Discovery Capital Management’s Zoom ZM Stock Holding History

Discovery 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
2026 Q2	$12M	Buy	+139,600	New	+$13.2M	0.5%	44
2022 Q4	–	Sell	-52,298	Closed	-$3.85M	–	71
2022 Q3	$3.85M	Buy	+52,298	New	+$4.98M	0.58%	34

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Discovery Capital Management's ZM Position: Q2 2026 in Review

Discovery Capital Management opened a new position in Zoom (ZM) in Q2 2026: 139,600 shares worth $12M. The stake represents 0.5% of the portfolio and ranks #44 among its holdings. This is a return to the name: Discovery Capital Management previously reported a position in ZM as recently as Q3 2022.

Discovery Capital Management first reported a position in ZM in Q3 2022 and has held it in 2 quarters since. 866 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Discovery Capital Management held 139,600 shares of Zoom worth $12M as of Q2 2026.
Zoom was a new Discovery Capital Management position in Q2 2026.
Zoom made up 0.5% of Discovery Capital Management's portfolio in Q2 2026, its #44 holding.
Discovery Capital Management first reported a position in Zoom in Q3 2022 and has held it in 2 quarters since.
866 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Discovery Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.