ZEVENBERGEN CAPITAL INVESTMENTS LLC
EDMONDS WA · SEC CIK 0001276918
$43.78亿2026Q2 申报市值
109持仓数
44.3%前十大占比 · 第一大 8.3%
9 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FIX 新建仓+$2,856.78万
MRVL 新建仓+$2,670.79万
COHR 加仓+$2,563.15万
TSM 加仓+$1,963.53万
SPCX 新建仓+$1,668.69万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$8,605.19万
NVDA 减仓-$3,407.99万
Schwab Cap Tr 减仓-$3,130.49万
Cashmere Valley 清仓-$2,768.04万
NOW 减仓-$2,339.52万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SNOW | Snowflake Inc. | $9,373.97万 | 2.14% | 368,329 | -64,813 | -15.0% | -$1,649.49万 | 减仓 |
| VRT | Vertiv Holdings Co. | $9,374.69万 | 2.14% | 279,992 | -19,970 | -6.7% | -$668.64万 | 减仓 |
| RKLB | Rocket Lab Corporation | $1.02亿 | 2.33% | 1,005,003 | -19,995 | -2.0% | -$203.25万 | 减仓 |
| CRWD | CrowdStrike Holdings, Inc. | $1.06亿 | 2.42% | 139,105 | -7,983 | -5.4% | -$609.21万 | 减仓 |
| CRDO | Credo Technology Group Holding | $1.09亿 | 2.48% | 399,306 | -3,655 | -0.9% | -$99.40万 | 减仓 |
| MPWR | Monolithic Power Systems, Inc. | $1.09亿 | 2.48% | 78,604 | -3,307 | -4.0% | -$457.15万 | 减仓 |
| MELI | MercadoLibre, Inc. | $1.14亿 | 2.61% | 67,366 | -4,260 | -5.9% | -$723.09万 | 减仓 |
| MSFT | Microsoft Corporation | $1.17亿 | 2.66% | 312,395 | -2,025 | -0.6% | -$75.54万 | 减仓 |
| AVGO | Broadcom Inc. | $1.21亿 | 2.75% | 319,150 | 6,590 | 2.1% | $248.94万 | 加仓 |
| META | Meta Platforms, Inc. | $1.24亿 | 2.84% | 220,423 | -4,590 | -2.0% | -$258.55万 | 减仓 |
| SHOP | Shopify Inc. | $1.35亿 | 3.09% | 1,183,816 | -125,360 | -9.6% | -$1,431.36万 | 减仓 |
| AAPL | Apple Inc. | $1.46亿 | 3.33% | 504,171 | 2,356 | 0.5% | $68.17万 | 加仓 |
| AMZN | Amazon.com, Inc. | $1.47亿 | 3.37% | 618,334 | -14,956 | -2.4% | -$356.46万 | 减仓 |
| AXON | Axon Enterprise, Inc. | $1.69亿 | 3.87% | 302,151 | 13,940 | 4.8% | $781.49万 | 加仓 |
| GOOG | Alphabet Inc. Class C | $1.93亿 | 4.41% | 546,596 | 115 | 0.0% | $4.06万 | 加仓 |
| MU | Micron Technology, Inc. | $2.01亿 | 4.59% | 173,965 | -17,985 | -9.4% | -$2,075.99万 | 减仓 |
| TSLA | Tesla, Inc. | $2.25亿 | 5.13% | 534,122 | -3,072 | -0.6% | -$129.21万 | 减仓 |
| AMD | Advanced Micro Devices, Inc. | $2.39亿 | 5.46% | 411,585 | -148,133 | -26.5% | -$8,605.19万 | 减仓 |
| NVDA | NVIDIA Corporation | $3.61亿 | 8.25% | 1,805,876 | -170,323 | -8.6% | -$3,407.99万 | 减仓 |