ZEVENBERGEN CAPITAL Overview
Zevenbergen Capital Investments Llc is an investment advisor that manages 2.4 BN dollars in regulatory AUM and has 16 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/03 to 06/30/21. The fund's latest filing disclosed 2BN in positions, representing 92% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 06/30/21. The fund's latest filing disclosed 2BN in positions, representing 92% of the manager's regulatory AUM.
ZEVENBERGEN CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ZEVENBERGEN CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| TSLA | 11.63% | Cons. Disc. | 34.92% | -0.38% | 0 | 25% | ||
| AMZN | 6.33% | Cons. Disc. | 33.98% | 0.45% | 0 | 44% | ||
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FEATURED IN
ZEVENBERGEN CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Nancy A. Zevenbergen | Director, President, Chief Investment Officer | December-1986 |
| Donna B. Deboutray | Managing Director | December-1994 |
| Elise C. Foley | Managing Director | December-1995 |
| Leslie C. Tubbs | Managing Director | December-1995 |
| James L. Fasano | Managing Director | October-2003 |
| Herbert W. Albin | Managing Director | October-2003 |
| Justin W. Buller | Chief Compliance Officer | January-2009 |
ZEVENBERGEN CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ZEVENBERGEN CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
ZCI’s growth equity investment philosophy and stock selection process is predicated on revenue, cash flow and earnings growth being the essential catalysts of stock price appreciation, combined with a
5
company’s financial flexibility and experienced management offering competitive advantages during market downturns.
ZCI uses fundamental, bottom-up analysis when making investment decisions. Sources of information may include Wall Street research, financial newspapers and magazines, various research materials, company press releases, prospectuses, annual reports and other filings with the SEC, and review of corporate activities. In addition to these sources, ZCI makes use of conferences and other instances to meet with company management, listens to quarterly company conference calls and attends trade and/or industry gatherings to gain further infor...
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Methods of Analysis
ZCI’s growth equity investment philosophy and stock selection process is predicated on revenue, cash flow and earnings growth being the essential catalysts of stock price appreciation, combined with a
5
company’s financial flexibility and experienced management offering competitive advantages during market downturns.
ZCI uses fundamental, bottom-up analysis when making investment decisions. Sources of information may include Wall Street research, financial newspapers and magazines, various research materials, company press releases, prospectuses, annual reports and other filings with the SEC, and review of corporate activities. In addition to these sources, ZCI makes use of conferences and other instances to meet with company management, listens to quarterly company conference calls and attends trade and/or industry gatherings to gain further infor...
Unlock Full Investment Process Description
ZEVENBERGEN CAPITAL Portfolio Concentration
ZEVENBERGEN CAPITAL Location
601 UNION STREET
SUITE 4600
SEATTLE, Washington
UNITED STATES, 98101-2323
SUITE 4600
SEATTLE, Washington
UNITED STATES, 98101-2323
ZEVENBERGEN CAPITAL Contact Information
Phone Number: 206-682-8469
Fax Number: 206-682-9625
Website: http://www.zci.com
Fax Number: 206-682-9625
Website: http://www.zci.com
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