Nancy Zevenbergen / Transactions / 2022-Q4

    Company Shares change Shares owned end of quarter Transaction type Price range
    Abbott Laboratories
    US0028241000     		-2K 21K SELL $95.63–$107.94
    Advanced Micro Devices, Inc.
    US0079031078     		+451K 511K BUY $58.18–$74.05
    Airbnb, Inc.
    US0090661010     		-155K 695K SELL $78.10–$121.50
    Alphabet Inc.
    US02079K1079     		-56K 883K SELL $81.55–$105.10
    Amazon.com, Inc.
    US0231351067     		-69K 2.1M SELL $77.18–$122.59
    Amgen Inc.
    US0311621009     		+320 8K BUY $230.55–$293.50
    Amphenol Corporation
    US0320951017     		+190 515K BUY $33.87–$38.89
    Apple Inc.
    US0378331005     		-81K 623K SELL $118.95–$156.86
    Aspen Aerogels, Inc.
    US04523Y1055     		+37K 263K BUY
    Automatic Data Processing, Inc.
    US0530151036     		-5K 20K SELL $224.15–$256.35
    Axon Enterprise, Inc.
    US05464C1018     		-47K 552K SELL $116.16–$184.30
    Becton, Dickinson and Company
    US0758871091     		+710 6K BUY $210.30–$242.40
    Bill.com Holdings, Inc.
    US0900431000     		+28K 768K BUY $96.41–$151.12
    Blackstone Inc.
    US09260D1072     		-14K 19K SELL $68.43–$105.02
    Booking Holdings Inc.
    US09857L1089     		-266 4.5K SELL $1.69K–$1.98K
    Bumble Inc.
    US12047B1052     		-46K 438K SELL
    CDW Corporation
    US12514G1085     		-585 93K SELL $156.54–$182.24
    Celsius Holdings, Inc.
    US15118V2079     		+49K 311K BUY
    Cisco Systems Inc
    US17275R1023     		+99K 108K BUY $40.89–$47.67
    Cintas Corporation
    US1729081059     		-1.1K 20K SELL $98.36–$110.61
    Cloudflare, Inc.
    US18915M1071     		+61K 191K BUY $39.03–$61.21
    Coinbase Global, Inc.
    US19260Q1076     		-200K 7.1K SELL $30.75–$74.99
    Constellation Brands, Inc.
    US21036P1084     		+40 7.2K BUY $214.45–$250.30
    Costco Wholesale Corporation
    US22160K1051     		-2.6K 8.7K SELL $425.55–$515.40
    CrowdStrike Holdings, Inc.
    US22788C1053     		-104K 444K SELL $94.49–$181.48
    Datadog, Inc.
    US23804L1035     		-9K 101K SELL $65.63–$95.94
    The Walt Disney Company
    US2546871060     		+190 12K BUY $79.34–$107.76
    DoubleVerify Holdings, Inc.
    US25862V1052     		-53K 2.1M SELL
    Ecolab Inc.
    US2788651006     		+50 5.8K BUY $131.98–$159.36
    Aspen Technology, Inc.
    US29109X1063     		-40K 80K SELL
    Enphase Energy, Inc.
    US29355A1079     		-40K 312K SELL $245.05–$321.10
    Exact Sciences Corporation
    US30063P1057     		-101K 1.4M SELL $31.08–$49.84
    First Solar, Inc.
    US3364331070     		+40K 267K BUY $118.38–$164.52
    Ford Motor Company
    US3453708600     		-25K 40K SELL $10.31–$14.01
    GitLab Inc.
    US37637K1088     		-25 122K SELL
    The Home Depot, Inc.
    US4370761029     		+90 14K BUY $275.70–$317.45
    Intuit Inc.
    US4612021034     		+505 32K BUY $352.85–$432.85
    JPMorgan Chase & Co.
    US46625H1005     		-930 29K SELL $105.23–$132.80
    Johnson & Johnson
    US4781601046     		+610 14K BUY $163.36–$176.16
    The Estée Lauder Companies Inc.
    US5184391044     		-345 10K SELL $193.36–$233.20
    Marqeta, Inc.
    US57142B1044     		-250 297K SELL
    Mastercard Incorporated
    US57636Q1040     		-5K 85K SELL $292.40–$341.50
    MercadoLibre, Inc.
    US58733R1023     		-9.6K 186K SELL $779.80–$987.50
    Microsoft Corporation
    US5949181045     		-60K 388K SELL $219.38–$251.80
    MongoDB, Inc.
    US60937P1066     		-27K 225K SELL $135.72–$203.80
    Monolithic Power Systems, Inc.
    US6098391054     		-555 50K SELL $318.50–$403.30
    Netflix, Inc.
    US64110L1061     		-8.5K 113K SELL $223.35–$306.90
    NIKE, Inc.
    US6541061031     		-870 13K SELL $88.03–$110.64
    NVIDIA Corporation
    US67066G1040     		-402K 8.9M SELL $11.51–$17.00
    ON Semiconductor Corporation
    US6821891057     		-29K 625K SELL $57.05–$72.05
    PACCAR Inc
    US6937181088     		+1.6K 24K BUY $57.00–$68.36
    Palo Alto Networks, Inc.
    US6974351057     		-47K 733K SELL $65.21–$88.53
    Paychex, Inc.
    US7043261079     		+300 24K BUY $105.26–$119.66
    Paycom Software, Inc.
    US70432V1026     		-20K 17K SELL $283.35–$359.15
    Paylocity Holding Corporation
    US70438V1061     		-16K 256K SELL $178.00–$268.00
    The Progressive Corporation
    US7433151039     		+4.8K 20K BUY $118.20–$130.84
    QUALCOMM Incorporated
    US7475251036     		-21K 128K SELL $102.20–$127.12
    Repligen Corporation
    US7599161095     		-2.4K 106K SELL $151.10–$220.85
    Rivian Automotive, Inc.
    US76954A1034     		-150K 139K SELL
    Seagen Inc.
    US81181C1045     		-32K 271K SELL
    ServiceNow, Inc.
    US81762P1021     		-17K 182K SELL $351.55–$427.95
    Snowflake Inc.
    US8334451098     		-36K 578K SELL $119.04–$192.76
    Sprout Social, Inc.
    US85209W1099     		-161K 1.4M SELL
    Block, Inc.
    US8522341036     		-214K 559K SELL $53.88–$71.36
    Starbucks Corporation
    US8552441094     		+175 19K BUY $84.65–$99.77
    Tesla, Inc.
    US88160R1014     		-7.6K 1.2M SELL $102.94–$248.80
    The Trade Desk, Inc.
    US88339J1051     		-307K 3.5M SELL $40.06–$63.55
    Tyson Foods, Inc.
    US9024941034     		-905 14K SELL $56.38–$69.39
    Uber Technologies, Inc.
    US90353T1007     		-519K 3.4M SELL $22.88–$30.57
    Unity Software Inc.
    US91332U1016     		-287K 486K SELL $23.63–$38.66
    Veeva Systems Inc.
    US9224751084     		-26K 300K SELL $148.80–$184.08
    Visa Inc.
    US92826C8394     		+25K 198K BUY $185.30–$210.25
    Wingstop Inc.
    US9741551033     		-2.6K 195K SELL $115.00–$162.00
    Xometry, Inc.
    US98423F1093     		+170K 552K BUY $27.80–$62.50
    Zillow Group, Inc. Class C
    US98954M2008     		-65K 1.5M SELL $27.69–$36.69
    Zoetis Inc.
    US98978V1035     		-1K 17K SELL $133.20–$155.88
    Zscaler, Inc.
    US98980G1022     		-10K 125K SELL $100.36–$185.32
    ASML Holding N.V.
    USN070592100     		+47K 54K BUY $397.00–$590.00

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