Coatue Management
ZM icon

Coatue Management’s Zoom ZM Stock Holding History

Coatue 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
2022
Q4 		– Sell
-826,394
Closed -$60.8M – 93
2022
Q3 		$60.8M Buy
826,394
+805,624
+3,879% +$76.7M 0.71% 27
2022
Q2 		$2.24M Hold
20,770
– – 0.03% 78
2022
Q1 		$2.44M Sell
20,770
-929,882
-98% -$126M 0.02% 56
2021
Q4 		$175M Sell
950,652
-990,089
-51% -$233M 0.78% 33
2021
Q3 		$508M Buy
1,940,741
+509,261
+36% +$172M 2.06% 20
2021
Q2 		$554M Buy
1,431,480
+254,666
+22% +$84.8M 2.15% 21
2021
Q1 		$378M Sell
1,176,814
-1,338,621
-53% -$493M 2.07% 17
2020
Q4 		$849M Buy
2,515,435
+40,740
+2% +$18.2M 3.17% 9
2020
Q3 		$1.16B Sell
2,474,695
-46,612
-2% -$14.9M 6.11% 4
2020
Q2 		$639M Buy
2,521,307
+1,925,382
+323% +$346M 5.62% 3
2020
Q1 		$87.1M Buy
+595,925
New +$58.8M 1.1% 27
2019
Q4 		– Sell
-1,139,766
Closed -$86.8M – 462
2019
Q3 		$86.8M Sell
1,139,766
-95,472
-8% -$8.6M 0.74% 28
2019
Q2 		$110M Buy
+1,235,238
New +$102M 0.93% 27

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Coatue Management's ZM Position: Q4 2022 in Review

Coatue Management sold out of Zoom (ZM) in Q4 2022, closing a stake of 826,394 shares — an estimated $60.8M sold.

Coatue Management first reported a position in ZM in Q2 2019 and held it in 13 quarters. The position peaked at $1.16B in Q3 2020. 651 funds tracked by Wall St. Rank hold ZM as of Q4 2022.

  • Coatue Management reported no remaining Zoom position as of Q4 2022 after selling out during the quarter.
  • Coatue Management sold 826,394 Zoom shares in Q4 2022, an estimated $60.8M.
  • Coatue Management first reported a position in Zoom in Q2 2019 and held it in 13 quarters.
  • Coatue Management's Zoom position peaked at $1.16B in Q3 2020.
  • 651 funds tracked by Wall St. Rank held Zoom as of Q4 2022.

Based on Coatue Management's 13F filing for Q4 2022, filed 14 Feb 2023.