13F COMBINATION REPORT
ZEVENBERGEN CAPITAL INVESTMENTS LLC
Quarter ended Q2 2025 · Filed July 7, 2025 · Accession 0001276918-25-000008
Total Value
$5.13B
Positions
177
Other Managers
2
Confidential Omitted
No
Holdings (177)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA Corporation | NVDA | 1,738,258 | $274.6M | 5.36% |
| 2 | Axon Enterprise, Inc. | AXON | 274,941 | $227.6M | 4.44% |
| 3 | Tesla, Inc. | TSLA | 673,973 | $214.1M | 4.18% |
| 4 | MercadoLibre, Inc. | MELI | 81,230 | $212.3M | 4.14% |
| 5 | Shopify Inc. | SHOP | 1,488,599 | $171.7M | 3.35% |
| 6 | Amazon.com, Inc. | AMZN | 730,225 | $160.2M | 3.13% |
| 7 | Meta Platforms, Inc. | META | 199,310 | $147.1M | 2.87% |
| 8 | NVIDIA Corporation | NVDA | 926,970 | $146.5M | 2.86% |
| 9 | Microsoft Corporation | MSFT | 278,900 | $138.7M | 2.71% |
| 10 | Netflix, Inc. | NFLX | 102,182 | $136.8M | 2.67% |
| 11 | Meta Platforms, Inc. | META | 166,462 | $122.9M | 2.40% |
| 12 | Uber Technologies, Inc. | UBER | 1,195,537 | $111.5M | 2.18% |
| 13 | Alphabet Inc. Class C | GOOG | 628,100 | $111.4M | 2.17% |
| 14 | The Trade Desk, Inc. | 88339j105 | 1,538,594 | $110.8M | 2.16% |
| 15 | Apple Inc. | AAPL | 432,000 | $88.6M | 1.73% |
| 16 | ServiceNow, Inc. | NOW | 85,254 | $87.6M | 1.71% |
| 17 | Spotify Technology S.A. | SPOT | 113,073 | $86.8M | 1.69% |
| 18 | CrowdStrike Holdings, Inc. | CRWD | 168,269 | $85.7M | 1.67% |
| 19 | Broadcom Inc. | AVGO | 308,700 | $85.1M | 1.66% |
| 20 | Toast, Inc. | TOST | 1,441,567 | $63.8M | 1.25% |
| 21 | Shopify Inc. | SHOP | 538,000 | $62.1M | 1.21% |
| 22 | Amazon.com, Inc. | AMZN | 265,400 | $58.2M | 1.14% |
| 23 | Natera, Inc. | NTRA | 338,932 | $57.3M | 1.12% |
| 24 | Snowflake Inc. | SNOW | 254,198 | $56.9M | 1.11% |
| 25 | Axon Enterprise, Inc. | AXON | 65,300 | $54.1M | 1.05% |
| 26 | Tesla, Inc. | TSLA | 165,300 | $52.5M | 1.02% |
| 27 | e.l.f. Beauty, Inc. | ELF | 414,786 | $51.6M | 1.01% |
| 28 | Arm Holdings Plc | 042068205 | 309,089 | $50.0M | 0.98% |
| 29 | NVIDIA Corporation | NVDA | 315,000 | $49.8M | 0.97% |
| 30 | Zillow Group, Inc. Class C | Z | 704,544 | $49.4M | 0.96% |
| 31 | Palo Alto Networks, Inc. | PANW | 238,708 | $48.8M | 0.95% |
| 32 | Veeva Systems Inc. | VEEV | 166,593 | $48.0M | 0.94% |
| 33 | ServiceNow, Inc. | NOW | 45,700 | $47.0M | 0.92% |
| 34 | Wingstop Inc. | WING | 135,246 | $45.5M | 0.89% |
| 35 | DexCom, Inc. | DXCM | 501,635 | $43.8M | 0.85% |
| 36 | Exact Sciences Corporation | 30063p105 | 818,183 | $43.5M | 0.85% |
| 37 | Axon Enterprise, Inc. | AXON | 51,200 | $42.4M | 0.83% |
| 38 | Advanced Micro Devices, Inc. | AMD | 287,519 | $40.8M | 0.80% |
| 39 | MercadoLibre, Inc. | MELI | 15,200 | $39.7M | 0.78% |
| 40 | Tesla, Inc. | TSLA | 124,300 | $39.5M | 0.77% |
| 41 | MercadoLibre, Inc. | MELI | 14,975 | $39.1M | 0.76% |
| 42 | Advanced Micro Devices, Inc. | AMD | 262,500 | $37.2M | 0.73% |
| 43 | Quanta Services, Inc. | PWR | 97,854 | $37.0M | 0.72% |
| 44 | Micron Technology, Inc. | MU | 292,100 | $36.0M | 0.70% |
| 45 | Rocket Lab Corp | RKLB | 920,006 | $32.9M | 0.64% |
| 46 | Shopify Inc. | SHOP | 284,400 | $32.8M | 0.64% |
| 47 | Oracle Corporation | ORCL-PD | 150,000 | $32.8M | 0.64% |
| 48 | CrowdStrike Holdings, Inc. | CRWD | 63,300 | $32.2M | 0.63% |
| 49 | Airbnb, Inc. | ABNB | 223,569 | $29.6M | 0.58% |
| 50 | Samsara Inc. | IOT | 734,291 | $29.2M | 0.57% |
| 51 | Meta Platforms, Inc. | META | 37,150 | $27.4M | 0.53% |
| 52 | Amazon.com, Inc. | AMZN | 120,000 | $26.3M | 0.51% |
| 53 | Arista Networks Inc | ANET | 245,400 | $25.1M | 0.49% |
| 54 | Clearwater Analytics Holdings, | CWAN | 1,125,030 | $24.7M | 0.48% |
| 55 | The Trade Desk, Inc. | 88339j105 | 342,400 | $24.6M | 0.48% |
| 56 | On Holding AG | ONON | 468,726 | $24.4M | 0.48% |
| 57 | Palo Alto Networks, Inc. | PANW | 118,200 | $24.2M | 0.47% |
| 58 | CyberArk Software Ltd. | m2682v108 | 56,757 | $23.1M | 0.45% |
| 59 | Monolithic Power Systems, Inc. | 609839105 | 31,000 | $22.7M | 0.44% |
| 60 | Ares Management Corporation | ARES-PB | 127,999 | $22.2M | 0.43% |
| 61 | Netflix, Inc. | NFLX | 16,550 | $22.2M | 0.43% |
| 62 | The Trade Desk, Inc. | 88339j105 | 287,700 | $20.7M | 0.40% |
| 63 | Arm Holdings Plc | 042068205 | 125,000 | $20.2M | 0.39% |
| 64 | Microsoft Corporation | MSFT | 40,528 | $20.2M | 0.39% |
| 65 | Toast, Inc. | TOST | 445,000 | $19.7M | 0.38% |
| 66 | Uber Technologies, Inc. | UBER | 200,000 | $18.7M | 0.36% |
| 67 | ServiceNow, Inc. | NOW | 17,250 | $17.7M | 0.35% |
| 68 | Datadog, Inc. | DDOG | 125,000 | $16.8M | 0.33% |
| 69 | CrowdStrike Holdings, Inc. | CRWD | 31,000 | $15.8M | 0.31% |
| 70 | HubSpot, Inc. | HUBS | 27,910 | $15.5M | 0.30% |
| 71 | Intuit Inc. | INTU | 19,700 | $15.5M | 0.30% |
| 72 | Spotify Technology S.A. | SPOT | 20,165 | $15.5M | 0.30% |
| 73 | Spotify Technology S.A. | SPOT | 20,000 | $15.3M | 0.30% |
| 74 | Amphenol Corporation | 032095101 | 140,000 | $13.8M | 0.27% |
| 75 | TransMedics Group, Inc. | TMDX | 101,228 | $13.6M | 0.26% |
| 76 | KLA Corporation | KLAC | 15,000 | $13.4M | 0.26% |
| 77 | Applied Materials, Inc. | 038222105 | 70,000 | $12.8M | 0.25% |
| 78 | QUALCOMM Incorporated | QCOM | 80,400 | $12.8M | 0.25% |
| 79 | Dell Technologies Inc. | DELL | 102,500 | $12.6M | 0.25% |
| 80 | Cadence Design Systems, Inc. | CDNS | 40,000 | $12.3M | 0.24% |
| 81 | Toast, Inc. | TOST | 269,600 | $11.9M | 0.23% |
| 82 | Vertiv Holdings Co | VRT | 90,000 | $11.6M | 0.23% |
| 83 | Datadog, Inc. | DDOG | 84,785 | $11.4M | 0.22% |
| 84 | Natera, Inc. | NTRA | 67,050 | $11.3M | 0.22% |
| 85 | Veeva Systems Inc. | VEEV | 38,350 | $11.0M | 0.22% |
| 86 | e.l.f. Beauty, Inc. | ELF | 88,000 | $11.0M | 0.21% |
| 87 | Booking Holdings Inc. | BKNG | 1,856 | $10.7M | 0.21% |
| 88 | Palo Alto Networks, Inc. | PANW | 52,500 | $10.7M | 0.21% |
| 89 | Exact Sciences Corporation | 30063p105 | 200,000 | $10.6M | 0.21% |
| 90 | DexCom, Inc. | DXCM | 121,700 | $10.6M | 0.21% |
| 91 | Uber Technologies, Inc. | UBER | 113,400 | $10.6M | 0.21% |
| 92 | Pinterest, Inc. | PINS | 290,995 | $10.4M | 0.20% |
| 93 | Snowflake Inc. | SNOW | 46,600 | $10.4M | 0.20% |
| 94 | ASML Holding N.V. | ASMLF | 13,000 | $10.4M | 0.20% |
| 95 | Wingstop Inc. | WING | 30,000 | $10.1M | 0.20% |
| 96 | Adobe Inc. | ADBE | 24,900 | $9.6M | 0.19% |
| 97 | DraftKings Inc. | DKNG | 214,490 | $9.2M | 0.18% |
| 98 | Apple Inc. | AAPL | 43,911 | $9.0M | 0.18% |
| 99 | Credo Technology Group Holding | CRDO | 93,100 | $8.6M | 0.17% |
| 100 | JPMorgan Chase & Co. | VYLD | 29,538 | $8.6M | 0.17% |
| 101 | On Holding AG | ONON | 164,000 | $8.5M | 0.17% |
| 102 | Zillow Group, Inc. Class C | Z | 120,000 | $8.4M | 0.16% |
| 103 | Monolithic Power Systems, Inc. | 609839105 | 11,428 | $8.4M | 0.16% |
| 104 | Repligen Corporation | RGEN | 66,015 | $8.2M | 0.16% |
| 105 | Costco Wholesale Corporation | COST | 8,130 | $8.0M | 0.16% |
| 106 | Arm Holdings Plc | 042068205 | 43,200 | $7.0M | 0.14% |
| 107 | Booking Holdings Inc. | BKNG | 1,200 | $6.9M | 0.14% |
| 108 | Visa Inc. | V | 19,518 | $6.9M | 0.14% |
| 109 | Advanced Micro Devices, Inc. | AMD | 45,970 | $6.5M | 0.13% |
| 110 | Sportradar Group Ag | SRAD | 228,600 | $6.4M | 0.13% |
| 111 | MongoDB, Inc. | MDB | 30,000 | $6.3M | 0.12% |
| 112 | Rocket Lab Corp | RKLB | 162,350 | $5.8M | 0.11% |
| 113 | Symbotic Inc. | SYM | 141,746 | $5.5M | 0.11% |
| 114 | Clearwater Analytics Holdings, | CWAN | 241,550 | $5.3M | 0.10% |
| 115 | Airbnb, Inc. | ABNB | 40,000 | $5.3M | 0.10% |
| 116 | Quanta Services, Inc. | PWR | 13,500 | $5.1M | 0.10% |
| 117 | Broadridge Financial Solutions | BR | 20,800 | $5.1M | 0.10% |
| 118 | Samsara Inc. | IOT | 123,300 | $4.9M | 0.10% |
| 119 | Pinterest, Inc. | PINS | 135,500 | $4.9M | 0.09% |
| 120 | The Progressive Corporation | 743315103 | 17,900 | $4.8M | 0.09% |
| 121 | Salesforce, Inc. | CRM | 17,400 | $4.7M | 0.09% |
| 122 | Intuit Inc. | INTU | 6,006 | $4.7M | 0.09% |
| 123 | AppFolio, Inc. | APPF | 20,000 | $4.6M | 0.09% |
| 124 | BlackRock, Inc. | BLK | 4,288 | $4.5M | 0.09% |
| 125 | Cintas Corporation | CTAS | 19,985 | $4.5M | 0.09% |
| 126 | The Home Depot, Inc. | HD | 11,032 | $4.0M | 0.08% |
| 127 | CyberArk Software Ltd. | m2682v108 | 9,900 | $4.0M | 0.08% |
| 128 | QUALCOMM Incorporated | QCOM | 24,737 | $3.9M | 0.08% |
| 129 | HubSpot, Inc. | HUBS | 7,000 | $3.9M | 0.08% |
| 130 | Samsara Inc. | IOT | 97,200 | $3.9M | 0.08% |
| 131 | Ares Management Corporation | ARES-PB | 21,830 | $3.8M | 0.07% |
| 132 | Amphenol Corporation | 032095101 | 35,790 | $3.5M | 0.07% |
| 133 | Nebius Group N.V. | NBIS | 63,050 | $3.5M | 0.07% |
| 134 | Paychex, Inc. | PAYX | 22,590 | $3.3M | 0.06% |
| 135 | Rivian Automotive, Inc. | RIVN | 228,455 | $3.1M | 0.06% |
| 136 | Oracle Corporation | ORCL-PD | 13,910 | $3.0M | 0.06% |
| 137 | SPDR S&P 500 ETF Trust | SPY | 4,705 | $2.9M | 0.06% |
| 138 | Abbott Laboratories | ABLZF | 21,009 | $2.9M | 0.06% |
| 139 | Bloom Energy Corp | BE | 118,200 | $2.8M | 0.06% |
| 140 | HubSpot, Inc. | HUBS | 5,000 | $2.8M | 0.05% |
| 141 | Amgen Inc. | AMGN | 9,854 | $2.8M | 0.05% |
| 142 | TransMedics Group, Inc. | TMDX | 20,300 | $2.7M | 0.05% |
| 143 | Zoetis Inc. | ZTS | 16,180 | $2.5M | 0.05% |
| 144 | Repligen Corporation | RGEN | 20,000 | $2.5M | 0.05% |
| 145 | Blackstone Inc. | BX | 16,505 | $2.5M | 0.05% |
| 146 | NXP Semiconductors N.V. | NXPI | 10,900 | $2.4M | 0.05% |
| 147 | PACCAR Inc | PCAR | 23,645 | $2.2M | 0.04% |
| 148 | Waste Management, Inc. | WM | 9,430 | $2.2M | 0.04% |
| 149 | Johnson & Johnson | JNJ | 10,739 | $1.6M | 0.03% |
| 150 | Deere & Company | DE | 3,210 | $1.6M | 0.03% |
| 151 | Ecolab Inc. | ECL | 5,690 | $1.5M | 0.03% |
| 152 | Alphabet Inc. Class C | GOOG | 8,135 | $1.4M | 0.03% |
| 153 | Nextera Energy, Inc. | NEE-PW | 19,888 | $1.4M | 0.03% |
| 154 | Micron Technology, Inc. | MU | 11,050 | $1.4M | 0.03% |
| 155 | Dell Technologies Inc. | DELL | 9,120 | $1.1M | 0.02% |
| 156 | Cisco Systems, Inc. | CSCO | 15,545 | $1.1M | 0.02% |
| 157 | Starbucks Corporation | SBUX | 11,212 | $1.0M | 0.02% |
| 158 | Tractor Supply Company | TSCO | 18,705 | $987,063 | 0.02% |
| 159 | Broadcom Inc. | AVGO | 3,400 | $937,210 | 0.02% |
| 160 | Quest Diagnostics Incorporated | DGX | 4,050 | $727,502 | 0.01% |
| 161 | Alphabet Inc. Class A | GOOG | 4,120 | $726,068 | 0.01% |
| 162 | The Walt Disney Company | 254687106 | 5,808 | $720,250 | 0.01% |
| 163 | iShares MSCI KLD 400 Social | 464288570 | 6,075 | $705,672 | 0.01% |
| 164 | Accenture plc | ACN | 2,133 | $637,532 | 0.01% |
| 165 | Broadridge Financial Solutions | BR | 2,245 | $545,602 | 0.01% |
| 166 | American Express Company | AXP | 1,700 | $542,266 | 0.01% |
| 167 | ASML Holding N.V. | ASMLF | 472 | $378,256 | 0.01% |
| 168 | AbbVie Inc. | ABBV | 1,923 | $356,947 | 0.01% |
| 169 | Visa Inc. | V | 1,000 | $355,050 | 0.01% |
| 170 | Cava Group Inc | CAVA | 3,975 | $334,814 | 0.01% |
| 171 | Spdr Dow Jones Industrial Avrg | DIA | 650 | $286,423 | 0.01% |
| 172 | Oddity Tech Ltd | ODD | 3,750 | $283,013 | 0.01% |
| 173 | Xometry, Inc. | XMTR | 7,850 | $265,252 | 0.01% |
| 174 | Palomar Holdings, Inc. | PLMR | 1,450 | $223,663 | 0.00% |
| 175 | Mirion Technologies, Inc. | MIR | 10,200 | $219,606 | 0.00% |
| 176 | D. R. Horton, Inc. | 23331a109 | 1,565 | $201,760 | 0.00% |
| 177 | Cadence Design Systems, Inc. | CDNS | 60 | $18,489 | 0.00% |