ZEVENBERGEN CAPITAL INVESTMENTS LLC
data from 30/09/2025
Capitalization
$ 5.144 B
0.36 %
Performance
$ 5.315 B
-8 132.05 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | NVDA | NVIDIA Corporation | 10.10% | 519.775 M $ | 2785801 | 2016/09/30 | 85.205 M $ | 18.10 % |
| 2025/09/30 | TSLA | Tesla, Inc. | 7.46% | 383.659 M $ | 862697 | 2010/06/30 | 122.432 M $ | 40.00 % |
| 2025/09/30 | SHOP | Shopify Inc. | 5.93% | 304.939 M $ | 2051940 | 2016/12/31 | 76.864 M $ | 28.83 % |
| 2025/09/30 | META | Meta Platforms, Inc. | 5.53% | 284.644 M $ | 387598 | 2022/09/30 | -1.495 M $ | -0.50 % |
| 2025/09/30 | AXON | Axon Enterprise, Inc. | 5.15% | 265.070 M $ | 369364 | 2018/06/30 | -43.176 M $ | -13.32 % |
| 2025/09/30 | MELI | MercadoLibre, Inc. | 4.83% | 248.281 M $ | 106242 | 2009/03/31 | -30.825 M $ | -10.59 % |
| 2025/09/30 | AMZN | Amazon.com, Inc. | 4.30% | 221.207 M $ | 1007454 | 2007/09/30 | 200.812 K $ | 0.08 % |
| 2025/09/30 | MSFT | Microsoft Corporation | 3.17% | 163.091 M $ | 314879 | 2014/09/30 | 6.561 M $ | 4.13 % |
| 2025/09/30 | GOOG | Alphabet Inc. Class C | 3.01% | 154.960 M $ | 636255 | 2015/12/31 | 42.093 M $ | 37.30 % |
| 2025/09/30 | UBER | Uber Technologies, Inc. | 2.52% | 129.712 M $ | 1323995 | 2019/06/30 | 7.047 M $ | 5.01 % |
| 2025/09/30 | NOW | ServiceNow, Inc. | 2.47% | 127.243 M $ | 138266 | 2013/06/30 | -15.976 M $ | -10.49 % |
| 2025/09/30 | NFLX | Netflix, Inc. | 2.39% | 122.865 M $ | 102480 | 2009/06/30 | -16.647 M $ | -10.47 % |
| 2025/09/30 | AAPL | Apple Inc. | 2.36% | 121.217 M $ | 476051 | 2004/06/30 | 23.539 M $ | 24.11 % |
| 2025/09/30 | CRWD | CrowdStrike Holdings, Inc. | 2.32% | 119.336 M $ | 243355 | 2021/09/30 | -4.970 M $ | -3.72 % |
| 2025/09/30 | AVGO | Broadcom Inc. | 2.00% | 103.031 M $ | 312300 | 2023/12/31 | 16.935 M $ | 19.68 % |
| 2025/09/30 | TTD | The Trade Desk, Inc. | 1.96% | 100.746 M $ | 2055616 | 2017/06/30 | -49.837 M $ | -31.92 % |
| 2025/09/30 | SPOT | Spotify Technology S.A. | 1.89% | 96.990 M $ | 138954 | 2024/06/30 | -10.626 M $ | -9.04 % |
| 2025/09/30 | AMD | Advanced Micro Devices, Inc. | 1.86% | 95.461 M $ | 590029 | 2022/09/30 | 11.854 M $ | 14.02 % |
| 2025/09/30 | SNOW | Snowflake Inc. | 1.61% | 83.049 M $ | 368207 | 2020/12/31 | 535.420 K $ | 0.80 % |
| 2025/09/30 | TOST | Toast, Inc. | 1.50% | 77.303 M $ | 2117310 | 2023/06/30 | -16.775 M $ | -17.57 % |
| 2025/09/30 | PANW | Palo Alto Networks, Inc. | 1.43% | 73.535 M $ | 361137 | 2022/06/30 | -417.596 K $ | -0.50 % |
| 2025/09/30 | ARM | Arm Holdings Plc | 1.37% | 70.713 M $ | 499772 | 2024/03/31 | -9.665 M $ | -12.52 % |
| 2025/09/30 | MPWR | Monolithic Power Systems, Inc. | 1.34% | 68.742 M $ | 74668 | 2015/09/30 | 8.030 M $ | 25.88 % |
| 2025/09/30 | NTRA | Natera, Inc. | 1.23% | 63.513 M $ | 394565 | 2023/03/31 | -3.236 M $ | -4.72 % |
| 2025/09/30 | ELF | e.l.f. Beauty, Inc. | 1.20% | 61.864 M $ | 466968 | 2023/06/30 | 4.042 M $ | 6.46 % |
| 2025/09/30 | Z | Zillow Group, Inc. Class C | 1.19% | 61.004 M $ | 791746 | 2015/09/30 | 5.772 M $ | 9.99 % |
| 2025/09/30 | VEEV | Veeva Systems Inc. | 1.15% | 59.068 M $ | 198275 | 2020/03/31 | 2.035 M $ | 3.45 % |
| 2025/09/30 | EXAS | Exact Sciences Corporation | 1.03% | 52.865 M $ | 966271 | 2015/03/31 | 1.599 M $ | 2.95 % |
| 2025/09/30 | RKLB | Rocket Lab Corporation | 0.97% | 50.064 M $ | 1044961 | 2025/06/30 | 13.140 M $ | 33.94 % |
| 2025/09/30 | MU | Micron Technology, Inc. | 0.96% | 49.134 M $ | 293650 | 2022/09/30 | 13.360 M $ | 35.76 % |
| 2025/09/30 | GOOGL | Alphabet Inc. Class A | 0.93% | 48.028 M $ | 197564 | 2015/12/31 | 275.504 K $ | 37.94 % |
| 2025/09/30 | DXCM | DexCom, Inc. | 0.90% | 46.123 M $ | 685433 | 2024/09/30 | -12.467 M $ | -22.91 % |
| 2025/09/30 | PWR | Quanta Services, Inc. | 0.88% | 45.340 M $ | 109405 | 2024/12/31 | 4.047 M $ | 9.61 % |
| 2025/09/30 | VRT | Vertiv Holdings Co | 0.88% | 45.250 M $ | 299950 | 2024/06/30 | 2.021 M $ | 17.48 % |
| 2025/09/30 | ORCL | Oracle Corporation | 0.86% | 44.291 M $ | 157485 | 2022/09/30 | 10.262 M $ | 28.64 % |
| 2025/09/30 | WING | Wingstop Inc. | 0.74% | 38.132 M $ | 151512 | 2022/09/30 | -14.056 M $ | -25.26 % |
| 2025/09/30 | IOT | Samsara Inc. | 0.72% | 37.177 M $ | 998029 | 2024/12/31 | -2.416 M $ | -6.36 % |
| 2025/09/30 | ANET | Arista Networks Inc | 0.70% | 35.757 M $ | 245400 | 2024/12/31 | 10.650 M $ | 42.42 % |
| 2025/09/30 | DDOG | Datadog, Inc. | 0.57% | 29.372 M $ | 206265 | 2020/06/30 | 1.693 M $ | 6.01 % |
| 2025/09/30 | TMDX | TransMedics Group, Inc. | 0.56% | 29.006 M $ | 258523 | 2025/06/30 | -2.651 M $ | -16.27 % |
| 2025/09/30 | ONON | On Holding AG | 0.53% | 27.154 M $ | 641169 | 2022/06/30 | -6.137 M $ | -18.64 % |
| 2025/09/30 | ARES | Ares Management Corporation | 0.50% | 25.566 M $ | 159898 | 2024/12/31 | -1.994 M $ | -7.68 % |
| 2025/09/30 | APH | Amphenol Corporation | 0.43% | 21.958 M $ | 177435 | 2017/09/30 | 4.395 M $ | 25.32 % |
| 2025/09/30 | HUBS | HubSpot, Inc. | 0.35% | 18.111 M $ | 38715 | 2023/06/30 | -3.545 M $ | -15.96 % |
| 2025/09/30 | INTU | Intuit Inc. | 0.34% | 17.569 M $ | 25726 | 2017/09/30 | -2.692 M $ | -13.30 % |
| 2025/09/30 | QCOM | QUALCOMM Incorporated | 0.34% | 17.522 M $ | 105327 | 2020/03/31 | 746.472 K $ | 4.46 % |
| 2025/09/30 | KLAC | KLA Corporation | 0.31% | 16.179 M $ | 15000 | 2022/09/30 | 2.743 M $ | 20.41 % |
| 2025/09/30 | BKNG | Booking Holdings Inc. | 0.31% | 16.090 M $ | 2980 | 2022/09/30 | -1.192 M $ | -6.74 % |
| 2025/09/30 | DELL | Dell Technologies Inc. | 0.31% | 15.824 M $ | 111620 | 2024/03/31 | 2.140 M $ | 15.64 % |
| 2025/09/30 | AMAT | Applied Materials, Inc. | 0.28% | 14.332 M $ | 70000 | 2022/09/30 | 1.517 M $ | 11.84 % |
| 2025/09/30 | CDNS | Cadence Design Systems, Inc. | 0.27% | 14.071 M $ | 40060 | 2022/09/30 | 1.727 M $ | 13.99 % |
| 2025/09/30 | ASML | ASML Holding N.V. | 0.25% | 13.018 M $ | 13447 | 2022/09/30 | 2.246 M $ | 20.80 % |
| 2025/09/30 | CRDO | Credo Technology Group Holding | 0.25% | 12.828 M $ | 88100 | 2024/06/30 | 4.936 M $ | 57.26 % |
| 2025/09/30 | PINS | Pinterest, Inc. | 0.24% | 12.446 M $ | 386870 | 2024/12/31 | -1.574 M $ | -10.29 % |
| 2025/09/30 | APP | AppLovin Corporation, Class A | 0.21% | 10.679 M $ | 14862 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | V | Visa Inc. | 0.20% | 10.538 M $ | 30868 | 2013/09/30 | -280.481 K $ | -3.85 % |
| 2025/09/30 | MDB | MongoDB, Inc. | 0.18% | 9.311 M $ | 30000 | 2019/06/30 | 3.012 M $ | 47.81 % |
| 2025/09/30 | JPM | JPMorgan Chase & Co. | 0.18% | 9.178 M $ | 29098 | 2015/09/30 | 753.809 K $ | 8.80 % |
| 2025/09/30 | BE | Bloom Energy Corporation | 0.17% | 8.859 M $ | 104750 | 2024/06/30 | 7.169 M $ | 253.55 % |
| 2025/09/30 | DKNG | DraftKings Inc. | 0.15% | 7.689 M $ | 205590 | 2024/03/31 | -1.178 M $ | -12.80 % |
| 2025/09/30 | COST | Costco Wholesale Corporation | 0.15% | 7.535 M $ | 8140 | 2017/06/30 | -522.840 K $ | -6.50 % |
| 2025/09/30 | APPF | AppFolio, Inc. | 0.13% | 6.561 M $ | 23800 | 2024/06/30 | 907.600 K $ | 19.71 % |
| 2025/09/30 | SRAD | Sportradar Group Ag | 0.12% | 6.149 M $ | 228600 | 2024/12/31 | -269.747 K $ | -4.20 % |
| 2025/09/30 | SYM | Symbotic Inc. | 0.12% | 6.093 M $ | 113050 | 2023/12/31 | 2.133 M $ | 38.74 % |
| 2025/09/30 | Nebius Group N.V. | 0.11% | 5.830 M $ | 51925 | 2025/03/31 | 3.590 M $ | 102.91 % | |
| 2025/09/30 | BR | Broadridge Financial Solutions | 0.11% | 5.504 M $ | 23110 | 2023/06/30 | -111.998 K $ | -2.00 % |
| 2025/09/30 | MIR | Mirion Technologies, Inc. | 0.10% | 5.385 M $ | 231500 | 2025/06/30 | 17.646 K $ | 8.04 % |
| 2025/09/30 | BLK | BlackRock, Inc. | 0.10% | 5.003 M $ | 4291 | 2024/09/30 | 500.066 K $ | 11.11 % |
| 2025/09/30 | HD | The Home Depot, Inc. | 0.09% | 4.492 M $ | 11087 | 2013/09/30 | 425.283 K $ | 10.51 % |
| 2025/09/30 | PGR | The Progressive Corporation | 0.09% | 4.407 M $ | 17845 | 2018/03/31 | -356.389 K $ | -7.46 % |
| 2025/09/30 | NXPI | NXP Semiconductors N.V. | 0.08% | 4.190 M $ | 18400 | 2022/09/30 | 100.715 K $ | 4.23 % |
| 2025/09/30 | CRM | Salesforce, Inc. | 0.08% | 4.124 M $ | 17400 | 2023/09/30 | -621.006 K $ | -13.09 % |
| 2025/09/30 | CTAS | Cintas Corporation | 0.08% | 4.109 M $ | 20020 | 2019/12/31 | -351.935 K $ | -7.90 % |
| 2025/09/30 | MMYT | Makemytrip Limited | 0.08% | 3.890 M $ | 41560 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SPY | SPDR S&P 500 ETF Trust | 0.06% | 3.221 M $ | 4835 | 2008/06/30 | 227.392 K $ | 7.82 % |
| 2025/09/30 | RIVN | Rivian Automotive, Inc. | 0.06% | 2.985 M $ | 203305 | 2021/12/31 | 214.747 K $ | 6.84 % |
| 2025/09/30 | PAYX | Paychex, Inc. | 0.06% | 2.854 M $ | 22515 | 2011/12/31 | -422.433 K $ | -12.86 % |
| 2025/09/30 | ABT | Abbott Laboratories | 0.06% | 2.829 M $ | 21124 | 2018/03/31 | -43.488 K $ | -1.52 % |
| 2025/09/30 | BX | Blackstone Inc. | 0.05% | 2.798 M $ | 16375 | 2021/06/30 | 351.061 K $ | 14.22 % |
| 2025/09/30 | AMGN | Amgen Inc. | 0.05% | 2.796 M $ | 9909 | 2016/06/30 | 29.463 K $ | 1.07 % |
| 2025/09/30 | PCAR | PACCAR Inc | 0.05% | 2.612 M $ | 26566 | 2012/03/31 | 77.082 K $ | 3.43 % |
| 2025/09/30 | ZTS | Zoetis Inc. | 0.05% | 2.406 M $ | 16440 | 2017/03/31 | -155.813 K $ | -6.18 % |
| 2025/09/30 | WM | Waste Management, Inc. | 0.04% | 2.246 M $ | 10170 | 2024/12/31 | -75.345 K $ | -3.49 % |
| 2025/09/30 | JNJ | Johnson & Johnson | 0.04% | 1.999 M $ | 10779 | 2012/06/30 | 350.843 K $ | 21.39 % |
| 2025/09/30 | DGX | Quest Diagnostics Incorporated | 0.03% | 1.760 M $ | 9235 | 2025/06/30 | 44.347 K $ | 6.10 % |
| 2025/09/30 | DE | Deere & Company | 0.03% | 1.740 M $ | 3805 | 2025/06/30 | -164.448 K $ | -10.07 % |
| 2025/09/30 | ECL | Ecolab Inc. | 0.03% | 1.577 M $ | 5760 | 2014/03/31 | 25.149 K $ | 1.64 % |
| 2025/09/30 | CSCO | Cisco Systems, Inc. | 0.02% | 1.070 M $ | 15645 | 2022/12/31 | -14.923 K $ | -1.38 % |
| 2025/09/30 | TSCO | Tractor Supply Company | 0.02% | 1.052 M $ | 18490 | 2023/06/30 | 76.690 K $ | 7.77 % |
| 2025/09/30 | SBUX | Starbucks Corporation | 0.02% | 858.013 K $ | 10142 | 2013/06/30 | -78.820 K $ | -7.67 % |
| 2025/09/30 | DSI | iShares MSCI KLD 400 Social | 0.01% | 765.146 K $ | 6075 | 2018/06/30 | 59.474 K $ | 8.43 % |
| 2025/09/30 | DIS | The Walt Disney Company | 0.01% | 707.954 K $ | 6183 | 2014/03/31 | -55.234 K $ | -7.67 % |
| 2025/09/30 | NEE | Nextera Energy, Inc. | 0.01% | 651.328 K $ | 8628 | 2024/06/30 | 120.720 K $ | 8.74 % |
| 2025/09/30 | PL | Planet Labs PBC | 0.01% | 571.120 K $ | 44000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | AXP | American Express Company | 0.01% | 564.672 K $ | 1700 | 2020/12/31 | 22.406 K $ | 4.13 % |
| 2025/09/30 | ABBV | AbbVie Inc. | 0.01% | 445.251 K $ | 1923 | 2021/12/31 | 88.304 K $ | 24.74 % |
| 2025/09/30 | XMTR | Xometry, Inc. | 0.01% | 408.525 K $ | 7500 | 2022/09/30 | 162.338 K $ | 61.20 % |
| 2025/09/30 | DIA | Spdr Dow Jones Industrial Avrg | 0.01% | 301.431 K $ | 650 | 2021/12/31 | 15.008 K $ | 5.24 % |
| 2025/09/30 | CAVA | Cava Group Inc | 0.01% | 289.968 K $ | 4800 | 2025/06/30 | -94.684 K $ | -28.28 % |
| 2025/09/30 | LGIH | LGI HOMES, INC. | 0.01% | 281.820 K $ | 5450 | 2025/09/30 | 0.000 $ | 0.00 % |