ZEVENBERGEN CAPITAL INVESTMENTS LLC

Q2 2026 13F-HR Holdings

Location
Edmonds, WA
Holdings as of
6/30/2026
Date filed
7/15/2026
Form type
13F-HR
Num holdings
109
Total value ($000)
$4,378,352
Net value change ($000)
+900,385 (25.9%)
New positions
9
Sold out positions
10
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 4/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MU 135,958 209.7%
AMD 125,231 110.0%
CRDO 70,765 187.1%
CRWD 48,732 84.9%
AXON 46,989 38.4%
GOOGL 36,365 23.2%
RKLB 36,334 55.2%
AMAT 30,039 111.5%
TSM 29,066 127.3%
FIX 28,568 NEW
Top Reduces (Value $000, Stocks/ETFs)
CSHX -27,680 -100.0%
NOW -25,271 -67.9%
SWTSX -20,859 -31.4%
SHOP -20,126 -13.0%
NFLX -16,982 -29.0%
PODD -15,763 -53.9%
WING -15,139 -97.8%
UBER -14,780 -26.3%
SPOT -13,843 -36.9%
INTU -11,002 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type