Portfolio changes · featured 13Fs
Activity
Moves in ZM across featured managers — New / Exit / Add / Reduce.
ZM · all sizes
3 shown3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| ZM | Exit | Gavin Baker - Atreides Management | −2.11 pp | was 2.1% | Q1→Q2 |
| ZM | Add | Scott Miller - Greenhaven Road Investment Management | +0.47 pp | +32.6% sh | Q1→Q2 |
| 30 Jul 1 | |||||
| ZM | New | Torray Investment Partners | +0.29 pp | opened 0.29% | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home