ZEVENBERGEN CAPITAL INVESTMENTS LLC
CIK 1276918
13F filing for Q2 2026・No. 1,000
- Holdings
- US$4.38B
- Quarter change
- +US$900.38M
- Entries
- 185
- Net bought (estimate)
- −US$184.31M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 9
- Sold out 10
- Cut 55
- Added 31
- Corporate actions 0
- Unchanged 14
Largest holdings
109 stocks worth US$4.38B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 1,805,876 | US$361.34M | 8.25% |
| AMDAMDCOM | Cut | 411,585 | US$239.09M | 5.46% |
| TSLATeslaCOM | Cut | 534,122 | US$224.65M | 5.13% |
| MUMicronCOM | Cut | 173,965 | US$200.81M | 4.59% |
| GOOGAlphabet Inc. Class CCOM | Added | 546,596 | US$193.13M | 4.41% |
| Axon Enterprise, Inc.COM | Added | 302,151 | US$169.39M | 3.87% |
| AMZNAmazonCOM | Cut | 618,334 | US$147.37M | 3.37% |
| AAPLAppleCOM | Added | 504,171 | US$145.89M | 3.33% |
| SHOPShopify Inc.COM | Cut | 1,183,816 | US$135.17M | 3.09% |
| METAMetaCOM | Cut | 220,423 | US$124.16M | 2.84% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 16, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.