LongZMJun 2026
Zoom Communications, Inc.
Zoom is viewed as a high-quality product company that has expanded from video conferencing into a broader workplace platform. The fund highlights low debt, annual revenue above…
ZM
Which hedge funds are long ZM?
2 published ideas on Zoom Communications, Inc. across 2 funds — 2 long and 0 short.
Zoom Communications hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Zoom Communications: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongZMMay 2026
Zoom
We initiated an event-driven position in Zoom to capitalize on a re-rating driven by its stake in Anthropic, which has seen a significant increase in its valuation and recurring…