← Top Holdings

ZSZSCALER INC

CUSIP: 98980G102

2

Guru Owners

$249.7M

Total Value Held

1.8M

Total Shares

$221.6M
0.97%
$28.1M
10.51%

📊 Fundamentals

Market Cap$24.2B
Forward P/E32.5x
P/FCF21.8x
EPS (TTM)$-0.48
Revenue (TTM)$3.2B
Profit Margin-2.44%
Beta0.96

52-Week Range

$114.63
$336.99

Current: $149.50

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$132.1M$264.2M$396.3M$528.4MQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners · $249.7M
NEWDennis Hong$28.1M
SOLDRay Dalio
Q4 '252 owners · $356.6M
REDUCEDChase Coleman$355.3M
INCREASEDRay Dalio$1.2M
Q3 '252 owners · $512.4M
NEWRay Dalio$8.0M
Q2 '251 owners · $528.4M
INCREASEDChase Coleman$528.4M
Q1 '251 owners · $333.1M
INCREASEDChase Coleman$333.1M
SOLDAndreas Halvorsen
Q4 '242 owners · $426.7M
NEWChase Coleman$261.6M
INCREASEDAndreas Halvorsen$165.1M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
17%analyst est. 17.0%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
34.9%current: 34.9%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

ZS: Held by 2 superinvestors · 1 congress member trade

SELLRob BresnahanR
$1,001 - $15,0002025-01-13