Zevenbergen Capital Investments LLC holds a diversified book of 109 stocks worth $4.4B as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Comfort Systems USA Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 8% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1276918/holdings"
Use Arkolith to show ZEVENBERGEN CAPITAL INVESTMENTS LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | NVIDIA Corporation COM | $361.3M | 1.81M | 8.3% | ▼−8.6% Reduced · −170K sh | |
| 2 | Advanced Micro Devices, Inc. COM | $239.1M | 411.6K | 5.5% | ▼−26% Reduced · −148K sh | |
| 3 | Tesla, Inc. COM | $224.7M | 534.1K | 5.1% | ▼−0.6% Reduced · −3K sh | |
| 4 | Micron Technology, Inc. COM | $200.8M | 174.0K | 4.6% | ▼−9.4% Reduced · −18K sh | |
| 5 | Alphabet Inc. Class C COM | $193.1M | 546.6K | 4.4% | ▲~0% Added · +115 sh | |
| 6 | Axon Enterprise, Inc. COM | $169.4M | 302.2K | 3.9% | ▲+4.8% Added · +14K sh | |
| 7 | Amazon.com, Inc. COM | $147.4M | 618.3K | 3.4% | ▼−2.4% Reduced · −15K sh | |
| 8 | Apple Inc. COM | $145.9M | 504.2K | 3.3% | ▲+0.5% Added · +2K sh | |
| 9 | Shopify Inc. COM | $135.2M | 1.18M | 3.1% | ▼−9.6% Reduced · −125K sh | |
| 10 | Meta Platforms, Inc. COM | $124.2M | 220.4K | 2.8% | ▼−2.0% Reduced · −5K sh | |
| 11 | Broadcom Inc. COM | $120.6M | 319.1K | 2.8% | ▲+2.1% Added · +7K sh | |
| 12 | Microsoft Corporation COM | $116.5M | 312.4K | 2.7% | ▼−0.6% Reduced · −2K sh | |
| 13 | MercadoLibre, Inc. COM | $114.3M | 67.4K | 2.6% | ▼−5.9% Reduced · −4K sh | |
| 14 | Monolithic Power Systems, Inc. COM | $108.7M | 78.6K | 2.5% | ▼−4.0% Reduced · −3K sh | |
| 15 | Credo Technology Group Holding COM | $108.6M | 399.3K | 2.5% | ▼−0.9% Reduced · −4K sh | |
| 16 | CrowdStrike Holdings, Inc. COM | $106.2M | 139.1K | 2.4% | ▼−5.4% Reduced · −8K sh | |
| 17 | Rocket Lab Corporation COM | $102.2M | 1.01M | 2.3% | ▼−1.9% Reduced · −20K sh | |
| 18 | Vertiv Holdings Co. COM | $93.7M | 280.0K | 2.1% | ▼−6.7% Reduced · −20K sh | |
| 19 | Snowflake Inc. COM | $93.7M | 368.3K | 2.1% | ▼−15% Reduced · −65K sh | |
| 20 | Alphabet Inc. Class A COM | $79.8M | 223.2K | 1.8% | ▼−1.6% Reduced · −4K sh | |
| 21 | Quanta Services, Inc. COM | $71.7M | 99.6K | 1.6% | ▼−0.6% Reduced · −585 sh | |
| 22 | Natera, Inc. COM | $69.1M | 254.5K | 1.6% | ▼−2.6% Reduced · −7K sh | |
| 23 | Applied Materials, Inc. COM | $57.0M | 78.8K | 1.3% | —Held | |
| 24 | Toast, Inc. COM | $55.4M | 1.99M | 1.3% | ▲+12% Added · +217K sh | |
| 25 | Taiwan Semiconductor Mfg Ltd COM | $51.9M | 108.7K | 1.2% | ▲+61% Added · +41K sh | |
| 26 | Schwab Cap Tr COM | $45.7M | 2.51M | 1.0% | ▼−41% Reduced · −1.7M sh | |
| 27 | KLA Corporation COM | $45.3M | 150.0K | 1.0% | ▲10× Added · +135K sh | |
| 28 | Dell Technologies Inc. COM | $45.0M | 104.2K | 1.0% | ▲+0.4% Added · +400 sh | |
| 29 | Karman Holdings Inc. COM | $43.7M | 874.6K | 1.0% | ▲+40% Added · +248K sh | |
| 30 | Arista Networks Inc COM | $43.1M | 253.9K | 1.0% | —Held | |
| 31 | Datadog, Inc. COM | $41.7M | 160.1K | 1.0% | ▼−2.4% Reduced · −4K sh | |
| 32 | AppLovin Corporation, Class A COM | $41.5M | 80.6K | 0.9% | ▼−5.4% Reduced · −5K sh | |
| 33 | Netflix, Inc. COM | $41.5M | 581.3K | 0.9% | ▼−4.4% Reduced · −27K sh | |
| 34 | Uber Technologies, Inc. COM | $41.4M | 573.8K | 0.9% | ▼−27% Reduced · −207K sh | |
| 35 | Palo Alto Networks, Inc. COM | $32.0M | 93.9K | 0.7% | ▼−1.1% Reduced · −1K sh | |
| 36 | Coherent Corp. COM | $31.5M | 79.8K | 0.7% | ▲+439% Added · +65K sh | |
| 37 | Amphenol Corporation COM | $31.0M | 176.0K | 0.7% | ▼−1.1% Reduced · −2K sh | |
| 38 | Comfort Systems USA, Inc. COM | $28.6M | 14.4K | 0.7% | ▲New New position | |
| 39 | Samsara Inc. COM | $27.0M | 832.2K | 0.6% | ▲+15% Added · +108K sh | |
| 40 | Marvell Technology, Inc. COM | $26.7M | 89.7K | 0.6% | ▲New New position | |
| 41 | ASML Holding N.V. COM | $26.3M | 13.2K | 0.6% | —Held | |
| 42 | Visa Inc. COM | $26.2M | 76.3K | 0.6% | ▲+15% Added · +10K sh | |
| 43 | Cadence Design Systems, Inc. COM | $24.4M | 65.0K | 0.6% | —Held | |
| 44 | Spotify Technology S.A. COM | $23.7M | 51.6K | 0.5% | ▼−33% Reduced · −26K sh | |
| 45 | nLIGHT, Inc. COM | $23.4M | 336.0K | 0.5% | ▲+18% Added · +50K sh | |
| 46 | Arm Holdings Plc COM | $21.6M | 61.0K | 0.5% | ▲+6.8% Added · +4K sh | |
| 47 | QUALCOMM Incorporated COM | $21.4M | 116.0K | 0.5% | ▼−7.6% Reduced · −10K sh | |
| 48 | Seagate Technology Holdings PL COM | $21.3M | 22.1K | 0.5% | ▲+19% Added · +4K sh | |
| 49 | SharkNinja, Inc. COM | $21.3M | 139.7K | 0.5% | ▲+18% Added · +21K sh | |
| 50 | NXP Semiconductors N.V. COM | $20.5M | 73.1K | 0.5% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 185 | $4.4B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 182 | $3.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 179 | $4.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 178 | $5.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 7, 2025 | 177 | $5.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 173 | $4.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 175 | $4.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 175 | $4.8B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 177 | $4.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 7, 2024 | 180 | $4.7B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 8, 2024 | 172 | $4.3B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 1, 2023 | 177 | $3.9B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 9, 2023 | 177 | $4.2B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 11, 2023 | 178 | $3.7B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 176 | $3.0B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 178 | $3.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 11, 2022 | 117 | $2.2B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 12, 2022 | 119 | $3.7B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 126 | $4.8B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 134 | $5.3B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 11, 2021 | 137 | $5.6B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 12, 2021 | 136 | $5.3B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 10, 2021 | 118 | $5.7B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 12, 2020 | 118 | $5.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.