.A. | SPOT | 118,447 | $65.1M | 1.59% |
| 18 | CrowdStrike Holdings, Inc. | CRWD | 175,941 | $62.0M | 1.51% |
| 19 | Broadcom Inc. | AVGO | 367,000 | $61.4M | 1.50% |
| 20 | Shopify Inc. | SHOP | 565,200 | $54.0M | 1.32% |
| 21 | Amazon.com, Inc. | AMZN | 282,500 | $53.7M | 1.31% |
| 22 | Toast, Inc. | TOST | 1,509,741 | $50.1M | 1.22% |
| 23 | Zillow Group, Inc. Class C | Z | 729,421 | $50.0M | 1.22% |
| 24 | Natera, Inc. | NTRA | 353,365 | $50.0M | 1.22% |
| 25 | Tesla, Inc. | TSLA | 176,000 | $45.6M | 1.11% |
| 26 | Advanced Micro Devices, Inc. | AMD | 421,789 | $43.3M | 1.06% |
| 27 | Palo Alto Networks, Inc. | PANW | 252,054 | $43.0M | 1.05% |
| 28 | Exact Sciences Corporation | 30063p105 | 942,964 | $40.8M | 1.00% |
| 29 | Veeva Systems Inc. | VEEV | 171,983 | $39.8M | 0.97% |
| 30 | ServiceNow, Inc. | NOW | 50,000 | $39.8M | 0.97% |
| 31 | Snowflake Inc. | SNOW | 263,180 | $38.5M | 0.94% |
| 32 | Advanced Micro Devices, Inc. | AMD | 370,000 | $38.0M | 0.93% |
| 33 | Axon Enterprise, Inc. | AXON | 70,000 | $36.8M | 0.90% |
| 34 | NVIDIA Corporation | NVDA | 331,500 | $35.9M | 0.88% |
| 35 | e.l.f. Beauty, Inc. | ELF | 558,159 | $35.0M | 0.85% |
| 36 | MercadoLibre, Inc. | MELI | 17,550 | $34.2M | 0.84% |
| 37 | Tesla, Inc. | TSLA | 132,050 | $34.2M | 0.83% |
| 38 | Arm Holdings Plc | 042068205 | 303,327 | $32.4M | 0.79% |
| 39 | MercadoLibre, Inc. | MELI | 16,500 | $32.2M | 0.79% |
| 40 | Wingstop Inc. | WING | 140,305 | $31.7M | 0.77% |
| 41 | Airbnb, Inc. | ABNB | 253,235 | $30.3M | 0.74% |
| 42 | Axon Enterprise, Inc. | AXON | 55,750 | $29.3M | 0.72% |
| 43 | Shopify Inc. | SHOP | 304,450 | $29.1M | 0.71% |
| 44 | DexCom, Inc. | DXCM | 423,703 | $28.9M | 0.71% |
| 45 | Palo Alto Networks, Inc. | PANW | 165,400 | $28.2M | 0.69% |
| 46 | CrowdStrike Holdings, Inc. | CRWD | 77,400 | $27.3M | 0.67% |
| 47 | Micron Technology, Inc. | MU | 300,000 | $26.1M | 0.64% |
| 48 | Quanta Services, Inc. | PWR | 95,296 | $24.2M | 0.59% |
| 49 | Amazon.com, Inc. | AMZN | 122,700 | $23.3M | 0.57% |
| 50 | Meta Platforms, Inc. | META | 38,900 | $22.4M | 0.55% |
| 51 | Clearwater Analytics Holdings, | CWAN | 792,929 | $21.3M | 0.52% |
| 52 | Oracle Corporation | ORCL-PD | 150,000 | $21.0M | 0.51% |
| 53 | Arista Networks Inc | ANET | 252,000 | $19.5M | 0.48% |
| 54 | The Trade Desk, Inc. | 88339j105 | 351,600 | $19.2M | 0.47% |
| 55 | Samsara Inc. | IOT | 497,209 | $19.1M | 0.46% |
| 56 | Ares Management Corporation | ARES-PB | 129,175 | $18.9M | 0.46% |
| 57 | On Holding AG | ONON | 427,003 | $18.8M | 0.46% |
| 58 | Netflix, Inc. | NFLX | 20,000 | $18.7M | 0.45% |
| 59 | Monolithic Power Systems, Inc. | 609839105 | 31,000 | $18.0M | 0.44% |
| 60 | HubSpot, Inc. | HUBS | 29,115 | $16.6M | 0.41% |
| 61 | The Trade Desk, Inc. | 88339j105 | 287,700 | $15.7M | 0.38% |
| 62 | Uber Technologies, Inc. | UBER | 210,050 | $15.3M | 0.37% |
| 63 | Microsoft Corporation | MSFT | 40,432 | $15.2M | 0.37% |
| 64 | QUALCOMM Incorporated | QCOM | 97,000 | $14.9M | 0.36% |
| 65 | Toast, Inc. | TOST | 445,000 | $14.8M | 0.36% |
| 66 | ServiceNow, Inc. | NOW | 18,250 | $14.5M | 0.35% |
| 67 | Dell Technologies Inc. | DELL | 150,000 | $13.7M | 0.33% |
| 68 | Arm Holdings Plc | 042068205 | 125,000 | $13.3M | 0.33% |
| 69 | Datadog, Inc. | DDOG | 125,000 | $12.4M | 0.30% |
| 70 | Intuit Inc. | INTU | 19,700 | $12.1M | 0.30% |
| 71 | Spotify Technology S.A. | SPOT | 21,250 | $11.7M | 0.29% |
| 72 | CrowdStrike Holdings, Inc. | CRWD | 32,800 | $11.6M | 0.28% |
| 73 | Spotify Technology S.A. | SPOT | 20,000 | $11.0M | 0.27% |
| 74 | Procore Technologies, Inc. | PCOR | 166,175 | $11.0M | 0.27% |
| 75 | Cadence Design Systems, Inc. | CDNS | 42,550 | $10.8M | 0.26% |
| 76 | Natera, Inc. | NTRA | 76,300 | $10.8M | 0.26% |
| 77 | Palo Alto Networks, Inc. | PANW | 60,000 | $10.2M | 0.25% |
| 78 | KLA Corporation | KLAC | 15,000 | $10.2M | 0.25% |
| 79 | Applied Materials, Inc. | 038222105 | 70,000 | $10.2M | 0.25% |
| 80 | Symbotic Inc. | SYM | 487,868 | $9.9M | 0.24% |
| 81 | Apple Inc. | AAPL | 43,931 | $9.8M | 0.24% |
| 82 | Exact Sciences Corporation | 30063p105 | 225,000 | $9.7M | 0.24% |
| 83 | Zillow Group, Inc. Class C | Z | 140,750 | $9.6M | 0.24% |
| 84 | Adobe Inc. | ADBE | 24,900 | $9.5M | 0.23% |
| 85 | Advanced Micro Devices, Inc. | AMD | 90,000 | $9.2M | 0.23% |
| 86 | Amphenol Corporation | 032095101 | 140,000 | $9.2M | 0.22% |
| 87 | Toast, Inc. | TOST | 269,600 | $8.9M | 0.22% |
| 88 | Veeva Systems Inc. | VEEV | 38,350 | $8.9M | 0.22% |
| 89 | Booking Holdings Inc. | BKNG | 1,877 | $8.6M | 0.21% |
| 90 | ASML Holding N.V. | ASMLF | 13,000 | $8.6M | 0.21% |
| 91 | Repligen Corporation | RGEN | 67,587 | $8.6M | 0.21% |
| 92 | Datadog, Inc. | DDOG | 84,785 | $8.4M | 0.21% |
| 93 | Uber Technologies, Inc. | UBER | 113,400 | $8.3M | 0.20% |
| 94 | e.l.f. Beauty, Inc. | ELF | 123,850 | $7.8M | 0.19% |
| 95 | Costco Wholesale Corporation | COST | 8,095 | $7.7M | 0.19% |
| 96 | Pinterest, Inc. | PINS | 246,025 | $7.6M | 0.19% |
| 97 | JPMorgan Chase & Co. | VYLD | 29,758 | $7.3M | 0.18% |
| 98 | On Holding AG | ONON | 164,000 | $7.2M | 0.18% |
| 99 | Snowflake Inc. | SNOW | 46,600 | $6.8M | 0.17% |
| 100 | Monolithic Power Systems, Inc. | 609839105 | 11,683 | $6.8M | 0.17% |
| 101 | Wingstop Inc. | WING | 30,000 | $6.8M | 0.17% |
| 102 | Visa Inc. | V | 19,233 | $6.7M | 0.16% |
| 103 | DexCom, Inc. | DXCM | 97,850 | $6.7M | 0.16% |
| 104 | Vertiv Holdings Co | VRT | 90,000 | $6.5M | 0.16% |
| 105 | DraftKings Inc. | DKNG | 191,090 | $6.3M | 0.15% |
| 106 | MongoDB, Inc. | MDB | 35,600 | $6.2M | 0.15% |
| 107 | Salesforce, Inc. | CRM | 23,100 | $6.2M | 0.15% |
| 108 | Broadridge Financial Solutions | BR | 24,800 | $6.0M | 0.15% |
| 109 | Booking Holdings Inc. | BKNG | 1,200 | $5.5M | 0.13% |
| 110 | MongoDB, Inc. | MDB | 30,190 | $5.3M | 0.13% |
| 111 | Airbnb, Inc. | ABNB | 43,250 | $5.2M | 0.13% |
| 112 | The Progressive Corporation | 743315103 | 18,190 | $5.1M | 0.13% |
| 113 | Sportradar Group Ag | SRAD | 228,600 | $4.9M | 0.12% |
| 114 | Arm Holdings Plc | 042068205 | 43,200 | $4.6M | 0.11% |
| 115 | AppFolio, Inc. | APPF | 20,000 | $4.4M | 0.11% |
| 116 | Pinterest, Inc. | PINS | 135,500 | $4.2M | 0.10% |
| 117 | HubSpot, Inc. | HUBS | 7,350 | $4.2M | 0.10% |
| 118 | Cintas Corporation | CTAS | 19,915 | $4.1M | 0.10% |
| 119 | BlackRock, Inc. | BLK | 4,253 | $4.0M | 0.10% |
| 120 | The Home Depot, Inc. | HD | 10,917 | $4.0M | 0.10% |
| 121 | QUALCOMM Incorporated | QCOM | 24,972 | $3.8M | 0.09% |
| 122 | Intuit Inc. | INTU | 6,101 | $3.7M | 0.09% |
| 123 | Credo Technology Group Holding | CRDO | 93,100 | $3.7M | 0.09% |
| 124 | Samsara Inc. | IOT | 90,600 | $3.5M | 0.08% |
| 125 | Paychex, Inc. | PAYX | 22,265 | $3.4M | 0.08% |
| 126 | Quanta Services, Inc. | PWR | 13,500 | $3.4M | 0.08% |
| 127 | Ares Management Corporation | ARES-PB | 21,830 | $3.2M | 0.08% |
| 128 | Clearwater Analytics Holdings, | CWAN | 116,500 | $3.1M | 0.08% |
| 129 | Rocket Lab USA, Inc. | RKLB | 169,630 | $3.0M | 0.07% |
| 130 | Amgen Inc. | AMGN | 9,564 | $3.0M | 0.07% |
| 131 | HubSpot, Inc. | HUBS | 5,000 | $2.9M | 0.07% |
| 132 | Rivian Automotive, Inc. | RIVN | 228,455 | $2.8M | 0.07% |
| 133 | Abbott Laboratories | ABLZF | 20,814 | $2.8M | 0.07% |
| 134 | SPDR S&P 500 ETF Trust | SPY | 4,755 | $2.7M | 0.06% |
| 135 | Repligen Corporation | RGEN | 20,000 | $2.5M | 0.06% |
| 136 | Zoetis Inc. | ZTS | 15,440 | $2.5M | 0.06% |
| 137 | Bloom Energy Corp | BE | 123,850 | $2.4M | 0.06% |
| 138 | Amphenol Corporation | 032095101 | 36,010 | $2.4M | 0.06% |
| 139 | Semrush Holdings, Inc. | SEMR | 243,600 | $2.3M | 0.06% |
| 140 | Blackstone Inc. | BX | 15,975 | $2.2M | 0.05% |
| 141 | PACCAR Inc | PCAR | 22,835 | $2.2M | 0.05% |
| 142 | NXP Semiconductors N.V. | NXPI | 10,900 | $2.1M | 0.05% |
| 143 | Oracle Corporation | ORCL-PD | 13,710 | $1.9M | 0.05% |
| 144 | Johnson & Johnson | JNJ | 10,389 | $1.7M | 0.04% |
| 145 | Waste Management, Inc. | WM | 7,230 | $1.7M | 0.04% |
| 146 | CyberArk Software Ltd. | m2682v108 | 4,755 | $1.6M | 0.04% |
| 147 | Nextera Energy, Inc. | NEE-PW | 21,403 | $1.5M | 0.04% |
| 148 | Symbotic Inc. | SYM | 75,000 | $1.5M | 0.04% |
| 149 | Alphabet Inc. Class C | GOOG | 9,430 | $1.5M | 0.04% |
| 150 | Ecolab Inc. | ECL | 5,500 | $1.4M | 0.03% |
| 151 | Nebius Group N.V. | NBIS | 63,050 | $1.3M | 0.03% |
| 152 | Becton, Dickinson and Company | BDX | 4,835 | $1.1M | 0.03% |
| 153 | Starbucks Corporation | SBUX | 11,052 | $1.1M | 0.03% |
| 154 | Procore Technologies, Inc. | PCOR | 16,100 | $1.1M | 0.03% |
| 155 | Tractor Supply Company | TSCO | 18,530 | $1.0M | 0.02% |
| 156 | Broadridge Financial Solutions | BR | 4,010 | $972,265 | 0.02% |
| 157 | Micron Technology, Inc. | MU | 10,800 | $938,412 | 0.02% |
| 158 | Cisco Systems, Inc. | CSCO | 14,855 | $916,702 | 0.02% |
| 159 | Dell Technologies Inc. | DELL | 8,830 | $804,855 | 0.02% |
| 160 | Constellation Brands, Inc. | STZ | 3,910 | $717,563 | 0.02% |
| 161 | iShares MSCI KLD 400 Social | 464288570 | 6,750 | $691,268 | 0.02% |
| 162 | Alphabet Inc. Class A | GOOG | 4,120 | $637,117 | 0.02% |
| 163 | Accenture plc | ACN | 2,018 | $629,697 | 0.02% |
| 164 | Broadcom Inc. | AVGO | 3,400 | $569,262 | 0.01% |
| 165 | ASML Holding N.V. | ASMLF | 853 | $565,223 | 0.01% |
| 166 | The Walt Disney Company | 254687106 | 5,328 | $525,874 | 0.01% |
| 167 | American Express Company | AXP | 1,700 | $457,385 | 0.01% |
| 168 | AbbVie Inc. | ABBV | 1,923 | $402,907 | 0.01% |
| 169 | Visa Inc. | V | 1,000 | $350,460 | 0.01% |
| 170 | Spdr Dow Jones Industrial Avrg | DIA | 650 | $272,922 | 0.01% |
| 171 | Xometry, Inc. | XMTR | 10,250 | $255,430 | 0.01% |
| 172 | Cadence Design Systems, Inc. | CDNS | 475 | $120,807 | 0.00% |
| 173 | Arista Networks Inc | ANET | 1,100 | $85,228 | 0.00% |