Gavin Baker’s Zoom ZM Stock Holding History

Gavin Baker’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	–	Sell	-1,315,605	Closed	-$106M	–	67
2026 Q1	$106M	Buy	+1,315,605	New	+$110M	2.11%	14
2021 Q3	–	Sell	-145,913	Closed	-$56.5M	–	54
2021 Q2	$56.5M	Buy	+145,913	New	+$48.6M	1.01%	30

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

Gavin Baker's ZM Position: Q2 2026 in Review

Gavin Baker sold out of Zoom (ZM) in Q2 2026, closing a stake of 1,315,605 shares — an estimated $106M sold.

Gavin Baker first reported a position in ZM in Q2 2021 and held it in 2 quarters. The position peaked at $106M in Q1 2026. 862 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Gavin Baker reported no remaining Zoom position as of Q2 2026 after selling out during the quarter.
Gavin Baker sold 1,315,605 Zoom shares in Q2 2026, an estimated $106M.
Gavin Baker first reported a position in Zoom in Q2 2021 and held it in 2 quarters.
Gavin Baker's Zoom position peaked at $106M in Q1 2026.
862 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

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