Hitchwood Capital Management’s Zillow Z Stock Holding History

Hitchwood 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
2022 Q1	–	Sell	-336,000	Closed	-$21.5M	–	60
2021 Q4	$21.5M	Sell	336,000 -259,000	-44%	-$18.7M	1%	40
2021 Q3	$52.4M	Hold	595,000	–	–	1.83%	23
2021 Q2	$72.7M	Sell	595,000 -20,000	-3%	-$2.43M	2.46%	16
2021 Q1	$79.7M	Sell	615,000 -65,000	-10%	-$9.64M	2.84%	12
2020 Q4	$88.3M	Buy	680,000 +55,000	+9%	+$6.08M	2.8%	14
2020 Q3	$63.5M	Buy	+625,000	New	+$48.8M	2.34%	22
2019 Q3	–	Sell	-505,000	Closed	-$23.4M	–	62
2019 Q2	$23.4M	Buy	+505,000	New	+$20.1M	0.85%	44
2017 Q1	–	Sell	-95,000	Closed	-$3.46M	–	55
2016 Q4	$3.46M	Buy	+95,000	New	+$3.35M	0.14%	39

Other funds holding Z

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return

Dorsal Capital Management Redwood City, California $2.52B AUM 3.13% 1-Year Est. Return