9 hedge funds and family offices disclose a ZTS position in their latest SEC 13F filing — combined $1.29B in market value. Of those, 2 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 | Tweedy Browne | Tweedy Browne Company LLC | 556,056 | $40.0M | 3.03% | 2026-06-30 |
| 4 | Mairs & Power | Mairs & Power Inc | 226,400 | $28.5M | 0.27% | 2025-12-31 |
| 5 | David Rolfe | Wedgewood Partners Inc | 104,701 | $13.2M | 2.46% | 2025-12-31 |
| 6 | Ray Dalio | Bridgewater Associates LP | 134,203 | $9.6M | 0.04% | 2026-06-30 |
| 7 | Tom Gayner | Markel Group Inc. | 66,195 | $4.8M | 0.04% | 2026-06-30 |
| 8 | George Soros | Soros Fund Management LLC | 27,808 | $2.0M | 0.02% | 2026-06-30 |
| 9 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 161 | $20K | 0.00% | 2025-12-31 |
As of the latest 13F window, 9 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
9 hedge funds and family offices disclose a ZTS position in their latest SEC 13F filing — combined $1.29B in market value. Of those, 2 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 | Tweedy Browne | Tweedy Browne Company LLC | 556,056 | $40.0M | 3.03% | 2026-06-30 |
| 4 | Mairs & Power | Mairs & Power Inc | 226,400 | $28.5M | 0.27% | 2025-12-31 |
| 5 | David Rolfe | Wedgewood Partners Inc | 104,701 | $13.2M | 2.46% | 2025-12-31 |
| 6 | Ray Dalio | Bridgewater Associates LP | 134,203 | $9.6M | 0.04% | 2026-06-30 |
| 7 | Tom Gayner | Markel Group Inc. | 66,195 | $4.8M | 0.04% | 2026-06-30 |
| 8 | George Soros | Soros Fund Management LLC | 27,808 | $2.0M | 0.02% | 2026-06-30 |
| 9 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 161 | $20K | 0.00% | 2025-12-31 |
As of the latest 13F window, 9 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
