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 |
|---|---|---|---|---|---|---|---|---|
| LGIH | LGI HOMES, INC. | $39.16万 | 0.01% | 6,150 | 0 | 0.0% | — | 不变 |
| NAVN | Navan, Inc. Class A | $38.19万 | 0.01% | 16,700 | 16,700 | — | $38.19万 | 新建仓 |
| DIA | Spdr Dow Jones Indl Average Ut | $33.96万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| WING | Wingstop Inc. | $33.73万 | 0.01% | 1,945 | -97,920 | -98.1% | -$1,698.03万 | 减仓 |
| BR | Broadridge Financial Solutions | $27.80万 | 0.01% | 2,030 | -115 | -5.4% | -$1.57万 | 减仓 |
| TSCO | Tractor Supply Company | $26.60万 | 0.01% | 8,415 | -9,830 | -53.9% | -$31.07万 | 减仓 |
| DHI | D. R. Horton, Inc. | $25.49万 | 0.01% | 1,565 | 0 | 0.0% | — | 不变 |
| MRK | Merck & Co., Inc. | $20.11万 | 0.00% | 1,565 | 1,565 | — | $20.11万 | 新建仓 |
| — | Carlsmed, Inc. | $12.35万 | 0.00% | 11,900 | 11,900 | — | $12.35万 | 新建仓 |
| — | Cashmere Valley Bank | $0 | 0.00% | 0 | -370,059 | -100.0% | -$2,768.04万 | 清仓 |
| INTU | Intuit Inc. | $0 | 0.00% | 0 | -25,446 | -100.0% | -$1,100.23万 | 清仓 |
| ARQT | Arcutis Biotherapeutics, Inc. | $0 | 0.00% | 0 | -357,490 | -100.0% | -$842.25万 | 清仓 |
| Z | Zillow Group, Inc. Class C | $0 | 0.00% | 0 | -130,374 | -100.0% | -$539.49万 | 清仓 |
| SRAD | Sportradar Group Ag | $0 | 0.00% | 0 | -228,600 | -100.0% | -$382.68万 | 清仓 |
| ZTS | Zoetis Inc. | $0 | 0.00% | 0 | -12,420 | -100.0% | -$146.82万 | 清仓 |
| MMYT | Makemytrip Limited | $0 | 0.00% | 0 | -36,685 | -100.0% | -$136.80万 | 清仓 |
| TTD | The Trade Desk, Inc. | $0 | 0.00% | 0 | -20,235 | -100.0% | -$45.91万 | 清仓 |
| PL | Planet Labs PBC | $0 | 0.00% | 0 | -13,100 | -100.0% | -$36.61万 | 清仓 |
| ARES | Ares Management Corporation | $0 | 0.00% | 0 | -2,193 | -100.0% | -$23.93万 | 清仓 |