Surience Private Wealth LLC / ZM
Surience Private Wealth LLC’s Zoom Communications Inc Position
Does Surience Private Wealth LLC own Zoom Communications Inc (ZM)? Not currently — the last reported position was 39.0K shares worth $3M in Q2 2023; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$3M
Q2 2023
Shares
39.0K
% of Portfolio
+3.79%
Quarters Held
1
position exited
Position History ZM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2023 | 39.0K | $3M | +3.79% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surience Private Wealth LLC’s full portfolio or all institutional holders of ZM.