13F Institutional Holdings
ZEVENBERGEN CAPITAL INVESTMENTS IIR Report | ThinkSabio - Stocks Simplified
Oct 18, 2026 · ThinkSabio Blog
ZEVENBERGEN CAPITAL INVESTMENTS – Q3 2026 PF Holdings
AUM: $4.26B
NEWLY BOUGHT Top-25: #DASH #ABNB #WMT #U #FIG #LIFE #CART #DPC #LHX #VZ #FEIM #IMDX
INCREASED Top-25: #MSFT #AAPL #CRDO #APH #RKLB #SPCX #TSM #FIX #ANET #AMAT #MRVL #DDOG #KLAC #COHR #V #XMTR #SN #NXPI #ARM #MDB #JPM #NAVN #IONQ #BE #COST
NO-CHANGE Top-25: #PANW #ASML #CDNS #STX #APPF #SPY #SBUX #DSI #AXP #ABBV #LGIH #DIA #DHI #MRK
REDUCED Top-25: #NVDA #GOOG #TSLA #AMD #AMZN #SHOP #MU #META #AVGO #AXON #SNOW #MELI #CRWD #MPWR #GOOGL #VRT #NTRA #PWR #TOST #DELL #KRMN #IOT #UBER #VEEV #TMDX
SOLD-OFF Top-15: #PODD #TTAN #MIR #WING #TSCO
Negative Returns (YTD): #PODD:-50% #WING:-49% #MIR:-36% #TSCO:-35% #TTAN:-26%
Note:
- Newly bought + Increased + Reduced + Sold-Off – highest invested first
- Descending order based on Q3 2026 net investment value
- Returns are presented on a YTD basis
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