StockDriftsStockDriftsTop 49 Zevenbergen Capital Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | Microsoft Corporation | 6.07% | 517.1K | $265.2M | +65.53%(+204.71K) | $322.16(+65.61%) | 2026-09-30 | |
| AMD | Advanced Micro Devices, Inc. | 4.88% | 348.7K | $213.3M | -15.28%(-62.88K) | $85.71(+527.77%) | 2026-09-30 | |
| AAPL | Apple Inc. | 3.84% | 504.6K | $168.0M | +0.09%(+451) | $144.55(+137.25%) | 2026-09-30 | |
| MU | Micron Technology, Inc. | 3.52% | 144.5K | $153.9M | -16.94%(-29.46K) | $63.15(+1333.01%) | 2026-09-30 | |
| AMZN | Amazon.com, Inc. | 3.52% | 617.6K | $153.9M | -0.12%(-769) | $55.25(+375.03%) | 2026-09-30 | |
| SNOW | Snowflake Inc. | 2.81% | 361.5K | $122.8M | -1.85%(-6.81K) | $212.75(+48.23%) | 2026-09-30 | |
| MPWR | Monolithic Power Systems, Inc. | 2.3% | 74.7K | $100.7M | -4.92%(-3.87K) | $571.32(+119.43%) | 2026-09-30 | |
| NTRA | Natera, Inc. | 2.15% | 227.4K | $94.0M | -10.65%(-27.11K) | $51.75(+671.78%) | 2026-09-30 | |
| RKLB | Rocket Lab Corporation | 1.93% | 1.21M | $84.5M | +20.61%(+207.16K) | $37.60(+36.59%) | 2026-09-30 | |
| TSM | Taiwan Semiconductor Mfg Ltd | 1.31% | 125.5K | $57.3M | +15.49%(+16.83K) | $365.43(+14.99%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +31.70% | +128.41% | +9.56% | +57.87% |
| Top 20 Holdings Unweighted | +31.30% | +126.35% | +7.55% | +43.87% |
Zevenbergen Capital Investments LLC reports $4.37B in US-listed equity holdings across 118 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (6.1%), AMD (4.9%) and AAPL (3.8%). The top 20 holdings account for 41.57% of reported assets. Its disclosed equity book has returned +128.41% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Zevenbergen Capital Investments LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1276918). View Zevenbergen Capital Investments LLC’s 13F filings on SEC