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L1 Capital’s Zillow Z Stock Holding History

L1 Capital’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
2026
Q1 		$52.5M Sell
1,269,328
-459,985
-27% -$24.5M 2.06% 10
2025
Q4 		$118M Buy
1,729,313
+1,722,369
+24,804% +$125M 6.15% 6
2025
Q3 		$507K Sell
6,944
-373,518
-98% -$30.5M 0.03% 19
2025
Q2 		$26.7M Buy
+380,462
New +$25.6M 1.61% 14
2022
Q2 		– Sell
-240,238
Closed -$9.57M – 16
2022
Q1 		$9.57M Sell
240,238
-298,146
-55% -$16M 1.16% 11
2021
Q4 		$34.4M Buy
+538,384
New +$38.8M 3.97% 11

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

L1 Capital's Z Position: Q1 2026 in Review

L1 Capital reduced its Zillow (Z) stake by 27% in Q1 2026, selling an estimated $24.5M and leaving 1,269,328 shares worth $52.5M. The position accounts for 2.06% of the portfolio, ranked #10.

L1 Capital first reported a position in Z in Q4 2021 and has held it in 6 quarters since. The position peaked at $118M in Q4 2025. 489 funds tracked by Wall St. Rank hold Z as of Q1 2026.

  • L1 Capital held 1,269,328 shares of Zillow worth $52.5M as of Q1 2026.
  • L1 Capital sold 459,985 Zillow shares in Q1 2026, an estimated $24.5M.
  • Zillow made up 2.06% of L1 Capital's portfolio in Q1 2026, its #10 holding.
  • L1 Capital first reported a position in Zillow in Q4 2021 and has held it in 6 quarters since.
  • L1 Capital's Zillow position peaked at $118M in Q4 2025.
  • 489 funds tracked by Wall St. Rank held Zillow as of Q1 2026.

Based on L1 Capital's 13F filing for Q1 2026, filed 15 May 2026.