Long-term investor

Zevenbergen Capital Investments LLC @zevenbergencapitalinvest

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001276918).

Record

  • Tracked since 2025-06-30 (434 days), 120 trades recorded
  • Returns: week n/a · month n/a · 90 days +13.2% · 6 months -2.6% · 1 year +2.0% · all +2.0%
  • Max drawdown -13.9% · Sharpe -0.15 · win rate 11% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NVDA · 8.3% · long · since 2025-06-30
  • AMD · 5.5% · long · since 2025-06-30
  • TSLA · 5.1% · long · since 2025-06-30
  • MU · 4.6% · long · since 2025-06-30
  • GOOG · 4.4% · long · since 2025-06-30
  • AXON · 3.9% · long · since 2025-06-30
  • AMZN · 3.4% · long · since 2025-06-30
  • AAPL · 3.3% · long · since 2025-06-30
  • SHOP · 3.1% · long · since 2025-06-30
  • META · 2.8% · long · since 2025-06-30
  • AVGO · 2.8% · long · since 2025-06-30
  • MSFT · 2.7% · long · since 2025-06-30

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