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Nancy Ann Zevenbergen, CFA — Institutional Investor Profile | Buyside Digest

Nancy Ann Zevenbergen, CFA

Institutional Investor • Virtus Zevenbergen Innovative Growth Stock Fund

Value

$381M

Stocks

35 Stocks

Turnover

0.0%

CIK

0001276918EDGAR ↗

Website ↗

Top Holdings

GOOG(9.51%) MU(9.38%) AAPL(6.63%) AVGO(5.95%) MSFT(5.11%)

About Investor

Nancy Ann Zevenbergen founded Zevenbergen Capital Investments in 1987 and serves as President and Chief Investment Officer, managing the fund since inception. She established the firm's philosophy of searching for companies that are shaping the future through technological and business model innovation. The investment team includes Joseph Evans Dennison and Anthony Ray Zackery, both CFAs and principals who joined as portfolio managers in 2015, bringing expertise in identifying founder-led companies early in their development cycles.

Investor Philosophy

Investment philosophy details pending verification.

Nancy Ann Zevenbergen, CFA Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
GOOG	None	Alphabet Inc.	Communication Services	$190.5M	9.5%	No Change
MU	None	Micron Technology, Inc.	Information Technology	$187.8M	9.4%	No Change
AAPL	None	Apple Inc.	Information Technology	$132.8M	6.6%	No Change
AVGO	None	Broadcom Inc.	Information Technology	$119.3M	6.0%	No Change
MSFT	None	Microsoft Corporation	Information Technology	$102.4M	5.1%	No Change
MELI	None	MercadoLibre, Inc.	Consumer Discretionary	$86.5M	4.3%	No Change
RKLB	None	Rocket Lab USA Inc.	Industrials	$74.8M	3.7%	No Change
CRDO	None	Credo Technology	Information Technology	$70.8M	3.5%	No Change
GOOGL	None	Alphabet Inc.	Information Technology	$64.5M	3.2%	No Change
PWR	None	Quanta Services, Inc.	Industrials	$57.2M	2.9%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
QTSIQuanta Services, Inc.	$57236.7M	-100.0%	0.0%	Sold Out
KLACKLA Corp	$45.3M	-100.0%	0.0%	Sold Out
KRMNKarman Holdings, Inc.	$36.0M	-100.0%	0.0%	Sold Out
ASML.ASASML Holding	$25.9M	-100.0%	0.0%	Sold Out

13F Sector Breakdown

Information Technology62.9%

Communication Services13.2%

Industrials10.6%

Consumer Discretionary6.4%

General4.1%

Sector	Stocks	Value	Exposure
Information Technology	23	$1260.1M	62.9%
Communication Services	3	$265.2M	13.2%
Industrials	4	$212.9M	10.6%
Consumer Discretionary	2	$127.7M	6.4%
General	2	$81.3M	4.1%
Health Care	1	$55.9M	2.8%