NZS Capital’s Zillow Z Stock Holding History

NZS 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	$24.2M	Buy	584,883 +198,150	+51%	+$10.5M	0.81%	44
2025 Q4	$26.4M	Buy	386,733 +63,930	+20%	+$4.63M	0.81%	46
2025 Q3	$24.9M	Buy	322,803 +20,373	+7%	+$1.66M	0.76%	47
2025 Q2	$21.2M	Buy	302,430 +24,536	+9%	+$1.65M	0.72%	48
2025 Q1	$19.1M	Sell	277,894 -3,863	-1%	-$295K	0.86%	42
2024 Q4	$20.9M	Sell	281,757 -62,560	-18%	-$4.47M	0.89%	43
2024 Q3	$22M	Buy	344,317 +106,153	+45%	+$5.7M	0.86%	40
2024 Q2	$11M	Buy	+238,164	New	+$10.5M	0.45%	52
2023 Q4	–	Sell	-219,723	Closed	-$10.1M	–	69
2023 Q3	$10.1M	Sell	219,723 -2,239	-1%	-$115K	0.55%	52
2023 Q2	$11.2M	Buy	221,962 +9,675	+5%	+$445K	0.56%	49
2023 Q1	$9.44M	Buy	212,287 +91,513	+76%	+$3.89M	0.5%	48
2022 Q4	$3.89M	Buy	+120,774	New	+$4M	0.33%	53
2022 Q1	–	Sell	-93,245	Closed	-$5.95M	–	72
2021 Q4	$5.95M	Buy	93,245 +42,797	+85%	+$3.08M	0.52%	46
2021 Q3	$4.45M	Sell	50,448 -4,866	-9%	-$492K	0.44%	56
2021 Q2	$6.76M	Buy	+55,314	New	+$6.73M	0.62%	46

Other funds holding Z

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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 $43.1B AUM 23.42% 1-Year Est. Return

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

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