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10 Top Holdings Of Nancy Zevenbergen

Published 03/30/2022, 03:20 AM
Updated 05/14/2017, 06:45 AM

Nancy Zevenbergen is the President and CIO of Zevenbergen Capital Investments LLC. She started her career as a part-time teller at Seattle’s Rainier Bancorp, and after college graduation in 1981, worked for a trust department of a local bank.

In 1987, she founded Zevenbergen Capital and had grown it into a company with over $4.5 billion in assets under management. Forbes once named her the “Best Investor You’ve Never Heard Of.” Let’s take a look at the top ten holdings of Nancy Zevenbergen.

Top Ten Holdings Of Nancy Zevenbergen

We used the latest 13F filing of Zevenbergen Capital to come up with the top ten holdings of Nancy Zevenbergen, which we discuss below, in reverse order.

10. Snap

Founded in 2010 and headquartered in Santa Monica, Calif., Snap (NYSE:SNAP) is a camera company, whose flagship product, Snapchat, is a camera application. Zevenbergen owns over 3 million shares of Snap at an estimated average price of $55.48.

With a market value of more than $141 million, these shares account for 2.95% of Zevenbergen’s portfolio. She first took the position in Snap in Q4 2020, and has recently bought some more of its shares.

9. Netflix

Netflix (NASDAQ:NFLX) was founded in 1997 and is headquartered in Los Gatos, Calif. Zevenbergen owns 254,132 shares of Netflix at an estimated average price of $9.39. With a market value of more than $153 million, these shares of the streaming entertainment service company account for 3.19% of Zevenbergen’s portfolio. She first took the position in Netflix in Q2 2009, and has recently sold some of its shares.

8. Okta

Zevenbergen took her first position in Q4 2017. She currently owns 744,245 shares of Okta (NASDAQ:OKTA) at an estimated average price of $52.09. Founded in 2009 and headquartered in San Francisco, this company has an identity management platform for enterprises. With a market value of more than $166 million, the shares she owns account for 3.47% of Zevenbergen’s portfolio. Zevenbergen has recently sold some shares.

7. Snowflake

Founded in 2013 and headquartered in Bozeman, Mont., Snowflake (NYSE:SNOW) offers cloud data warehousing software. Zevenbergen owns 493,422 shares of Snowflake at an estimated average price of $247.92.

With a market value of more than $167 million, these shares account for 3.48% of Zevenbergen’s portfolio. She first took the position in Snowflake in Q4 2020, and has recently sold some of its shares.

6. Amazon.com

Amazon.com (NASDAQ:AMZN) is number 6 on the list. Founded in 1994 and headquartered in Seattle, the e-commerce giant offers clients an online platform and networking services. Zevenbergen owns 63,772 shares of Amazon.com at an estimated average price of $325.53. With a market value of more than $212 million, these shares account for 4.43% of Zevenbergen’s portfolio. She first took the position in Amazon in Q3 2007, and has recently sold some of her position.

5. MercadoLibre

This Uruguan company, which was founded in 1999 and is headquartered in Montevideo, has developed an online commerce platform with a focus on e-commerce and related services. Zevenbergen owns 174,399 shares of MercadoLibre (NASDAQ:MELI) at an estimated average price of $115.32. With a market value of more than $235 million, these shares comprise 4.90% of Zevenbergen’s portfolio. She first took the position in MercadoLibre in Q1 2009, and has recently bought some of its shares.

4. Shopify

Founded in 2004 and headquartered in Ottawa, Canada, Shopify (NYSE:SHOP) operates a cloud-based commerce platform aimed at small and medium-sized businesses. Zevenbergen owns 216,439 shares of Shopify at an estimated average price of $99.20. With a market value of more than $298 million, these shares account for 6.21% of Zevenbergen’s portfolio. She first took the position in Shopify in Q4 2016, and has recently sold some of its shares.

3. Trade Desk

Zevengergen owns over 3.5 million shares of Trade Desk (NASDAQ:TTD) at an estimated average price of $71.21. Founded in 2009 and headquartered in Ventura, Calif., this company has a technology platform for advertising buyers. Zevenbergen With a market value of more than $326 million, Zevenbergen's shares account for 6.80% of her portfolio. She first took the position in Trade Desk in Q2 2017, and has recently sold some of its shares.

2. NVIDIA

Founded in 1993 and headquartered in Santa Clara, Calif., this company deals in computer graphics processors, chipsets, and related multimedia software. Zevenbergen owns over 1.1 million shares of NVIDIA (NASDAQ:NVDA) at an estimated average price of $42.68. With a market value of more than $334 million, these shares account for 6.97% of Zevenbergen’s portfolio. She first took the position in NVIDIA in Q3 2016, and has recently sold some of its shares.

1. Tesla

Number one on the list is Tesla (NASDAQ:TSLA), of which Zevenbergen owns 487,424 shares, at an estimated average price of $24.05. Founded in 2003 and headquartered in Austin, Texas, Tesla is involved in fully electric vehicles, energy generation and storage systems. With a market value of more than $515 million, these shares account for 10.74% of Zevenbergen’s portfolio. She first took the position in Tesla in Q2 2010, and has recently sold some of its shares.

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