ZEVENBERGEN CAPITAL INVESTMENTS LLC

ZEVENBERGEN CAPITAL INVESTMENTS LLC, led by the seasoned investor Eric Zavrel, currently manages $4.5 billion in assets with a focus on growth-oriented tech and consumer discretionary stocks, as evidenced by top holdings like NVDA and TSLA. Recently, the fund has made notable shifts by adding KRMN, PODD, and CAI, while significantly cutting ARM and TTD positions, and increasing stakes in APP and CRDO, reflecting a strategy of capitalizing on emerging tech trends and consumer shifts.

📌 Top Holdings