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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corporation | $3.61亿 | 8.25% | 1,805,876 | -170,323 | -8.6% | -$3,407.99万 | 减仓 |
| AMD | Advanced Micro Devices, Inc. | $2.39亿 | 5.46% | 411,585 | -148,133 | -26.5% | -$8,605.19万 | 减仓 |
| TSLA | Tesla, Inc. | $2.25亿 | 5.13% | 534,122 | -3,072 | -0.6% | -$129.21万 | 减仓 |
| MU | Micron Technology, Inc. | $2.01亿 | 4.59% | 173,965 | -17,985 | -9.4% | -$2,075.99万 | 减仓 |
| GOOG | Alphabet Inc. Class C | $1.93亿 | 4.41% | 546,596 | 115 | 0.0% | $4.06万 | 加仓 |
| AXON | Axon Enterprise, Inc. | $1.69亿 | 3.87% | 302,151 | 13,940 | 4.8% | $781.49万 | 加仓 |
| AMZN | Amazon.com, Inc. | $1.47亿 | 3.37% | 618,334 | -14,956 | -2.4% | -$356.46万 | 减仓 |
| AAPL | Apple Inc. | $1.46亿 | 3.33% | 504,171 | 2,356 | 0.5% | $68.17万 | 加仓 |
| SHOP | Shopify Inc. | $1.35亿 | 3.09% | 1,183,816 | -125,360 | -9.6% | -$1,431.36万 | 减仓 |
| META | Meta Platforms, Inc. | $1.24亿 | 2.84% | 220,423 | -4,590 | -2.0% | -$258.55万 | 减仓 |
| AVGO | Broadcom Inc. | $1.21亿 | 2.75% | 319,150 | 6,590 | 2.1% | $248.94万 | 加仓 |
| MSFT | Microsoft Corporation | $1.17亿 | 2.66% | 312,395 | -2,025 | -0.6% | -$75.54万 | 减仓 |
| MELI | MercadoLibre, Inc. | $1.14亿 | 2.61% | 67,366 | -4,260 | -5.9% | -$723.09万 | 减仓 |
| MPWR | Monolithic Power Systems, Inc. | $1.09亿 | 2.48% | 78,604 | -3,307 | -4.0% | -$457.15万 | 减仓 |
| CRDO | Credo Technology Group Holding | $1.09亿 | 2.48% | 399,306 | -3,655 | -0.9% | -$99.40万 | 减仓 |
| CRWD | CrowdStrike Holdings, Inc. | $1.06亿 | 2.42% | 139,105 | -7,983 | -5.4% | -$609.21万 | 减仓 |
| RKLB | Rocket Lab Corporation | $1.02亿 | 2.33% | 1,005,003 | -19,995 | -2.0% | -$203.25万 | 减仓 |
| VRT | Vertiv Holdings Co. | $9,374.69万 | 2.14% | 279,992 | -19,970 | -6.7% | -$668.64万 | 减仓 |
| SNOW | Snowflake Inc. | $9,373.97万 | 2.14% | 368,329 | -64,813 | -15.0% | -$1,649.49万 | 减仓 |
| GOOGL | Alphabet Inc. Class A | $7,976.57万 | 1.82% | 223,202 | -3,578 | -1.6% | -$127.87万 | 减仓 |
| PWR | Quanta Services, Inc. | $7,170.95万 | 1.64% | 99,591 | -585 | -0.6% | -$42.12万 | 减仓 |
| NTRA | Natera, Inc. | $6,909.73万 | 1.58% | 254,549 | -6,930 | -2.7% | -$188.11万 | 减仓 |
| AMAT | Applied Materials, Inc. | $5,697.24万 | 1.30% | 78,800 | 0 | 0.0% | — | 不变 |
| TOST | Toast, Inc. | $5,541.82万 | 1.27% | 1,992,026 | 217,445 | 12.3% | $604.93万 | 加仓 |
| TSM | Taiwan Semiconductor Mfg Ltd | $5,189.51万 | 1.19% | 108,665 | 41,115 | 60.9% | $1,963.53万 | 加仓 |
| — | Schwab Cap Tr | $4,566.48万 | 1.04% | 2,509,054 | -1,720,050 | -40.7% | -$3,130.49万 | 减仓 |
| KLAC | KLA Corporation | $4,525.65万 | 1.03% | 150,000 | 0 | 0.0% | — | 不变 |
| DELL | Dell Technologies Inc. | $4,495.38万 | 1.03% | 104,190 | 400 | 0.4% | $17.26万 | 加仓 |
| KRMN | Karman Holdings Inc. | $4,365.87万 | 1.00% | 874,574 | 248,190 | 39.6% | $1,238.96万 | 加仓 |
| ANET | Arista Networks Inc | $4,313.25万 | 0.99% | 253,900 | 0 | 0.0% | — | 不变 |
| DDOG | Datadog, Inc. | $4,168.36万 | 0.95% | 160,100 | -3,895 | -2.4% | -$101.41万 | 减仓 |
| APP | AppLovin Corporation, Class A | $4,151.26万 | 0.95% | 80,571 | -4,628 | -5.4% | -$238.45万 | 减仓 |
| NFLX | Netflix, Inc. | $4,150.80万 | 0.95% | 581,345 | -26,975 | -4.4% | -$192.60万 | 减仓 |
| UBER | Uber Technologies, Inc. | $4,140.81万 | 0.95% | 573,837 | -207,314 | -26.5% | -$1,495.98万 | 减仓 |
| PANW | Palo Alto Networks, Inc. | $3,202.52万 | 0.73% | 93,910 | -1,020 | -1.1% | -$34.78万 | 减仓 |
| COHR | Coherent Corp. | $3,146.96万 | 0.72% | 79,777 | 64,977 | 439.0% | $2,563.15万 | 加仓 |
| APH | Amphenol Corporation | $3,103.76万 | 0.71% | 176,030 | -1,905 | -1.1% | -$33.59万 | 减仓 |
| FIX | Comfort Systems USA, Inc. | $2,856.78万 | 0.65% | 14,414 | 14,414 | — | $2,856.78万 | 新建仓 |
| IOT | Samsara Inc. | $2,698.87万 | 0.62% | 832,213 | 108,170 | 14.9% | $350.80万 | 加仓 |
| MRVL | Marvell Technology, Inc. | $2,670.79万 | 0.61% | 89,657 | 89,657 | — | $2,670.79万 | 新建仓 |
| ASML | ASML Holding N.V. | $2,630.44万 | 0.60% | 13,222 | 0 | 0.0% | — | 不变 |
| V | Visa Inc. | $2,619.42万 | 0.60% | 76,348 | 10,040 | 15.1% | $344.46万 | 加仓 |
| CDNS | Cadence Design Systems, Inc. | $2,439.58万 | 0.56% | 65,000 | 0 | 0.0% | — | 不变 |
| SPOT | Spotify Technology S.A. | $2,369.89万 | 0.54% | 51,617 | -25,804 | -33.3% | -$1,184.74万 | 减仓 |
| LASR | nLIGHT, Inc. | $2,339.48万 | 0.53% | 336,035 | 50,475 | 17.7% | $351.41万 | 加仓 |
| ARM | Arm Holdings Plc | $2,161.64万 | 0.49% | 60,965 | 3,865 | 6.8% | $137.04万 | 加仓 |
| QCOM | QUALCOMM Incorporated | $2,143.14万 | 0.49% | 115,977 | -9,535 | -7.6% | -$176.20万 | 减仓 |
| STX | Seagate Technology Holdings PL | $2,132.65万 | 0.49% | 22,100 | 3,600 | 19.5% | $347.40万 | 加仓 |
| SN | SharkNinja, Inc. | $2,127.59万 | 0.49% | 139,725 | 21,015 | 17.7% | $320.00万 | 加仓 |
| NXPI | NXP Semiconductors N.V. | $2,054.33万 | 0.47% | 73,100 | 0 | 0.0% | — | 不变 |
| TMDX | TransMedics Group, Inc. | $2,048.33万 | 0.47% | 308,391 | 21,870 | 7.6% | $145.26万 | 加仓 |
| VEEV | Veeva Systems Inc. | $1,979.27万 | 0.45% | 111,527 | -5,185 | -4.4% | -$92.02万 | 减仓 |
| SPCX | Space Exploration Technologies | $1,668.69万 | 0.38% | 97,664 | 97,664 | — | $1,668.69万 | 新建仓 |
| CAI | Caris Life Sciences, Inc. | $1,429.31万 | 0.33% | 802,083 | 191,850 | 31.4% | $341.88万 | 加仓 |
| PODD | Insulet Corporation | $1,349.03万 | 0.31% | 88,606 | -50,801 | -36.4% | -$773.45万 | 减仓 |
| ONON | On Holding AG | $1,337.00万 | 0.31% | 377,471 | -25,638 | -6.4% | -$90.81万 | 减仓 |
| XMTR | Xometry, Inc. | $1,335.11万 | 0.30% | 138,325 | 130,625 | 1,696.4% | $1,260.79万 | 加仓 |
| NOW | ServiceNow, Inc. | $1,194.98万 | 0.27% | 120,365 | -235,649 | -66.2% | -$2,339.52万 | 减仓 |
| MDB | MongoDB, Inc. | $1,115.19万 | 0.25% | 33,200 | 0 | 0.0% | — | 不变 |
| IONQ | IonQ, Inc. | $1,065.20万 | 0.24% | 200,000 | 200,000 | — | $1,065.20万 | 新建仓 |
| ORCL | Oracle Corporation | $957.92万 | 0.22% | 65,365 | -29,655 | -31.2% | -$434.59万 | 减仓 |
| BE | Bloom Energy Corporation | $956.23万 | 0.22% | 31,590 | -3,485 | -9.9% | -$105.49万 | 减仓 |
| JPM | JPMorgan Chase & Co. | $936.92万 | 0.21% | 28,623 | -370 | -1.3% | -$12.11万 | 减仓 |
| APPF | AppFolio, Inc. | $918.81万 | 0.21% | 57,300 | 19,000 | 49.6% | $304.67万 | 加仓 |
| TTAN | ServiceTitan, Inc. Class A | $861.78万 | 0.20% | 121,875 | 76,075 | 166.1% | $537.93万 | 加仓 |
| COST | Costco Wholesale Corporation | $767.37万 | 0.18% | 8,203 | -45 | -0.5% | -$4.21万 | 减仓 |
| MIR | Mirion Technologies, Inc. | $717.74万 | 0.16% | 400,300 | 74,000 | 22.7% | $132.68万 | 加仓 |
| NBIS | Nebius Group N.V. | $621.38万 | 0.14% | 22,500 | -1,150 | -4.9% | -$31.76万 | 减仓 |
| AMPX | Amprius Technologies, Inc. | $528.65万 | 0.12% | 381,420 | 144,545 | 61.0% | $200.34万 | 加仓 |
| BLK | BlackRock, Inc. | $454.91万 | 0.10% | 4,731 | 92 | 2.0% | $8.85万 | 加仓 |
| BKNG | Booking Holdings Inc. | $454.07万 | 0.10% | 25,475 | -2,825 | -10.0% | -$50.35万 | 减仓 |
| HD | The Home Depot, Inc. | $369.33万 | 0.08% | 10,472 | -665 | -6.0% | -$23.45万 | 减仓 |
| PGR | The Progressive Corporation | $368.31万 | 0.08% | 16,860 | -735 | -4.2% | -$16.06万 | 减仓 |
| AMGN | Amgen Inc. | $361.72万 | 0.08% | 9,989 | -10 | -0.1% | -$3,621 | 减仓 |
| PCAR | PACCAR Inc | $353.24万 | 0.08% | 29,407 | 376 | 1.3% | $4.52万 | 加仓 |
| CTAS | Cintas Corporation | $343.90万 | 0.08% | 20,220 | -900 | -4.3% | -$15.31万 | 减仓 |
| DKNG | DraftKings Inc. | $294.38万 | 0.07% | 116,540 | 0 | 0.0% | — | 不变 |
| SPY | State Street Spdr S&P 500 ETF | $293.52万 | 0.07% | 3,931 | 786 | 25.0% | $58.69万 | 加仓 |
| DE | Deere & Company | $283.23万 | 0.06% | 4,465 | 75 | 1.7% | $4.76万 | 加仓 |
| JNJ | Johnson & Johnson | $282.64万 | 0.06% | 11,129 | -35 | -0.3% | -$8,889 | 减仓 |
| RDDT | Reddit, Inc. Class A | $264.54万 | 0.06% | 15,240 | -60 | -0.4% | -$1.04万 | 减仓 |
| RBRK | Rubrik, Inc. | $248.87万 | 0.06% | 31,000 | 125 | 0.4% | $1.00万 | 加仓 |
| WM | Waste Management, Inc. | $248.62万 | 0.06% | 11,155 | 0 | 0.0% | — | 不变 |
| DGX | Quest Diagnostics Incorporated | $239.82万 | 0.05% | 11,315 | 240 | 2.2% | $5.09万 | 加仓 |
| — | Kraken Robotics Inc | $228.05万 | 0.05% | 506,785 | 96,660 | 23.6% | $43.50万 | 加仓 |
| NEE | Nextera Energy, Inc. | $220.07万 | 0.05% | 25,073 | 12,505 | 99.5% | $109.76万 | 加仓 |
| — | Contemporary Amperex Technolog | $215.67万 | 0.05% | 96,025 | 96,025 | — | $215.67万 | 新建仓 |
| SYM | Symbotic Inc. | $201.38万 | 0.05% | 44,800 | -2,650 | -5.6% | -$11.91万 | 减仓 |
| CSCO | Cisco Systems, Inc. | $188.99万 | 0.04% | 16,090 | -325 | -2.0% | -$3.82万 | 减仓 |
| BX | Blackstone Inc. | $174.50万 | 0.04% | 14,830 | -970 | -6.1% | -$11.41万 | 减仓 |
| ECL | Ecolab Inc. | $174.13万 | 0.04% | 6,250 | 20 | 0.3% | $5,572 | 加仓 |
| ABT | Abbott Laboratories | $172.99万 | 0.04% | 19,064 | -2,715 | -12.5% | -$24.64万 | 减仓 |
| RIVN | Rivian Automotive, Inc. | $167.05万 | 0.04% | 96,280 | -7,600 | -7.3% | -$13.19万 | 减仓 |
| VMC | Vulcan Materials Company | $166.09万 | 0.04% | 5,630 | -685 | -10.8% | -$20.21万 | 减仓 |
| SBUX | Starbucks Corporation | $106.60万 | 0.02% | 10,432 | -80 | -0.8% | -$8,175 | 减仓 |
| DSI | iShares MSCI KLD 400 Social | $86.50万 | 0.02% | 6,075 | 0 | 0.0% | — | 不变 |
| ROL | Rollins, Inc. | $61.02万 | 0.01% | 14,620 | 14,620 | — | $61.02万 | 新建仓 |
| AXP | American Express Company | $54.12万 | 0.01% | 1,600 | -100 | -5.9% | -$3.38万 | 减仓 |
| DIS | The Walt Disney Company | $52.20万 | 0.01% | 5,423 | -1,090 | -16.7% | -$10.49万 | 减仓 |
| ABBV | AbbVie Inc. | $48.39万 | 0.01% | 1,923 | 0 | 0.0% | — | 不变 |