13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001276918
Total reported value
$4.4B
$4.4B
178 檔
28.4%
As reported in its official Q1 2026 Form 13F filing, Zevenbergen Capital Investments LLC's tracked investment portfolio stood at $4.4B with 178 total positions.
Zevenbergen Capital Investments LLC executed strategic sector rebalancing during Q1 2026, establishing 10 new positions while fully exiting 5 holdings and trimming 50 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 9.91% | — | -16.13% | ||
| 2 | NVDA | Nvidia CORP | Stock-Tech | 9.91% | -1.66% | — | |
| 3 | ✓ | Stock-Other | 5.74% | — | -22.61% | ||
| 4 | TSLA | Tesla Inc | Stock-Consumer Disc | 5.74% | -0.61% | — | |
| 5 | ✓ | Stock-Other | 4.51% | — | -8.26% | ||
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.51% | -0.10% | — | |
| 7 | ✓ | Stock-Other | 4.47% | — | -21.83% | ||
| 8 | SHOP | Shopify Inc - Class A | Stock-Tech | 4.47% | -1.38% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.79% | -0.42% | -25.09% | |
| 10 | ✓ | Stock-Other | 3.70% | — | -32.28% | ||
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.70% | -0.86% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 3.66% | -0.33% | -0.02% | |
| 13 | ✓ | Stock-Other | 3.56% | — | -21.75% | ||
| 14 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 3.56% | -0.95% | — | |
| 15 | ✓ | Stock-Other | 3.52% | — | -14.90% | ||
| 16 | AXON | Axon Enterprise Inc | Stock-Industrials | 3.52% | +0.35% | — | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 3.35% | -0.69% | +0.02% | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 3.27% | +2.19% | +1.68% | |
| 19 | ✓ | Stock-Other | 2.78% | — | — | ||
| 20 | AVGO | Broadcom Inc | Stock-Tech | 2.78% | -0.03% | — | |
| 21 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 2.57% | -0.10% | +0.66% | |
| 22 | ✓ | Stock-Other | 2.16% | — | -13.45% | ||
| 23 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 2.16% | -0.02% | — | |
| 24 | SWTSX | Schwab Tot Stk Mrkt Indx | Stock-Other | 1.91% | -0.87% | — | |
| 25 | RKLB | Rocket Lab CORP | Stock-Industrials | 1.89% | +0.44% | -6.03% | |
| 26 | SNOW | Snowflake Inc | Stock-Tech | 1.88% | +0.26% | -0.57% | |
| 27 | ✓ | Stock-Other | 1.88% | — | -9.88% | ||
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.88% | -0.06% | — | |
| 29 | MU | Micron Technology Inc | Stock-Tech | 1.86% | +2.73% | -28.07% | |
| 30 | ✓ | Stock-Other | 1.68% | — | -21.33% | ||
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 1.68% | -0.73% | — | |
| 32 | ✓ | Stock-Other | 1.65% | — | -27.58% | ||
| 33 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.65% | +0.77% | — | |
| 34 | ✓ | Stock-Other | 1.62% | — | -20.24% | ||
| 35 | UBER | Uber Technologies Inc | Stock-Industrials | 1.62% | -0.67% | — | |
| 36 | ✓ | Stock-Other | 1.58% | — | -2.65% | ||
| 37 | PWR | Quanta Services Inc | Stock-Industrials | 1.58% | +0.06% | — | |
| 38 | NTRA | Natera Inc | Stock-Healthcare | 1.50% | +0.08% | -19.19% | |
| 39 | KRMN | Karman Holdings Inc | Stock-Industrials | 1.44% | -0.44% | +16.08% | |
| 40 | TOST | Toast Inc-class A | Stock-Tech | 1.35% | -0.08% | -4.33% | |
| 41 | ✓ | Stock-Other | 1.09% | — | +106.39% | ||
| 42 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 1.09% | +1.39% | — | |
| 43 | ✓ | Stock-Other | 1.08% | — | -18.55% | ||
| 44 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.08% | -0.54% | — | |
| 45 | ✓ | Stock-Other | 1.07% | — | -41.72% | ||
| 46 | NOW | Servicenow Inc | Stock-Tech | 1.07% | -0.80% | — | |
| 47 | ✓ | Stock-Other | 0.97% | — | +9.01% | ||
| 48 | APP | Applovin Corp-class A | Stock-Tech | 0.97% | -0.03% | — | |
| 49 | ANET | Arista Networks Inc | Stock-Tech | 0.90% | +0.09% | +3.46% | |
| 50 | ✓ | Stock-Other | 0.84% | — | +23.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MPWR | Monolithic Power Systems Inc | +0.9% | +0.66% | Add |
| 2 | ✓ | +0.9% | -13.45% | Trim | |
| 3 | AMD | Advanced Micro Devices | +0.7% | +1.68% | Add |
| 4 | AAPL | Apple Inc | +0.6% | -0.02% | Trim |
| 5 | ✓ | +0.6% | -2.65% | Trim | |
| 6 | KRMN | Karman Holdings Inc | +0.6% | +16.08% | Add |
| 7 | ✓ | +0.5% | +106.39% | Add | |
| 8 | ✓ | +0.4% | — | Unchanged | |
| 9 | AMAT | Applied Materials Inc | +0.4% | +12.57% | Add |
| 10 | ✓ | +0.4% | -8.26% | Trim | |
| 11 | ✓ | +0.3% | +176.89% | Add | |
| 12 | CDNS | Cadence Design Sys Inc | +0.2% | +62.26% | Add |
| 13 | ✓ | +0.2% | +53.62% | Add | |
| 14 | KLAC | Kla CORP | +0.2% | — | Unchanged |
| 15 | RKLB | Rocket Lab CORP | +0.2% | -6.03% | Trim |
| 16 | ✓ | +0.2% | — | Unchanged | |
| 17 | ✓ | +0.2% | -7.22% | Trim | |
| 18 | ANET | Arista Networks Inc | +0.2% | +3.46% | Add |
| 19 | MU | Micron Technology Inc | +0.2% | -28.07% | Trim |
| 20 | ✓ | +0.1% | -16.13% | Trim | |
| 21 | ✓ | +0.1% | -9.88% | Trim | |
| 22 | ✓ | +0.1% | +23.28% | Add | |
| 23 | APH | Amphenol Corp-cl A | +0.1% | — | Unchanged |
| 24 | ARM | Arm Holdings Plc-adr | +0.1% | +2.53% | Add |
| 25 | ✓ | +0.1% | +1.04% | Add | |
| 26 | ✓ | +0.1% | -21.33% | Trim | |
| 27 | ✓ | +0.1% | +2.26% | Add | |
| 28 | ✓ | +0.1% | +601.07% | Add | |
| 29 | ✓ | +0.1% | +47.45% | Add | |
| 30 | ✓ | +0.1% | +60.92% | Add | |
| 31 | ✓ | 0% | +0.85% | Add | |
| 32 | DE | Deere & Co | 0% | +15.98% | Add |
| 33 | JNJ | Johnson & Johnson | 0% | +1.82% | Add |
| 34 | AMGN | Amgen Inc | 0% | +0.40% | Add |
| 35 | PCAR | Paccar Inc | 0% | +1.49% | Add |
| 36 | HD | Home Depot Inc | 0% | +1.37% | Add |
| 37 | ✓ | 0% | +0.94% | Add | |
| 38 | ✓ | 0% | +6.29% | Add | |
| 39 | ✓ | 0% | +2.53% | Add | |
| 40 | PGR | Progressive CORP | 0% | -0.62% | Trim |
| 41 | ✓ | 0% | +37.99% | Add | |
| 42 | CTAS | Cintas CORP | 0% | +1.29% | Add |
| 43 | SBUX | Starbucks CORP | 0% | +3.55% | Add |
| 44 | ECL | Ecolab Inc | 0% | +2.64% | Add |
| 45 | ✓ | 0% | +0.64% | Add | |
| 46 | ✓ | 0% | — | Unchanged | |
| 47 | ✓ | — | -19.95% | Trim | |
| 48 | ABT | Abbott Laboratories | — | +1.94% | Add |
| 49 | ✓ | — | -14.61% | Trim | |
| 50 | AXP | American Express Co | — | — | Unchanged |
According to official SEC Form 13F filings, Zevenbergen Capital Investments LLC reported a total U.S. public equity portfolio value of $4.4B across 178 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including , NVDA, ) accounted for 28.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
SWTSX
市值: $66.5M
Top Position Liquidated / Trimmed
EXACT SCIENCES CORP
前期市值: $30.8M
During Q1 2026, Zevenbergen Capital Investments LLC's top holdings by market value included (9.9%)、NVDA (9.9%)、 (5.7%). The largest single position, , represented 9.9% of total portfolio value.
In Q1 2026, Zevenbergen Capital Investments LLC made 104 total portfolio adjustments, initiating 10 new buys, adding to 39 positions, trimming 50 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.