ZEVENBERGEN CAPITAL INVESTMENTS LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| AppLovin Corporation, Class A | 14,862 | 78,160 | +63,298 | 10,678,941 | 52,665,771 | +41,986,830 |
| Karman Holdings Inc. | 0 | 539,600 | +539,600 | 0 | 39,482,532 | +39,482,532 |
| Insulet Corporation | 0 | 113,083 | +113,083 | 0 | 32,142,712 | +32,142,712 |
| Alphabet Inc. Class C | 636,255 | 595,660 | -40,595 | 154,959,905 | 186,918,108 | +31,958,203 |
| Alphabet Inc. Class A | 197,564 | 251,637 | +54,073 | 48,027,808 | 78,762,381 | +30,734,573 |
| Micron Technology, Inc. | 293,650 | 266,850 | -26,800 | 49,133,518 | 76,161,659 | +27,028,141 |
| Rocket Lab Corporation | 1,044,961 | 1,090,798 | +45,837 | 50,064,082 | 76,094,068 | +26,029,986 |
| Advanced Micro Devices, Inc. | 590,029 | 550,483 | -39,546 | 95,460,792 | 117,891,439 | +22,430,647 |
| Credo Technology Group Holding | 88,100 | 195,247 | +107,147 | 12,828,241 | 28,094,091 | +15,265,850 |
| Apple Inc. | 476,051 | 501,917 | +25,866 | 121,216,969 | 136,451,141 | +15,234,172 |
| Caris Life Sciences, Inc. | 0 | 543,185 | +543,185 | 0 | 14,655,131 | +14,655,131 |
| Snowflake Inc. | 368,207 | 435,633 | +67,426 | 83,049,089 | 95,560,455 | +12,511,366 |
| Arcutis Biotherapeutics, Inc. | 0 | 418,035 | +418,035 | 0 | 12,139,736 | +12,139,736 |
| Vertiv Holdings Co | 299,950 | 346,575 | +46,625 | 45,250,457 | 56,148,616 | +10,898,159 |
| Natera, Inc. | 394,565 | 323,571 | -70,994 | 63,513,129 | 74,126,880 | +10,613,751 |
| Broadcom Inc. | 312,300 | 312,560 | +260 | 103,030,893 | 108,177,016 | +5,146,123 |
| TransMedics Group, Inc. | 258,523 | 280,178 | +21,655 | 29,006,281 | 34,083,654 | +5,077,373 |
| Monolithic Power Systems, Inc. | 74,668 | 81,378 | +6,710 | 68,742,348 | 73,757,764 | +5,015,416 |
| Visa Inc. | 30,868 | 43,163 | +12,295 | 10,537,718 | 15,137,696 | +4,599,978 |
| ServiceTitan, Inc. Class A | 0 | 40,200 | +40,200 | 0 | 4,281,300 | +4,281,300 |
| QUALCOMM Incorporated | 105,327 | 125,647 | +20,320 | 17,522,200 | 21,491,919 | +3,969,719 |
| Reddit, Inc. Class A | 0 | 16,050 | +16,050 | 0 | 3,689,414 | +3,689,414 |
| Applied Materials, Inc. | 70,000 | 70,000 | 0 | 14,331,800 | 17,989,300 | +3,657,500 |
| MongoDB, Inc. | 30,000 | 30,000 | 0 | 9,311,400 | 12,590,700 | +3,279,300 |
| Amphenol Corporation | 177,435 | 177,935 | +500 | 21,957,581 | 24,046,136 | +2,088,555 |
| KLA Corporation | 15,000 | 15,000 | 0 | 16,179,000 | 18,226,200 | +2,047,200 |
| NXP Semiconductors N.V. | 18,400 | 26,400 | +8,000 | 4,190,232 | 5,730,384 | +1,540,152 |
| Makemytrip Limited | 41,560 | 63,785 | +22,225 | 3,890,016 | 5,238,024 | +1,348,008 |
| ASML Holding N.V. | 13,447 | 13,222 | -225 | 13,017,906 | 14,145,689 | +1,127,783 |
| PACCAR Inc | 26,566 | 28,606 | +2,040 | 2,611,969 | 3,132,643 | +520,674 |
| Rivian Automotive, Inc. | 203,305 | 177,205 | -26,100 | 2,984,517 | 3,492,711 | +508,194 |
| Salesforce, Inc. | 17,400 | 17,400 | 0 | 4,123,800 | 4,609,434 | +485,634 |
| Amgen Inc. | 9,909 | 9,959 | +50 | 2,796,320 | 3,259,680 | +463,360 |
| Beta Bionics Inc | 0 | 13,350 | +13,350 | 0 | 406,775 | +406,775 |
| Kraken Robotics Inc | 0 | 58,500 | +58,500 | 0 | 273,078 | +273,078 |
| Johnson & Johnson | 10,779 | 10,964 | +185 | 1,998,642 | 2,269,000 | +270,358 |
| Cisco Systems, Inc. | 15,645 | 16,310 | +665 | 1,070,431 | 1,256,359 | +185,928 |
| Waste Management, Inc. | 10,170 | 10,880 | +710 | 2,245,841 | 2,390,445 | +144,604 |
| JPMorgan Chase & Co. | 29,098 | 28,748 | -350 | 9,178,382 | 9,263,181 | +84,799 |
| Nextera Energy, Inc. | 8,628 | 9,108 | +480 | 651,328 | 731,190 | +79,862 |
| American Express Company | 1,700 | 1,700 | 0 | 564,672 | 628,915 | +64,243 |
| Quest Diagnostics Incorporated | 9,235 | 10,420 | +1,185 | 1,760,006 | 1,808,183 | +48,177 |
| The Walt Disney Company | 6,183 | 6,473 | +290 | 707,954 | 736,433 | +28,479 |
| Deere & Company | 3,805 | 3,785 | -20 | 1,739,874 | 1,762,182 | +22,308 |
| iShares MSCI KLD 400 Social | 6,075 | 6,075 | 0 | 765,146 | 782,642 | +17,496 |
| Ecolab Inc. | 5,760 | 6,070 | +310 | 1,577,434 | 1,593,496 | +16,062 |
| Spdr Dow Jones Industrial Avrg | 650 | 650 | 0 | 301,431 | 312,371 | +10,940 |
| Starbucks Corporation | 10,142 | 10,152 | +10 | 858,013 | 854,900 | -3,113 |
| AbbVie Inc. | 1,923 | 1,923 | 0 | 445,251 | 439,386 | -5,865 |
| LGI HOMES, INC. | 5,450 | 6,150 | +700 | 281,820 | 264,204 | -17,616 |
| D. R. Horton, Inc. | 1,565 | 1,565 | 0 | 265,221 | 225,407 | -39,814 |
| Xometry, Inc. | 7,500 | 6,000 | -1,500 | 408,525 | 356,820 | -51,705 |
| BlackRock, Inc. | 4,291 | 4,596 | +305 | 5,002,748 | 4,919,283 | -83,465 |
| Planet Labs PBC | 44,000 | 22,500 | -21,500 | 571,120 | 443,700 | -127,420 |
| Tractor Supply Company | 18,490 | 18,130 | -360 | 1,051,526 | 906,681 | -144,845 |
| Abbott Laboratories | 21,124 | 21,364 | +240 | 2,829,349 | 2,676,696 | -152,653 |
| Cintas Corporation | 20,020 | 20,850 | +830 | 4,109,305 | 3,921,260 | -188,045 |
| Mirion Technologies, Inc. | 231,500 | 221,300 | -10,200 | 5,384,690 | 5,182,846 | -201,844 |
| Blackstone Inc. | 16,375 | 16,185 | -190 | 2,797,669 | 2,494,756 | -302,913 |
| Broadridge Financial Solutions | 23,110 | 23,040 | -70 | 5,504,109 | 5,141,837 | -362,272 |
| The Progressive Corporation | 17,845 | 17,705 | -140 | 4,406,823 | 4,031,783 | -375,040 |
| Paychex, Inc. | 22,515 | 21,173 | -1,342 | 2,854,001 | 2,375,187 | -478,814 |
| Intuit Inc. | 25,726 | 25,781 | +55 | 17,568,543 | 17,077,850 | -490,693 |
| Costco Wholesale Corporation | 8,140 | 8,163 | +23 | 7,534,876 | 7,038,893 | -495,983 |
| SPDR S&P 500 ETF Trust | 4,835 | 3,929 | -906 | 3,220,674 | 2,678,938 | -541,736 |
| Zoetis Inc. | 16,440 | 14,545 | -1,895 | 2,405,501 | 1,830,052 | -575,449 |
| The Home Depot, Inc. | 11,087 | 10,987 | -100 | 4,492,342 | 3,780,627 | -711,715 |
| Sportradar Group Ag | 228,600 | 228,600 | 0 | 6,149,340 | 5,433,822 | -715,518 |
| Symbotic Inc. | 113,050 | 88,750 | -24,300 | 6,093,395 | 5,280,625 | -812,770 |
| AppFolio, Inc. | 23,800 | 23,800 | 0 | 6,560,708 | 5,537,070 | -1,023,638 |
| DraftKings Inc. | 205,590 | 190,290 | -15,300 | 7,689,066 | 6,557,393 | -1,131,673 |
| Cadence Design Systems, Inc. | 40,060 | 40,060 | 0 | 14,071,476 | 12,521,955 | -1,549,521 |
| Dell Technologies Inc. | 111,620 | 111,870 | +250 | 15,824,367 | 14,082,196 | -1,742,171 |
| Quanta Services, Inc. | 109,405 | 102,908 | -6,497 | 45,339,620 | 43,433,350 | -1,906,270 |
| Nebius Group N.V. | 51,925 | 42,250 | -9,675 | 5,829,620 | 3,536,536 | -2,293,084 |
| Bloom Energy Corporation | 104,750 | 75,375 | -29,375 | 8,858,708 | 6,549,334 | -2,309,374 |
| Pinterest, Inc. | 386,870 | 370,905 | -15,965 | 12,445,608 | 9,602,730 | -2,842,878 |
| Datadog, Inc. | 206,265 | 192,715 | -13,550 | 29,372,136 | 26,207,313 | -3,164,823 |
| Booking Holdings Inc. | 2,980 | 2,405 | -575 | 16,089,825 | 12,879,569 | -3,210,256 |
| Arista Networks Inc | 245,400 | 245,400 | 0 | 35,757,234 | 32,154,762 | -3,602,472 |
| On Holding AG | 641,169 | 482,648 | -158,521 | 27,153,507 | 22,433,479 | -4,720,028 |
| Samsara Inc. | 998,029 | 863,551 | -134,478 | 37,176,580 | 30,612,883 | -6,563,697 |
| Wingstop Inc. | 151,512 | 129,055 | -22,457 | 38,132,422 | 30,778,327 | -7,354,095 |
| Ares Management Corporation | 159,898 | 112,431 | -47,467 | 25,566,092 | 18,172,223 | -7,393,869 |
| Microsoft Corporation | 314,879 | 314,367 | -512 | 163,091,388 | 152,034,000 | -11,057,388 |
| Toast, Inc. | 2,117,310 | 1,854,996 | -262,314 | 77,302,989 | 65,870,908 | -11,432,081 |
| Oracle Corporation | 157,485 | 157,705 | +220 | 44,291,081 | 30,738,282 | -13,552,799 |
| Zillow Group, Inc. Class C | 791,746 | 617,563 | -174,183 | 61,004,029 | 42,130,148 | -18,873,881 |
| Palo Alto Networks, Inc. | 361,137 | 289,228 | -71,909 | 73,534,716 | 53,275,798 | -20,258,918 |
| Exact Sciences Corporation | 966,271 | 302,777 | -663,494 | 52,864,686 | 30,750,032 | -22,114,654 |
| CrowdStrike Holdings, Inc. | 243,355 | 203,113 | -40,242 | 119,336,425 | 95,211,250 | -24,125,175 |
| Veeva Systems Inc. | 198,275 | 149,654 | -48,621 | 59,068,105 | 33,407,262 | -25,660,843 |
| Amazon.com, Inc. | 1,007,454 | 845,418 | -162,036 | 221,206,675 | 195,139,383 | -26,067,292 |
| ServiceNow, Inc. | 138,266 | 610,885 | +472,619 | 127,243,434 | 93,581,473 | -33,661,961 |
| Shopify Inc. | 2,051,940 | 1,674,737 | -377,203 | 304,938,804 | 269,582,415 | -35,356,389 |
| Spotify Technology S.A. | 138,954 | 95,052 | -43,902 | 96,989,892 | 55,197,647 | -41,792,245 |
| Uber Technologies, Inc. | 1,323,995 | 979,377 | -344,618 | 129,711,790 | 80,024,895 | -49,686,895 |
| Netflix, Inc. | 102,480 | 773,275 | +670,795 | 122,865,322 | 72,502,264 | -50,363,058 |
| The Trade Desk, Inc. | 2,055,616 | 1,220,465 | -835,151 | 100,745,741 | 46,328,851 | -54,416,890 |
| MercadoLibre, Inc. | 106,242 | 91,540 | -14,702 | 248,281,180 | 184,385,361 | -63,895,819 |