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Portfolio (Quarterly) Guide ↗

ZEVENBERGEN CAPITAL INVESTMENTS LLC

· CIK 0001276918
13F Portfolio $4.4B AUM 185 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 28 Added 51 Reduced 10 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BlackRock, Inc. 4,731.0 $4.5M 0.10% +92.0 +2.0% $961.56
22 Booking Holdings Inc. 25,475.0 $4.5M 0.10% +24K +2150.4% $178.24
23 PCAR PACCAR Inc Industrials 29,407.0 $3.5M 0.08% +376.0 +1.3% $120.12 +7.5%
24 State Street Spdr S&P 500 ETF 3,931.0 $2.9M 0.07% +786.0 +25.0% $746.68
25 DE Deere & Company Industrials 4,465.0 $2.8M 0.07% +75.0 +1.7% $634.33 +0.4%
26 Quest Diagnostics Incorporated 11,315.0 $2.4M 0.06% +240.0 +2.2% $211.95
27 Kraken Robotics Inc 506,785.0 $2.3M 0.05% +97K +23.6% $4.50
28 Nextera Energy, Inc. 25,073.0 $2.2M 0.05% +13K +99.5% $87.77
Page 2 of 2  ·  28 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 73.8%
Industrials 10.9%
Consumer Cyclical 8.6%
Healthcare 6.2%
Financial Services 0.2%
Basic Materials 0.2%
Communication Services 0.0%