DISCOVERY CAPITAL MANAGEMENT, LLC / CT
Position in ZM — Zoom Communications, Inc.
CIK 1389507
SOUTH NORWALK, CT
Position in ZM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,048,876
+$8,200,267 QoQ
Shares Held
139,600
+166.9% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#141
of 861 holders
Holding Since
Sep 2022
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026DISCOVERY CAPITAL MANAGEMENT, LLC / CT holds $38,135,656 across 7 Software - Application names. ZM ranks #1 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
This page
|
139,600 | $12,048,876 | |
| 2 | CRM |
Salesforce, Inc.
|
71,900 | $11,263,854 | |
| 3 | INTU |
Intuit Inc.
|
13,800 | $3,601,800 | |
| 4 | DDOG |
Datadog, Inc.
|
13,680 | $3,561,724 | |
| 5 | FIG |
Figma, Inc.
|
157,852 | $2,855,542 | |
| 6 | SNOW |
Snowflake Inc.
|
9,732 | $2,476,794 | |
| 7 | TTAN |
ServiceTitan, Inc.
|
32,910 | $2,327,066 |
All Filings in ZM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,048,876 | 139,600 | Shares | Sole | 2026-08-14 | |
| 2022-09-30 | $3,848,609 | 52,298 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||