Atreides Management’s Zillow Z Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$60M Buy
856,008
+386,947
+82% +$27.1M 1.66% 25
2025
Q1
$32.2M Buy
+469,061
New +$32.2M 0.98% 27
2021
Q4
Sell
-477,469
Closed -$42.1M 46
2021
Q3
$42.1M Sell
477,469
-13,609
-3% -$1.2M 0.99% 27
2021
Q2
$60M Sell
491,078
-460,322
-48% -$56.3M 1.07% 26
2021
Q1
$123M Buy
951,400
+533,700
+128% +$69.2M 2.78% 7
2020
Q4
$54.2M Buy
417,700
+313,200
+300% +$40.7M 2.38% 8
2020
Q3
$10.6M Buy
+104,500
New +$10.6M 1% 24