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Portfolio (Quarterly) Guide ↗

ZEVENBERGEN CAPITAL INVESTMENTS LLC

· CIK 0001276918
13F Portfolio $4.5B AUM 179 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 105 New
Page 5 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPY SPDR S&P 500 ETF Trust Financial Services 3,929.0 $2.7M 0.06% NEW $681.84 +8.4%
82 ABT Abbott Laboratories Healthcare 21,364.0 $2.7M 0.06% NEW $125.29 -32.6%
83 BX Blackstone Inc. Financial Services 16,185.0 $2.5M 0.06% NEW $154.14 -23.5%
84 WM Waste Management, Inc. Industrials 10,880.0 $2.4M 0.05% NEW $219.71 -0.4%
85 PAYX Paychex, Inc. Industrials 21,173.0 $2.4M 0.05% NEW $112.18 -20.8%
86 JNJ Johnson & Johnson Healthcare 10,964.0 $2.3M 0.05% NEW $206.95 +11.5%
87 ZTS Zoetis Inc. Healthcare 14,545.0 $1.8M 0.04% NEW $125.82 -40.0%
88 DGX Quest Diagnostics Incorporated Healthcare 10,420.0 $1.8M 0.04% NEW $173.53 +8.3%
89 DE Deere & Company Industrials 3,785.0 $1.8M 0.04% NEW $465.57 +23.4%
90 ECL Ecolab Inc. Basic Materials 6,070.0 $1.6M 0.04% NEW $262.52 -5.2%
91 CSCO Cisco Systems, Inc. Technology 16,310.0 $1.3M 0.03% NEW $77.03 +50.0%
92 TSCO Tractor Supply Company Consumer Cyclical 18,130.0 $907K 0.02% NEW $50.01 -39.0%
93 SBUX Starbucks Corporation Consumer Cyclical 10,152.0 $855K 0.02% NEW $84.21 +26.4%
94 DSI iShares MSCI KLD 400 Social 6,075.0 $783K 0.02% NEW $128.83 +9.3%
95 DIS The Walt Disney Company Communication Services 6,473.0 $736K 0.02% NEW $113.77 -7.3%
96 NEE Nextera Energy, Inc. Utilities 9,108.0 $731K 0.02% NEW $80.28 +19.2%
97 AXP American Express Company Financial Services 1,700.0 $629K 0.01% NEW $369.95 -15.3%
98 PL Planet Labs PBC Industrials 22,500.0 $444K 0.01% NEW $19.72 +118.3%
99 ABBV AbbVie Inc. Healthcare 1,923.0 $439K 0.01% NEW $228.49 -7.9%
100 BBNX Beta Bionics Inc Healthcare 13,350.0 $407K 0.01% NEW $30.47 -69.0%
Page 5 of 6  ·  105 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 51.4%
Consumer Cyclical 17.5%
Communication Services 15.0%
Industrials 9.8%
Healthcare 4.8%
Financial Services 1.3%
Consumer Defensive 0.2%
Basic Materials 0.0%
Utilities 0.0%