Institutional manager
ZEVENBERGEN CAPITAL INVESTMENTS LLC
Holds positions in 69 of the S&P 500, worth $3.33bn as reported for the quarter ended 30-jun-2026.
Positions held69of 488 index companies covered
Reported value$3.33bnS&P 500 positions only
Top ten weight60%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 69 held. The rest are smaller than every one of these.
NvidiaNVDA1.8m$361mInformation TechnologyAlphabet Inc. (Class A)GOOGL769,798$273mCommunication ServicesAdvanced Micro DevicesAMD411,585$239mInformation TechnologyTesla, Inc.TSLA534,122$225mConsumer DiscretionaryMicron TechnologyMU173,965$201mInformation TechnologyAxon EnterpriseAXON302,151$169mIndustrialsAmazonAMZN618,334$147mConsumer DiscretionaryApple Inc.AAPL504,171$146mInformation TechnologyMeta PlatformsMETA220,423$124mCommunication ServicesBroadcomAVGO319,150$121mInformation TechnologyMicrosoftMSFT312,395$117mInformation TechnologyMonolithic Power SystemsMPWR78,604$109mInformation TechnologyCrowdStrikeCRWD139,105$106mInformation TechnologyVertivVRT279,992$94mIndustrialsQuanta ServicesPWR99,591$72mIndustrialsApplied MaterialsAMAT78,800$57mInformation TechnologyTaiwan Semiconductor ManufacturingTSM108,665$52mKLA CorporationKLAC150,000$45mInformation TechnologyDell TechnologiesDELL104,190$45mInformation TechnologyArista NetworksANET253,900$43mInformation TechnologyDatadogDDOG160,100$42mInformation TechnologyAppLovinAPP80,571$42mCommunication ServicesNetflixNFLX581,345$42mCommunication ServicesUberUBER573,837$41mIndustrialsPalo Alto NetworksPANW93,910$32mInformation TechnologyCoherent Corp.COHR79,777$31mInformation TechnologyAmphenolAPH176,030$31mInformation TechnologyComfort Systems USAFIX14,414$29mIndustrialsMarvell TechnologyMRVL89,657$27mInformation TechnologyASML HoldingASML13,222$26mVisa Inc.V76,348$26mFinancialsCadence Design SystemsCDNS65,000$24mInformation TechnologyQualcommQCOM115,977$21mInformation TechnologySeagate TechnologySTX22,100$21mInformation TechnologyNXP SemiconductorsNXPI73,100$21mInformation TechnologyVeeva SystemsVEEV111,527$20mHealth CareInsulet CorporationPODD88,606$13mHealth CareServiceNowNOW120,365$12mInformation TechnologyOracle CorporationORCL65,365$10mInformation TechnologyJPMorgan ChaseJPM28,623$9mFinancialsCostcoCOST8,203$8mConsumer StaplesBlackRockBLK4,731$5mFinancialsBooking HoldingsBKNG25,475$5mConsumer DiscretionaryHome Depot (The)HD10,472$4mConsumer DiscretionaryProgressive CorporationPGR16,860$4mFinancialsAmgenAMGN9,989$4mHealth CarePaccarPCAR29,407$4mIndustrialsCintasCTAS20,220$3mIndustrialsDeere & CompanyDE4,465$3mIndustrialsJohnson & JohnsonJNJ11,129$3mHealth CareWaste ManagementWM11,155$2mIndustrialsQuest DiagnosticsDGX11,315$2mHealth CareNextEra EnergyNEE25,073$2mUtilitiesSymbotic Inc.SYM44,800$2mCiscoCSCO16,090$2mInformation TechnologyBlackstone Inc.BX14,830$2mFinancialsEcolabECL6,250$2mMaterialsAbbott LaboratoriesABT19,064$2mHealth CareRivian Automotive, Inc.RIVN96,280$2mVulcan Materials CompanyVMC5,630$2mMaterials
What this page is not
Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.