Letters by company

Zscaler, Inc.

1 letter discussing ZS. Everything written about it on this site is on its ticker page.

Vision Capital Fund Vision Capital Fund - 2025 Annual Letter Vision Capital Fund added Sea Limited after its selloff, backing Shopee’s regional e-commerce scale, Monee’s lending data and recovering Garena cash generation. It added to nine existing holdings during the drawdown, avoided memory makers, Oracle and neoclouds over cyclicality, concentration and capital-intensity concerns, and capped direct AI exposure at TSMC and NVIDIA. 2025 SE $59BCRWV $49BMU $1.2T