Nancy Zevenbergen / Portfolio / 2025-Q2

    Company Shares Market value Share price
    NVIDIA Corporation 3M $471M $158
    Axon Enterprise, Inc. 391K $324M $828
    Tesla, Inc. 964K $306M $318
    Meta Platforms, Inc. 403K $297M $738
    MercadoLibre, Inc. 111K $291M $2.6K
    Shopify Inc. 2.3M $267M $115
    Amazon.com, Inc. 1.1M $245M $219
    Netflix, Inc. 119K $159M $1.3K
    Microsoft Corporation 319K $159M $497
    The Trade Desk, Inc. 2.2M $156M $72
    ServiceNow, Inc. 148K $152M $1K
    Uber Technologies, Inc. 1.5M $141M $93
    CrowdStrike Holdings, Inc. 263K $134M $509
    Spotify Technology S.A. 153K $118M $767
    Alphabet Inc. 636K $113M $177
    Apple Inc. 476K $98M $205
    Toast, Inc. 2.2M $95M $44
    Broadcom Inc. 312K $86M $276
    Advanced Micro Devices, Inc. 596K $85M $142
    Palo Alto Networks, Inc. 409K $84M $205
    Arm Holdings plc American Depositary Shares 477K $77M $162
    Natera, Inc. 406K $69M $169
    Snowflake Inc. 301K $67M $224
    e.l.f. Beauty, Inc. 503K $63M $124
    Veeva Systems Inc. 205K $59M $288
    Zillow Group, Inc. Class C 825K $58M $70
    Wingstop Inc. 165K $56M $337
    DexCom, Inc. 623K $54M $87
    Exact Sciences Corporation 1M $54M $53
    Quanta Services, Inc. 111K $42M $378
    Rocket Lab USA, Inc. 1.1M $39M $36
    Samsara Inc. 955K $38M $40
    Micron Technology, Inc. 303K $37M $123
    Oracle Corporation 164K $36M $219
    Airbnb, Inc. 264K $35M $132
    On Holding AG 633K $33M $52
    Monolithic Power Systems, Inc. 42K $31M $731
    Clearwater Analytics Holdings, Inc. 1.4M $30M $22
    Datadog, Inc. 210K $28M $134
    CyberArk Software Ltd. 67K $27M $407
    Ares Management Corporation 150K $26M $173
    Arista Networks, Inc. 245K $25M $102
    HubSpot, Inc. 40K $22M $557
    Intuit Inc. 26K $20M $788
    Booking Holdings Inc. 3.1K $18M $5.8K
    Amphenol Corporation 176K $17M $99
    QUALCOMM Incorporated 105K $17M $159
    TransMedics Group, Inc. 122K $16M $134
    Pinterest, Inc. 426K $15M $36
    Dell Technologies Inc. 112K $14M $123
    KLA Corporation 15K $13M $896
    Applied Materials, Inc. 70K $13M $183
    Cadence Design Systems, Inc. 40K $12M $308
    Vertiv Holdings Co 90K $12M $128
    ASML Holding N.V. 13K $11M $801
    Repligen Corporation 86K $11M $124
    Adobe Inc. 25K $9.6M $387
    DraftKings Inc. 214K $9.2M $43
    Credo Technology Group Holding 93K $8.6M $93
    JPMorgan Chase & Co. 30K $8.6M $290
    Costco Wholesale Corporation 8.1K $8M $990
    Visa Inc. 21K $7.3M $355
    Sportradar Group Ag 229K $6.4M $28
    MongoDB, Inc. 30K $6.3M $210
    Broadridge Financial Solutions, Inc. 23K $5.6M $243
    Symbotic Inc. 142K $5.5M $39
    The Progressive Corporation 18K $4.8M $267
    Salesforce, Inc. 17K $4.7M $273
    AppFolio, Inc. 20K $4.6M $230
    BlackRock, Inc. 4.3K $4.5M $1K
    Cintas Corporation 20K $4.5M $223
    The Home Depot, Inc. 11K $4M $367
    Nebius Group N.V. 63K $3.5M $55
    Paychex, Inc. 23K $3.3M $145
    Rivian Automotive, Inc. 228K $3.1M $14
    SPDR S&P 500 ETF Trust 4.7K $2.9M $618
    Abbott Laboratories 21K $2.9M $136
    Bloom Energy Corporation 118K $2.8M $24
    Amgen Inc. 9.9K $2.8M $279
    Zoetis Inc. 16K $2.5M $156
    Blackstone Inc. 17K $2.5M $150
    NXP Semiconductors N.V. 11K $2.4M $218
    PACCAR Inc 24K $2.2M $95
    Waste Management, Inc. 9.4K $2.2M $229
    Johnson & Johnson 11K $1.6M $153
    Deere & Company 3.2K $1.6M $508
    Ecolab Inc. 5.7K $1.5M $269
    NextEra Energy, Inc. 20K $1.4M $69
    Cisco Systems Inc 16K $1.1M $69
    Starbucks Corporation 11K $1M $92
    Tractor Supply Company 19K $987K $53
    Quest Diagnostics Incorporated 4.1K $728K $180
    Alphabet Inc. 4.1K $726K $176
    The Walt Disney Company 5.8K $720K $124
    iShares MSCI KLD 400 Social 6.1K $706K $116
    Accenture plc 2.1K $638K $299
    American Express Company 1.7K $542K $319
    AbbVie Inc. 1.9K $357K $186
    CAVA Group, Inc. 4K $335K $84
    Spdr Dow Jones Industrial Avrg 650 $286K $441
    Oddity Tech Ltd 3.8K $283K $75
    Xometry, Inc. 7.9K $265K $34
    Palomar Holdings, Inc. 1.5K $224K $154
    Mirion Technologies, Inc. 10K $220K $22
    D.R. Horton, Inc. 1.6K $202K $129

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