StockDrifts LogoStockDrifts

Zevenbergen Capital Investments Llc

Portfolio Manager
Zevenbergen Capital Investments Llc
Performance
-14.06% (2026 Q1)
AUM (13F)
$3.48B
# of Holdings
110
Performance Rank
Allocation (Top 20)
32.19%

Zevenbergen Capital Investments Llc Holdings Map

Top 41 Zevenbergen Capital Investments Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AMZN
Amazon.com, Inc.
3.79%633.3K$131.9M
-25.09%(-212.13K)
2025-Q1: 1.16M shares2025-Q2: 1.12M shares2025-Q3: 1.01M shares2025-Q4: 845.4K shares2026-Q1: 633.3K shares
$55.25(+388.93%)
2026-03-31
AAPL
Apple Inc.
3.66%501.8K$127.4M
-0.02%(-102)
2025-Q1: 487.5K shares2025-Q2: 475.9K shares2025-Q3: 476.1K shares2025-Q4: 501.9K shares2026-Q1: 501.8K shares
$143.86(+107.75%)
2026-03-31
MSFT
Microsoft Corporation
3.35%314.4K$116.4M
+0.02%(+53)
2025-Q1: 330.4K shares2025-Q2: 319.4K shares2025-Q3: 314.9K shares2025-Q4: 314.4K shares2026-Q1: 314.4K shares
$242.77(+66.91%)
2026-03-31
AMD
Advanced Micro Devices, Inc.
3.27%559.7K$113.9M
+1.68%(+9.23K)
2025-Q1: 881.8K shares2025-Q2: 596.0K shares2025-Q3: 590.0K shares2025-Q4: 550.5K shares2026-Q1: 559.7K shares
$85.71(+419.79%)
2026-03-31
MPWR
Monolithic Power Systems, Inc.
2.57%81.9K$89.6M
+0.65%(+533)
2025-Q1: 42.7K shares2025-Q2: 42.4K shares2025-Q3: 74.7K shares2025-Q4: 81.4K shares2026-Q1: 81.9K shares
$566.34(+191.41%)
2026-03-31
RKLB
Rocket Lab Corporation
1.89%1.02M$65.8M
-6.03%(-65.80K)
2025-Q1: 0 shares2025-Q2: 1.08M shares2025-Q3: 1.04M shares2025-Q4: 1.09M shares2026-Q1: 1.02M shares
$27.70(+348.26%)
2026-03-31
SNOW
Snowflake Inc.
1.88%433.1K$65.3M
-0.57%(-2.49K)
2025-Q1: 309.8K shares2025-Q2: 300.8K shares2025-Q3: 368.2K shares2025-Q4: 435.6K shares2026-Q1: 433.1K shares
$211.81(-28.06%)
2026-03-31
MU
Micron Technology, Inc.
1.86%191.9K$64.8M
-28.07%(-74.90K)
2025-Q1: 310.8K shares2025-Q2: 303.1K shares2025-Q3: 293.6K shares2025-Q4: 266.9K shares2026-Q1: 191.9K shares
$63.15(+1268.25%)
2026-03-31
NTRA
Natera, Inc.
1.5%261.5K$52.3M
-19.19%(-62.09K)
2025-Q1: 429.7K shares2025-Q2: 406.0K shares2025-Q3: 394.6K shares2025-Q4: 323.6K shares2026-Q1: 261.5K shares
$51.75(+277.41%)
2026-03-31
KRMN
Karman Holdings Inc.
1.44%626.4K$50.1M
+16.08%(+86.78K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 539.6K shares2026-Q1: 626.4K shares
$73.23(-8.12%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Zevenbergen Capital Investments Llc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all