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

ZEVENBERGEN CAPITAL INVESTMENTS LLC quarter change: USA Stocks, Unchanged

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).

AMAT: Country of operation United States; Class COM; Shares 2026-03-31 78,800; Shares 2026-06-30 78,800.
ANET: Country of operation United States; Class COM; Shares 2026-03-31 253,900; Shares 2026-06-30 253,900.
ASML: Country of operation —; Class COM; Shares 2026-03-31 13,222; Shares 2026-06-30 13,222.
CDNS: Country of operation United States; Class COM; Shares 2026-03-31 65,000; Shares 2026-06-30 65,000.

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.

Stock	Country of operation	Class	Shares 2026-03-31	Shares 2026-06-30	Value 2026-03-31	Value 2026-06-30	Value change
AMAT Applied Materials, Inc.	United States	COM	78,800	78,800	$26,933,052	$56,972,400	+$30,039,348
ANET Arista Networks Inc	United States	COM	253,900	253,900	$31,173,842	$43,132,532	+$11,958,690
ASML ASML Holding N.V.		COM	13,222	13,222	$17,464,014	$26,304,376	+$8,840,362
CDNS Cadence Design Systems, Inc.	United States	COM	65,000	65,000	$18,061,550	$24,395,800	+$6,334,250
NXPI NXP Semiconductors N.V.		COM	73,100	73,100	$14,390,466	$20,543,293	+$6,152,827
MDB MongoDB, Inc.	United States	COM	33,200	33,200	$8,126,364	$11,151,880	+$3,025,516
DKNG DraftKings Inc.	United States	COM	116,540	116,540	$2,519,595	$2,943,800	+$424,205
LGIH LGI HOMES, INC.	United States	COM	6,150	6,150	$243,110	$391,632	+$148,522
WM Waste Management, Inc.	United States	COM	11,155	11,155	$2,563,307	$2,486,226	-$77,081
ABBV AbbVie Inc.	United States	COM	1,923	1,923	$418,233	$483,904	+$65,671
DHI D. R. Horton, Inc.	United States	COM	1,565	1,565	$214,749	$254,907	+$40,158

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