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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corporation | $3.45亿 | 9.91% | 1,976,199 | -380,047 | -16.1% | -$6,628.02万 | 减仓 |
| TSLA | Tesla, Inc. | $2.00亿 | 5.74% | 537,194 | -156,920 | -22.6% | -$5,833.50万 | 减仓 |
| GOOG | Alphabet Inc. Class C | $1.57亿 | 4.51% | 546,481 | -49,179 | -8.3% | -$1,410.75万 | 减仓 |
| SHOP | Shopify Inc. | $1.55亿 | 4.47% | 1,309,176 | -365,561 | -21.8% | -$4,336.28万 | 减仓 |
| AMZN | Amazon.com, Inc. | $1.32亿 | 3.79% | 633,290 | -212,128 | -25.1% | -$4,417.99万 | 减仓 |
| META | Meta Platforms, Inc. | $1.29亿 | 3.70% | 225,013 | -107,271 | -32.3% | -$6,137.30万 | 减仓 |
| AAPL | Apple Inc. | $1.27亿 | 3.66% | 501,815 | -102 | -0.0% | -$2.59万 | 减仓 |
| MELI | MercadoLibre, Inc. | $1.24亿 | 3.56% | 71,626 | -19,914 | -21.8% | -$3,443.17万 | 减仓 |
| AXON | Axon Enterprise, Inc. | $1.22亿 | 3.52% | 288,211 | -50,455 | -14.9% | -$2,142.77万 | 减仓 |
| MSFT | Microsoft Corporation | $1.16亿 | 3.35% | 314,420 | 53 | 0.0% | $1.96万 | 加仓 |
| AMD | Advanced Micro Devices, Inc. | $1.14亿 | 3.27% | 559,718 | 9,235 | 1.7% | $187.87万 | 加仓 |
| AVGO | Broadcom Inc. | $9,674.04万 | 2.78% | 312,560 | 0 | 0.0% | — | 不变 |
| MPWR | Monolithic Power Systems, Inc. | $8,955.74万 | 2.57% | 81,911 | 533 | 0.7% | $58.28万 | 加仓 |
| VRT | Vertiv Holdings Co | $7,516.45万 | 2.16% | 299,962 | -46,613 | -13.4% | -$1,168.03万 | 减仓 |
| — | Schwab Cap Tr | $6,652.38万 | 1.91% | 4,229,104 | 4,229,104 | — | $6,652.38万 | 新建仓 |
| RKLB | Rocket Lab Corporation | $6,582.54万 | 1.89% | 1,024,998 | -65,800 | -6.0% | -$422.57万 | 减仓 |
| SNOW | Snowflake Inc. | $6,532.65万 | 1.88% | 433,142 | -2,491 | -0.6% | -$37.57万 | 减仓 |
| GOOGL | Alphabet Inc. Class A | $6,521.29万 | 1.88% | 226,780 | -24,857 | -9.9% | -$714.79万 | 减仓 |
| MU | Micron Technology, Inc. | $6,484.84万 | 1.86% | 191,950 | -74,900 | -28.1% | -$2,530.42万 | 减仓 |
| NFLX | Netflix, Inc. | $5,849.00万 | 1.68% | 608,320 | -164,955 | -21.3% | -$1,586.04万 | 减仓 |
| CRWD | CrowdStrike Holdings, Inc. | $5,742.46万 | 1.65% | 147,088 | -56,025 | -27.6% | -$2,187.27万 | 减仓 |
| UBER | Uber Technologies, Inc. | $5,618.82万 | 1.62% | 781,151 | -198,226 | -20.2% | -$1,425.84万 | 减仓 |
| PWR | Quanta Services, Inc. | $5,499.86万 | 1.58% | 100,176 | -2,732 | -2.7% | -$149.99万 | 减仓 |
| NTRA | Natera, Inc. | $5,229.32万 | 1.50% | 261,479 | -62,092 | -19.2% | -$1,241.78万 | 减仓 |
| KRMN | Karman Holdings Inc. | $5,014.20万 | 1.44% | 626,384 | 86,784 | 16.1% | $694.71万 | 加仓 |
| TOST | Toast, Inc. | $4,704.41万 | 1.35% | 1,774,581 | -80,415 | -4.3% | -$213.18万 | 减仓 |
| CRDO | Credo Technology Group Holding | $3,782.59万 | 1.09% | 402,961 | 207,714 | 106.4% | $1,949.81万 | 加仓 |
| SPOT | Spotify Technology S.A. | $3,754.22万 | 1.08% | 77,421 | -17,631 | -18.5% | -$854.94万 | 减仓 |
| NOW | ServiceNow, Inc. | $3,722.13万 | 1.07% | 356,014 | -254,871 | -41.7% | -$2,664.68万 | 减仓 |
| APP | AppLovin Corporation, Class A | $3,390.92万 | 0.97% | 85,199 | 7,039 | 9.0% | $280.15万 | 加仓 |
| ANET | Arista Networks Inc | $3,117.38万 | 0.90% | 253,900 | 8,500 | 3.5% | $104.36万 | 加仓 |
| PODD | Insulet Corporation | $2,925.32万 | 0.84% | 139,407 | 26,324 | 23.3% | $552.38万 | 加仓 |
| TMDX | TransMedics Group, Inc. | $2,848.31万 | 0.82% | 286,521 | 6,343 | 2.3% | $63.06万 | 加仓 |
| — | Cashmere Valley Bank | $2,768.04万 | 0.80% | 370,059 | 370,059 | — | $2,768.04万 | 新建仓 |
| AMAT | Applied Materials, Inc. | $2,693.31万 | 0.77% | 78,800 | 8,800 | 12.6% | $300.78万 | 加仓 |
| IOT | Samsara Inc. | $2,294.49万 | 0.66% | 724,043 | -139,508 | -16.2% | -$442.10万 | 减仓 |
| TSM | Taiwan Semiconductor Mfg Ltd | $2,282.85万 | 0.66% | 67,550 | 67,550 | — | $2,282.85万 | 新建仓 |
| APH | Amphenol Corporation | $2,248.21万 | 0.65% | 177,935 | 0 | 0.0% | — | 不变 |
| KLAC | KLA Corporation | $2,208.61万 | 0.64% | 15,000 | 0 | 0.0% | — | 不变 |
| VEEV | Veeva Systems Inc. | $2,050.16万 | 0.59% | 116,712 | -32,942 | -22.0% | -$578.66万 | 减仓 |
| V | Visa Inc. | $2,004.09万 | 0.58% | 66,308 | 23,145 | 53.6% | $699.53万 | 加仓 |
| DDOG | Datadog, Inc. | $1,935.96万 | 0.56% | 163,995 | -28,720 | -14.9% | -$339.04万 | 减仓 |
| CDNS | Cadence Design Systems, Inc. | $1,806.15万 | 0.52% | 65,000 | 24,940 | 62.3% | $693.01万 | 加仓 |
| ASML | ASML Holding N.V. | $1,746.40万 | 0.50% | 13,222 | 0 | 0.0% | — | 不变 |
| DELL | Dell Technologies Inc. | $1,703.51万 | 0.49% | 103,790 | -8,080 | -7.2% | -$132.62万 | 减仓 |
| LASR | nLIGHT, Inc. | $1,628.26万 | 0.47% | 285,560 | 285,560 | — | $1,628.26万 | 新建仓 |
| QCOM | QUALCOMM Incorporated | $1,616.34万 | 0.46% | 125,512 | -135 | -0.1% | -$1.74万 | 减仓 |
| WING | Wingstop Inc. | $1,547.61万 | 0.44% | 99,865 | -29,190 | -22.6% | -$452.36万 | 减仓 |
| PANW | Palo Alto Networks, Inc. | $1,521.92万 | 0.44% | 94,930 | -194,298 | -67.2% | -$3,114.99万 | 减仓 |
| NXPI | NXP Semiconductors N.V. | $1,439.05万 | 0.41% | 73,100 | 46,700 | 176.9% | $919.34万 | 加仓 |
| ORCL | Oracle Corporation | $1,397.84万 | 0.40% | 95,020 | -62,685 | -39.7% | -$922.16万 | 减仓 |
| ONON | On Holding AG | $1,371.38万 | 0.39% | 403,109 | -79,539 | -16.5% | -$270.59万 | 减仓 |
| SN | SharkNinja, Inc. | $1,257.14万 | 0.36% | 118,710 | 118,710 | — | $1,257.14万 | 新建仓 |
| INTU | Intuit Inc. | $1,100.23万 | 0.32% | 25,446 | -335 | -1.3% | -$14.48万 | 减仓 |
| CAI | Caris Life Sciences, Inc. | $1,091.10万 | 0.31% | 610,233 | 67,048 | 12.3% | $119.88万 | 加仓 |
| ARM | Arm Holdings Plc | $863.81万 | 0.25% | 57,100 | 1,410 | 2.5% | $21.33万 | 加仓 |
| JPM | JPMorgan Chase & Co. | $852.86万 | 0.25% | 28,993 | 245 | 0.9% | $7.21万 | 加仓 |
| ARQT | Arcutis Biotherapeutics, Inc. | $842.25万 | 0.24% | 357,490 | -60,545 | -14.5% | -$142.64万 | 减仓 |
| COST | Costco Wholesale Corporation | $821.84万 | 0.24% | 8,248 | 85 | 1.0% | $8.47万 | 加仓 |
| MDB | MongoDB, Inc. | $812.64万 | 0.23% | 33,200 | 3,200 | 10.7% | $78.33万 | 加仓 |
| STX | Seagate Technology Holdings PL | $724.76万 | 0.21% | 18,500 | 18,500 | — | $724.76万 | 新建仓 |
| MIR | Mirion Technologies, Inc. | $606.59万 | 0.17% | 326,300 | 105,000 | 47.4% | $195.19万 | 加仓 |
| APPF | AppFolio, Inc. | $604.45万 | 0.17% | 38,300 | 14,500 | 60.9% | $228.84万 | 加仓 |
| Z | Zillow Group, Inc. Class C | $539.49万 | 0.16% | 130,374 | -487,189 | -78.9% | -$2,015.99万 | 减仓 |
| BKNG | Booking Holdings Inc. | $476.61万 | 0.14% | 1,132 | -1,273 | -52.9% | -$535.97万 | 减仓 |
| BE | Bloom Energy Corporation | $475.23万 | 0.14% | 35,075 | -40,300 | -53.5% | -$546.02万 | 减仓 |
| BLK | BlackRock, Inc. | $446.14万 | 0.13% | 4,639 | 43 | 0.9% | $4.14万 | 加仓 |
| AMPX | Amprius Technologies, Inc. | $399.37万 | 0.11% | 236,875 | 236,875 | — | $399.37万 | 新建仓 |
| SRAD | Sportradar Group Ag | $382.68万 | 0.11% | 228,600 | 0 | 0.0% | — | 不变 |
| HD | The Home Depot, Inc. | $366.28万 | 0.11% | 11,137 | 150 | 1.4% | $4.93万 | 加仓 |
| CTAS | Cintas Corporation | $357.22万 | 0.10% | 21,120 | 270 | 1.3% | $4.57万 | 加仓 |
| COHR | Coherent Corp. | $352.55万 | 0.10% | 14,800 | 14,800 | — | $352.55万 | 新建仓 |
| AMGN | Amgen Inc. | $351.81万 | 0.10% | 9,999 | 40 | 0.4% | $1.41万 | 加仓 |
| PGR | The Progressive Corporation | $348.80万 | 0.10% | 17,595 | -110 | -0.6% | -$2.18万 | 减仓 |
| PCAR | PACCAR Inc | $335.31万 | 0.10% | 29,031 | 425 | 1.5% | $4.91万 | 加仓 |
| TTAN | ServiceTitan, Inc. Class A | $290.65万 | 0.08% | 45,800 | 5,600 | 13.9% | $35.54万 | 加仓 |
| JNJ | Johnson & Johnson | $272.89万 | 0.08% | 11,164 | 200 | 1.8% | $4.89万 | 加仓 |
| WM | Waste Management, Inc. | $256.33万 | 0.07% | 11,155 | 275 | 2.5% | $6.32万 | 加仓 |
| SYM | Symbotic Inc. | $252.43万 | 0.07% | 47,450 | -41,300 | -46.5% | -$219.72万 | 减仓 |
| DKNG | DraftKings Inc. | $251.96万 | 0.07% | 116,540 | -73,750 | -38.8% | -$159.45万 | 减仓 |
| DE | Deere & Company | $247.29万 | 0.07% | 4,390 | 605 | 16.0% | $34.08万 | 加仓 |
| NBIS | Nebius Group N.V. | $245.39万 | 0.07% | 23,650 | -18,600 | -44.0% | -$192.99万 | 减仓 |
| — | Kraken Robotics Inc | $237.46万 | 0.07% | 410,125 | 351,625 | 601.1% | $203.59万 | 加仓 |
| ABT | Abbott Laboratories | $223.60万 | 0.06% | 21,779 | 415 | 1.9% | $4.26万 | 加仓 |
| DGX | Quest Diagnostics Incorporated | $217.05万 | 0.06% | 11,075 | 655 | 6.3% | $12.84万 | 加仓 |
| RDDT | Reddit, Inc. Class A | $206.01万 | 0.06% | 15,300 | -750 | -4.7% | -$10.10万 | 减仓 |
| SPY | State Street Spdr S&P 500 ETF | $204.50万 | 0.06% | 3,145 | -784 | -20.0% | -$50.98万 | 减仓 |
| BX | Blackstone Inc. | $181.68万 | 0.05% | 15,800 | -385 | -2.4% | -$4.43万 | 减仓 |
| VMC | Vulcan Materials Company | $171.96万 | 0.05% | 6,315 | 6,315 | — | $171.96万 | 新建仓 |
| ECL | Ecolab Inc. | $165.73万 | 0.05% | 6,230 | 160 | 2.6% | $4.26万 | 加仓 |
| RIVN | Rivian Automotive, Inc. | $156.34万 | 0.04% | 103,880 | -73,325 | -41.4% | -$110.35万 | 减仓 |
| RBRK | Rubrik, Inc. | $151.19万 | 0.04% | 30,875 | 30,875 | — | $151.19万 | 新建仓 |
| ZTS | Zoetis Inc. | $146.82万 | 0.04% | 12,420 | -2,125 | -14.6% | -$25.12万 | 减仓 |
| MMYT | Makemytrip Limited | $136.80万 | 0.04% | 36,685 | -27,100 | -42.5% | -$101.06万 | 减仓 |
| CSCO | Cisco Systems, Inc. | $127.36万 | 0.04% | 16,415 | 105 | 0.6% | $8,147 | 加仓 |
| NEE | Nextera Energy, Inc. | $116.73万 | 0.03% | 12,568 | 3,460 | 38.0% | $32.14万 | 加仓 |
| SBUX | Starbucks Corporation | $94.18万 | 0.03% | 10,512 | 360 | 3.5% | $3.23万 | 加仓 |
| TSCO | Tractor Supply Company | $82.65万 | 0.02% | 18,245 | 115 | 0.6% | $5,210 | 加仓 |
| DSI | iShares MSCI KLD 400 Social | $73.62万 | 0.02% | 6,075 | 0 | 0.0% | — | 不变 |
| DIS | The Walt Disney Company | $62.77万 | 0.02% | 6,513 | 40 | 0.6% | $3,855 | 加仓 |