Atreides Management’s Zillow Z Stock Holding History

Atreides 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
2025 Q3	$9.1M	Sell
2025 Q2	$60M	Buy
2025 Q1	$32.2M	Buy
2021 Q4	–	Sell
2021 Q3	$42.1M	Sell
2021 Q2	$60M	Sell
2021 Q1	$123M	Buy
2020 Q4	$54.2M	Buy
2020 Q3	$10.6M	Buy