ZS
Zscaler Inc
3 super-investors hold ZS worth a combined $321M. The largest position: Dennis Hong at 10.5% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 35 — ranked #226 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own ZS
Dennis Hong's new position in 2026Q1 — sized at 10.5% of his portfolio, or roughly $28M — is the headline move, pushing the cohort's owner count from two to three. Chase Coleman remains the largest dollar holder at $222M (1.0% of his portfolio), a position that has been in place since at least the prior quarter, while Joel Greenblatt holds a token $72M at 0.1% concentration. Combined cohort exposure sits at $321M across three managers. The owner count has been effectively flat for most of the trailing eight quarters, hovering at one before edging to two and now three, so Hong's initiating stake represents a modest uptick in interest rather than a broad wave of conviction across the super-investor universe.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chase Coleman | 1.0% | 6q | $222M | 1,579,766 |
| 2 | Joel Greenblatt | 0.1% | 32q | $72M | 510,857 |
| 3 | Dennis Hong | 10.5% | — 1q | $28M | 200,416 |
Owners of ZS also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Dennis Hong | NEW | 10.5% | +100% | $28M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 98980G102. Not investment advice.