Nancy Zevenbergen / Transactions / 2024-Q2

    Company Shares change Shares owned end of quarter Transaction type Price range
    Abbott Laboratories
    US0028241000     		-1.1K 23K SELL $94.34–$104.56
    Adobe Inc.
    US00724F1012     		-15K 30K SELL $403.95–$497.15
    Advanced Micro Devices, Inc.
    US0079031078     		-44K 1M SELL $135.84–$167.40
    Airbnb, Inc.
    US0090661010     		-28K 463K SELL $133.38–$154.78
    Alphabet Inc.
    US02079K1079     		-51K 752K SELL $140.54–$174.28
    Amazon.com, Inc.
    US0231351067     		-93K 1.5M SELL $161.70–$185.06
    Amgen Inc.
    US0311621009     		+475 9.9K BUY $247.25–$299.20
    Amphenol Corporation
    US0320951017     		-61K 170K SELL $32.30–$64.82
    Apple Inc.
    US0378331005     		+47K 495K BUY $154.81–$202.45
    Arm Holdings plc American Depositary Shares
    US0420682058     		+164K 354K BUY $82.00–$157.00
    Axon Enterprise, Inc.
    US05464C1018     		-716 495K SELL $256.30–$304.80
    Becton, Dickinson and Company
    US0758871091     		-870 5.1K SELL $215.40–$226.20
    Blackstone Inc.
    US09260D1072     		-345 14K SELL $109.22–$121.78
    Booking Holdings Inc.
    US09857L1089     		-399 3.1K SELL $3.19K–$3.76K
    Broadridge Financial Solutions, Inc.
    US11133T1034     		-6.1K 34K SELL $177.00–$190.00
    Broadcom Inc.
    US11135F1012     		+55K 372K BUY $113.12–$175.44
    CDW Corporation
    US12514G1085     		-16K 7.6K SELL $202.30–$235.00
    Cadence Design Systems, Inc.
    US1273871087     		-1.5K 177K SELL $257.10–$301.45
    CAVA Group, Inc.
    US1489291021     		+580 8.7K BUY
    Cisco Systems Inc
    US17275R1023     		-113K 16K SELL $42.10–$47.85
    Cintas Corporation
    US1729081059     		-280 20K SELL $153.30–$168.35
    Constellation Brands, Inc.
    US21036P1084     		-210 6.7K SELL $229.80–$251.30
    Costco Wholesale Corporation
    US22160K1051     		-241 8.2K SELL $643.50–$813.00
    CrowdStrike Holdings, Inc.
    US22788C1053     		-5.7K 258K SELL $263.95–$366.95
    Datadog, Inc.
    US23804L1035     		+5.6K 224K BUY $100.18–$123.40
    Dell Technologies Inc.
    US24703L2025     		+110K 150K BUY $107.50–$138.36
    DigitalBridge Group, Inc.
    US25401T6038     		-113K 100K SELL $11.70–$18.00
    The Walt Disney Company
    US2546871060     		-311 8.1K SELL $93.06–$113.96
    DraftKings Inc.
    US26142V1052     		+123K 183K BUY $32.48–$43.28
    e.l.f. Beauty, Inc.
    US26856L1035     		-12K 381K SELL $142.40–$199.10
    Ecolab Inc.
    US2788651006     		+60 5.6K BUY $203.90–$229.00
    Evolent Health, Inc.
    US30050B1017     		+208K 773K BUY $18.70–$29.60
    Exact Sciences Corporation
    US30063P1057     		+102K 1.5M BUY $38.25–$67.76
    Meta Platforms, Inc.
    US30303M1027     		-2.9K 451K SELL $398.10–$487.70
    First Solar, Inc.
    US3364331070     		-43K 327K SELL $152.16–$279.10
    The Home Depot, Inc.
    US4370761029     		-155 11K SELL $301.25–$339.95
    HubSpot, Inc.
    US4435731009     		+21K 56K BUY $534.00–$633.20
    Intuit Inc.
    US4612021034     		-70 24K SELL $517.90–$618.30
    JPMorgan Chase & Co.
    US46625H1005     		-375 30K SELL $168.62–$188.41
    Johnson & Johnson
    US4781601046     		-1K 14K SELL $134.46–$145.72
    The Estée Lauder Companies Inc.
    US5184391044     		-1.2K 5.3K SELL $106.50–$141.00
    MercadoLibre, Inc.
    US58733R1023     		-312 141K SELL $1.27K–$1.64K
    Microsoft Corporation
    US5949181045     		-3.3K 331K SELL $365.48–$424.15
    Micron Technology, Inc.
    US5951121038     		-4.2K 306K SELL $100.14–$140.30
    MongoDB, Inc.
    US60937P1066     		-1K 94K SELL $206.15–$361.50
    Monolithic Power Systems, Inc.
    US6098391054     		-890 52K SELL $559.60–$772.60
    Natera, Inc.
    US6323071042     		-1.9K 486K SELL
    Netflix, Inc.
    US64110L1061     		-6.4K 166K SELL $514.80–$633.70
    NVIDIA Corporation
    US67066G1040     		-1.5M 3.6M SELL $11.53–$129.83
    Oracle Corporation
    US68389X1054     		-95 165K SELL $106.72–$132.00
    PACCAR Inc
    US6937181088     		-477 23K SELL $96.92–$114.38
    Palo Alto Networks, Inc.
    US6974351057     		-116K 581K SELL $122.80–$158.30
    Paychex, Inc.
    US7043261079     		-270 22K SELL $109.96–$117.92
    Paylocity Holding Corporation
    US70438V1061     		-24K 58K SELL $124.00–$160.00
    The Progressive Corporation
    US7433151039     		-400 19K SELL $187.88–$203.20
    QUALCOMM Incorporated
    US7475251036     		+24K 117K BUY $147.62–$211.80
    Repligen Corporation
    US7599161095     		-2K 129K SELL $114.95–$168.80
    Rivian Automotive, Inc.
    US76954A1034     		-4K 251K SELL $7.90–$17.10
    ServiceNow, Inc.
    US81762P1021     		+637 161K BUY $604.20–$722.80
    Snowflake Inc.
    US8334451098     		-18K 662K SELL $116.10–$159.66
    Starbucks Corporation
    US8552441094     		-7.3K 12K SELL $67.01–$83.29
    Symbotic Inc.
    US87151X1019     		+292K 654K BUY
    Tesla, Inc.
    US88160R1014     		+11K 1.2M BUY $133.12–$183.00
    The Trade Desk, Inc.
    US88339J1051     		-145K 2.2M SELL $72.28–$92.26
    Toast, Inc.
    US8887871080     		+396K 1.9M BUY $20.30–$25.60
    Tractor Supply Company
    US8923561067     		+1K 18K BUY $45.54–$54.21
    Uber Technologies, Inc.
    US90353T1007     		-134K 2M SELL $58.33–$71.16
    Veeva Systems Inc.
    US9224751084     		-9.7K 242K SELL $157.15–$213.90
    Visa Inc.
    US92826C8394     		+15K 89K BUY $248.55–$262.45
    Wingstop Inc.
    US9741551033     		-12K 172K SELL $320.00–$398.00
    Xometry, Inc.
    US98423F1093     		-143K 34K SELL $11.08–$17.12
    Zillow Group, Inc. Class C
    US98954M2008     		-166K 987K SELL $35.90–$45.39
    Zoetis Inc.
    US98978V1035     		-80 15K SELL $137.22–$167.68
    ASML Holding N.V.
    USN070592100     		+2.5K 86K BUY $812.00–$996.00

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