Zevenbergen Capital Investments is based out of Seattle. Zevenbergen Capital Investments is a large advisory firm with 274 clients and discretionary assets under management (AUM) of $4,901,584,000 (Form ADV from 2022-08-02). Their last reported 13F filing for Q2 2022 included $2,187,555,000 in managed 13F securities
and a top 10 holdings concentration of 52.04%. Zevenbergen Capital Investments's largest holding is Tesla Inc with shares held of 377,765. Zevenbergen Capital Investments has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 76 13F filings, and 11 13G filings
[1]:
Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]:
Alt Turnover is calculated by taking either the total MV of new purchases or
the MV of securities sold, whichever is less,
divided by the total MV of the fund.
You are limited to the prior 8 quarters of 13F filings.
Subscribe to WhaleWisdom to view all filing data
for ZEVENBERGEN CAPITAL INVESTMENTS LLC
Risk/Reward Analysis
Portfolio Market Cap Analysis
Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2022-05-16
Performance
for Q1 2022:
-43.02%
Performance Last 4 Quarters:
-52.24%
Performance Metrics
Stdev (5-yrs):
Subscription required
BETA (5-yrs):
Subscription required
ALPHA (3-yrs):
Subscription required
Max Drawdown (all-years):
Subscription required
Annualized Perf (3-yrs):
Subscription required
Batting Avg vs S&P. (3-yrs):
Subscription required
Sortino (3-yrs):
Subscription required
Stutzer (3-yrs):
Subscription required
Treynor (3-yrs):
Subscription required
Sterling (3-yrs):
Subscription required
Calmar (3-yrs):
Subscription required
Information Ratio (3-yrs):
Subscription required
Tracking Error (3 yrs):
Subscription required
Stdev Down (3-yrs):
Subscription required
Winning Months %:
Subscription required
Losing Months %:
Subscription required
Best 12 Months:
Subscription required
Worst 12 Months:
Subscription required
Efficiency Ratio (3-yrs):
Subscription required
Sharpe:
Subscription required
Stdev Sectors:
Subscription required
Skewness (3-yrs):
Subscription required
Kurtosis (3-yrs):
Subscription required
Upside Potential (3-yrs):
Subscription required
CSV Export Module
This will schedule a job to export all requested 13f holdings data for this filer.
When completed, an email will be sent to the email address you specify
containing a link to download the .zip file of the CSV file(s) you requested.
This lets you look at individual sub managers or subsidiaries within
the 13F filing.
