Nancy Zevenbergen / Transactions / 2025-Q2

    Company Shares change Shares owned end of quarter Transaction type Price range
    Abbott Laboratories
    US0028241000     		+195 21K BUY $109.61–$122.04
    Advanced Micro Devices, Inc.
    US0079031078     		-286K 596K SELL $70.90–$123.47
    Airbnb, Inc.
    US0090661010     		-33K 264K SELL $96.01–$123.78
    Alphabet Inc.
    US02079K1079     		-18K 636K SELL $133.94–$157.51
    Amazon.com, Inc.
    US0231351067     		-42K 1.1M SELL $151.48–$190.22
    Amgen Inc.
    US0311621009     		+290 9.9K BUY $234.33–$283.53
    Amphenol Corporation
    US0320951017     		-220 176K SELL $53.56–$84.05
    Apple Inc.
    US0378331005     		-12K 476K SELL $158.96–$206.75
    Ares Management Corporation
    US03990B1017     		-1.2K 150K SELL $106.18–$157.41
    Arista Networks, Inc.
    US0404132054     		-7.7K 245K SELL $58.08–$88.09
    Arm Holdings plc American Depositary Shares
    US0420682058     		+5.8K 477K BUY $77.80–$141.40
    Axon Enterprise, Inc.
    US05464C1018     		-24K 391K SELL $449.70–$702.10
    Blackstone Inc.
    US09260D1072     		+530 17K BUY $108.76–$130.42
    BlackRock, Inc.
    US09290D1019     		+35 4.3K BUY $744.10–$894.10
    Bloom Energy Corporation
    US0937121079     		-5.7K 118K SELL $14.28–$20.30
    Booking Holdings Inc.
    US09857L1089     		-21 3.1K SELL $3.80K–$4.93K
    Broadridge Financial Solutions, Inc.
    US11133T1034     		-5.8K 23K SELL $197.00–$233.00
    Broadcom Inc.
    US11135F1012     		-58K 312K SELL $131.85–$233.60
    Cadence Design Systems, Inc.
    US1273871087     		-3K 40K SELL $210.20–$286.80
    CAVA Group, Inc.
    US1489291021     		+2.2K 4K BUY
    Cisco Systems Inc
    US17275R1023     		+690 16K BUY $48.09–$59.01
    Cintas Corporation
    US1729081059     		+70 20K BUY $171.55–$191.40
    Clearwater Analytics Holdings, Inc.
    US1851231068     		+457K 1.4M BUY
    Costco Wholesale Corporation
    US22160K1051     		+35 8.1K BUY $831.65–$927.20
    CrowdStrike Holdings, Inc.
    US22788C1053     		-24K 263K SELL $291.13–$431.38
    Dell Technologies Inc.
    US24703L2025     		-47K 112K SELL $64.53–$108.24
    DexCom, Inc.
    US2521311074     		+102K 623K BUY $53.99–$77.41
    The Walt Disney Company
    US2546871060     		+480 5.8K BUY $72.56–$105.13
    DraftKings Inc.
    US26142V1052     		+23K 214K BUY $28.55–$36.96
    e.l.f. Beauty, Inc.
    US26856L1035     		-179K 503K SELL $43.53–$110.78
    Ecolab Inc.
    US2788651006     		+190 5.7K BUY $204.70–$236.00
    Exact Sciences Corporation
    US30063P1057     		-150K 1M SELL $36.45–$51.45
    Meta Platforms, Inc.
    US30303M1027     		-7K 403K SELL $438.00–$625.40
    The Home Depot, Inc.
    US4370761029     		+115 11K BUY $299.05–$341.25
    HubSpot, Inc.
    US4435731009     		-1.6K 40K SELL $441.50–$601.10
    Intuit Inc.
    US4612021034     		-95 26K SELL $493.05–$677.15
    JPMorgan Chase & Co.
    US46625H1005     		-220 30K SELL $191.70–$246.48
    Johnson & Johnson
    US4781601046     		+350 11K BUY $129.50–$144.15
    MercadoLibre, Inc.
    US58733R1023     		-9.7K 111K SELL $1.63K–$2.32K
    Microsoft Corporation
    US5949181045     		-11K 319K SELL $321.20–$424.33
    Micron Technology, Inc.
    US5951121038     		-7.7K 303K SELL $58.40–$113.39
    MongoDB, Inc.
    US60937P1066     		-36K 30K SELL $131.52–$196.80
    Monolithic Power Systems, Inc.
    US6098391054     		-255 42K SELL $413.80–$657.20
    Natera, Inc.
    US6323071042     		-24K 406K SELL
    Netflix, Inc.
    US64110L1061     		-18K 119K SELL $775.55–$1.14K
    NextEra Energy, Inc.
    US65339F1012     		-1.5K 20K SELL $57.62–$67.11
    NVIDIA Corporation
    US67066G1040     		-128K 3M SELL $84.50–$134.46
    Oracle Corporation
    US68389X1054     		+200 164K BUY $111.60–$186.14
    PACCAR Inc
    US6937181088     		+810 24K BUY $76.42–$91.08
    Palo Alto Networks, Inc.
    US6974351057     		-68K 409K SELL $139.14–$176.06
    Paychex, Inc.
    US7043261079     		+325 23K BUY $118.69–$143.25
    Pinterest, Inc.
    US72352L1061     		+45K 426K BUY
    The Progressive Corporation
    US7433151039     		-290 18K SELL $222.85–$263.45
    QUALCOMM Incorporated
    US7475251036     		-17K 105K SELL $114.12–$141.69
    Quanta Services, Inc.
    US74762E1029     		+2.6K 111K BUY $215.60–$324.50
    Repligen Corporation
    US7599161095     		-1.6K 86K SELL $98.70–$127.80
    Salesforce, Inc.
    US79466L3024     		-5.7K 17K SELL $213.30–$260.83
    Samsara Inc.
    US79589L1061     		+367K 955K BUY
    ServiceNow, Inc.
    US81762P1021     		-12K 148K SELL $652.50–$928.70
    Snowflake Inc.
    US8334451098     		-9K 301K SELL $118.07–$193.54
    Starbucks Corporation
    US8552441094     		+160 11K BUY $70.64–$90.86
    Symbotic Inc.
    US87151X1019     		-421K 142K SELL
    Tesla, Inc.
    US88160R1014     		-50K 964K SELL $203.80–$320.18
    The Trade Desk, Inc.
    US88339J1051     		-579 2.2M SELL $41.28–$71.72
    Toast, Inc.
    US8887871080     		-68K 2.2M SELL $27.10–$35.47
    Tractor Supply Company
    US8923561067     		+175 19K BUY $41.86–$51.09
    Uber Technologies, Inc.
    US90353T1007     		-51K 1.5M SELL $58.49–$82.17
    Veeva Systems Inc.
    US9224751084     		-5.4K 205K SELL $185.43–$253.65
    Visa Inc.
    US92826C8394     		+285 21K BUY $281.05–$328.00
    Waste Management, Inc.
    US94106L1098     		+2.2K 9.4K BUY $193.98–$215.70
    Wingstop Inc.
    US9741551033     		-5.1K 165K SELL $184.00–$338.00
    Xometry, Inc.
    US98423F1093     		-2.4K 7.9K SELL $17.13–$32.23
    Zillow Group, Inc. Class C
    US98954M2008     		-46K 825K SELL $53.61–$65.27
    Zoetis Inc.
    US98978V1035     		+740 16K BUY $128.34–$150.31
    ASML Holding N.V.
    USN070592100     		-381 13K SELL $542.00–$708.00

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