Zevenbergen Capital Investments is based out of Seattle. Zevenbergen Capital Investments is a large advisory firm with 238 clients and discretionary assets under management (AUM) of $2,737,182,000 (Form ADV from 2020-06-26). Their last reported 13F filing for Q4 2020 included $5,713,900,000 in managed 13F securities
and a top 10 holdings concentration of 50.22%. Zevenbergen Capital Investments's largest holding is Tesla Inc with shares held of 743,647. Zevenbergen Capital Investments has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 70 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 2021-02-16
Performance
for Q4 2020:
34.4%
Performance Last 4 Quarters:
109.68%
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.
ZEVENBERGEN CAPITAL INVESTMENTS LLC 601 UNION STREETSUITE 4600 SEATTLEWA98101-4050 Country: United States
Business Phone:
206-682-8469 Fax:
206-682-9625
Professional Investment Advisor Data
SEC Registration as :
Large Advisory Firm,Investment advisor to an investment company
Form of Organization:
Limited Liability Company
Organized in:
WA
Number of employees:
18
Other Business Activities:
Advisor Fees/Compensation:
Percentage of assets under management,MODEL-ONLY PORTFOLIO
Amount of client funds and securities:
Total Number of Clients:
238
Amount of client funds and securities by related persons: