Zurich-based Emerald Wealth Partners said its Growth Equity Strategy beat growth benchmarks in Q3 2026, mainly thanks to software holdings, while semiconductor stocks, especially memory, weighed on returns. The fund took profits in outperformers and reinvested in Nvidia and Zscaler (NASDAQ:ZS), which it viewed as having lagged for unjustified reasons. Zscaler, a global cloud security company, is a new holding, and the fund rebuilt part of a position it had sold last year at much higher prices, citing a valuation model that showed significant upside. As of October 15, 2026, ZS closed at $220.43 with a $35.94 billion market cap, down 2.00% year to date and trading within a 52-week range of $114.63 to $336.99.
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