ZEVENBERGEN CAPITAL INVESTMENTS LLC CSHX β€” CASHMERE VALLEY BANK

Ownership history in ZEVENBERGEN CAPITAL INVESTMENTS LLC  Β·  5 quarters on record

AI Ownership Summary

ZEVENBERGEN CAPITAL INVESTMENTS LLC reported CASHMERE VALLEY BANK (CSHX) in 5 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.8% in 2026 Q1. The latest visible filing shows CSHX at 0.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CSHX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ZEVENBERGEN CAPITAL INVESTMENTS LLC's position in CASHMERE VALLEY BANK, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CSHX was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ZEVENBERGEN CAPITAL INVESTMENTS LLC held CSHX β€” position size vs. price
% of Fund (quarterly)    CSHX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 370,059 +367,059 +12235.3% 0.80% $27.7M 2026-04-09 $74.17
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding CSHX

As of 2026 Q1 β€” sorted by position size

Siena Capital Partners GP, LLC 3Y 7Y 1.77%

FAQ About ZEVENBERGEN CAPITAL INVESTMENTS LLC and CSHX

These are the practical questions this page is built to answer before you even open the full history table.

How long has ZEVENBERGEN CAPITAL INVESTMENTS LLC reported owning CSHX?

ZEVENBERGEN CAPITAL INVESTMENTS LLC reported CSHX across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported CSHX position in ZEVENBERGEN CAPITAL INVESTMENTS LLC's portfolio?

The largest reported portfolio weight for CSHX was 0.80% in 2026 Q1.

What is the latest reported CSHX position on this page?

The most recent filing on this page is 2026 Q1, when ZEVENBERGEN CAPITAL INVESTMENTS LLC reported 370,059 shares, equal to 0.80% of portfolio, with an estimated market value of $27.7M.

What does the chart on this CSHX ownership page compare?

The chart compares ZEVENBERGEN CAPITAL INVESTMENTS LLC's quarterly CSHX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ZEVENBERGEN CAPITAL INVESTMENTS LLC time their CSHX position?

Based on 13F filing dates vs. subsequent CSHX price moves, ZEVENBERGEN CAPITAL INVESTMENTS LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on CSHX relative to SPY over the holding period was +15.7%.

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