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ZEVENBERGEN CAPITAL INVESTMENTS LLC Last Quarter Change: USA Stocks, New

ZEVENBERGEN CAPITAL INVESTMENTS LLC quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, ZEVENBERGEN CAPITAL INVESTMENTS LLC opened 7 positions, added to 31, reduced 53, sold out of 10 and left 11 unchanged. The largest increase in value was MU (+$135,957,672); the largest decrease was CSHX (-$27,680,413).

  • FIX: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 14,414.
  • MRVL: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 89,657.
  • IONQ: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 200,000.
  • ROL: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 14,620.

Two Form 13F-HR filings compared (SEC CIK 1276918): 2026-03-31 (filed 2026-04-09) and 2026-06-30 (filed 2026-07-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
FIX
Comfort Systems USA, Inc.
United StatesCOM014,414+14,414$0$28,567,827+$28,567,827
MRVL
Marvell Technology, Inc.
United StatesCOM089,657+89,657$0$26,707,924+$26,707,924
IONQ
IonQ, Inc.
United StatesCOM0200,000+200,000$0$10,652,000+$10,652,000
ROL
Rollins, Inc.
United StatesCOM014,620+14,620$0$610,239+$610,239
NAVN
Navan, Inc. Class A
United StatesCOM016,700+16,700$0$381,929+$381,929
MRK
Merck & Co., Inc.
United StatesCOM01,565+1,565$0$201,103+$201,103
CARL
Carlsmed, Inc.
United StatesCOM011,900+11,900$0$123,522+$123,522

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