Westport Asset Management Inc Q2 Portfolio Activity: Significant Increases in Zscaler (ZS) Shares
This analysis details observable purchase activity by Westport Asset Management Inc during the second quarter of 2026, focusing on substantial increases in holdings like Zscaler.
Westport Asset Management Inc's portfolio saw notable changes this quarter. The firm has disclosed specific activities related to its investments through filing data released as of June 30th.
The most significant activity involves a large increase in the position for Zscaler Inc (ZS). The number of shares held increased by 3,000 units, representing an impressive 66.67% growth from the previous quarter.
Another noteworthy increase occurred in Zoetis Inc (ZTS). Westport added 2,000 shares to this holding, doubling its position and achieving a 100% increase over the prior period.
These changes occurred alongside stable holdings. Several top positions remained unchanged in terms of share count during Q2: Synopsys Inc (SNPS), Willis Towers Watson PLC (WTW), Covista Inc (ATGE), MGIC Investment Corp (MTG), Universal Health Services Inc (UHS), IPG Photonics Corp (IPGP), and United Rentals Inc (URI). Alphabet Inc (GOOG) and Lumentum Holdings Inc (LITE also maintained their share counts.
In terms of sector allocation, Westport's portfolio remains diversified. Technology continues to be a major focus with holdings like ZS, SNPS, IPGP, and LITE contributing significantly. Other key sectors represented include Industrials (URI), Financial Services (MTG), Healthcare (UHS, ZTS), Consumer Defensive (ATGE), Communication Services (GOOG, LITE), and Consumer Cyclical.
The disclosed changes indicate Westport's active investment strategy, particularly highlighting confidence in companies like Zscaler. The firm has not reported any large-scale selling activities during this quarter.