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.
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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):
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BETA (5-yrs):
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ALPHA (3-yrs):
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Max Drawdown (all-years):
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Annualized Perf (3-yrs):
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Batting Avg vs S&P. (3-yrs):
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Sortino (3-yrs):
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Stutzer (3-yrs):
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Treynor (3-yrs):
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Sterling (3-yrs):
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Calmar (3-yrs):
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Information Ratio (3-yrs):
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Tracking Error (3 yrs):
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Stdev Down (3-yrs):
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Winning Months %:
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Losing Months %:
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Best 12 Months:
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Worst 12 Months:
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Efficiency Ratio (3-yrs):
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Sharpe:
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Stdev Sectors:
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Skewness (3-yrs):
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Kurtosis (3-yrs):
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Upside Potential (3-yrs):
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CSV Export Module
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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:
