Portfolio (Quarterly)
Guide ↗
ZEVENBERGEN CAPITAL INVESTMENTS LLC
· CIK 0001276918| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | Cashmere Valley Bank | — | 370,059 | $27.7M | 0.80% | SOLD |
| 2 | INTU | Intuit Inc. | Technology | 25,446 | $11.0M | 0.32% | SOLD |
| 3 | ARQT | Arcutis Biotherapeutics, Inc. | Healthcare | 357,490 | $8.4M | 0.24% | SOLD |
| 4 | Z | Zillow Group, Inc. Class C | Communication Services | 130,374 | $5.4M | 0.15% | SOLD |
| 5 | SRAD | Sportradar Group Ag | Technology | 228,600 | $3.8M | 0.11% | SOLD |
| 6 | ZTS | Zoetis Inc. | Healthcare | 12,420 | $1.5M | 0.04% | SOLD |
| 7 | MMYT | Makemytrip Limited | Consumer Cyclical | 36,685 | $1.4M | 0.04% | SOLD |
| 8 | TTD | The Trade Desk, Inc. | Technology | 20,235 | $459K | 0.01% | SOLD |
| 9 | PL | Planet Labs PBC | Industrials | 13,100 | $366K | 0.01% | SOLD |
| 10 | ARES | Ares Management Corporation | Financial Services | 2,193 | $239K | 0.01% | SOLD |
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%