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Zevenbergen Capital Investments LLC

CIK:0001276918
Investment Adviser
$5B AUM
103 holdings
Edmonds, WA, United States
Founded:1987
25 employees
zci.com
Latest filing:Sep 30, 2025

Zevenbergen Capital Investments LLC, founded in 1987 and headquartered in Edmonds, Washington, is an SEC-registered investment adviser specializing in high-conviction growth equity strategies. The firm is privately owned and serves public plans, corporations, foundations, endowments, and high-net-worth individuals. Employing a research-driven approach, Zevenbergen focuses on identifying and investing in companies with significant growth potential. With under 25 employees, the firm provides tailored investment management solutions for a diverse client base, including individual investors, financial professionals, and institutional clients such as retirement plans and foundations.

Investment Strategy

Zevenbergen Capital Investments employs a high-conviction growth equity strategy, building concentrated portfolios with allocations to innovative and disruptive businesses—often driven by technological advances. The investment process is centered around in-depth research to identify companies with durable business models and significant revenue, earnings, and cash flow growth potential. The firm favors long-term holdings to maximize research and return opportunities and places particular emphasis on companies with strong management teams capable of driving innovation. Portfolios typically hold 30-50 positions, prioritizing long-term performance over short-term market movements and focusing on emerging and high-growth companies.

Top Buys
T
TSLATesla, Inc.
+$77.6M
N
NVDANVIDIA Corporation
+$48.9M
G
GOOGLAlphabet Inc. Class A
+$47.3M
G
GOOGAlphabet Inc. Class C
+$42.1M
S
SHOPShopify Inc.
+$38.4M
Top Sells
A
AXONAxon Enterprise, Inc.
-$59.0M
T
TTDThe Trade Desk, Inc.
-$55.4M
M
MELIMercadoLibre, Inc.
-$42.9M
N
NFLXNetflix, Inc.
-$36.1M
A
ABNBAirbnb, Inc.
-$34.7M

Top Holdings

N
NVDANVIDIA Corporation
+10.1%$519.8M
T
TSLATesla, Inc.
+7.5%$383.7M
S
SHOPShopify Inc.
+5.9%$304.9M
M
METAMeta Platforms, Inc.
+5.5%$284.6M
A
AXONAxon Enterprise, Inc.
+5.2%$265.1M

Equity Positions (102)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA Corporation10.10%$519.8M2,785,801$5.13$186.58+$48.9M
T
TSLA
Tesla, Inc.7.46%$383.7M862,697$51.71$444.72+$77.6M
S
SHOP
Shopify Inc.5.93%$304.9M2,051,940$23.54$148.61+$38.4M
M
META
Meta Platforms, Inc.5.53%$284.6M387,598$264.13$734.38-$12.7M
A
AXON
Axon Enterprise, Inc.5.15%$265.1M369,364$121.64$717.64-$59.0M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+19.4%
SEMICONDUCTORS & RELATED DEVICES
+18.2%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+15.0%
SERVICES-BUSINESS SERVICES, NEC
+8.9%
MOTOR VEHICLES & PASSENGER CAR BODIES
+7.6%

Investment Team (11)

NameRoleLocationLinkedIn
A
Amanda Oakeley		Investment AssociateKirkland, WA , United States
D
Dani Blanchard		Research AnalystSeattle, WA , United States
H
Herb Albin		Client Portfolio ManagerSeattle, WA , United States
J
Jarod Shannon		Investment AssociateSeattle, WA , United States
Jim Fasano
Jim Fasano		Managing DirectorSeattle, WA , United States
J
Joe Dennison		Portfolio ManagerSeattle, WA , United States
Leslie Tubbs
Leslie Tubbs		Chief Operating Officer, Portfolio ManagerSeattle, WA , United States
Lisa Foley
Lisa Foley		Managing DirectorSeattle, WA , United States
Manfred Kanther
Manfred Kanther		Client Portfolio ManagerPhiladelphia, PA , United States
Stein Hugus
Stein Hugus		Senior Performance AnalystSeattle, WA , United States
Showing 1-10 of 11 team members