Nancy Zevenbergen / Transactions / 2023-Q3

    Company Shares change Shares owned end of quarter Transaction type Price range
    Abbott Laboratories
    US0028241000     		+130 21K BUY $90.79–$103.50
    Advanced Micro Devices, Inc.
    US0079031078     		-4.1K 1.1M SELL $90.11–$107.52
    Airbnb, Inc.
    US0090661010     		-34K 624K SELL $114.36–$139.54
    Alphabet Inc.
    US02079K1079     		+1.1K 855K BUY $106.50–$130.96
    Amazon.com, Inc.
    US0231351067     		-391K 1.7M SELL $115.25–$135.89
    Amphenol Corporation
    US0320951017     		-550 332K SELL $37.62–$40.96
    Apple Inc.
    US0378331005     		-20K 551K SELL $159.52–$178.59
    Applied Materials, Inc.
    US0382221051     		+9K 76K BUY $120.70–$140.44
    Aspen Aerogels, Inc.
    US04523Y1055     		-1.3K 274K SELL
    Axon Enterprise, Inc.
    US05464C1018     		-5.2K 513K SELL $159.80–$202.00
    Becton, Dickinson and Company
    US0758871091     		-120 5.9K SELL $227.50–$260.00
    Bill.com Holdings, Inc.
    US0900431000     		+9.3K 768K BUY $88.62–$119.40
    Blackstone Inc.
    US09260D1072     		-250 16K SELL $83.60–$108.50
    Booking Holdings Inc.
    US09857L1089     		-13 4.8K SELL $2.40K–$2.97K
    Broadridge Financial Solutions, Inc.
    US11133T1034     		+7.5K 27K BUY $147.00–$176.00
    CDW Corporation
    US12514G1085     		+20K 68K BUY $165.00–$199.00
    Cadence Design Systems, Inc.
    US1273871087     		+6.2K 187K BUY $201.40–$227.80
    Cisco Systems Inc
    US17275R1023     		-200 181K SELL $44.77–$53.45
    Cintas Corporation
    US1729081059     		+200 21K BUY $109.48–$121.80
    Constellation Brands, Inc.
    US21036P1084     		-230 7K SELL $224.90–$247.60
    Costco Wholesale Corporation
    US22160K1051     		+25 8.6K BUY $478.35–$536.50
    CrowdStrike Holdings, Inc.
    US22788C1053     		-4.9K 285K SELL $131.16–$160.26
    Datadog, Inc.
    US23804L1035     		+10K 157K BUY $77.21–$106.06
    The Walt Disney Company
    US2546871060     		-175 11K SELL $75.36–$83.46
    DoubleVerify Holdings, Inc.
    US25862V1052     		+25K 2.1M BUY
    e.l.f. Beauty, Inc.
    US26856L1035     		+194K 199K BUY $98.00–$130.00
    Ecolab Inc.
    US2788651006     		-100 5.8K SELL $159.65–$172.65
    Enphase Energy, Inc.
    US29355A1079     		-63K 336K SELL $109.96–$169.98
    Evolent Health, Inc.
    US30050B1017     		+3.6K 18K BUY $23.00–$28.00
    Exact Sciences Corporation
    US30063P1057     		-26K 1.1M SELL $61.74–$89.41
    Meta Platforms, Inc.
    US30303M1027     		+113K 440K BUY $260.85–$294.20
    First Solar, Inc.
    US3364331070     		+4.7K 246K BUY $151.42–$189.50
    The Home Depot, Inc.
    US4370761029     		-327 11K SELL $275.80–$310.00
    HubSpot, Inc.
    US4435731009     		-315 8.5K SELL $438.70–$525.40
    Intuit Inc.
    US4612021034     		-125 24K SELL $408.35–$518.10
    JPMorgan Chase & Co.
    US46625H1005     		-155 29K SELL $131.45–$143.90
    Johnson & Johnson
    US4781601046     		+175 14K BUY $141.30–$160.40
    The Estée Lauder Companies Inc.
    US5184391044     		-5 11K SELL $132.10–$181.10
    Livent Corporation
    US53814L1089     		-4.8K 12K SELL
    Mastercard Incorporated
    US57636Q1040     		-5K 25K SELL $353.60–$390.20
    MercadoLibre, Inc.
    US58733R1023     		-2.4K 149K SELL $977.60–$1.33K
    Microsoft Corporation
    US5949181045     		-252 353K SELL $290.83–$319.45
    Monolithic Power Systems, Inc.
    US6098391054     		-150 52K SELL $413.70–$525.60
    Natera, Inc.
    US6323071042     		+25K 433K BUY
    Netflix, Inc.
    US64110L1061     		+7.9K 189K BUY $355.00–$424.45
    NIKE, Inc.
    US6541061031     		+50 12K BUY $84.58–$100.56
    NVIDIA Corporation
    US67066G1040     		-321K 6.6M SELL $37.19–$47.34
    ON Semiconductor Corporation
    US6821891057     		-17K 422K SELL $82.97–$99.74
    Oracle Corporation
    US68389X1054     		+1.8K 209K BUY $99.28–$118.24
    PACCAR Inc
    US6937181088     		-30 24K SELL $74.98–$80.96
    Palo Alto Networks, Inc.
    US6974351057     		-42K 729K SELL $93.45–$118.85
    Paychex, Inc.
    US7043261079     		-1.1K 23K SELL $102.00–$115.40
    Paylocity Holding Corporation
    US70438V1061     		-20K 201K SELL $166.00–$206.00
    The Progressive Corporation
    US7433151039     		-225 20K SELL $101.60–$134.40
    QUALCOMM Incorporated
    US7475251036     		-945 24K SELL $98.69–$120.30
    Repligen Corporation
    US7599161095     		+19K 129K BUY $126.40–$161.20
    Rivian Automotive, Inc.
    US76954A1034     		+98K 179K BUY
    Sea Limited
    US81141R1005     		+38K 101K BUY $32.55–$60.90
    Seagen Inc.
    US81181C1045     		-35K 199K SELL
    ServiceNow, Inc.
    US81762P1021     		-4.5K 172K SELL $497.50–$562.60
    Shoals Technologies Group, Inc.
    US82489W1071     		-17K 1.1M SELL
    Snowflake Inc.
    US8334451098     		-7.5K 686K SELL $134.30–$167.50
    Sprout Social, Inc.
    US85209W1099     		-67K 293K SELL
    Tesla, Inc.
    US88160R1014     		-89K 1.2M SELL $198.46–$262.60
    The Trade Desk, Inc.
    US88339J1051     		-216K 2.7M SELL $65.24–$82.98
    Toast, Inc.
    US8887871080     		+550K 562K BUY $17.34–$23.78
    Tractor Supply Company
    US8923561067     		+2.2K 22K BUY $37.32–$41.68
    Uber Technologies, Inc.
    US90353T1007     		-221K 2.9M SELL $38.50–$45.48
    Veeva Systems Inc.
    US9224751084     		-5.8K 261K SELL $171.25–$208.90
    Visa Inc.
    US92826C8394     		-10K 82K SELL $212.90–$232.35
    Wingstop Inc.
    US9741551033     		+3.5K 196K BUY $142.00–$182.00
    Xometry, Inc.
    US98423F1093     		-1.8K 143K SELL $14.52–$21.45
    Zillow Group, Inc. Class C
    US98954M2008     		-31K 1.3M SELL $42.05–$51.13
    Zoetis Inc.
    US98978V1035     		-150 16K SELL $151.15–$177.50
    ASML Holding N.V.
    USN070592100     		-639 77K SELL $538.00–$676.00

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