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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 6 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XMTR Xometry, Inc. Industrials 6,000.0 $357K 0.01% NEW $59.47 +51.3%
102 DIA Spdr Dow Jones Industrial Avrg Financial Services 650.0 $312K 0.01% NEW $480.57 +3.1%
103 Kraken Robotics Inc 58,500.0 $273K 0.01% NEW $4.67
104 LGIH LGI HOMES, INC. Consumer Cyclical 6,150.0 $264K 0.01% NEW $42.96 +5.9%
105 DHI D. R. Horton, Inc. Consumer Cyclical 1,565.0 $225K 0.01% NEW $144.03 -3.2%
Page 6 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%