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Zevenbergen Capital Investments Llc
správce aktiv · portfolio $4.37 mld. · 189 pozic · zpráva k 30.09.2026
Akciové Pozice zpráva za 30.09.2026, podána 08.10.2026; změna — oproti 30.06.2026 · 123
| Společnost | Akcie | Hodnota | % portfolia | Změna za Čtvrtletí |
|---|---|---|---|---|
| NVIDIA Corporation US:NVDA | 1 765 724 | $403 mil. | 9.23% | −40 152 |
| Microsoft Corporation US:MSFT | 517 109 | $265 mil. | 6.07% | +204 714 |
| Advanced Micro Devices Inc US:AMD | 348 709 | $213 mil. | 4.88% | −62 876 |
| Alphabet Inc. US:GOOG | 546 566 | $186 mil. | 4.26% | −30 |
| Tesla, Inc. US:TSLA | 521 985 | $185 mil. | 4.24% | −12 137 |
| Apple Inc. US:AAPL | 504 622 | $168 mil. | 3.84% | +451 |
| Shopify Inc US:SHOP | 1 064 021 | $158 mil. | 3.61% | −119 795 |
| Micron Technology Inc US:MU | 144 500 | $154 mil. | 3.52% | −29 465 |
| Amazon.com, Inc. US:AMZN | 617 565 | $154 mil. | 3.52% | −769 |
| Meta Platforms, Inc. US:META | 210 063 | $152 mil. | 3.48% | −10 360 |
| CrowdStrike Holdings, Inc. US:CRWD | 478 239 | $127 mil. | 2.90% | +339 134 |
| Snowflake Inc. US:SNOW | 361 516 | $123 mil. | 2.81% | −6 813 |
| Broadcom Inc. US:AVGO | 319 000 | $112 mil. | 2.56% | −150 |
| Monolithic Power Systems Inc US:MPWR | 74 736 | $101 mil. | 2.30% | −3 868 |
| MercadoLibre Inc. US:MELI | 55 119 | $95.3 mil. | 2.18% | −12 247 |
| Natera, Inc. US:NTRA | 227 444 | $94.0 mil. | 2.15% | −27 105 |
| Axon Enterprise Inc. US:AXON | 217 876 | $92.1 mil. | 2.11% | −84 275 |
| Rocket Lab USA Inc. US:RKLB | 1 212 160 | $84.5 mil. | 1.93% | +207 157 |
| Credo Technology Group Holdi… CUSIP G25457105 | 418 991 | $81.6 mil. | 1.87% | +19 685 |
| SPACE EXPLORATION TECHNOLOGI… US:SPCX | 516 016 | $77.8 mil. | 1.78% | +418 352 |
| Alphabet Inc. US:GOOGL | 221 630 | $76.3 mil. | 1.74% | −1 572 |
| Vertiv Holdings Co US:VRT | 273 308 | $66.0 mil. | 1.51% | −6 684 |
| Quanta Services Inc US:PWR | 97 863 | $62.9 mil. | 1.44% | −1 728 |
| Taiwan Semiconductor Manufac… US:TSM · depozitní certifikát | 125 498 | $57.3 mil. | 1.31% | +16 833 |
| Toast Inc US:TOST | 1 938 736 | $56.2 mil. | 1.29% | −53 290 |
| Arista Networks US:ANET | 254 095 | $51.7 mil. | 1.18% | +195 |
| Comfort Systems USA Inc US:FIX | 30 515 | $50.5 mil. | 1.15% | +16 101 |
| Dell Technologies Inc. US:DELL | 89 030 | $47.9 mil. | 1.10% | −15 160 |
| Marvell Technology, Inc. US:MRVL | 179 565 | $47.4 mil. | 1.09% | +89 908 |
| Applied Materials Inc US:AMAT | 86 800 | $44.4 mil. | 1.02% | +8 000 |
| Datadog, Inc. US:DDOG | 160 585 | $44.0 mil. | 1.01% | +485 |
| Palo Alto Networks Inc US:PANW | 93 910 | $37.3 mil. | 0.85% | — |
| Schwab Cap Tr CUSIP 808509756 | 1 989 573 | $36.7 mil. | 0.84% | −519 481 |
| KLA Corporation US:KLAC | 164 090 | $32.0 mil. | 0.73% | +14 090 |
| Veeva Systems Inc Class A US:VEEV | 109 731 | $31.3 mil. | 0.72% | −1 796 |
| Xometry Inc US:XMTR | 297 552 | $30.6 mil. | 0.70% | +159 227 |
| Amphenol Corporation US:APH | 352 195 | $29.7 mil. | 0.68% | +176 165 |
| Coherent Inc US:COHR | 100 301 | $28.9 mil. | 0.66% | +20 524 |
| Samsara Inc US:IOT | 734 237 | $28.0 mil. | 0.64% | −97 976 |
| Visa Inc. Class A US:V | 76 398 | $27.5 mil. | 0.63% | +50 |
| SharkNinja, Inc. CUSIP G8068L108 | 145 282 | $26.2 mil. | 0.60% | +5 557 |
| Uber Technologies Inc US:UBER | 364 383 | $25.0 mil. | 0.57% | −209 454 |
| ASML Holding N.V. CUSIP N07059210 | 13 222 | $24.0 mil. | 0.55% | — |
| Karman Holdings Inc. US:KRMN | 714 745 | $23.2 mil. | 0.53% | −159 829 |
| TransMedics Group Inc US:TMDX | 267 282 | $22.3 mil. | 0.51% | −41 109 |
| Caris Life Sciences, Inc. US:CAI | 719 597 | $22.0 mil. | 0.50% | −82 486 |
| Cadence Design Systems Inc US:CDNS | 65 000 | $21.5 mil. | 0.49% | — |
| NXP Semiconductors N.V. CUSIP N6596X109 | 86 100 | $20.5 mil. | 0.47% | +13 000 |
| Seagate Technology Holdings… CUSIP G7997R103 | 22 100 | $20.4 mil. | 0.47% | — |
| Arm Holdings plc American De… US:ARM · depozitní certifikát | 62 945 | $18.2 mil. | 0.42% | +1 980 |
| ServiceNow Inc US:NOW | 120 230 | $16.1 mil. | 0.37% | −135 |
| Spotify Technology S.A. CUSIP L8681T102 | 31 517 | $15.4 mil. | 0.35% | −20 100 |
| MongoDB US:MDB | 42 100 | $14.7 mil. | 0.34% | +8 900 |
| QUALCOMM INC/DE US:QCOM | 78 187 | $14.4 mil. | 0.33% | −37 790 |
| Appfolio Inc US:APPF | 57 300 | $11.5 mil. | 0.26% | — |
| JPMorgan Chase & Co. US:JPM | 29 263 | $9.68 mil. | 0.22% | +640 |
| IONQ Inc US:IONQ | 218 605 | $9.59 mil. | 0.22% | +18 605 |
| Bloom Energy Corp US:BE | 34 390 | $9.53 mil. | 0.22% | +2 800 |
| Navan, Inc. Class A US:NAVN | 387 738 | $8.14 mil. | 0.19% | +371 038 |
| Oracle Corporation US:ORCL | 57 890 | $7.95 mil. | 0.18% | −7 475 |
| COSTCO WHOLESALE CORP /NEW US:COST | 8 303 | $7.56 mil. | 0.17% | +100 |
| Netflix Inc US:NFLX | 106 535 | $7.41 mil. | 0.17% | −474 810 |
| On Holding AG CUSIP H5919C104 | 246 670 | $7.30 mil. | 0.17% | −130 801 |
| Nebius Group N.V. CUSIP N97284108 | 24 050 | $5.67 mil. | 0.13% | +1 550 |
| BlackRock Inc US:BLK | 5 049 | $5.34 mil. | 0.12% | +318 |
| Amgen Inc US:AMGN | 10 462 | $4.41 mil. | 0.10% | +473 |
| Cintas Corporation US:CTAS | 20 700 | $4.04 mil. | 0.09% | +480 |
| Booking Holdings Inc US:BKNG | 23 940 | $3.90 mil. | 0.09% | −1 535 |
| Progressive Corp US:PGR | 17 350 | $3.60 mil. | 0.08% | +490 |
| nLIGHT Inc US:LASR | 91 061 | $3.55 mil. | 0.08% | −244 974 |
| Rubrik, Inc. US:RBRK | 30 625 | $3.51 mil. | 0.08% | −375 |
| DoorDash, Inc. Class A US:DASH | 18 389 | $3.38 mil. | 0.08% | nová |
| Deere & Company US:DE | 4 815 | $3.23 mil. | 0.07% | +350 |
| PACCAR Inc US:PCAR | 29 207 | $3.21 mil. | 0.07% | −200 |
| The Home Depot Inc US:HD | 10 987 | $3.13 mil. | 0.07% | +515 |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 3 931 | $3.00 mil. | 0.07% | — |
| Johnson & Johnson US:JNJ | 11 139 | $2.95 mil. | 0.07% | +10 |
| Quest Diagnostics Incorporat… US:DGX | 12 325 | $2.87 mil. | 0.07% | +1 010 |
| Waste Management Inc US:WM | 12 937 | $2.64 mil. | 0.06% | +1 782 |
| Applovin Corp US:APP | 9 051 | $2.63 mil. | 0.06% | −71 520 |
| Catl US:CYATY · depozitní certifikát | 154 225 | $2.36 mil. | 0.05% | +58 200 |
| DraftKings Inc. US:DKNG | 115 740 | $2.20 mil. | 0.05% | −800 |
| Reddit, Inc. US:RDDT | 15 250 | $2.17 mil. | 0.05% | +10 |
| Nextera Energy Inc US:NEE | 26 450 | $2.00 mil. | 0.05% | +1 377 |
| ABBOTT LABORATORIES US:ABT | 19 049 | $1.88 mil. | 0.04% | −15 |
| Symbotic Inc US:SYM | 44 160 | $1.86 mil. | 0.04% | −640 |
| Ecolab Inc US:ECL | 6 625 | $1.82 mil. | 0.04% | +375 |
| Airbnb Inc US:ABNB | 10 771 | $1.73 mil. | 0.04% | nová |
| Cisco Systems Inc US:CSCO | 15 905 | $1.71 mil. | 0.04% | −185 |
| Blackstone Inc. US:BX | 14 455 | $1.62 mil. | 0.04% | −375 |
| Vulcan Materials Company US:VMC | 5 655 | $1.38 mil. | 0.03% | +25 |
| Unity Software Inc US:U | 32 602 | $1.33 mil. | 0.03% | nová |
| Walmart Inc. US:WMT | 12 000 | $1.25 mil. | 0.03% | nová |
| Rivian Automotive Inc US:RIVN | 78 385 | $1.17 mil. | 0.03% | −17 895 |
| Kraken Robotics Inc US:KRKNF | 353 260 | $1.08 mil. | 0.02% | −153 525 |
| STARBUCKS CORP US:SBUX | 10 432 | $980 tis. | 0.02% | — |
| iShares MSCI KLD 400 Social… US:DSI · ETF | 6 075 | $888 tis. | 0.02% | — |
| Ethos Technologies Inc. Clas… US:LIFE | 21 452 | $720 tis. | 0.02% | nová |
| Virtus Zevenbergen Technolog… CUSIP 92837Q843 | 4 553 | $656 tis. | 0.02% | nová |
| Walt Disney Co US:DIS | 5 088 | $534 tis. | 0.01% | −335 |
| Amprius Technologies Inc. US:AMPX | 52 050 | $504 tis. | 0.01% | −329 370 |
| AbbVie Inc US:ABBV | 1 923 | $503 tis. | 0.01% | — |
| American Express Company US:AXP | 1 600 | $487 tis. | 0.01% | — |
| Figma, Inc. US:FIG | 22 960 | $483 tis. | 0.01% | nová |
| Rollins Inc US:ROL | 12 745 | $384 tis. | 0.01% | −1 875 |
| Maplebear Inc. US:CART | 8 288 | $357 tis. | 0.01% | nová |
| SPDR Dow Jones Industrial Av… US:DIA · ETF | 650 | $331 tis. | 0.01% | — |
| DPC Holdings PLC CUSIP G2R11M108 | 7 450 | $315 tis. | 0.01% | nová |
| Broadridge Financial Solutio… US:BR | 1 795 | $289 tis. | 0.01% | −235 |
| LGI Homes US:LGIH | 6 150 | $287 tis. | 0.01% | — |
| L3Harris Technologies Inc US:LHX | 1 188 | $281 tis. | 0.01% | nová |
| Carlsmed, Inc. US:CARL | 17 900 | $252 tis. | 0.01% | +6 000 |
| Verizon Communications Inc US:VZ | 5 126 | $235 tis. | 0.01% | nová |
| Cashmere Valley Bank US:CSHX | 2 585 | $232 tis. | 0.01% | nová |
| Merck & Co., Inc. US:MRK | 1 565 | $227 tis. | 0.01% | — |
| Frequency Electronics Inc US:FEIM | 2 630 | $222 tis. | 0.01% | nová |
| DR Horton Inc US:DHI | 1 565 | $214 tis. | 0.00% | — |
| Insight Molecular Diagnostic… US:IMDX | 22 000 | $79.0 tis. | 0.00% | nová |
| Insulet Corporation US:PODD | 0 (bylo 88 606) | — | — | prodána |
| Mirion Technologies Inc US:MIR | 0 (bylo 400 300) | — | — | prodána |
| ServiceTitan, Inc. Class A US:TTAN | 0 (bylo 121 875) | — | — | prodána |
| Tractor Supply Company US:TSCO | 0 (bylo 8 415) | — | — | prodána |
| Wingstop Inc US:WING | 0 (bylo 1 945) | — | — | prodána |
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