DCM
Z icon

Dorsal Capital Management’s Zillow Z Stock Holding History

Dorsal 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
2024
Q2 		– Sell
-960,000
Closed -$46.8M – 29
2024
Q1 		$46.8M Buy
+960,000
New +$52.3M 1.53% 18

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

Dorsal Capital Management reduced its Zillow (Z) stake by 16% in Q1 2026, selling an estimated $25.3M and leaving 2,450,000 shares worth $101M. The position accounts for 3.94% of the portfolio, ranked #13.

Dorsal Capital Management first reported a position in Z in Q1 2016 and has held it in 28 quarters since. The position peaked at $248M in Q4 2024. 490 funds tracked by Wall St. Rank hold Z as of Q1 2026.

  • Dorsal Capital Management held 2,450,000 shares of Zillow worth $101M as of Q1 2026.
  • Dorsal Capital Management sold 475,000 Zillow shares in Q1 2026, an estimated $25.3M.
  • Zillow made up 3.94% of Dorsal Capital Management's portfolio in Q1 2026, its #13 holding.
  • Dorsal Capital Management first reported a position in Zillow in Q1 2016 and has held it in 28 quarters since.
  • Dorsal Capital Management's Zillow position peaked at $248M in Q4 2024.
  • 490 funds tracked by Wall St. Rank held Zillow as of Q1 2026.

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