15 hedge funds and family offices disclose a ZTS position in their latest SEC 13F filing — combined $1.42B in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Polen Capital | Polen Capital Management LLC | 5,562,669 | $699.9M | 2.99% | 2025-12-31 |
| 2 | Terry Smith | Fundsmith LLP | 3,900,803 | $490.8M | 2.87% | 2025-12-31 |
| 3 | Bill Ackman | Pershing Square Capital Management, L.P. | 2,717,719 | $141.3M | 2.61% | 2016-09-30 |
| 4 | Mairs & Power | Mairs & Power Inc | 226,400 | $28.5M | 0.27% | 2025-12-31 |
| 5 | Stanley Druckenmiller | Duquesne Family Office LLC | 477,900 | $24.9M | 2.20% | 2016-09-30 |
| 6 | George Soros | Soros Fund Management LLC | 148,448 | $18.7M | 0.25% | 2025-12-31 |
| 7 | David Rolfe | Wedgewood Partners Inc | 104,701 | $13.2M | 2.46% | 2025-12-31 |
| 8 | Ray Dalio | Bridgewater Associates LP | 50,739 | $6.0M | 0.03% | 2026-03-31 |
| 9 | Lee Ainslie | Maverick Capital Ltd | 3,550 | $601K | 0.01% | 2024-03-31 |
| 10 | AKO Capital | Ako Capital LLP | 683,704 | $100K | 1.42% | 2025-09-30 |
| 11 | Harry Burn | Sound Shore Management Inc /CT/ | 2,892,700 | $90K | 1.67% | 2013-09-30 |
| 12 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 161 | $20K | 0.00% | 2025-12-31 |
| 13 | Chase Coleman | Tiger Global Management LLC | 400,000 | $13K | 0.22% | 2013-03-31 |
| 14 | Olstein Capital Management | Olstein Capital Management LP | 44,000 | $3K | 0.36% | 2017-09-30 |
| 15 | Steven Romick | First Pacific Advisors LP | 2,405 | $454 | 0.01% | 2022-03-31 |
As of the latest 13F window, 15 tracked superinvestors hold ZTS. The largest disclosed position is Polen Capital at $699.9M (3.0% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying ZTS, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
15 hedge funds and family offices disclose a ZTS position in their latest SEC 13F filing — combined $1.42B in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Polen Capital | Polen Capital Management LLC | 5,562,669 | $699.9M | 2.99% | 2025-12-31 |
| 2 | Terry Smith | Fundsmith LLP | 3,900,803 | $490.8M | 2.87% | 2025-12-31 |
| 3 | Bill Ackman | Pershing Square Capital Management, L.P. | 2,717,719 | $141.3M | 2.61% | 2016-09-30 |
| 4 | Mairs & Power | Mairs & Power Inc | 226,400 | $28.5M | 0.27% | 2025-12-31 |
| 5 | Stanley Druckenmiller | Duquesne Family Office LLC | 477,900 | $24.9M | 2.20% | 2016-09-30 |
| 6 | George Soros | Soros Fund Management LLC | 148,448 | $18.7M | 0.25% | 2025-12-31 |
| 7 | David Rolfe | Wedgewood Partners Inc | 104,701 | $13.2M | 2.46% | 2025-12-31 |
| 8 | Ray Dalio | Bridgewater Associates LP | 50,739 | $6.0M | 0.03% | 2026-03-31 |
| 9 | Lee Ainslie | Maverick Capital Ltd | 3,550 | $601K | 0.01% | 2024-03-31 |
| 10 | AKO Capital | Ako Capital LLP | 683,704 | $100K | 1.42% | 2025-09-30 |
| 11 | Harry Burn | Sound Shore Management Inc /CT/ | 2,892,700 | $90K | 1.67% | 2013-09-30 |
| 12 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 161 | $20K | 0.00% | 2025-12-31 |
| 13 | Chase Coleman | Tiger Global Management LLC | 400,000 | $13K | 0.22% | 2013-03-31 |
| 14 | Olstein Capital Management | Olstein Capital Management LP | 44,000 | $3K | 0.36% | 2017-09-30 |
| 15 | Steven Romick | First Pacific Advisors LP | 2,405 | $454 | 0.01% | 2022-03-31 |
As of the latest 13F window, 15 tracked superinvestors hold ZTS. The largest disclosed position is Polen Capital at $699.9M (3.0% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying ZTS, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways