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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 5 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 Reddit, Inc. Class A 15,240.0 $2.6M 0.06% $173.58
82 RBRK Rubrik, Inc. Technology 31,000.0 $2.5M 0.06% $80.28 +15.4%
83 Waste Management, Inc. 11,155.0 $2.5M 0.06% $222.88
84 Quest Diagnostics Incorporated 11,315.0 $2.4M 0.06% +240.0 +2.2% $211.95
85 Kraken Robotics Inc 506,785.0 $2.3M 0.05% +97K +23.6% $4.50
86 Nextera Energy, Inc. 25,073.0 $2.2M 0.05% +13K +99.5% $87.77
87 Contemporary Amperex Technolog 96,025.0 $2.2M 0.05% NEW $22.46
88 Symbotic Inc. 44,800.0 $2.0M 0.05% -3K -5.6% $44.95
89 Cisco Systems, Inc. 16,090.0 $1.9M 0.04% -325.0 -2.0% $117.46
90 Blackstone Inc. 14,830.0 $1.7M 0.04% -970.0 -6.1% $117.67
91 ECL Ecolab Inc. Basic Materials 6,250.0 $1.7M 0.04% $278.61 +3.9%
92 ABT Abbott Laboratories Healthcare 19,064.0 $1.7M 0.04% -3K -12.5% $90.74 +28.0%
93 Rivian Automotive, Inc. 96,280.0 $1.7M 0.04% -8K -7.3% $17.35
94 VMC Vulcan Materials Company Basic Materials 5,630.0 $1.7M 0.04% -685.0 -10.8% $295.01 -7.1%
95 SBUX Starbucks Corporation Consumer Cyclical 10,432.0 $1.1M 0.02% -80.0 -0.8% $102.19 +3.5%
96 DSI iShares MSCI KLD 400 Social 6,075.0 $865K 0.02% $142.39 +3.0%
97 ROL Rollins, Inc. Consumer Cyclical 14,620.0 $610K 0.01% NEW $41.74 -12.9%
98 AXP American Express Company Financial Services 1,600.0 $541K 0.01% -100.0 -5.9% $338.25 -0.7%
99 DIS The Walt Disney Company Communication Services 5,423.0 $522K 0.01% -1K -16.7% $96.25 +15.6%
100 AbbVie Inc. 1,923.0 $484K 0.01% $251.64
Page 5 of 6  ·  109 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%