Altimeter Capital Management’s Zillow Z Stock Holding History

Altimeter Capital Management’s Portfolio Z Stock Details Z Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,187,421	Closed	-$149M	–	20
2025 Q4	$149M	Hold	2,187,421	–	–	2.24%	12
2025 Q3	$169M	Sell	2,187,421 -200,351	-8%	-$16.4M	2.22%	14
2025 Q2	$167M	Buy	2,387,772 +1,064,218	+80%	+$71.7M	2.41%	12
2025 Q1	$90.7M	Buy	1,323,554 +22,816	+2%	+$1.74M	1.83%	14
2024 Q4	$96.3M	Buy	1,300,738 +445,158	+52%	+$31.8M	1.74%	15
2024 Q3	$54.6M	Buy	+855,580	New	+$45.9M	0.81%	18
2016 Q3	–	Sell	-1,095,224	Closed	-$39.7M	–	16
2016 Q2	$39.7M	Hold	1,095,224	–	–	2.96%	8
2016 Q1	$26M	Sell	1,095,224 -425,491	-28%	-$8.89M	1.7%	10
2015 Q4	$35.7M	Sell	1,520,715 -197,917	-12%	-$5.23M	1.96%	11
2015 Q3	$46.4M	Buy	+1,718,632	New	+$44.9M	2.97%	9

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Altimeter Capital Management's Z Position: Q1 2026 in Review

Altimeter Capital Management sold out of Zillow (Z) in Q1 2026, closing a stake of 2,187,421 shares — an estimated $149M sold.

Altimeter Capital Management first reported a position in Z in Q3 2015 and held it in 10 quarters. The position peaked at $169M in Q3 2025. 492 funds tracked by Wall St. Rank hold Z as of Q1 2026.

Altimeter Capital Management reported no remaining Zillow position as of Q1 2026 after selling out during the quarter.
Altimeter Capital Management sold 2,187,421 Zillow shares in Q1 2026, an estimated $149M.
Altimeter Capital Management first reported a position in Zillow in Q3 2015 and held it in 10 quarters.
Altimeter Capital Management's Zillow position peaked at $169M in Q3 2025.
492 funds tracked by Wall St. Rank held Zillow as of Q1 2026.

Based on Altimeter Capital Management's 13F filing for Q1 2026, filed 15 May 2026.