ZEVENBERGEN CAPITAL INVESTMENTS LLC
EDMONDS WA · SEC CIK 0001276918
$34.78亿2026Q1 申报市值
110持仓数
46.2%前十大占比 · 第一大 9.9%
10 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
Schwab Cap Tr 新建仓+$6,652.38万
Cashmere Valley 新建仓+$2,768.04万
TSM 新建仓+$2,282.85万
CRDO 加仓+$1,949.81万
LASR 新建仓+$1,628.26万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$6,628.02万
META 减仓-$6,137.30万
TSLA 减仓-$5,833.50万
AMZN 减仓-$4,417.99万
SHOP 减仓-$4,336.28万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | Schwab Cap Tr | $6,652.38万 | 1.91% | 4,229,104 | 4,229,104 | — | $6,652.38万 | 新建仓 |
| VRT | Vertiv Holdings Co | $7,516.45万 | 2.16% | 299,962 | -46,613 | -13.4% | -$1,168.03万 | 减仓 |
| MPWR | Monolithic Power Systems, Inc. | $8,955.74万 | 2.57% | 81,911 | 533 | 0.7% | $58.28万 | 加仓 |
| AVGO | Broadcom Inc. | $9,674.04万 | 2.78% | 312,560 | 0 | 0.0% | — | 不变 |
| AMD | Advanced Micro Devices, Inc. | $1.14亿 | 3.27% | 559,718 | 9,235 | 1.7% | $187.87万 | 加仓 |
| MSFT | Microsoft Corporation | $1.16亿 | 3.35% | 314,420 | 53 | 0.0% | $1.96万 | 加仓 |
| AXON | Axon Enterprise, Inc. | $1.22亿 | 3.52% | 288,211 | -50,455 | -14.9% | -$2,142.77万 | 减仓 |
| MELI | MercadoLibre, Inc. | $1.24亿 | 3.56% | 71,626 | -19,914 | -21.8% | -$3,443.17万 | 减仓 |
| AAPL | Apple Inc. | $1.27亿 | 3.66% | 501,815 | -102 | -0.0% | -$2.59万 | 减仓 |
| META | Meta Platforms, Inc. | $1.29亿 | 3.70% | 225,013 | -107,271 | -32.3% | -$6,137.30万 | 减仓 |
| AMZN | Amazon.com, Inc. | $1.32亿 | 3.79% | 633,290 | -212,128 | -25.1% | -$4,417.99万 | 减仓 |
| SHOP | Shopify Inc. | $1.55亿 | 4.47% | 1,309,176 | -365,561 | -21.8% | -$4,336.28万 | 减仓 |
| GOOG | Alphabet Inc. Class C | $1.57亿 | 4.51% | 546,481 | -49,179 | -8.3% | -$1,410.75万 | 减仓 |
| TSLA | Tesla, Inc. | $2.00亿 | 5.74% | 537,194 | -156,920 | -22.6% | -$5,833.50万 | 减仓 |
| NVDA | NVIDIA Corporation | $3.45亿 | 9.91% | 1,976,199 | -380,047 | -16.1% | -$6,628.02万 | 减仓 |