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…
ZM
Which hedge funds are long ZM?
1 published idea on Zoom across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Zoom: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.