Nancy Zevenbergen / Transactions / 2023-Q1

    Company Shares change Shares owned end of quarter Transaction type Price range
    Abbott Laboratories
    US0028241000     		+65 21K BUY $89.52–$106.18
    Adobe Inc.
    US00724F1012     		+30K 30K BUY $303.05–$357.75
    Advanced Micro Devices, Inc.
    US0079031078     		+368K 879K BUY $58.39–$92.37
    Airbnb, Inc.
    US0090661010     		-41K 654K SELL $80.27–$131.96
    Alphabet Inc.
    US02079K1079     		-10K 873K SELL $82.58–$99.33
    Alphabet Inc.
    US02079K3059     		-115 4.4K SELL $81.49–$100.20
    Amazon.com, Inc.
    US0231351067     		+37K 2.1M BUY $79.02–$99.22
    Amgen Inc.
    US0311621009     		+25 8.1K BUY $212.40–$259.40
    Amphenol Corporation
    US0320951017     		-62K 453K SELL $35.43–$38.12
    Apple Inc.
    US0378331005     		-12K 611K SELL $118.70–$152.04
    Aspen Aerogels, Inc.
    US04523Y1055     		-35K 229K SELL
    Axon Enterprise, Inc.
    US05464C1018     		-13K 538K SELL $154.38–$210.10
    Becton, Dickinson and Company
    US0758871091     		+25 6K BUY $216.50–$243.60
    Bill.com Holdings, Inc.
    US0900431000     		+97K 865K BUY $64.23–$116.68
    Blackstone Inc.
    US09260D1072     		-1.5K 17K SELL $70.25–$91.37
    Booking Holdings Inc.
    US09857L1089     		-242 4.3K SELL $1.90K–$2.47K
    Bumble Inc.
    US12047B1052     		-200K 239K SELL
    CDW Corporation
    US12514G1085     		+300 93K BUY $166.38–$198.90
    Cadence Design Systems, Inc.
    US1273871087     		+112K 132K BUY $149.12–$196.36
    Cisco Systems Inc
    US17275R1023     		+37K 145K BUY $42.84–$48.19
    Cintas Corporation
    US1729081059     		+140 20K BUY $99.08–$107.50
    Cloudflare, Inc.
    US18915M1071     		-69K 122K SELL $37.67–$64.80
    Constellation Brands, Inc.
    US21036P1084     		+25 7.2K BUY $196.02–$216.00
    Costco Wholesale Corporation
    US22160K1051     		-137 8.5K SELL $427.60–$481.90
    CrowdStrike Holdings, Inc.
    US22788C1053     		-150K 294K SELL $88.69–$125.36
    Datadog, Inc.
    US23804L1035     		-25 101K SELL $60.06–$83.82
    The Walt Disney Company
    US2546871060     		-175 11K SELL $83.58–$112.60
    DoubleVerify Holdings, Inc.
    US25862V1052     		+47K 2.2M BUY
    Ecolab Inc.
    US2788651006     		+30 5.8K BUY $136.48–$153.64
    Enphase Energy, Inc.
    US29355A1079     		+69K 381K BUY $172.48–$254.45
    Exact Sciences Corporation
    US30063P1057     		-149K 1.2M SELL $43.31–$64.76
    Meta Platforms, Inc.
    US30303M1027     		+52K 178K BUY $113.70–$195.40
    First Solar, Inc.
    US3364331070     		-3.8K 263K SELL $137.74–$203.10
    Ford Motor Company
    US3453708600     		-2.5K 38K SELL $10.50–$13.13
    Fortinet, Inc.
    US34959E1091     		-25K 335K SELL $44.59–$61.19
    GitLab Inc.
    US37637K1088     		-2.3K 120K SELL
    The Home Depot, Inc.
    US4370761029     		+2 14K BUY $258.80–$310.20
    Intuit Inc.
    US4612021034     		-125 31K SELL $349.45–$411.15
    JPMorgan Chase & Co.
    US46625H1005     		+25 29K BUY $116.14–$135.52
    Johnson & Johnson
    US4781601046     		+100 14K BUY $138.70–$170.10
    The Estée Lauder Companies Inc.
    US5184391044     		+65 11K BUY $219.50–$253.10
    Mastercard Incorporated
    US57636Q1040     		-25K 60K SELL $322.05–$350.35
    MercadoLibre, Inc.
    US58733R1023     		-30K 156K SELL $778.20–$1.22K
    Microsoft Corporation
    US5949181045     		-20K 368K SELL $211.30–$266.00
    MongoDB, Inc.
    US60937P1066     		-104K 121K SELL $158.44–$217.30
    Monolithic Power Systems, Inc.
    US6098391054     		+5 50K BUY $324.05–$494.45
    Netflix, Inc.
    US64110L1061     		+54K 167K BUY $270.35–$344.95
    NIKE, Inc.
    US6541061031     		-450 13K SELL $108.46–$119.38
    NVIDIA Corporation
    US67066G1040     		-904K 8M SELL $13.58–$25.60
    ON Semiconductor Corporation
    US6821891057     		-131K 494K SELL $56.70–$81.06
    Oracle Corporation
    US68389X1054     		-20K 200K SELL $77.18–$85.57
    PACCAR Inc
    US6937181088     		+45 24K BUY $45.03–$71.98
    Palo Alto Networks, Inc.
    US6974351057     		+87K 820K BUY $62.45–$91.91
    Paychex, Inc.
    US7043261079     		-115 24K SELL $99.20–$111.20
    Paycom Software, Inc.
    US70432V1026     		-2K 15K SELL $248.70–$316.40
    Paylocity Holding Corporation
    US70438V1061     		-653 256K SELL $164.00–$216.00
    The Progressive Corporation
    US7433151039     		-45 20K SELL $116.28–$136.52
    QUALCOMM Incorporated
    US7475251036     		-27K 101K SELL $102.12–$125.54
    Repligen Corporation
    US7599161095     		+1.4K 107K BUY $141.84–$185.30
    Rivian Automotive, Inc.
    US76954A1034     		-58K 81K SELL
    Seagen Inc.
    US81181C1045     		+1.6K 273K BUY
    ServiceNow, Inc.
    US81762P1021     		+979 183K BUY $345.05–$448.50
    Shoals Technologies Group, Inc.
    US82489W1071     		+308K 1M BUY
    Snowflake Inc.
    US8334451098     		+92K 670K BUY $115.82–$164.52
    Sprout Social, Inc.
    US85209W1099     		-465K 932K SELL
    Block, Inc.
    US8522341036     		+77K 636K BUY $56.37–$80.42
    Starbucks Corporation
    US8552441094     		-10 19K SELL $90.61–$101.66
    Tesla, Inc.
    US88160R1014     		-5.5K 1.2M SELL $102.46–$199.60
    The Trade Desk, Inc.
    US88339J1051     		-262K 3.2M SELL $39.64–$59.30
    Tyson Foods, Inc.
    US9024941034     		-240 14K SELL $52.35–$61.62
    Uber Technologies, Inc.
    US90353T1007     		-89K 3.3M SELL $23.79–$34.37
    Unity Software Inc.
    US91332U1016     		-435K 51K SELL $24.63–$40.62
    Veeva Systems Inc.
    US9224751084     		-18K 283K SELL $146.74–$169.80
    Visa Inc.
    US92826C8394     		-20K 178K SELL $196.28–$215.85
    Wingstop Inc.
    US9741551033     		+3.2K 198K BUY $123.00–$173.00
    Xometry, Inc.
    US98423F1093     		+36K 587K BUY $12.90–$36.80
    Zillow Group, Inc. Class C
    US98954M2008     		-119K 1.3M SELL $30.07–$44.81
    Zoetis Inc.
    US98978V1035     		-70 17K SELL $136.86–$163.34
    Zscaler, Inc.
    US98980G1022     		-55K 70K SELL $93.86–$133.12
    ASML Holding N.V.
    USN070592100     		+22K 77K BUY $506.00–$640.00

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