Zevenbergen Capital Investments LLC 13F Holdings · Q3 2026
Zevenbergen Capital Investments LLC reported 118 securities worth $4.37B in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: NVDA (9.23%), MSFT (6.07%), AMD (4.88%). Among its top 25 positions this quarter: 7 added, 18 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | $403.3M | 9.23% | 1.8M | Trimmed |
| 2 | MSFT | Microsoft Corporation | $265.2M | 6.07% | 517,109 | Added |
| 3 | AMD | Advanced Micro Devices, Inc. | $213.3M | 4.88% | 348,709 | Trimmed |
| 4 | GOOG | Alphabet Inc. Class C | $186.2M | 4.26% | 546,566 | Trimmed |
| 5 | TSLA | Tesla, Inc. | $185.2M | 4.24% | 521,985 | Trimmed |
| 6 | AAPL | Apple Inc. | $168.0M | 3.84% | 504,622 | Added |
| 7 | SHOP | Shopify Inc. | $157.8M | 3.61% | 1.1M | Trimmed |
| 8 | AMZN | Amazon.com, Inc. | $153.9M | 3.52% | 617,565 | Trimmed |
| 9 | MU | Micron Technology, Inc. | $153.9M | 3.52% | 144,500 | Trimmed |
| 10 | META | Meta Platforms, Inc. | $152.3M | 3.48% | 210,063 | Trimmed |
| 11 | CRWD | CrowdStrike Holdings, Inc. | $126.6M | 2.90% | 478,239 | Added |
| 12 | SNOW | Snowflake Inc. | $122.8M | 2.81% | 361,516 | Trimmed |
| 13 | AVGO | Broadcom Inc. | $112.0M | 2.56% | 319,000 | Trimmed |
| 14 | MPWR | Monolithic Power Systems, Inc. | $100.7M | 2.30% | 74,736 | Trimmed |
| 15 | MELI | MercadoLibre, Inc. | $95.3M | 2.18% | 55,119 | Trimmed |
| 16 | NTRA | Natera, Inc. | $94.0M | 2.15% | 227,444 | Trimmed |
| 17 | AXON | Axon Enterprise, Inc. | $92.1M | 2.11% | 217,876 | Trimmed |
| 18 | RKLB | Rocket Lab Corporation | $84.5M | 1.93% | 1.2M | Added |
| 19 | CRDO | Credo Technology Group Holding | $81.6M | 1.87% | 418,991 | Added |
| 20 | SPCX | Space Exploration Technologies | $77.8M | 1.78% | 516,016 | Added |
| 21 | GOOGL | Alphabet Inc. Class A | $76.3M | 1.74% | 221,630 | Trimmed |
| 22 | VRT | Vertiv Holdings Co. | $66.0M | 1.51% | 273,308 | Trimmed |
| 23 | PWR | Quanta Services, Inc. | $62.9M | 1.44% | 97,863 | Trimmed |
| 24 | TSM | Taiwan Semiconductor Mfg Ltd | $57.3M | 1.31% | 125,498 | Added |
| 25 | TOST | Toast, Inc. | $56.2M | 1.29% | 1.9M | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR