ZEVENBERGEN CAPITAL INVESTMENTS LLC
All 13F Filings
- Location
- Edmonds, WA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 3,477,967
- Description
- Edmonds Washington based planning integrated investment advisor with a manager led operating structure and a disciplined and process driven investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and planning integrated mandate design for planning centered advisory portfolios. The process prioritizes downside control, mandate clarity, and consistent execution standards through allocation committee oversight and exposure consistency.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/9/2026 | 110 | 3,477,967 | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC |
| Q4 2025 | 1/15/2026 | 105 | 4,496,523 | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC |
| Q3 2025 | 10/9/2025 | 103 | 5,144,247 | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC |
| Q2 2025 | 7/7/2025 | 105 | 5,125,561 | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC |
| Q1 2025 | 5/12/2025 | 101 | 4,100,009 | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC |
| Q4 2024 | 2/11/2025 | 101 | 4,905,825 | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC |
| Q3 2024 | 11/12/2024 | 103 | 4,766,562 | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC |
| Q2 2024 | 8/13/2024 | 102 | 4,670,956 | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC |
| Q1 2024 | 5/7/2024 | 104 | 4,710,127 | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC |
| Q4 2023 | 2/8/2024 | 98 | 4,343,555 | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC |
| Q3 2023 | 11/1/2023 | 101 | 3,912,952 | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC |
| Q2 2023 | 8/9/2023 | 101 | 4,204,318 | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC |
| Q1 2023 | 5/11/2023 | 99 | 3,727,778 | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC |
| Q4 2022 | 2/13/2023 | 97 | 2,975,737 | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC |
| Q3 2022 | 11/14/2022 | 101 | 3,533,681 | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC |
| Q2 2022 | 8/11/2022 | 85 | 2,187,555 | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC |
| Q1 2022 | 5/12/2022 | 85 | 3,718,975 | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC |
| Q4 2021 | 2/11/2022 | 90 | 4,796,953 | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC |
| Q3 2021 | 11/12/2021 | 94 | 5,269,297 | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC |
| Q2 2021 | 8/11/2021 | 95 | 5,634,155 | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC |
| Q1 2021 | 5/12/2021 | 96 | 5,266,763 | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC |
| Q4 2020 | 2/10/2021 | 82 | 5,713,900 | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC |
| Q3 2020 | 11/12/2020 | 82 | 4,982,451 | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC |
| Q2 2020 | 8/12/2020 | 83 | 4,193,944 | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC |
| Q1 2020 | 5/12/2020 | 79 | 2,654,471 | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC |
| Q4 2019 | 2/7/2020 | 82 | 2,695,204 | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC |
| Q1 2014 | 5/12/2014 | 73 | 2,792,689 | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC |
| Q4 2013 | 2/13/2014 | 66 | 2,900,605 | 13F-HR | ZEVENBERGEN CAPITAL INVESTMENTS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.408 M | 98.0% | 0 | 1.088 M | -1.088 M |
| ETFs | 69.61 K | 2.0% | 69.61 K | 0 | 69.61 K |
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Fund Snapshot
Q1 2026
Latest filed
4/9/2026
Total value ($000)
3,477,967
Holdings
110
QoQ value change ($000)
-1,018,556
(-22.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.