Nancy Zevenbergen / Transactions / 2022-Q3

    Company Shares change Shares owned end of quarter Transaction type Price range
    Abbott Laboratories
    US0028241000     		+774 23K BUY $99.30–$110.46
    Airbnb, Inc.
    US0090661010     		+32K 849K BUY $87.68–$125.22
    Alphabet Inc.
    US02079K1079     		+889K 938K BUY $5.22–$120.92
    Alphabet Inc.
    US02079K3059     		-74K 4.6K SELL $5.23–$120.14
    Amazon.com, Inc.
    US0231351067     		+868K 2.2M BUY $104.39–$142.31
    Amgen Inc.
    US0311621009     		+105 7.7K BUY $225.75–$248.80
    Amphenol Corporation
    US0320951017     		+487K 514K BUY $30.58–$39.04
    Apple Inc.
    US0378331005     		+650K 704K BUY $132.49–$172.66
    Aspen Aerogels, Inc.
    US04523Y1055     		+49K 227K BUY
    Axon Enterprise, Inc.
    US05464C1018     		+75K 599K BUY $89.43–$130.08
    Becton, Dickinson and Company
    US0758871091     		+135 5.3K BUY $227.95–$265.15
    Bill.com Holdings, Inc.
    US0900431000     		+117K 739K BUY $109.06–$177.40
    Blackstone Inc.
    US09260D1072     		+860 33K BUY $85.61–$105.92
    Booking Holdings Inc.
    US09857L1089     		+4.1K 4.8K BUY $1.67K–$2.11K
    Bumble Inc.
    US12047B1052     		+273K 484K BUY
    CDW Corporation
    US12514G1085     		+86K 94K BUY $150.60–$185.74
    Cintas Corporation
    US1729081059     		+760 21K BUY $90.34–$108.31
    Coinbase Global, Inc.
    US19260Q1076     		-77K 208K SELL $47.04–$96.11
    Comcast Corporation
    US20030N1019     		-410 41K SELL $30.23–$42.72
    Constellation Brands, Inc.
    US21036P1084     		+505 7.1K BUY $225.83–$256.10
    Costco Wholesale Corporation
    US22160K1051     		+500 11K BUY $465.96–$549.20
    CrowdStrike Holdings, Inc.
    US22788C1053     		+205K 548K BUY $163.84–$202.25
    Datadog, Inc.
    US23804L1035     		+32K 110K BUY $84.67–$114.87
    The Walt Disney Company
    US2546871060     		+1.1K 11K BUY $91.78–$122.94
    DoubleVerify Holdings, Inc.
    US25862V1052     		+589K 2.2M BUY
    Ecolab Inc.
    US2788651006     		+145 5.7K BUY $147.94–$174.36
    Enphase Energy, Inc.
    US29355A1079     		+70K 352K BUY $187.16–$320.60
    Exact Sciences Corporation
    US30063P1057     		+7.4K 1.5M BUY $32.78–$48.49
    Meta Platforms, Inc.
    US30303M1027     		+125K 125K BUY $139.20–$179.60
    Ford Motor Company
    US3453708600     		-105 65K SELL $10.86–$16.09
    GitLab Inc.
    US37637K1088     		+94K 122K BUY
    The Home Depot, Inc.
    US4370761029     		+80 14K BUY $267.70–$321.90
    Intuit Inc.
    US4612021034     		+25K 31K BUY $372.48–$482.70
    JPMorgan Chase & Co.
    US46625H1005     		+1K 30K BUY $106.89–$121.50
    Johnson & Johnson
    US4781601046     		+290 14K BUY $161.44–$177.18
    The Estée Lauder Companies Inc.
    US5184391044     		-150 11K SELL $221.45–$275.45
    Marqeta, Inc.
    US57142B1044     		+11K 297K BUY $7.78–$11.21
    MercadoLibre, Inc.
    US58733R1023     		+17K 195K BUY $633.05–$1.05K
    Microsoft Corporation
    US5949181045     		+421K 448K BUY $238.33–$288.70
    MongoDB, Inc.
    US60937P1066     		+135K 253K BUY $197.12–$370.96
    Monolithic Power Systems, Inc.
    US6098391054     		+36K 50K BUY $350.07–$525.07
    Netflix, Inc.
    US64110L1061     		+20K 122K BUY $172.61–$252.75
    NIKE, Inc.
    US6541061031     		+965 14K BUY $85.11–$116.26
    NVIDIA Corporation
    US67066G1040     		+1M 9.3M BUY $12.40–$18.74
    PACCAR Inc
    US6937181088     		+1.2K 22K BUY $52.35–$61.49
    Palo Alto Networks, Inc.
    US6974351057     		+566K 780K BUY $30.13–$95.95
    Paychex, Inc.
    US7043261079     		+290 24K BUY $111.62–$136.80
    Paylocity Holding Corporation
    US70438V1061     		+68K 273K BUY $169.94–$270.00
    The Progressive Corporation
    US7433151039     		+125 16K BUY $108.86–$128.38
    QUALCOMM Incorporated
    US7475251036     		+96K 149K BUY $115.52–$152.82
    Rivian Automotive, Inc.
    US76954A1034     		+225K 289K BUY $25.70–$38.95
    Salesforce, Inc.
    US79466L3024     		-403K 58K SELL $147.96–$188.38
    Seagen Inc.
    US81181C1045     		+34K 303K BUY
    ServiceNow, Inc.
    US81762P1021     		+57K 199K BUY $385.10–$503.51
    Silvergate Capital Corporation
    US82837P4081     		+82K 909K BUY
    Snowflake Inc.
    US8334451098     		+98K 614K BUY $130.98–$198.70
    Sprout Social, Inc.
    US85209W1099     		+227K 1.6M BUY
    Block, Inc.
    US8522341036     		+38K 773K BUY $56.19–$88.11
    Starbucks Corporation
    US8552441094     		-740 19K SELL $76.03–$93.13
    Tesla, Inc.
    US88160R1014     		+86K 1.2M BUY $98.85–$309.20
    The Trade Desk, Inc.
    US88339J1051     		+514K 3.8M BUY $39.96–$73.63
    Tyson Foods, Inc.
    US9024941034     		+440 15K BUY $67.49–$86.30
    Uber Technologies, Inc.
    US90353T1007     		+617K 3.9M BUY $20.47–$33.23
    Unity Software Inc.
    US91332U1016     		+31K 773K BUY $32.49–$54.27
    Veeva Systems Inc.
    US9224751084     		+52K 326K BUY $166.22–$227.79
    Visa Inc.
    US92826C8394     		+160K 173K BUY $182.02–$211.97
    Zillow Group, Inc. Class C
    US98954M2008     		+45K 1.5M BUY $29.51–$38.49
    Zoetis Inc.
    US98978V1035     		+810 18K BUY $151.92–$180.07
    ASML Holding N.V.
    USN070592100     		+591 7K BUY $420.21–$578.00

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