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	–	58
2021 Q4	$21.5M	Sell	336,000 -259,000	-44%	-$18.7M	0.73%	40
2021 Q3	$52.4M	Hold	595,000	–	–	1.51%	23
2021 Q2	$72.7M	Sell	595,000 -20,000	-3%	-$2.43M	1.33%	16
2021 Q1	$79.7M	Sell	615,000 -65,000	-10%	-$9.64M	1.82%	12
2020 Q4	$88.3M	Buy	680,000 +55,000	+9%	+$6.08M	1.51%	14
2020 Q3	$63.5M	Buy	+625,000	New	+$48.8M	1.68%	22
2019 Q3	–	Sell	-505,000	Closed	-$23.4M	–	60
2019 Q2	$23.4M	Buy	+505,000	New	+$20.1M	0.4%	44
2017 Q1	–	Sell	-95,000	Closed	-$3.46M	–	54
2016 Q4	$3.46M	Buy	+95,000	New	+$3.35M	0.12%	39

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

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

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

TCMI

Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

Hitchwood Capital Management's Z Position: Q1 2022 in Review

Hitchwood Capital Management sold out of Zillow (Z) in Q1 2022, closing a stake of 336,000 shares — an estimated $21.5M sold.

Hitchwood Capital Management first reported a position in Z in Q4 2016 and held it in 8 quarters. The position peaked at $88.3M in Q4 2020. 450 funds tracked by Wall St. Rank hold Z as of Q1 2022.

Hitchwood Capital Management reported no remaining Zillow position as of Q1 2022 after selling out during the quarter.
Hitchwood Capital Management sold 336,000 Zillow shares in Q1 2022, an estimated $21.5M.
Hitchwood Capital Management first reported a position in Zillow in Q4 2016 and held it in 8 quarters.
Hitchwood Capital Management's Zillow position peaked at $88.3M in Q4 2020.
450 funds tracked by Wall St. Rank held Zillow as of Q1 2022.

Based on Hitchwood Capital Management's 13F filing for Q1 2022, filed 16 May 2022.