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ZEVENBERGEN CAPITAL INVESTMENTS LLC
Period ended Sep 30, 2026 · Latest filing Oct 8, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $4,371,336,102
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA Corporation · COM · 67066g104 · shares: $403,256,012
- Microsoft Corporation · COM · 594918104 · shares: $265,225,418
- Advanced Micro Devices, Inc. · COM · 007903107 · shares: $213,326,218
- Alphabet Inc. Class C · COM · 02079k107 · shares: $186,236,899
- Tesla, Inc. · COM · 88160r101 · shares: $185,205,498
- Apple Inc. · COM · 037833100 · shares: $168,049,056
- Shopify Inc. · COM · 82509l107 · shares: $157,794,314
- Micron Technology, Inc. · COM · 595112103 · shares: $153,908,395
- Amazon.com, Inc. · COM · 023135106 · shares: $153,866,320
- Meta Platforms, Inc. · COM · 30303m102 · shares: $152,333,487
Reported holdings
189 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| Microsoft Corporation | COM | 594918104 | — | 382,700 shares | $196,286,830 |
| NVIDIA Corporation | COM | 67066g104 | — | 812,754 shares | $185,616,723 |
| NVIDIA Corporation | COM | 67066g104 | — | 811,470 shares | $185,323,519 |
| Alphabet Inc. Class C | COM | 02079k107 | — | 539,100 shares | $183,692,934 |
| Apple Inc. | COM | 037833100 | — | 458,800 shares | $152,789,576 |
| Micron Technology, Inc. | COM | 595112103 | — | 133,900 shares | $142,618,229 |
| Tesla, Inc. | COM | 88160r101 | — | 369,305 shares | $131,033,107 |
| Broadcom Inc. | COM | 11135f101 | — | 315,700 shares | $110,870,683 |
| Shopify Inc. | COM | 82509l107 | — | 720,871 shares | $106,905,169 |
| Meta Platforms, Inc. | COM | 30303m102 | — | 134,940 shares | $97,855,789 |
| Advanced Micro Devices, Inc. | COM | 007903107 | — | 159,000 shares | $97,269,840 |
| Amazon.com, Inc. | COM | 023135106 | — | 376,365 shares | $93,771,340 |
| Advanced Micro Devices, Inc. | COM | 007903107 | — | 151,209 shares | $92,503,618 |
| Natera, Inc. | COM | 632307104 | — | 185,044 shares | $76,480,536 |
| MercadoLibre, Inc. | COM | 58733r102 | — | 41,919 shares | $72,458,249 |
| Space Exploration Technologies | COM | 84615q103 | — | 456,991 shares | $68,941,662 |
| Snowflake Inc. | COM | 833445109 | — | 201,916 shares | $68,562,597 |
| Rocket Lab Corporation | COM | 773121108 | — | 919,060 shares | $64,040,101 |
| Alphabet Inc. Class A | COM | 02079k305 | — | 178,950 shares | $61,573,116 |
| CrowdStrike Holdings, Inc. | COM | 22788c105 | — | 228,114 shares | $60,393,182 |
| Microsoft Corporation | COM | 594918104 | — | 115,934 shares | $59,462,760 |
| Axon Enterprise, Inc. | COM | 05464c101 | — | 138,926 shares | $58,699,014 |
| Credo Technology Group Holding | COM | g25457105 | — | 280,491 shares | $54,636,842 |
| CrowdStrike Holdings, Inc. | COM | 22788c105 | — | 201,200 shares | $53,267,700 |
| Monolithic Power Systems, Inc. | COM | 609839105 | — | 38,821 shares | $52,300,428 |
| Arista Networks Inc | COM | 040413205 | — | 253,900 shares | $51,691,501 |
| Quanta Services, Inc. | COM | 74762e102 | — | 78,413 shares | $50,381,137 |
| Meta Platforms, Inc. | COM | 30303m102 | — | 61,348 shares | $44,488,343 |
| Applied Materials, Inc. | COM | 038222105 | — | 86,800 shares | $44,387,784 |
| Amazon.com, Inc. | COM | 023135106 | — | 172,800 shares | $43,053,120 |
| Dell Technologies Inc. | COM | 24703l202 | — | 79,400 shares | $42,713,230 |
| Comfort Systems USA, Inc. | COM | 199908104 | — | 25,740 shares | $42,576,277 |
| Vertiv Holdings Co. | COM | 92537n108 | — | 160,958 shares | $38,840,775 |
| Snowflake Inc. | COM | 833445109 | — | 113,300 shares | $38,472,148 |
| Monolithic Power Systems, Inc. | COM | 609839105 | — | 27,900 shares | $37,587,438 |
| Schwab Cap Tr | COM | 808509756 | — | 1,989,573 shares | $36,707,630 |
| Palo Alto Networks, Inc. | COM | 697435105 | — | 89,400 shares | $35,519,514 |
| Toast, Inc. | COM | 888787108 | — | 1,184,301 shares | $34,332,886 |
| Datadog, Inc. | COM | 23804l103 | — | 125,000 shares | $34,231,250 |
| NVIDIA Corporation | COM | 67066g104 | — | 141,500 shares | $32,315,770 |
| KLA Corporation | COM | 482480100 | — | 161,000 shares | $31,383,730 |
| Tesla, Inc. | COM | 88160r101 | — | 86,100 shares | $30,549,141 |
| Taiwan Semiconductor Mfg Ltd | COM | 874039100 | — | 65,500 shares | $29,880,445 |
| Shopify Inc. | COM | 82509l107 | — | 199,150 shares | $29,533,945 |
| Veeva Systems Inc. | COM | 922475108 | — | 91,731 shares | $26,184,614 |
| Xometry, Inc. | COM | 98423f109 | — | 236,952 shares | $24,370,513 |
| Tesla, Inc. | COM | 88160r101 | — | 66,580 shares | $23,623,250 |
| Amphenol Corporation | COM | 032095101 | — | 280,000 shares | $23,604,000 |
| Advanced Micro Devices, Inc. | COM | 007903107 | — | 38,500 shares | $23,552,760 |
| ASML Holding N.V. | COM | n07059210 | — | 13,000 shares | $23,551,710 |
| Karman Holdings Inc. | COM | 485924104 | — | 714,745 shares | $23,172,033 |
| Taiwan Semiconductor Mfg Ltd | COM | 874039100 | — | 49,148 shares | $22,420,826 |
| Cadence Design Systems, Inc. | COM | 127387108 | — | 65,000 shares | $21,462,025 |
| Shopify Inc. | COM | 82509l107 | — | 144,000 shares | $21,355,200 |
| Axon Enterprise, Inc. | COM | 05464c101 | — | 50,300 shares | $21,252,756 |
| Marvell Technology, Inc. | COM | 573874104 | — | 79,890 shares | $21,107,737 |
| SharkNinja, Inc. | COM | g8068l108 | — | 116,182 shares | $20,926,702 |
| Marvell Technology, Inc. | COM | 573874104 | — | 79,000 shares | $20,872,590 |
| NXP Semiconductors N.V. | COM | n6596x109 | — | 86,100 shares | $20,451,333 |
| Seagate Technology Holdings PL | COM | g7997r103 | — | 22,100 shares | $20,383,714 |
| Visa Inc. | COM | 92826c839 | — | 55,700 shares | $20,014,681 |
| Uber Technologies, Inc. | COM | 90353t100 | — | 290,383 shares | $19,894,139 |
| TransMedics Group, Inc. | COM | 89377m109 | — | 227,982 shares | $19,025,098 |
| Caris Life Sciences, Inc. | COM | 142152107 | — | 581,047 shares | $17,797,470 |
| Coherent Corp. | COM | 19247g107 | — | 61,501 shares | $17,700,603 |
| Natera, Inc. | COM | 632307104 | — | 42,400 shares | $17,524,344 |
| Amazon.com, Inc. | COM | 023135106 | — | 68,400 shares | $17,041,860 |
| Samsara Inc. | COM | 79589l106 | — | 444,037 shares | $16,931,131 |
| Vertiv Holdings Co. | COM | 92537n108 | — | 69,100 shares | $16,674,521 |
| Snowflake Inc. | COM | 833445109 | — | 46,300 shares | $15,721,628 |
| Apple Inc. | COM | 037833100 | — | 45,822 shares | $15,259,480 |
| Credo Technology Group Holding | COM | g25457105 | — | 78,000 shares | $15,193,620 |
| Toast, Inc. | COM | 888787108 | — | 512,000 shares | $14,842,880 |
| Alphabet Inc. Class A | COM | 02079k305 | — | 42,680 shares | $14,685,334 |
| MongoDB, Inc. | COM | 60937p106 | — | 42,100 shares | $14,676,481 |
| Arm Holdings Plc | COM | 042068205 | — | 48,400 shares | $14,019,544 |
| MercadoLibre, Inc. | COM | 58733r102 | — | 8,100 shares | $14,001,093 |
| ServiceNow, Inc. | COM | 81762p102 | — | 101,900 shares | $13,655,619 |
| Rocket Lab Corporation | COM | 773121108 | — | 190,300 shares | $13,260,104 |
| CrowdStrike Holdings, Inc. | COM | 22788c105 | — | 48,925 shares | $12,952,894 |
| Quanta Services, Inc. | COM | 74762e102 | — | 19,450 shares | $12,496,820 |
| Axon Enterprise, Inc. | COM | 05464c101 | — | 28,650 shares | $12,105,198 |
| Credo Technology Group Holding | COM | g25457105 | — | 60,500 shares | $11,784,795 |
| QUALCOMM Incorporated | COM | 747525103 | — | 63,900 shares | $11,760,156 |
| AppFolio, Inc. | COM | 03783c100 | — | 57,300 shares | $11,489,796 |
| Micron Technology, Inc. | COM | 595112103 | — | 10,600 shares | $11,290,166 |
| Monolithic Power Systems, Inc. | COM | 609839105 | — | 8,015 shares | $10,797,968 |
| Vertiv Holdings Co. | COM | 92537n108 | — | 43,250 shares | $10,436,658 |
| Meta Platforms, Inc. | COM | 30303m102 | — | 13,775 shares | $9,989,355 |
| Datadog, Inc. | COM | 23804l103 | — | 35,585 shares | $9,744,952 |
| JPMorgan Chase & Co. | COM | 46625h100 | — | 29,263 shares | $9,681,078 |
| Bloom Energy Corporation | COM | 093712107 | — | 34,390 shares | $9,525,342 |
| Microsoft Corporation | COM | 594918104 | — | 18,475 shares | $9,475,828 |
| Samsara Inc. | COM | 79589l106 | — | 244,300 shares | $9,315,159 |
| Space Exploration Technologies | COM | 84615q103 | — | 59,025 shares | $8,904,512 |
| MercadoLibre, Inc. | COM | 58733r102 | — | 5,100 shares | $8,815,503 |
| Spotify Technology S.A. | COM | l8681t102 | — | 17,400 shares | $8,480,412 |
| Comfort Systems USA, Inc. | COM | 199908104 | — | 4,775 shares | $7,898,280 |
| Costco Wholesale Corporation | COM | 22160k105 | — | 8,303 shares | $7,558,920 |
| Visa Inc. | COM | 92826c839 | — | 20,698 shares | $7,437,412 |