ZEVENBERGEN CAPITAL INVESTMENTS LLC

CIK 1276918 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $3.5B
every reported holding for this filer and quarter, including ones with no disclosed value: 182
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 10
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 5

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated	Prev value	Curr value	Prev shares	Curr shares
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15642` · issuer key `iss:1334`	TRIM	−$94.8M	−380,047	$439M	$345M	2,356,246	1,976,199
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10357` · issuer key `iss:1786`	TRIM	−$112M	−156,920	$312M	$200M	694,114	537,194
—	share class as filed: COM · position key `pos:17821` · issuer key `iss:89`	TRIM	−$30.2M	−49,179	$187M	$157M	595,660	546,481
—	share class as filed: COM · position key `pos:18191` · issuer key `iss:1654`	TRIM	−$114M	−365,561	$270M	$155M	1,674,737	1,309,176
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14175` · issuer key `iss:95`	TRIM	−$63.2M	−212,128	$195M	$132M	845,418	633,290
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11390` · issuer key `iss:720`	TRIM	−$90.6M	−107,271	$219M	$129M	332,284	225,013
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13215` · issuer key `iss:144`	TRIM	−$9.1M	−102	$136M	$127M	501,917	501,815
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10534` · issuer key `iss:1213`	TRIM	−$60.5M	−19,914	$184M	$124M	91,540	71,626
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12735` · issuer key `iss:209`	TRIM	−$69.9M	−50,455	$192M	$122M	338,666	288,211
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11825` · issuer key `iss:1225`	ADD	−$35.6M	+53	$152M	$116M	314,367	314,420
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14060` · issuer key `iss:47`	ADD	−$4.0M	+9,235	$118M	$114M	550,483	559,718
—	share class as filed: COM · position key `pos:14865` · issuer key `iss:1248`	ADD	+$15.8M	+533	$73.8M	$89.6M	81,378	81,911
—	share class as filed: COM · position key `pos:16193` · issuer key `iss:1909`	TRIM	+$19.0M	−46,613	$56.1M	$75.2M	346,575	299,962
—	share class as filed: COM · position key `cusip:808509756` · issuer key `cusip6:808509`	NEW	+$66.5M	+4,229,104	$0	$66.5M	—	4,229,104
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12940` · issuer key `iss:1567`	TRIM	−$10.3M	−65,800	$76.1M	$65.8M	1,090,798	1,024,998
—	share class as filed: COM · position key `pos:11122` · issuer key `iss:1684`	TRIM	−$30.2M	−2,491	$95.6M	$65.3M	435,633	433,142
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15142` · issuer key `iss:89`	TRIM	−$13.5M	−24,857	$78.8M	$65.2M	251,637	226,780
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15221` · issuer key `iss:1228`	TRIM	−$11.3M	−74,900	$76.2M	$64.8M	266,850	191,950
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15433` · issuer key `iss:1290`	TRIM	−$14.0M	−164,955	$72.5M	$58.5M	773,275	608,320
—	share class as filed: COM · position key `pos:14712` · issuer key `iss:537`	TRIM	−$37.8M	−56,025	$95.2M	$57.4M	203,113	147,088

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 11

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12827` · issuer key `iss:323`	NO CHANGE	−$11.4M	$108M	$96.7M	312,560	312,560
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15235` · issuer key `iss:125`	NO CHANGE	−$1.6M	$24.0M	$22.5M	177,935	177,935
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:18187` · issuer key `iss:1040`	NO CHANGE	+$3.9M	$18.2M	$22.1M	15,000	15,000
—	share class as filed: COM · position key `pos:11625` · issuer key `iss:2284`	NO CHANGE	+$3.3M	$14.1M	$17.5M	13,222	13,222
—	share class as filed: COM · position key `pos:13368` · issuer key `iss:2263`	NO CHANGE	−$1.6M	$5.4M	$3.8M	228,600	228,600
—	share class as filed: COM · position key `pos:14349` · issuer key `iss:1013`	NO CHANGE	−$46.4K	$783K	$736K	6,075	6,075
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11849` · issuer key `iss:104`	NO CHANGE	−$115K	$629K	$514K	1,700	1,700
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15499` · issuer key `iss:23`	NO CHANGE	−$21.2K	$439K	$418K	1,923	1,923
—	share class as filed: COM · position key `pos:17452` · issuer key `iss:1604`	NO CHANGE	−$11.3K	$312K	$301K	650	650
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17367` · issuer key `iss:1083`	NO CHANGE	−$21.1K	$264K	$243K	6,150	6,150
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14419` · issuer key `iss:549`	NO CHANGE	−$10.7K	$225K	$215K	1,565	1,565

Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

109 issuers · 182 rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA Corporation

1 position · 3 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for NVIDIA Corporation, as it reported them
NVIDIA Corporation · COM CUSIP — src ↗	$163M	936,229
NVIDIA Corporation · COM CUSIP — src ↗	$149M	853,670
NVIDIA Corporation · COM CUSIP — src ↗	$32.5M	186,300

$345M

1,976,199

9.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Alphabet Inc. Class C

2 positions · 4 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Alphabet Inc. Class C, as it reported them
Alphabet Inc. Class C · COM CUSIP — src ↗	$155M	539,100
Alphabet Inc. Class A · COM CUSIP — src ↗	$51.5M	179,000
Alphabet Inc. Class A · COM CUSIP — src ↗	$13.7M	47,780
Alphabet Inc. Class C · COM CUSIP — src ↗	$2.1M	7,381

$222M

773,261

6.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Tesla, Inc.

1 position · 3 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Tesla, Inc., as it reported them
Tesla, Inc. · COM CUSIP — src ↗	$139M	374,814
Tesla, Inc. · COM CUSIP — src ↗	$34.7M	93,400
Tesla, Inc. · COM CUSIP — src ↗	$25.6M	68,980

$200M

537,194

5.7%

—

Shopify Inc.

1 position · 3 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Shopify Inc., as it reported them
Shopify Inc. · COM CUSIP — src ↗	$95.8M	807,671
Shopify Inc. · COM CUSIP — src ↗	$37.7M	318,150
Shopify Inc. · COM CUSIP — src ↗	$21.7M	183,355

ticker not yet mapped

$155M

1,309,176

4.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Amazon.com, Inc.

1 position · 3 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Amazon.com, Inc., as it reported them
Amazon.com, Inc. · COM CUSIP — src ↗	$79.6M	382,170
Amazon.com, Inc. · COM CUSIP — src ↗	$36.0M	172,800
Amazon.com, Inc. · COM CUSIP — src ↗	$16.3M	78,320

$132M

633,290

3.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Meta Platforms, Inc.

1 position · 3 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Meta Platforms, Inc., as it reported them
Meta Platforms, Inc. · COM CUSIP — src ↗	$78.8M	137,740
Meta Platforms, Inc. · COM CUSIP — src ↗	$39.8M	69,573
Meta Platforms, Inc. · COM CUSIP — src ↗	$10.1M	17,700

$129M

225,013

3.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Apple Inc.

1 position · 2 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Apple Inc., as it reported them
Apple Inc. · COM CUSIP — src ↗	$116M	458,800
Apple Inc. · COM CUSIP — src ↗	$10.9M	43,015

$127M

501,815

3.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MercadoLibre, Inc.

1 position · 3 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for MercadoLibre, Inc., as it reported them
MercadoLibre, Inc. · COM CUSIP — src ↗	$89.6M	51,826
MercadoLibre, Inc. · COM CUSIP — src ↗	$19.0M	11,000
MercadoLibre, Inc. · COM CUSIP — src ↗	$15.2M	8,800

$124M

71,626

3.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Axon Enterprise, Inc.

1 position · 3 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Axon Enterprise, Inc., as it reported them
Axon Enterprise, Inc. · COM CUSIP — src ↗	$76.4M	179,911
Axon Enterprise, Inc. · COM CUSIP — src ↗	$27.7M	65,300
Axon Enterprise, Inc. · COM CUSIP — src ↗	$18.3M	43,000

$122M

288,211

3.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Microsoft Corporation

1 position · 2 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Microsoft Corporation, as it reported them
Microsoft Corporation · COM CUSIP — src ↗	$102M	274,400
Microsoft Corporation · COM CUSIP — src ↗	$14.8M	40,020

$116M

314,420

3.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Advanced Micro Devices, Inc.

1 position · 3 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Advanced Micro Devices, Inc., as it reported them
Advanced Micro Devices, Inc. · COM CUSIP — src ↗	$58.9M	289,300
Advanced Micro Devices, Inc. · COM CUSIP — src ↗	$43.2M	212,418
Advanced Micro Devices, Inc. · COM CUSIP — src ↗	$11.8M	58,000

$114M

559,718

3.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Broadcom Inc.

1 position · 2 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Broadcom Inc., as it reported them
Broadcom Inc. · COM CUSIP — src ↗	$95.5M	308,700
Broadcom Inc. · COM CUSIP — src ↗	$1.2M	3,860

$96.7M

312,560

2.8%

—

Monolithic Power Systems, Inc.

1 position · 3 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Monolithic Power Systems, Inc., as it reported them
Monolithic Power Systems, Inc. · COM CUSIP — src ↗	$45.3M	41,411
Monolithic Power Systems, Inc. · COM CUSIP — src ↗	$33.2M	30,400
Monolithic Power Systems, Inc. · COM CUSIP — src ↗	$11.0M	10,100

ticker not yet mapped

$89.6M

81,911

2.6%

—

Vertiv Holdings Co

1 position · 3 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Vertiv Holdings Co, as it reported them
Vertiv Holdings Co · COM CUSIP — src ↗	$41.7M	166,562
Vertiv Holdings Co · COM CUSIP — src ↗	$21.5M	86,000
Vertiv Holdings Co · COM CUSIP — src ↗	$11.9M	47,400

ticker not yet mapped

$75.2M

299,962

2.2%

—

Schwab Cap Tr · COM CUSIP 808509756
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$66.5M

4,229,104

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Rocket Lab Corporation

1 position · 3 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Rocket Lab Corporation, as it reported them
Rocket Lab Corporation · COM CUSIP — src ↗	$49.9M	776,748
Rocket Lab Corporation · COM CUSIP — src ↗	$12.2M	189,750
Rocket Lab Corporation · COM CUSIP — src ↗	$3.8M	58,500

$65.8M

1,024,998

1.9%

—

Snowflake Inc.

1 position · 3 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Snowflake Inc., as it reported them
Snowflake Inc. · COM CUSIP — src ↗	$37.7M	249,842
Snowflake Inc. · COM CUSIP — src ↗	$17.7M	117,300
Snowflake Inc. · COM CUSIP — src ↗	$10.0M	66,000

ticker not yet mapped

$65.3M

433,142

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Micron Technology, Inc.

1 position · 2 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Micron Technology, Inc., as it reported them
Micron Technology, Inc. · COM CUSIP — src ↗	$61.0M	180,500
Micron Technology, Inc. · COM CUSIP — src ↗	$3.9M	11,450

$64.8M

191,950

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Netflix, Inc.

1 position · 2 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Netflix, Inc., as it reported them
Netflix, Inc. · COM CUSIP — src ↗	$49.0M	510,070
Netflix, Inc. · COM CUSIP — src ↗	$9.4M	98,250

$58.5M

608,320

1.7%

—

CrowdStrike Holdings, Inc.

1 position · 3 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for CrowdStrike Holdings, Inc., as it reported them
CrowdStrike Holdings, Inc. · COM CUSIP — src ↗	$29.1M	74,588
CrowdStrike Holdings, Inc. · COM CUSIP — src ↗	$21.4M	54,800
CrowdStrike Holdings, Inc. · COM CUSIP — src ↗	$6.9M	17,700

ticker not yet mapped

$57.4M

147,088

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Uber Technologies, Inc.

1 position · 3 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Uber Technologies, Inc., as it reported them
Uber Technologies, Inc. · COM CUSIP — src ↗	$40.2M	558,751
Uber Technologies, Inc. · COM CUSIP — src ↗	$8.7M	121,000
Uber Technologies, Inc. · COM CUSIP — src ↗	$7.3M	101,400

$56.2M

781,151

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Quanta Services, Inc.

1 position · 2 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Quanta Services, Inc., as it reported them
Quanta Services, Inc. · COM CUSIP — src ↗	$43.1M	78,576
Quanta Services, Inc. · COM CUSIP — src ↗	$11.9M	21,600

$55.0M

100,176

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Natera, Inc.

1 position · 2 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Natera, Inc., as it reported them
Natera, Inc. · COM CUSIP — src ↗	$41.1M	205,679
Natera, Inc. · COM CUSIP — src ↗	$11.2M	55,800

$52.3M

261,479

1.5%

—

Karman Holdings Inc.

1 position · 2 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Karman Holdings Inc., as it reported them
Karman Holdings Inc. · COM CUSIP — src ↗	$40.4M	504,084
Karman Holdings Inc. · COM CUSIP — src ↗	$9.8M	122,300

ticker not yet mapped

$50.1M

626,384

1.4%

—

Toast, Inc.

1 position · 3 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Toast, Inc., as it reported them
Toast, Inc. · COM CUSIP — src ↗	$28.8M	1,084,581
Toast, Inc. · COM CUSIP — src ↗	$11.8M	445,000
Toast, Inc. · COM CUSIP — src ↗	$6.5M	245,000

ticker not yet mapped

$47.0M

1,774,581

1.4%

—

Credo Technology Group Holding

1 position · 3 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Credo Technology Group Holding, as it reported them
Credo Technology Group Holding · COM CUSIP — src ↗	$24.8M	264,361
Credo Technology Group Holding · COM CUSIP — src ↗	$7.0M	74,500
Credo Technology Group Holding · COM CUSIP — src ↗	$6.0M	64,100

ticker not yet mapped

$37.8M

402,961

1.1%

—

Spotify Technology S.A.

1 position · 3 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Spotify Technology S.A., as it reported them
Spotify Technology S.A. · COM CUSIP — src ↗	$23.9M	49,371
Spotify Technology S.A. · COM CUSIP — src ↗	$8.4M	17,400
Spotify Technology S.A. · COM CUSIP — src ↗	$5.2M	10,650

ticker not yet mapped

$37.5M

77,421

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ServiceNow, Inc.

1 position · 3 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for ServiceNow, Inc., as it reported them
ServiceNow, Inc. · COM CUSIP — src ↗	$18.3M	175,214
ServiceNow, Inc. · COM CUSIP — src ↗	$14.8M	141,900
ServiceNow, Inc. · COM CUSIP — src ↗	$4.1M	38,900

$37.2M

356,014

1.1%

—

AppLovin Corporation, Class A

1 position · 3 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for AppLovin Corporation, Class A, as it reported them
AppLovin Corporation, Class A · COM CUSIP — src ↗	$18.1M	45,399
AppLovin Corporation, Class A · COM CUSIP — src ↗	$10.9M	27,300
AppLovin Corporation, Class A · COM CUSIP — src ↗	$5.0M	12,500

ticker not yet mapped

$33.9M

85,199

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Arista Networks Inc · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$31.2M

253,900

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Insulet Corporation

1 position · 2 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Insulet Corporation, as it reported them
Insulet Corporation · COM CUSIP — src ↗	$22.8M	108,507
Insulet Corporation · COM CUSIP — src ↗	$6.5M	30,900

$29.3M

139,407

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TransMedics Group, Inc.

1 position · 2 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for TransMedics Group, Inc., as it reported them
TransMedics Group, Inc. · COM CUSIP — src ↗	$21.8M	219,521
TransMedics Group, Inc. · COM CUSIP — src ↗	$6.7M	67,000

$28.5M

286,521

0.8%

—

Cashmere Valley Bank · COM CUSIP 14756K102
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$27.7M

370,059

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Applied Materials, Inc. · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$26.9M

78,800

0.8%

—

Samsara Inc.

1 position · 3 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Samsara Inc., as it reported them
Samsara Inc. · COM CUSIP — src ↗	$15.3M	481,943
Samsara Inc. · COM CUSIP — src ↗	$4.2M	133,300
Samsara Inc. · COM CUSIP — src ↗	$3.4M	108,800

ticker not yet mapped

$22.9M

724,043

0.7%

—

Taiwan Semiconductor Mfg Ltd

1 position · 2 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Taiwan Semiconductor Mfg Ltd, as it reported them
Taiwan Semiconductor Mfg Ltd · COM CUSIP — src ↗	$22.1M	65,500
Taiwan Semiconductor Mfg Ltd · COM CUSIP — src ↗	$693K	2,050

ticker not yet mapped

$22.8M

67,550

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Amphenol Corporation

1 position · 2 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Amphenol Corporation, as it reported them
Amphenol Corporation · COM CUSIP — src ↗	$17.7M	140,000
Amphenol Corporation · COM CUSIP — src ↗	$4.8M	37,935

$22.5M

177,935

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KLA Corporation · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$22.1M

15,000

0.6%

—

Veeva Systems Inc.

1 position · 2 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Veeva Systems Inc., as it reported them
Veeva Systems Inc. · COM CUSIP — src ↗	$16.9M	96,012
Veeva Systems Inc. · COM CUSIP — src ↗	$3.6M	20,700

ticker not yet mapped

$20.5M

116,712

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Visa Inc.

1 position · 2 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Visa Inc., as it reported them
Visa Inc. · COM CUSIP — src ↗	$14.1M	46,500
Visa Inc. · COM CUSIP — src ↗	$6.0M	19,808

$20.0M

66,308

0.6%

—

Datadog, Inc.

1 position · 2 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Datadog, Inc., as it reported them
Datadog, Inc. · COM CUSIP — src ↗	$14.8M	125,000
Datadog, Inc. · COM CUSIP — src ↗	$4.6M	38,995

ticker not yet mapped

$19.4M

163,995

0.6%

—

Cadence Design Systems, Inc. · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$18.1M

65,000

0.5%

—

ASML Holding N.V.

1 position · 2 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for ASML Holding N.V., as it reported them
ASML Holding N.V. · COM CUSIP — src ↗	$17.2M	13,000
ASML Holding N.V. · COM CUSIP — src ↗	$293K	222

ticker not yet mapped

$17.5M

13,222

0.5%

—

Dell Technologies Inc.

1 position · 2 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Dell Technologies Inc., as it reported them
Dell Technologies Inc. · COM CUSIP — src ↗	$15.5M	94,400
Dell Technologies Inc. · COM CUSIP — src ↗	$1.5M	9,390

ticker not yet mapped

$17.0M

103,790

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

nLIGHT, Inc.

1 position · 3 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for nLIGHT, Inc., as it reported them
nLIGHT, Inc. · COM CUSIP — src ↗	$9.3M	163,760
nLIGHT, Inc. · COM CUSIP — src ↗	$4.6M	79,800
nLIGHT, Inc. · COM CUSIP — src ↗	$2.4M	42,000

$16.3M

285,560

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUALCOMM Incorporated

1 position · 2 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for QUALCOMM Incorporated, as it reported them
QUALCOMM Incorporated · COM CUSIP — src ↗	$12.9M	100,400
QUALCOMM Incorporated · COM CUSIP — src ↗	$3.2M	25,112

$16.2M

125,512

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Wingstop Inc.

1 position · 2 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Wingstop Inc., as it reported them
Wingstop Inc. · COM CUSIP — src ↗	$12.4M	79,865
Wingstop Inc. · COM CUSIP — src ↗	$3.1M	20,000

$15.5M

99,865

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Palo Alto Networks, Inc.

1 position · 2 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Palo Alto Networks, Inc., as it reported them
Palo Alto Networks, Inc. · COM CUSIP — src ↗	$14.3M	89,400
Palo Alto Networks, Inc. · COM CUSIP — src ↗	$887K	5,530

$15.2M

94,930

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NXP Semiconductors N.V. · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$14.4M

73,100

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Oracle Corporation

1 position · 2 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Oracle Corporation, as it reported them
Oracle Corporation · COM CUSIP — src ↗	$11.9M	81,000
Oracle Corporation · COM CUSIP — src ↗	$2.1M	14,020

$14.0M

95,020

0.4%

—

On Holding AG

1 position · 2 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for On Holding AG, as it reported them
On Holding AG · COM CUSIP — src ↗	$10.2M	299,784
On Holding AG · COM CUSIP — src ↗	$3.5M	103,325

ticker not yet mapped

$13.7M

403,109

0.4%

—

SharkNinja, Inc.

1 position · 2 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for SharkNinja, Inc., as it reported them
SharkNinja, Inc. · COM CUSIP — src ↗	$9.2M	86,410
SharkNinja, Inc. · COM CUSIP — src ↗	$3.4M	32,300

ticker not yet mapped

$12.6M

118,710

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Intuit Inc.

1 position · 2 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Intuit Inc., as it reported them
Intuit Inc. · COM CUSIP — src ↗	$8.5M	19,700
Intuit Inc. · COM CUSIP — src ↗	$2.5M	5,746

$11.0M

25,446

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Caris Life Sciences, Inc.

1 position · 2 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Caris Life Sciences, Inc., as it reported them
Caris Life Sciences, Inc. · COM CUSIP — src ↗	$8.6M	478,683
Caris Life Sciences, Inc. · COM CUSIP — src ↗	$2.4M	131,550

$10.9M

610,233

0.3%

—

Arm Holdings Plc

1 position · 2 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Arm Holdings Plc, as it reported them
Arm Holdings Plc · COM CUSIP — src ↗	$7.3M	48,400
Arm Holdings Plc · COM CUSIP — src ↗	$1.3M	8,700

ticker not yet mapped

$8.6M

57,100

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMorgan Chase & Co. · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$8.5M

28,993

0.2%

—

Arcutis Biotherapeutics, Inc.

1 position · 2 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Arcutis Biotherapeutics, Inc., as it reported them
Arcutis Biotherapeutics, Inc. · COM CUSIP 03969K108 src ↗	$6.3M	267,490
Arcutis Biotherapeutics, Inc. · COM CUSIP 03969K108 src ↗	$2.1M	90,000

ticker not yet mapped

$8.4M

357,490

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Costco Wholesale Corporation · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$8.2M

8,248

0.2%

—

MongoDB, Inc. · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$8.1M

33,200

0.2%

—

Seagate Technology Holdings PL · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$7.2M

18,500

0.2%

—

Mirion Technologies, Inc. · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$6.1M

326,300

0.2%

—

AppFolio, Inc. · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$6.0M

38,300

0.2%

—

Zillow Group, Inc. Class C · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$5.4M

130,374

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Booking Holdings Inc. · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$4.8M

1,132

0.1%

—

Bloom Energy Corporation · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$4.8M

35,075

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BlackRock, Inc. · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$4.5M

4,639

0.1%

—

Amprius Technologies, Inc.

1 position · 2 reported rows

Rows ZEVENBERGEN CAPITAL INVESTMENTS LLC reported for Amprius Technologies, Inc., as it reported them
Amprius Technologies, Inc. · COM CUSIP — src ↗	$3.2M	186,875
Amprius Technologies, Inc. · COM CUSIP — src ↗	$843K	50,000

ticker not yet mapped

$4.0M

236,875

0.1%

—

Sportradar Group Ag · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$3.8M

228,600

0.1%

—

The Home Depot, Inc. · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$3.7M

11,137

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Cintas Corporation · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$3.6M

21,120

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Coherent Corp. · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$3.5M

14,800

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Amgen Inc. · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$3.5M

9,999

0.1%

—

The Progressive Corporation · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$3.5M

17,595

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PACCAR Inc · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$3.4M

29,031

0.1%

—

ServiceTitan, Inc. Class A · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$2.9M

45,800

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Johnson & Johnson · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$2.7M

11,164

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Waste Management, Inc. · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$2.6M

11,155

0.1%

—

Symbotic Inc. · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$2.5M

47,450

0.1%

—

DraftKings Inc. · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$2.5M

116,540

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Deere & Company · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$2.5M

4,390

0.1%

—

Nebius Group N.V. · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$2.5M

23,650

0.1%

—

Kraken Robotics Inc · COM CUSIP 50077N102
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$2.4M

410,125

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Abbott Laboratories · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$2.2M

21,779

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Quest Diagnostics Incorporated · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$2.2M

11,075

0.1%

—

Reddit, Inc. Class A · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$2.1M

15,300

0.1%

—

State Street Spdr S&P 500 ETF · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$2.0M

3,145

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Blackstone Inc. · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$1.8M

15,800

0.1%

—

Vulcan Materials Company · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$1.7M

6,315

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Ecolab Inc. · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$1.7M

6,230

0.0%

—

Rivian Automotive, Inc. · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$1.6M

103,880

0.0%

—

Rubrik, Inc. · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$1.5M

30,875

0.0%

—

Zoetis Inc. · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$1.5M

12,420

0.0%

—

Makemytrip Limited · COM CUSIP V5633W109
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$1.4M

36,685

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Cisco Systems, Inc. · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$1.3M

16,415

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Nextera Energy, Inc. · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$1.2M

12,568

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Starbucks Corporation · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$942K

10,512

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Tractor Supply Company · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$826K

18,245

0.0%

—

iShares MSCI KLD 400 Social · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$736K

6,075

0.0%

—

The Walt Disney Company · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

ticker not yet mapped

$628K

6,513

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

American Express Company · COM CUSIP —
2026-03-31 filed 2026-04-09 +9d

src ↗

$514K

1,700

0.0%

1–20 of the 100 issuers on this page

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 75.9%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 327 bpsbelow median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 182 / 182median book 97.5 positions

115 quarter-over-quarter rows

Filing history

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

Open ZEVENBERGEN CAPITAL INVESTMENTS LLC's 13F filings on SEC EDGAR ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.