Position in ZM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$505,690
-$73,487 QoQ
Shares Held
5,859
-31.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#498
of 861 holders
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Derivatives in ZM
reported options exposure · as of Dec 31, 2022CallValue
$0
CallShares
0
PutValue
$67,740
PutShares
1,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Lido Advisors, LLC holds $188,357,886 across 35 Software - Application names. ZM ranks #24 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
283,141 | $44,356,868 | |
| 2 | SNOW |
Snowflake Inc.
|
114,212 | $29,066,954 | |
| 3 | NOW |
ServiceNow, Inc.
|
267,340 | $26,541,514 | |
| 4 | UBER |
Uber Technologies, Inc
|
228,189 | $16,466,116 | |
| 5 | SHOP |
Shopify Inc.
|
86,291 | $9,852,706 | |
| 6 | ADP |
Automatic Data Processing Inc
|
40,364 | $9,039,516 | |
| 7 | INTU |
Intuit Inc.
|
31,525 | $8,228,025 | |
| 8 | ADBE |
Adobe Inc.
|
32,145 | $6,590,366 |
All Filings in ZM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,690 | 5,859 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $67,740 | 1,000 | Put | Sole | 2023-02-14 | |
| 2022-12-31 | $579,177 | 8,550 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $255,062 | 3,466 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $379,946 | 3,519 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $418,393 | 3,569 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $441,384 | 2,400 | Put | Sole | 2022-02-15 | |
| 2021-12-31 | $933,894 | 5,078 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $627,600 | 2,400 | Put | Sole | 2022-02-15 | |
| 2021-09-30 | $1,183,287 | 4,525 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $2,016,039 | 5,209 | Shares | Sole | 2021-08-12 | |
| 2021-06-30 | $928,872 | 2,400 | Put | Sole | 2021-08-12 | |
| 2021-03-31 | $596,635 | 1,857 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $899,969 | 2,668 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $629,477 | 1,339 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $724,870 | 2,859 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||