Nancy Zevenbergen / Transactions / 2024-Q3

    Company Shares change Shares owned end of quarter Transaction type Price range
    Abbott Laboratories
    US0028241000     		-1.4K 21K SELL $93.34–$106.02
    Advanced Micro Devices, Inc.
    US0079031078     		-23K 1M SELL $118.88–$167.30
    Airbnb, Inc.
    US0090661010     		-37K 426K SELL $102.22–$142.96
    Alphabet Inc.
    US02079K1079     		-70K 683K SELL $136.14–$177.60
    Alphabet Inc.
    US02079K3059     		-25 4.4K SELL $134.46–$175.90
    Amazon.com, Inc.
    US0231351067     		-130K 1.4M SELL $146.52–$184.98
    Amgen Inc.
    US0311621009     		+20 9.9K BUY $283.20–$313.60
    Amphenol Corporation
    US0320951017     		+745 171K BUY $53.07–$64.70
    Apple Inc.
    US0378331005     		+5 495K BUY $188.28–$215.45
    AppFolio, Inc.
    US03783C1009     		-1K 21K SELL $181.80–$250.40
    Arm Holdings plc American Depositary Shares
    US0420682058     		+40K 394K BUY $96.50–$171.20
    Axon Enterprise, Inc.
    US05464C1018     		-10K 485K SELL $257.70–$358.00
    Becton, Dickinson and Company
    US0758871091     		-195 4.9K SELL $205.60–$221.60
    Blackstone Inc.
    US09260D1072     		+235 14K BUY $112.08–$143.72
    Bloom Energy Corporation
    US0937121079     		+16K 157K BUY $8.75–$15.29
    Booking Holdings Inc.
    US09857L1089     		+24 3.2K BUY $3.00K–$3.82K
    Broadridge Financial Solutions, Inc.
    US11133T1034     		+70 34K BUY $184.00–$200.00
    Broadcom Inc.
    US11135F1012     		-1.9K 370K SELL $15.75–$162.74
    CDW Corporation
    US12514G1085     		+10 7.6K BUY $189.35–$220.40
    Cadence Design Systems, Inc.
    US1273871087     		-5.7K 171K SELL $221.75–$295.95
    CAVA Group, Inc.
    US1489291021     		-7K 1.8K SELL
    Cisco Systems Inc
    US17275R1023     		-360 16K SELL $41.07–$47.68
    Cintas Corporation
    US1729081059     		+200 20K BUY $46.38–$187.90
    Constellation Brands, Inc.
    US21036P1084     		-200 6.5K SELL $215.60–$241.70
    Costco Wholesale Corporation
    US22160K1051     		+70 8.3K BUY $733.70–$833.70
    CrowdStrike Holdings, Inc.
    US22788C1053     		+30K 289K BUY $185.26–$361.50
    Datadog, Inc.
    US23804L1035     		-1.3K 222K SELL $92.27–$123.88
    DexCom, Inc.
    US2521311074     		-13M 353K SELL $59.60–$106.04
    The Walt Disney Company
    US2546871060     		-2K 6.2K SELL $77.86–$92.40
    DraftKings Inc.
    US26142V1052     		+16K 199K BUY $27.44–$36.78
    e.l.f. Beauty, Inc.
    US26856L1035     		+255K 636K BUY $98.90–$197.35
    Ecolab Inc.
    US2788651006     		+180 5.8K BUY $211.50–$231.30
    Evolent Health, Inc.
    US30050B1017     		-20K 753K SELL $17.60–$29.40
    Exact Sciences Corporation
    US30063P1057     		-29K 1.4M SELL $40.07–$64.07
    Meta Platforms, Inc.
    US30303M1027     		-2.1K 449K SELL $424.00–$511.50
    First Solar, Inc.
    US3364331070     		-12K 315K SELL $180.52–$229.50
    The Home Depot, Inc.
    US4370761029     		+90 11K BUY $310.15–$361.30
    HubSpot, Inc.
    US4435731009     		-20K 35K SELL $416.90–$552.20
    Intuit Inc.
    US4612021034     		+420 24K BUY $551.40–$615.00
    JPMorgan Chase & Co.
    US46625H1005     		+225 30K BUY $178.04–$204.30
    Johnson & Johnson
    US4781601046     		+345 14K BUY $134.30–$152.14
    KLA Corporation
    US4824801009     		-3K 15K SELL $637.30–$809.50
    The Estée Lauder Companies Inc.
    US5184391044     		-2.4K 2.9K SELL $76.00–$99.00
    MercadoLibre, Inc.
    US58733R1023     		-9K 132K SELL $1.47K–$1.93K
    Microsoft Corporation
    US5949181045     		+423 331K BUY $359.65–$432.15
    Micron Technology, Inc.
    US5951121038     		+5.2K 311K BUY $77.69–$126.70
    MongoDB, Inc.
    US60937P1066     		-14K 80K SELL $194.98–$267.65
    Monolithic Power Systems, Inc.
    US6098391054     		-9.1K 43K SELL $709.00–$849.60
    Natera, Inc.
    US6323071042     		-20K 465K SELL
    Netflix, Inc.
    US64110L1061     		-11K 154K SELL $549.40–$646.80
    NextEra Energy, Inc.
    US65339F1012     		+300 15K BUY $64.56–$76.69
    NVIDIA Corporation
    US67066G1040     		-267K 3.4M SELL $90.54–$123.86
    Oracle Corporation
    US68389X1054     		-905 164K SELL $115.84–$156.06
    PACCAR Inc
    US6937181088     		+210 23K BUY $84.29–$102.70
    Palo Alto Networks, Inc.
    US6974351057     		-58K 523K SELL $135.40–$164.93
    Paychex, Inc.
    US7043261079     		-75 22K SELL $107.20–$121.54
    Paylocity Holding Corporation
    US70438V1061     		-37K 21K SELL $122.00–$149.00
    Procore Technologies, Inc.
    US74275K1088     		-123K 94K SELL $48.00–$66.00
    The Progressive Corporation
    US7433151039     		-190 19K SELL $192.46–$232.95
    QUALCOMM Incorporated
    US7475251036     		+5.3K 122K BUY $142.22–$192.22
    Repligen Corporation
    US7599161095     		+323 129K BUY $111.25–$154.20
    Salesforce, Inc.
    US79466L3024     		-43K 15K SELL $219.25–$248.25
    ServiceNow, Inc.
    US81762P1021     		+8.8K 170K BUY $675.80–$846.40
    Snowflake Inc.
    US8334451098     		-389K 273K SELL $99.02–$133.44
    SoundHound AI, Inc.
    US8361001071     		-22K 14K SELL
    Starbucks Corporation
    US8552441094     		-25 12K SELL $66.35–$89.32
    Symbotic Inc.
    US87151X1019     		+134K 788K BUY
    Tesla, Inc.
    US88160R1014     		-33K 1.2M SELL $178.36–$240.55
    The Trade Desk, Inc.
    US88339J1051     		-46K 2.2M SELL $75.91–$100.32
    Toast, Inc.
    US8887871080     		+222K 2.1M BUY $20.62–$26.03
    Tractor Supply Company
    US8923561067     		+525 19K BUY $44.43–$51.94
    Uber Technologies, Inc.
    US90353T1007     		-73K 1.9M SELL $53.39–$69.60
    Veeva Systems Inc.
    US9224751084     		-13K 228K SELL $166.95–$202.20
    Visa Inc.
    US92826C8394     		-36K 53K SELL $235.15–$263.05
    Wingstop Inc.
    US9741551033     		-4.1K 167K SELL $324.00–$390.00
    Xometry, Inc.
    US98423F1093     		-23K 11K SELL $10.59–$18.46
    Zillow Group, Inc. Class C
    US98954M2008     		-27K 960K SELL $38.52–$60.63
    Zoetis Inc.
    US98978V1035     		+185 16K BUY $161.62–$178.46
    ASML Holding N.V.
    USN070592100     		-6.1K 80K SELL $674.00–$1.02K

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