Nancy Zevenbergen / Transactions / 2025-Q1

    Company Shares change Shares owned end of quarter Transaction type Price range
    Abbott Laboratories
    US0028241000
    -525 21K SELL $108.46–$133.25
    Advanced Micro Devices, Inc.
    US0079031078
    -162K 882K SELL $88.37–$124.12
    Airbnb, Inc.
    US0090661010
    -44K 296K SELL $110.47–$153.75
    Alphabet Inc.
    US02079K1079
    -5.3K 654K SELL $143.30–$198.96
    Alphabet Inc.
    US02079K3059
    -75 4.1K SELL $141.78–$196.82
    Amazon.com, Inc.
    US0231351067
    -88K 1.2M SELL $175.68–$230.80
    Amgen Inc.
    US0311621009
    -255 9.6K SELL $250.10–$300.15
    Amphenol Corporation
    US0320951017
    +5K 176K BUY $56.77–$75.34
    Apple Inc.
    US0378331005
    -1.3K 488K SELL $193.32–$238.70
    AppFolio, Inc.
    US03783C1009
    -950 20K SELL $189.80–$252.20
    Ares Management Corporation
    US03990B1017
    +54K 151K BUY $128.70–$192.30
    Arm Holdings plc American Depositary Shares
    US0420682058
    +994 472K BUY $98.10–$173.20
    Axon Enterprise, Inc.
    US05464C1018
    -8K 415K SELL $460.70–$678.20
    Becton, Dickinson and Company
    US0758871091
    -145 4.8K SELL $205.00–$241.70
    Blackstone Inc.
    US09260D1072
    -215 16K SELL $126.46–$178.50
    BlackRock, Inc.
    US09290D1019
    -200 4.3K SELL $832.40–$1.04K
    Bloom Energy Corporation
    US0937121079
    -7.6K 124K SELL $18.16–$27.89
    Booking Holdings Inc.
    US09857L1089
    -19 3.1K SELL $3.83K–$5.03K
    Broadridge Financial Solutions, Inc.
    US11133T1034
    -5.3K 29K SELL $206.00–$236.00
    Broadcom Inc.
    US11135F1012
    -50 370K SELL $154.22–$233.10
    Cadence Design Systems, Inc.
    US1273871087
    -113K 43K SELL $214.95–$310.60
    Cisco Systems Inc
    US17275R1023
    -870 15K SELL $55.04–$64.27
    Cintas Corporation
    US1729081059
    -725 20K SELL $175.50–$198.95
    Clearwater Analytics Holdings, Inc.
    US1851231068
    +297K 909K BUY
    Constellation Brands, Inc.
    US21036P1084
    -275 3.9K SELL $155.20–$218.40
    Costco Wholesale Corporation
    US22160K1051
    -150 8.1K SELL $818.70–$1.03K
    CrowdStrike Holdings, Inc.
    US22788C1053
    -10K 286K SELL $283.75–$436.25
    Datadog, Inc.
    US23804L1035
    -1.9K 210K SELL $90.98–$143.82
    Dell Technologies Inc.
    US24703L2025
    +350 159K BUY $83.21–$120.38
    DexCom, Inc.
    US2521311074
    +134K 522K BUY $62.30–$86.70
    The Walt Disney Company
    US2546871060
    -115 5.3K SELL $89.27–$110.20
    e.l.f. Beauty, Inc.
    US26856L1035
    +61K 682K BUY $57.76–$130.65
    Ecolab Inc.
    US2788651006
    -130 5.5K SELL $224.40–$259.35
    Exact Sciences Corporation
    US30063P1057
    -208K 1.2M SELL $39.51–$57.98
    Meta Platforms, Inc.
    US30303M1027
    -12K 410K SELL $528.50–$706.50
    The Home Depot, Inc.
    US4370761029
    -440 11K SELL $319.30–$402.85
    HubSpot, Inc.
    US4435731009
    +3.4K 41K BUY $528.40–$783.30
    Intuit Inc.
    US4612021034
    -410 26K SELL $533.80–$611.50
    JPMorgan Chase & Co.
    US46625H1005
    -555 30K SELL $207.35–$268.10
    Johnson & Johnson
    US4781601046
    -335 10K SELL $137.98–$159.26
    MercadoLibre, Inc.
    US58733R1023
    -6.5K 121K SELL $1.66K–$2.26K
    Microsoft Corporation
    US5949181045
    -972 330K SELL $345.33–$427.40
    Micron Technology, Inc.
    US5951121038
    +775 311K BUY $80.44–$104.90
    MongoDB, Inc.
    US60937P1066
    -12K 66K SELL $161.17–$285.25
    Monolithic Power Systems, Inc.
    US6098391054
    -230 43K SELL $504.60–$691.00
    Natera, Inc.
    US6323071042
    -11K 430K SELL
    Netflix, Inc.
    US64110L1061
    -3.2K 137K SELL $794.90–$1.01K
    NextEra Energy, Inc.
    US65339F1012
    +4K 21K BUY $63.70–$70.38
    NVIDIA Corporation
    US67066G1040
    -19K 3.1M SELL $97.41–$145.50
    Oracle Corporation
    US68389X1054
    -60 164K SELL $129.08–$175.18
    PACCAR Inc
    US6937181088
    -610 23K SELL $88.32–$109.28
    Palo Alto Networks, Inc.
    US6974351057
    -23K 477K SELL $157.80–$199.36
    Paychex, Inc.
    US7043261079
    -210 22K SELL $130.92–$146.26
    Pinterest, Inc.
    US72352L1061
    +16K 382K BUY
    Procore Technologies, Inc.
    US74275K1088
    +92K 182K BUY $59.50–$84.50
    The Progressive Corporation
    US7433151039
    -585 18K SELL $224.50–$271.75
    QUALCOMM Incorporated
    US7475251036
    -140 122K SELL $139.90–$168.14
    Quanta Services, Inc.
    US74762E1029
    +11K 109K BUY $216.80–$346.60
    Repligen Corporation
    US7599161095
    -25K 88K SELL $117.68–$163.80
    Rivian Automotive, Inc.
    US76954A1034
    -550 228K SELL $9.75–$15.70
    Samsara Inc.
    US79589L1061
    +174K 588K BUY
    ServiceNow, Inc.
    US81762P1021
    -3.8K 161K SELL $726.80–$1.09K
    Snowflake Inc.
    US8334451098
    +58K 310K BUY $134.79–$184.27
    Starbucks Corporation
    US8552441094
    -430 11K SELL $88.53–$111.55
    Symbotic Inc.
    US87151X1019
    -171K 563K SELL
    Tesla, Inc.
    US88160R1014
    -20K 1M SELL $201.80–$411.80
    The Trade Desk, Inc.
    US88339J1051
    +78K 2.2M BUY $48.96–$121.68
    Toast, Inc.
    US8887871080
    +22K 2.2M BUY $29.99–$41.00
    Tractor Supply Company
    US8923561067
    -95 19K SELL $47.26–$55.59
    Uber Technologies, Inc.
    US90353T1007
    -93K 1.6M SELL $61.43–$78.07
    Veeva Systems Inc.
    US9224751084
    -1.9K 210K SELL $204.70–$230.90
    Visa Inc.
    US92826C8394
    -25 20K SELL $298.95–$349.25
    Waste Management, Inc.
    US94106L1098
    +4.1K 7.2K BUY $194.94–$224.13
    Wingstop Inc.
    US9741551033
    -3.3K 170K SELL $189.00–$300.00
    Xometry, Inc.
    US98423F1093
    +500 10K BUY $21.07–$41.69
    Zillow Group, Inc. Class C
    US98954M2008
    -5K 870K SELL $62.69–$85.57
    Zoetis Inc.
    US98978V1035
    -95 15K SELL $146.42–$168.66
    ASML Holding N.V.
    USN070592100
    -321 14K SELL $614.00–$752.00

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