ZM

ZM

ZM

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 28, 2025	Harry Qelm Baabsman	-	9.7%	ADBE, BIRD, BWA, CRM, FLNC, GOOGL, HFG.DE, LIGHT.AS, LYFT, MGA, NVDA, NXT, PUM.DE, S92.DE, SEDG, SHOP.TO, THO, VWSB.CO, ZAL.DE, ZM	AI, clean energy, Cloud, E-Commerce, Solar, technology, value, Wind	Solar equipment companies like Nextracker grew 59% since December, while SMA Solar and SolarEdge combined grew 50%. The fund sees solar as a primary energy source with rapidly increasing presence, moving from below 0.5% to 5-7% of total energy consumption and above 10% of electricity generation worldwide.	ADBE PUM GR VWSB GR NXT ZAL GR ZM CRM	View
2024 Q2	Jul 19, 2024	Harry Qelm Baabsman	-	-16.5%	ADBE, AMZN, ASC.L, CRM, CSIQ, ENPH, GOOGL, HFG.DE, NVDA, PUM.DE, SEDG, SIGNF, TPIC, ZAL.DE, ZM	clean energy, Cloud, Cyclical, Europe, growth, long-term, value	The fund is heavily invested in clean energy companies, particularly solar energy firms like SolarEdge and Canadian Solar. The manager expects a recovery in the clean energy sector by 2025 after the current oversupply cycle. Solar energy installations continue to grow globally, with 2022 seeing 1185 Gigawatts installed.	TPIC HFG.DE SEDG	View
2025 Q1	May 22, 2025	Brown Advisors Global Leaders Strategy	-	-0.4%	ABNB, AMZN, BKNG, EVD.DE, GE, GOOGL, LSEG.L, NFLX, PTON, RTO.L, SHW, WKL, ZM	Capital Allocation, compounders, Concentration, global, narratives, Quality	The strategy focuses on market-leading companies that combine exceptional customer outcomes with strong leadership to generate high and sustainable returns on invested capital. These companies have secure franchises with multiple barriers to entry protecting their customer relationships.		View
2026 Q1	Apr 20, 2026	Pelican Bay Capital Management	4.3%	4.3%	BLDR, ELV, EOG, FANG, FDS, FIS, MU, SLB, ULTA, ZM	Concentration, energy, oil, Quality, software, value		ZM	View
2024 Q1	Apr 17, 2024	SandbrooK Capital	6.0%	11.1%	AI, EWCZ, FIGS, HCP, JMIA, LULU, LVMH, NYT, YETI, ZG, ZGN, ZM	alpha, Catalyst, earnings, Long/Short, small caps, software	Manager generated significant alpha through overnight earnings strategies, contributing 186bp during Q1 earnings season. The fund focuses on earnings-driven catalyst plays with significant deltas to street numbers 3-6 quarters out, particularly in software where gross retention headwinds are rolling off.		View
2024 Q1	Apr 15, 2024	Meridian Hedged Equity Fund	6.2%	0.0%	AMZN, CHTR, DHI, LBRDK, LYV, MGM, MSFT, NVDA, QCOM, RIVN, SBH, VST, YOU, ZM	energy, Hedging, large cap, Quality, risk management, technology	AI demand is driving strong performance for companies like Nvidia, whose GPUs have become industry standard for training large language models. The growing adoption of AI across enterprises and sovereign nations is expected to sustain growth in data center business. Amazon is also investing in AI and machine learning advancements.	AMZN NVDA VST RIVN LBRDA SBH	View
2024 Q4	Feb 19, 2025	Harry Qelm Baabsman	-	-8.5%	AAPL, ADBE, AMZN, BIRD, CRM, CSIQ, GOOGL, HFG.DE, LIGHT.AS, META, MSFT, NVDA, NXT, PUM.DE, SEDG, SHOP, TPIC, TSLA, ZAL.DE, ZM	clean energy, Europe, long-term, technology, undervalued, value	The fund maintains deep exposure (up to 30% of portfolio) to wind, solar, and battery companies despite extreme sector decline in 2024. Manager views this as cyclical weakness similar to post-Fukushima crisis 2011-2013, with mathematical evidence showing global power generation shifting toward renewables at 3-5x the rate of fossil fuel installations.		View
2024 Q4	Dec 31, 2024	Capicraft Investment Partners	-	-	AAPL, AMZN, ASML, COST, DIS, DOCU, GOOGL, JNJ, KO, LB, NFLX, NVDA, TPG, TSM, ZM	AI, energy, inflation, Quality, technology, US, value	Manager discusses AI productivity boom potential but notes most benefits will come later. Currently AI infrastructure is being built by hyperscalers who are pricing in high expectations while becoming more capital-intensive and commoditized. The next opportunity lies in AI developers who will build software on hyperscaler infrastructure.	LBRT	View
2023 Q4	Dec 31, 2023	Meridian Hedged Equity Fund	6.2%	0.0%	ALGM, AMZN, COTY, LBRDK, LEVI, LW, LYV, MSFT, RIVN, SBH, SPHR, VST, ZM	consumer, Hedged Equity, Quality, risk management, technology, value	Allegro Microsystems faced headwinds from weaker guidance and inventory corrections in automotive and industrial markets. The company continues to see strong traction in e-mobility business targeting electric and autonomous vehicles. Long-term outlook remains positive despite near-term uncertainty around recovery pace.	AAPL\|MSFT\|NFLX\|NVDA\|UNH LEVI SBH SPHR ALGM LBRDK	View
2023 Q4	Dec 31, 2023	Contrarius Global Equity Fund	10.4%	20.2%	DOCU, MSFT, TWLO, XOM, ZM	contrarian, energy, global, growth, software, technology, value	The fund follows a contrarian, valuation-based investment philosophy, finding compelling opportunities in high margin, long-term growth companies trading below intrinsic value. The manager emphasizes they are not typical value managers but invest in both value and growth stocks when attractively priced.	AZM IM	View
2023 Q4	Dec 31, 2023	Harry Qelm Baabsman	-	6.8%	ADBE, CRM, CSIQ, ENPH, GOOGL, HFG.DE, LIGHT.AS, LYFT, SEDG, SHOP.TO, TPIC, VWSB.DE, ZAL.DE, ZM	clean energy, Esg, Europe, long-term, technology, value	The fund invested in solar energy leaders SolarEdge, Canadian Solar, and Enphase after the sector crashed in late 2023 due to declining demand. These companies maintain leadership positions and financial health despite industry cyclical challenges.	SEDG AZM IM CRM TPIC LIGHT.AS HFG.DE ZAL.DE	View
2021 Q4	Dec 31, 2021	Aquamarine	-	23.8%	1211 HK, AAPL, AMZN, AXP, BAC, BRK/A, FDJ FP, GOOG, IEX IN, MA, MSFT, NESN SW, NET, TSLA, WE, ZM	-			View
2024 Q3	Sep 30, 2024	L1 Capital International Fund	4.7%	0.0%	AAPL, AER, AMD, AMZN, BKNG, CRH, EXP, GOOGL, HCA, ICE, MA, META, MSFT, NVDA, PFE, PTON, TSLA, UNH, V, ZM	AI, large cap, Quality, rates, technology, US, value	The fund extensively analyzes Nvidia's dominance in AI infrastructure and the broader AI gold rush. While acknowledging AI's transformative potential, the manager expresses concern about Nvidia's $3.2 trillion valuation given high uncertainty around competition, commercialization timelines, and returns on AI investments.		View
2023 Q3	Sep 30, 2023	Meridian Hedged Equity Fund	6.2%	0.0%	COTY, DBRG, LEVI, LW, LYV, MSFT, RIVN, SBH, VST, ZM	consumer, Diversified, Equity, large cap, technology			View
2024 Q2	Aug 31, 2024	Horos Asset Management	2.9%	9.8%	AAPL, AER, AMZN, ATYM.L, BF-B, DEO, ENO.MC, GOOGL, LBTYA, MEL.MC, MSFT, NH.MC, NPN, NVDA, PTON, RI.PA, SEM.LS, TLGO.MC, TSLA, ZM	AI, Concentration, Europe, Margin Of Safety, risk management, technology, value	The fund emphasizes investing with a high margin of safety and finding companies trading at attractive valuations. They focus on situations that offer substantial upside potential compared to current market prices, particularly in areas where other investors may be overlooking opportunities.		View
2023 Q1	Apr 17, 2023	SandbrooK Capital	6.0%	11.1%	AMZN, BILL, BOX, CFLT, CRM, CROX, CRWD, ESTC, ETSY, GOOS, HCP, HIMS, MSFT, NKE, RH, SNAP, SNOW, SPT, VRT, ZM	consumer, Long/Short, Macro, risk management, software, technology	Manager focused on large cap tech and growth software names, particularly beaten-up tech stocks in January. Positioned in CRM, CRWD, ZM, SNOW, BILL, AMZN, MSFT, and ESTC as top contributors. Also shorted tier 2 high growth software names where multiples had run above long-term averages.	SONO	View
2024 Q4	Mar 31, 2025	Bumbershoot Holdings	-	5.7%	AGM, BOX, CAMT, CF, CTRA, FSLR, GOOGL, HERC, IPI, KEX, LGND, MDGL, MOS, NR, NTR, ORN, OSIS, VKTX, VLO, WTTR, ZM	AI, Fertilizers, healthcare, Micro Cap, small caps, technology, value	Manager extensively discusses AI investment narrative driving markets, questioning whether foundational AI layers remain investable versus application layers. Explores AI's transformational potential and market concentration around AI-related mega-cap stocks.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 29, 2026	Fund Letters	Pelican Bay Capital Management	Zoom Video Communications	Software - Application	Application Software	Bull	NASDAQ	AI integration, Anthropic Stake, competitive moat, Enterprise software, Free Cash Flow, SaaS, strong balance sheet, undervalued, User Interface, Video Communications	View Pitch
Apr 19, 2026	Substack	The Finance Corner	Zoom Video Communications, Inc.	Technology	Software - Application	Bull	Nasdaq Stock Market	Anthropic investment, enterprise value, financial stability, Free Cash Flow, growth prospects, marketable securities, operating margin, strategic investments, valuation, Zoom Video Communications	View Pitch
Jan 8, 2026	Fund Letters	Mr. Damir Babanazarov	Zoom Video Communications, Inc.	Information Technology	Application Software	Bull	NASDAQ	Freecashflow, Green, profitability, SaaS, Unifiedcommunications, valuation	View Pitch
Nov 28, 2025	Substack	Sleepy Sol	Zoom Video Communications, Inc.	Information Technology	Software - Application	Bull		balance sheet, buyback, Free Cash Flow, growth, SaaS, shareholder value, technology, valuation, Zoom	View Pitch
Aug 13, 2025	Seeking Alpha	Julian Lin	Zoom Video Communications, Inc.	Information Technology	Software - Application	Bull	NASDAQ	—	View Pitch

BSD Shareholders of ZM

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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