Dorsal Capital 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	$172M	Sell	2,450,000 -600,000	-20%	-$42M	4.58%	10
2025 Q1	$209M	Sell	3,050,000 -300,000	-9%	-$20.6M	6.39%	4
2024 Q4	$248M	Buy	3,350,000 +150,000	+5%	+$11.1M	5.86%	3
2024 Q3	$204M	Buy	3,200,000 +100,000	+3%	+$6.39M	6.33%	6
2024 Q2	$144M	Buy	3,100,000 +200,000	+7%	+$9.28M	4.95%	8
2024 Q1	$141M	Sell	2,900,000 -150,000	-5%	-$7.32M	4.62%	8
2023 Q4	$176M	Sell	3,050,000 -250,000	-8%	-$14.5M	5.44%	8
2023 Q3	$152M	Buy	3,300,000 +1,775,000	+116%	+$81.9M	5.2%	8
2023 Q2	$76.6M	Sell	1,525,000 -145,000	-9%	-$7.29M	2.64%	13
2023 Q1	$74.3M	Sell	1,670,000 -80,000	-5%	-$3.56M	2.38%	14
2022 Q4	$56.4M	Buy	1,750,000 +720,000	+70%	+$23.2M	3.35%	13
2022 Q3	$29.5M	Sell	1,030,000 -1,570,000	-60%	-$44.9M	1.83%	16
2022 Q2	$82.6M	Sell	2,600,000 -250,000	-9%	-$7.94M	5.38%	10
2022 Q1	$140M	Buy	2,850,000 +755,000	+36%	+$37.2M	7.03%	5
2021 Q4	$134M	Buy	2,095,000 +620,000	+42%	+$39.6M	7.68%	4
2021 Q3	$130M	Buy	1,475,000 +525,000	+55%	+$46.3M	6.35%	5
2021 Q2	$116M	Sell	950,000 -50,000	-5%	-$6.11M	5.42%	8
2021 Q1	$130M	Buy	1,000,000 +60,000	+6%	+$7.78M	6.59%	6
2020 Q4	$122M	Sell	940,000 -415,000	-31%	-$53.9M	7.06%	6
2020 Q3	$138M	Sell	1,355,000 -675,000	-33%	-$68.6M	10.62%	1
2020 Q2	$117M	Sell	2,030,000 -570,000	-22%	-$32.8M	7.23%	4
2020 Q1	$93.7M	Buy	2,600,000 +240,000	+10%	+$8.64M	7.58%	4
2019 Q4	$108M	Buy	+2,360,000	New	+$108M	6.56%	5
2016 Q3	–	Sell	-500,000	Closed	-$18.1M	–	26
2016 Q2	$18.1M	Buy	500,000 +100,000	+25%	+$3.63M	1.34%	21
2016 Q1	$9.49M	Buy	+400,000	New	+$9.49M	0.9%	19