Titelia

Holdings of ZEVENBERGEN CAPITAL INVESTMENTS LLC

97 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 50.6 % of the equity sleeve

Sector breakdown

  • Technology 46.4 %
  • Consumer discretionary 15.1 %
  • Communication 13.2 %
  • Industrials 12.5 %
  • Health care 2.1 %
  • Financials 1.3 %
  • Consumer staples 0.3 %
  • Materials 0.1 %
  • Unattributed 9.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.4 %
  • TW 0.7 %
  • NL 0.6 %
  • GB 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US943B $98.42 %
2TW122.8M $0.74 %
3NL117.5M $0.56 %
4GB18.6M $0.28 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 1,976,199344.6M $
2Tesla Inc 537,194199.7M $
3Alphabet Inc 546,481156.8M $
4Amazon.com Inc 633,290131.9M $
5Meta Platforms Inc 225,013128.7M $
6Apple Inc 501,815127.4M $
7MercadoLibre Inc 71,626123.8M $
8Axon Enterprise Inc 288,211122.4M $
9Microsoft Corp 314,420116.4M $
10Advanced Micro Devices Inc 559,718113.9M $
11Broadcom Inc 312,56096.7M $
12Monolithic Power Systems Inc 81,91189.6M $
13Vertiv Holdings Co 299,96275.2M $
14Rocket Lab Corp 1,024,99865.8M $
15Snowflake Inc 433,14265.3M $
16Alphabet Inc 226,78065.2M $
17Micron Technology Inc 191,95064.8M $
18Netflix Inc 608,32058.5M $
19Crowdstrike Holdings Inc 147,08857.4M $
20Uber Technologies Inc 781,15156.2M $
21Quanta Services Inc 100,17655M $
22Natera Inc 261,47952.3M $
23Karman Holdings Inc 626,38450.1M $
24Toast Inc 1,774,58147M $
25ServiceNow Inc 356,01437.2M $
26AppLovin Corp 85,19933.9M $
27Arista Networks Inc 253,90031.2M $
28Insulet Corp 139,40729.3M $
29TransMedics Group Inc 286,52128.5M $
30Applied Materials Inc 78,80026.9M $
31Samsara Inc 724,04322.9M $
32Taiwan Semiconductor Manufacturing Co Ltd 67,55022.8M $
33Amphenol Corp 177,93522.5M $
34KLA Corp 15,00022.1M $
35Veeva Systems Inc 116,71220.5M $
36Visa Inc 66,30820M $
37Datadog Inc 163,99519.4M $
38Cadence Design Systems Inc 65,00018.1M $
39ASML Holding NV 13,22217.5M $
40Dell Technologies Inc 103,79017M $
41nLight Inc 285,56016.3M $
42QUALCOMM Inc 125,51216.2M $
43Wingstop Inc 99,86515.5M $
44Palo Alto Networks Inc 94,93015.2M $
45Oracle Corp 95,02014M $
46Intuit Inc 25,44611M $
47Caris Life Sciences Inc 610,23310.9M $
48ARM Holdings PLC 57,1008.6M $
49JPMorgan Chase & Co 28,9938.5M $
50Arcutis Biotherapeutics Inc 357,4908.4M $
51Costco Wholesale Corp 8,2488.2M $
52MongoDB Inc 33,2008.1M $
53Mirion Technologies Inc 326,3006.1M $
54Appfolio Inc 38,3006M $
55Zillow Group Inc 130,3745.4M $
56Booking Holdings Inc 1,1324.8M $
57Bloom Energy Corp 35,0754.8M $
58Blackrock Inc 4,6394.5M $
59Amprius Technologies Inc 236,8754M $
60Home Depot Inc/The 11,1373.7M $
61Cintas Corp 21,1203.6M $
62Coherent Corp 14,8003.5M $
63Amgen Inc 9,9993.5M $
64Progressive Corp/The 17,5953.5M $
65PACCAR Inc 29,0313.4M $
66ServiceTitan Inc 45,8002.9M $
67Johnson & Johnson 11,1642.7M $
68Waste Management Inc 11,1552.6M $
69Symbotic Inc 47,4502.5M $
70DraftKings Inc 116,5402.5M $
71Deere & Co 4,3902.5M $
72Abbott Laboratories 21,7792.2M $
73Quest Diagnostics Inc 11,0752.2M $
74Reddit Inc 15,3002.1M $
75State Street SPDR S&P 500 ETF Trust 3,1452M $
76Blackstone Inc 15,8001.8M $
77Vulcan Materials Co 6,3151.7M $
78Ecolab Inc 6,2301.7M $
79Rivian Automotive Inc 103,8801.6M $
80Rubrik Inc 30,8751.5M $
81Zoetis Inc 12,4201.5M $
82Cisco Systems, Inc. 16,4151.3M $
83NextEra Energy Inc 12,5681.2M $
84Starbucks Corp 10,512941.8K $
85Tractor Supply Co 18,245826.5K $
86iShares ESG MSCI KLD 400 ETF 6,075736.2K $
87Walt Disney Co/The 6,513627.7K $
88American Express Co 1,700514.2K $
89Trade Desk Inc/The 20,235459.1K $
90AbbVie Inc 1,923418.2K $
91Planet Labs PBC 13,100366.1K $
92Broadridge Financial Solutions Inc 2,145348.5K $
93Xometry Inc 7,700314.5K $
94State Street Spdr Dow Jones Industrial Average Etf Trust 650301.1K $
95LGI Homes Inc 6,150243.1K $
96Ares Management Corp 2,193239.3K $
97DR Horton Inc 1,565214.7K $