Alkeon Capital Management
ZM icon

Alkeon Capital Management’s Zoom ZM Stock Holding History

Alkeon Capital Management’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,274,397
Closed -$279M – 108
2024
Q1 		$279M Buy
4,274,397
+839,000
+24% +$55.9M 0.48% 38
2023
Q4 		$247M Buy
3,435,397
+7,355
+0.2% +$486K 0.55% 32
2023
Q3 		$240M Sell
3,428,042
-75,000
-2% -$5.21M 0.43% 33
2023
Q2 		$238M Buy
3,503,042
+1,172,117
+50% +$78.4M 0.42% 37
2023
Q1 		$172M Buy
2,330,925
+400,449
+21% +$28.9M 0.38% 49
2022
Q4 		$131M Buy
1,930,476
+21,476
+1% +$1.63M 0.5% 56
2022
Q3 		$140M Buy
1,909,000
+1,213,339
+174% +$116M 0.45% 52
2022
Q2 		$75.1M Buy
695,661
+619,661
+815% +$65.4M 0.2% 86
2022
Q1 		$8.91M Hold
76,000
– – 0.02% 135
2021
Q4 		$14M Sell
76,000
-80,000
-51% -$18.8M 0.03% 131
2021
Q3 		$40.8M Buy
156,000
+80,000
+105% +$27M 0.07% 123
2021
Q2 		$29.4M Hold
76,000
– – 0.04% 128
2021
Q1 		$24.4M Buy
76,000
+16,000
+27% +$5.89M 0.04% 133
2020
Q4 		$20.2M Hold
60,000
– – 0.03% 138
2020
Q3 		$28.2M Hold
60,000
– – 0.05% 116
2020
Q2 		$15.2M Hold
60,000
– – 0.04% 121
2020
Q1 		$8.77M Hold
60,000
– – 0.04% 116
2019
Q4 		$4.08M Buy
+60,000
New +$4.13M 0.02% 116

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Alkeon Capital Management's ZM Position: Q2 2024 in Review

Alkeon Capital Management sold out of Zoom (ZM) in Q2 2024, closing a stake of 4,274,397 shares — an estimated $279M sold.

Alkeon Capital Management first reported a position in ZM in Q4 2019 and held it in 18 quarters. The position peaked at $279M in Q1 2024. 656 funds tracked by Wall St. Rank hold ZM as of Q2 2024.

  • Alkeon Capital Management reported no remaining Zoom position as of Q2 2024 after selling out during the quarter.
  • Alkeon Capital Management sold 4,274,397 Zoom shares in Q2 2024, an estimated $279M.
  • Alkeon Capital Management first reported a position in Zoom in Q4 2019 and held it in 18 quarters.
  • Alkeon Capital Management's Zoom position peaked at $279M in Q1 2024.
  • 656 funds tracked by Wall St. Rank held Zoom as of Q2 2024.

Based on Alkeon Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.