Skye Global Management’s Zillow Z Stock Holding History

Skye Global 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
2021 Q4	–	Sell	-60,000	Closed	-$5.29M	–	69
2021 Q3	$5.29M	Sell	60,000 -10,500	-15%	-$1.06M	0.09%	40
2021 Q2	$8.62M	Buy	70,500 +46,100	+189%	+$5.61M	0.16%	27
2021 Q1	$3.16M	Buy	+24,400	New	+$3.62M	0.06%	43
2020 Q4	–	Sell	-4,600	Closed	-$467K	–	77
2020 Q3	$467K	Buy	+4,600	New	+$359K	0.01%	68
2019 Q3	–	Sell	-332,000	Closed	-$13.2M	–	46
2019 Q2	$15.4M	Buy	332,000 +319,300	+2,514%	+$12.7M	1.64%	12
2019 Q1	$441K	Buy	+12,700	New	+$453K	0.05%	45

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

SIM

SRS Investment Management New York $10.8B AUM 34.05% 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

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Skye Global Management's Z Position: Q4 2021 in Review

Skye Global Management sold out of Zillow (Z) in Q4 2021, closing a stake of 60,000 shares — an estimated $5.29M sold.

Skye Global Management first reported a position in Z in Q1 2019 and held it in 6 quarters. The position peaked at $15.4M in Q2 2019. 470 funds tracked by Wall St. Rank hold Z as of Q4 2021.

Skye Global Management reported no remaining Zillow position as of Q4 2021 after selling out during the quarter.
Skye Global Management sold 60,000 Zillow shares in Q4 2021, an estimated $5.29M.
Skye Global Management first reported a position in Zillow in Q1 2019 and held it in 6 quarters.
Skye Global Management's Zillow position peaked at $15.4M in Q2 2019.
470 funds tracked by Wall St. Rank held Zillow as of Q4 2021.

Based on Skye Global Management's 13F filing for Q4 2021, filed 14 Feb 2022.