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Funds (13F)

Zevenbergen Capital Investments LLC

Backtest from 16 Aug 2013 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+18.3%
S&P 500 +14.1%
Last 12 months
+19.5%
S&P 500 +12.1%
Sharpe ratio
0.67
S&P 500 0.78
Biggest drop
−61.5%
S&P 500 −31.8%
$10.0k$20.0k$40.0k$80.0k 2013201520172019202120232025 $91.8k$57.0k
StrategyS&P 500 $10,000 in Zevenbergen Capital Investments LLC from 16 Aug 2013 against the S&P 500 (total return) over the same dates, marked weekly, log scale. Hypothetical: before taxes and trading costs.

About

Copies Zevenbergen Capital Investments LLC's quarterly 13F holdings in the companies we cover, weighted by reported value: it buys on the first trading day after each 13F is filed (up to 45 days after the quarter) and holds until the next filing. A 13F shows long US-listed positions only, at the quarter's end, so this misses shorts, cash, bonds, non-US holdings and trading within the quarter.

Zevenbergen Capital Investments LLC's 13F holdings →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+18.3%+14.1%
Total return+818%+470%
Last 12 months+19.5%+12.1%
Last 3 months+0.4%—
Last month−13.1%—
This year so far+25.2%—
Volatility a year27.8%16.0%
Sharpe ratio0.670.78
Biggest drop−61.5%−31.8%
Beta to the S&P 5001.341.00
Alpha a year (t-statistic)+1.9% (0.38)—
Share of weeks up57%—

Sharpe ratio uses returns above the 3-month Treasury bill rate. Alpha is the yearly return left after allowing for the strategy's exposure to the S&P 500 (CAPM); a t-statistic below about 2 means it cannot be told apart from luck.

Insights

CompanyWeightHeld sinceReturn since
AMD13.4%——
MU11.3%——
AMZN8.3%——
AAPL8.2%——
MSFT6.5%——
MPWR6.1%——
RKLB5.7%——
SNOW5.3%——
NTRA3.9%——
AMAT3.2%——
TOST3.1%——
TSM2.9%——
KLAC2.5%——
KRMN2.5%——
ANET2.4%——
PANW1.8%——
APH1.7%——
FIX1.6%——
MRVL1.5%——
CDNS1.4%——
ARM1.2%——
QCOM1.2%——
VEEV1.1%——
CAI0.8%——
BE0.5%——
HD0.2%——
PGR0.2%——
AMGN0.2%——
PCAR0.2%——
CTAS0.2%——
DE0.2%——
JNJ0.2%——
RBRK0.1%——
ECL0.1%——
ABT0.1%——
VMC0.1%——
SBUX0.1%——
ROL0.0%——
AXP0.0%——
DIS0.0%——
NAVN0.0%——
WING0.0%——
TSCO0.0%——

Weighted by reported value in the latest 13F, held until the next filing.

PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest16 Aug 2013 to 2 Nov 2026+18.3%+14.1%0.670.78−61.5%1.34+1.9% (0.38)
2018 onwards5 Jan 2018 to 2 Nov 2026+16.4%+13.9%0.550.66−61.5%1.35+1.1% (0.17)
Last three years3 Nov 2023 to 2 Nov 2026+25.4%+21.8%0.851.16−25.7%1.54−3.6% (−0.46)
Last year7 Nov 2025 to 2 Nov 2026+23.5%+14.2%0.730.84−17.5%1.93+1.9% (0.11)
DateCompanyAction
17 Jul 2026ROLBought
17 Jul 2026NAVNBought
17 Jul 2026MRVLBought
17 Jul 2026FIXBought
10 Apr 2026VMCBought
10 Apr 2026TSMBought
10 Apr 2026RBRKBought
16 Jan 2026KRMNBought
16 Jan 2026CAIBought
11 Jul 2025RKLBBought
11 Jul 2025DEBought
11 Jul 2025CAVABought
14 Feb 2025ANETBought
15 Nov 2024WINGBought
15 Nov 2024VEEVBought
15 Nov 2024TSCOBought
15 Nov 2024TOSTBought
15 Nov 2024SOUNBought
15 Nov 2024SNOWBought
15 Nov 2024SBUXBought
15 Nov 2024RGENBought
15 Nov 2024QCOMBought
15 Nov 2024PGRBought
15 Nov 2024PCARBought
15 Nov 2024PAYXBought

Dated at the rebalance that made the change.

DateCompanyAction
17 Jul 2026INTUSold
10 Apr 2026PAYXSold
16 Jan 2026HUBSSold
16 Jan 2026DXCMSold
16 Jan 2026CAVASold
16 Jan 2026ABNBSold
10 Oct 2025RGENSold
11 Jul 2025BDXSold
16 May 2025SOUNSold
16 May 2025FSLRSold
14 Feb 2025LENSold
14 Feb 2025ELSold
14 Feb 2025CAVASold

Dated at the rebalance that made the change.

Backtests are hypothetical and use today's listed companies only, which flatters results. Past performance does not predict future returns. This is research, not investment advice. How we backtest