Nancy Zevenbergen / Transactions / 2023-Q2

    Company Shares change Shares owned end of quarter Transaction type Price range
    Abbott Laboratories
    US0028241000     		+130 21K BUY $92.75–$102.50
    Adobe Inc.
    US00724F1012     		+35K 65K BUY $305.40–$452.80
    Advanced Micro Devices, Inc.
    US0079031078     		+178K 1.1M BUY $73.69–$119.86
    Airbnb, Inc.
    US0090661010     		+4K 658K BUY $96.46–$117.86
    Alphabet Inc.
    US02079K1079     		-19K 854K SELL $94.41–$119.96
    Amazon.com, Inc.
    US0231351067     		-8.8K 2.1M SELL $88.99–$119.41
    Amgen Inc.
    US0311621009     		+50 8.1K BUY $198.60–$233.40
    Amphenol Corporation
    US0320951017     		-120K 333K SELL $33.66–$38.31
    Apple Inc.
    US0378331005     		-40K 571K SELL $145.64–$177.63
    Applied Materials, Inc.
    US0382221051     		-3K 67K SELL $98.94–$132.90
    Aspen Aerogels, Inc.
    US04523Y1055     		+47K 276K BUY
    Axon Enterprise, Inc.
    US05464C1018     		-20K 518K SELL $172.80–$206.50
    Bill.com Holdings, Inc.
    US0900431000     		-106K 759K SELL $65.90–$110.50
    Blackstone Inc.
    US09260D1072     		-1.5K 16K SELL $73.60–$85.20
    Booking Holdings Inc.
    US09857L1089     		+490 4.8K BUY $2.31K–$2.58K
    Bumble Inc.
    US12047B1052     		-70K 169K SELL
    CDW Corporation
    US12514G1085     		-45K 48K SELL $148.00–$180.00
    Cadence Design Systems, Inc.
    US1273871087     		+48K 181K BUY $176.80–$219.80
    Cisco Systems Inc
    US17275R1023     		+36K 181K BUY $41.62–$47.91
    Costco Wholesale Corporation
    US22160K1051     		+16 8.6K BUY $443.15–$492.20
    CrowdStrike Holdings, Inc.
    US22788C1053     		-3.7K 290K SELL $105.20–$149.52
    Datadog, Inc.
    US23804L1035     		+46K 147K BUY $57.32–$95.42
    DoubleVerify Holdings, Inc.
    US25862V1052     		-78K 2.1M SELL
    Ecolab Inc.
    US2788651006     		+50 5.9K BUY $148.55–$168.30
    Enphase Energy, Inc.
    US29355A1079     		+18K 399K BUY $137.48–$206.85
    Exact Sciences Corporation
    US30063P1057     		-94K 1.1M SELL $56.53–$89.30
    Meta Platforms, Inc.
    US30303M1027     		+149K 326K BUY $188.88–$263.75
    First Solar, Inc.
    US3364331070     		-22K 241K SELL $158.26–$210.95
    Fortinet, Inc.
    US34959E1091     		-85K 250K SELL $54.89–$70.39
    The Home Depot, Inc.
    US4370761029     		-2.1K 12K SELL $260.00–$284.40
    Impinj, Inc.
    US4532041096     		+11K 35K BUY $74.82–$126.80
    Intuit Inc.
    US4612021034     		-7K 24K SELL $384.00–$424.00
    JPMorgan Chase & Co.
    US46625H1005     		+80 29K BUY $116.65–$133.55
    Johnson & Johnson
    US4781601046     		-175 14K SELL $143.30–$152.10
    The Estée Lauder Companies Inc.
    US5184391044     		+808 11K BUY $164.00–$234.90
    Livent Corporation
    US53814L1089     		-2.3K 17K SELL
    Mastercard Incorporated
    US57636Q1040     		-30K 30K SELL $330.20–$362.60
    MercadoLibre, Inc.
    US58733R1023     		-4.2K 151K SELL $1.06K–$1.26K
    Microsoft Corporation
    US5949181045     		-15K 353K SELL $254.70–$318.50
    MongoDB, Inc.
    US60937P1066     		-10K 111K SELL $195.10–$378.80
    Monolithic Power Systems, Inc.
    US6098391054     		+2K 52K BUY $364.30–$494.30
    Natera, Inc.
    US6323071042     		+122K 408K BUY
    Netflix, Inc.
    US64110L1061     		+14K 181K BUY $287.70–$405.60
    NIKE, Inc.
    US6541061031     		-300 12K SELL $96.16–$115.42
    NVIDIA Corporation
    US67066G1040     		-1.1M 6.9M SELL $23.92–$40.14
    ON Semiconductor Corporation
    US6821891057     		-55K 439K SELL $63.13–$84.91
    Oracle Corporation
    US68389X1054     		+7.1K 207K BUY $85.42–$115.14
    Palo Alto Networks, Inc.
    US6974351057     		-49K 771K SELL $79.99–$117.15
    Paycom Software, Inc.
    US70432V1026     		-10K 5K SELL $241.90–$298.10
    Paylocity Holding Corporation
    US70438V1061     		-35K 221K SELL $151.00–$182.00
    The Progressive Corporation
    US7433151039     		-50 20K SELL $112.20–$136.40
    QUALCOMM Incorporated
    US7475251036     		-76K 25K SELL $94.75–$117.40
    Repligen Corporation
    US7599161095     		+2.9K 110K BUY $126.20–$161.20
    Rivian Automotive, Inc.
    US76954A1034     		+65 81K BUY
    Seagen Inc.
    US81181C1045     		-38K 234K SELL
    ServiceNow, Inc.
    US81762P1021     		-6.9K 177K SELL $389.30–$522.20
    Shoals Technologies Group, Inc.
    US82489W1071     		+43K 1.1M BUY
    Snowflake Inc.
    US8334451098     		+23K 693K BUY $127.10–$173.70
    Sprout Social, Inc.
    US85209W1099     		-573K 360K SELL
    Block, Inc.
    US8522341036     		+53K 689K BUY $50.92–$62.54
    Starbucks Corporation
    US8552441094     		+30 19K BUY $89.50–$103.60
    Tesla, Inc.
    US88160R1014     		+90K 1.3M BUY $138.86–$251.20
    The Trade Desk, Inc.
    US88339J1051     		-356K 2.9M SELL $53.25–$71.65
    Tyson Foods, Inc.
    US9024941034     		-4K 9.6K SELL $43.10–$57.41
    Uber Technologies, Inc.
    US90353T1007     		-168K 3.1M SELL $26.82–$40.98
    Veeva Systems Inc.
    US9224751084     		-16K 266K SELL $150.45–$184.90
    Visa Inc.
    US92826C8394     		-85K 93K SELL $202.90–$216.15
    Wingstop Inc.
    US9741551033     		-5.6K 193K SELL $158.00–$190.00
    Xometry, Inc.
    US98423F1093     		-442K 145K SELL $11.33–$22.97
    Zillow Group, Inc. Class C
    US98954M2008     		-54K 1.3M SELL $38.03–$47.47
    Zoetis Inc.
    US98978V1035     		-655 16K SELL $150.70–$170.20
    Zscaler, Inc.
    US98980G1022     		-20K 50K SELL $78.31–$145.04
    ASML Holding N.V.
    USN070592100     		+1.4K 78K BUY $556.00–$686.00

    Notifications