Atreides Management’s Zillow Z Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-118,098
Closed -$9.1M 72
2025
Q3
$9.1M Sell
118,098
-737,910
-86% -$60.3M 0.18% 54
2025
Q2
$60M Buy
856,008
+386,947
+82% +$26.1M 1.66% 25
2025
Q1
$32.2M Buy
+469,061
New +$35.8M 0.98% 30
2021
Q4
Sell
-477,469
Closed -$42.1M 48
2021
Q3
$42.1M Sell
477,469
-13,609
-3% -$1.38M 0.99% 30
2021
Q2
$60M Sell
491,078
-460,322
-48% -$56M 1.07% 29
2021
Q1
$123M Buy
951,400
+533,700
+128% +$79.2M 2.78% 9
2020
Q4
$54.2M Buy
417,700
+313,200
+300% +$34.6M 2.38% 11
2020
Q3
$10.6M Buy
+104,500
New +$8.16M 1% 28

Other funds holding Z