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13F-HR filed by ZEVENBERGEN CAPITAL INVESTMENTS LLC

ZEVENBERGEN CAPITAL INVESTMENTS LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-07, with 105 holding rows worth $5,125,561,320.

Accession
0001276918-25-000008
Filed
2025-07-07
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A combination report, 177 entries on the cover page, a total value of $5,125,561,320 stated on the cover page (in dollars after the unit check, H1), rows summing to $5,125,561,320 with VALUE read as dollars as filed, 13F file number 028-10622. The quarter's positions are built on this report. The resolved quarter.

Other managers

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
NVIDIA Corp67066G104COM2,980,228$470,846,217dollars as filed
AXONENTERPRISEINC05464C101STOK391,441$324,089,322dollars as filed
Tesla Motors, Inc88160R101COM963,573$306,088,741dollars as filed
META PLATFORMS INC CL A30303M102COM402,922$297,392,376dollars as filed
MERCADOLIBREINC58733R102STOK111,405$291,171,356dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS2,310,999$266,573,762dollars as filed
Amazon.com, Inc023135106COM1,115,625$244,756,955dollars as filed
Netflix, Inc64110L106COM118,732$158,997,688dollars as filed
Microsoft Corp594918104COM319,428$158,886,551dollars as filed
THETRADEDESKINCCLASSCLASSA88339J105STOK2,168,694$156,124,306dollars as filed
ServiceNow,Inc.81762P102COM148,204$152,365,694dollars as filed
Uber Technologies90353T100COM1,508,937$140,783,840dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM262,569$133,729,131dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK153,238$117,585,321dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM636,235$112,861,727dollars as filed
Apple Inc037833100COM475,911$97,642,660dollars as filed
TOASTINCCLASSCLASSA888787108STOK2,156,167$95,496,653dollars as filed
Broadcom Inc.11135F101COM312,100$86,030,365dollars as filed
Advanced Micro Devices,Inc.007903107COM595,989$84,570,826dollars as filed
PALO ALTO NETWORKS INC697435105COM409,408$83,781,253dollars as filed
ARM HOLDINGS PLC042068205SPONSORED ADS477,289$77,196,651dollars as filed
NATERA INC COM632307104Stock405,982$68,586,661dollars as filed
SNOWFLAKE INC COM SHS833445109Stock300,798$67,309,655dollars as filed
ELFBEAUTYINC26856L103STOK502,786$62,566,640dollars as filed
VEEVA SYS INC CL A COM922475108Stock204,943$59,019,493dollars as filed
ZILLOW GROUP INC CL C CAP STK98954M200Stock824,544$57,759,317dollars as filed
WINGSTOP INC COM974155103Stock165,246$55,644,912dollars as filed
DEXCOM INC COM252131107Stock623,335$54,410,886dollars as filed
EXACT SCIENCES CORP COM30063P105Stock1,018,183$54,106,239dollars as filed
QUANTA SVCS INC74762E102COM111,354$42,100,557dollars as filed
ROCKETLABCORPCLASSCLASSA773121108STOK1,082,356$38,715,870dollars as filed
SAMSARA INC COM CL A79589L106Stock954,791$37,981,596dollars as filed
Micron Technology,Inc.595112103COM303,150$37,363,238dollars as filed
Oracle Corporation68389X105COM163,910$35,835,643dollars as filed
Airbnb, Inc. Class A009066101COM263,569$34,880,706dollars as filed
ON HLDG AG NAMEN AKT AH5919C104Stock632,726$32,933,391dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock42,428$31,030,991dollars as filed
CLEARWATER ANALYTICS HLDGS I185123106CL A1,366,580$29,969,094dollars as filed
DATADOGINCCLASSA23804L103STOK209,785$28,180,419dollars as filed
CYBERARK SOFTWARE LTD SHSM2682V108Stock66,657$27,121,423dollars as filed
ARES MANAGEMENT CORPORATION CL A COM STK03990B101Stock149,829$25,950,317dollars as filed
ARISTA NETWORKS INC040413205COM245,400$25,106,874dollars as filed
HUBSPOTINC443573100STOK39,910$22,215,103dollars as filed
Intuit Inc.461202103COM25,706$20,246,817dollars as filed
Booking Holdings Inc.09857L108COM3,056$17,691,917dollars as filed
AMPHENOL CORP NEW032095101COM175,790$17,359,263dollars as filed
Qualcomm Incorporated747525103COM105,137$16,744,119dollars as filed
TRANSMEDICS GROUP INC89377M109COM121,528$16,286,019dollars as filed
PINTEREST INC CL A72352L106Stock426,495$15,294,111dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock111,620$13,684,612dollars as filed
KLA CORP482480100COM15,000$13,436,100dollars as filed
Applied Materials,Inc.038222105COM70,000$12,814,900dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock40,060$12,344,489dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock90,000$11,556,900dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK13,472$10,796,326dollars as filed
REPLIGEN CORP COM759916109Stock86,015$10,698,546dollars as filed
Adobe Inc00724F101COM24,900$9,633,312dollars as filed
DRAFTKINGS INC NEW26142V105COM CL A214,490$9,199,476dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock93,100$8,620,129dollars as filed
JPMorgan Chase & Co46625H100COM29,538$8,563,362dollars as filed
Costco Wholesale Corporation22160K105COM8,130$8,048,212dollars as filed
Visa Inc92826C839COM20,518$7,284,916dollars as filed
SPORTRADAR GROUP AGH8088L103COM228,600$6,419,088dollars as filed
MONGODB INC CL A60937P106Stock30,000$6,299,700dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock23,045$5,600,626dollars as filed
SYMBOTIC INC87151X101CLASS A COM141,746$5,506,832dollars as filed
Progressive Corporation743315103COM17,900$4,776,794dollars as filed
Salesforce.com, Inc79466L302COM17,400$4,744,806dollars as filed
APPFOLIO INC03783C100COM CL A20,000$4,605,600dollars as filed
BlackRock,Inc.09290D101COM4,288$4,499,184dollars as filed
CINTAS CORP COM172908105Stock19,985$4,454,057dollars as filed
Home Depot, Inc437076102COM11,032$4,044,772dollars as filed
NEBIUS GROUP N.V.N97284108SHS CLASS A63,050$3,488,557dollars as filed
PAYCHEX INC704326107COM22,590$3,285,941dollars as filed
RIVIAN AUTOMOTIVE INC COM CL A76954A103Stock228,455$3,138,972dollars as filed
SPY78462F103SHS4,705$2,907,162dollars as filed
Abbott Laboratories002824100COM21,009$2,857,434dollars as filed
BLOOM ENERGY CORP093712107COM118,200$2,827,344dollars as filed
Amgen Inc.031162100COM9,854$2,751,335dollars as filed
ZOETIS INC CL A98978V103Stock16,180$2,523,271dollars as filed
BLACKSTONE INC09260D107COM16,505$2,468,818dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock10,900$2,381,541dollars as filed
PACCAR INC COM693718108Stock23,645$2,247,694dollars as filed
Waste Management, Inc.94106L109COM9,430$2,157,773dollars as filed
Johnson & Johnson478160104COM10,739$1,640,382dollars as filed
Deere & Company244199105COM3,210$1,632,253dollars as filed
ECOLAB INC COM278865100Stock5,690$1,533,114dollars as filed
NextEra Energy,Inc.65339F101COM19,888$1,380,625dollars as filed
Cisco Systems,Inc.17275R102COM15,545$1,078,512dollars as filed
Starbucks Corporation855244109COM11,212$1,027,356dollars as filed
TRACTOR SUPPLY CO COM892356106Stock18,705$987,063dollars as filed
QUEST DIAGNOSTICS INC COM74834L100Stock4,050$727,502dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM4,120$726,068dollars as filed
Walt Disney Co254687106COM5,808$720,250dollars as filed
iShares MSCI KLD 400 Social ETF464288570SHS6,075$705,672dollars as filed
Accenture Plc Class AG1151C101COM2,133$637,532dollars as filed
American Express Company025816109COM1,700$542,266dollars as filed
AbbVie,Inc.00287Y109COM1,923$356,947dollars as filed
CAVAGROUPINC148929102STOK3,975$334,814dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 1650$286,423dollars as filed
ODDITY TECH LTD SHS CL AM7518J104Stock3,750$283,013dollars as filed
XOMETRY INC98423F109CLASS A COM7,850$265,252dollars as filed
PALOMAR HLDGS INC COM69753M105Stock1,450$223,663dollars as filed
MIRION TECHNOLOGIES INC60471A101COM CL A10,200$219,606dollars as filed
D R HORTON INC COM23331A109Stock1,565$201,760dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001276918-25-000008this filing2025-07-07acceptance time not in the bulk data set