Valiant Capital Management’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.6M | Buy |
451,750
+38,600
| +9% | +$2.7M | 1.73% | 22 |
|
|
2025
Q1 | $28.3M | Hold |
413,150
| – | – | 2.07% | 17 |
|
|
2024
Q4 | $30.6M | Hold |
413,150
| – | – | 1.94% | 12 |
|
|
2024
Q3 | $26.4M | Sell |
413,150
-78,762
| -16% | -$5.03M | 1.46% | 11 |
|
|
2024
Q2 | $22.8M | Sell |
491,912
-22,214
| -4% | -$1.03M | 1.22% | 19 |
|
|
2024
Q1 | $25.1M | Sell |
514,126
-52,200
| -9% | -$2.55M | 1.59% | 14 |
|
|
2023
Q4 | $32.8M | Hold |
566,326
| – | – | 1.6% | 9 |
|
|
2023
Q3 | $26.1M | Sell |
566,326
-111,000
| -16% | -$5.12M | 2.52% | 12 |
|
|
2023
Q2 | $34M | Buy |
677,326
+80,800
| +14% | +$4.06M | 3.2% | 9 |
|
|
2023
Q1 | $26.5M | Buy |
596,526
+9,700
| +2% | +$431K | 2.1% | 10 |
|
|
2022
Q4 | $18.9M | Buy |
586,826
+69,207
| +13% | +$2.23M | 2.9% | 12 |
|
|
2022
Q3 | $14.8M | Sell |
517,619
-147,200
| -22% | -$4.21M | 1.48% | 16 |
|
|
2022
Q2 | $21.1M | Sell |
664,819
-32,700
| -5% | -$1.04M | 2.12% | 14 |
|
|
2022
Q1 | $34.4M | Buy |
697,519
+158,696
| +29% | +$7.82M | 3.94% | 13 |
|
|
2021
Q4 | $34.4M | Sell |
538,823
-542,800
| -50% | -$34.7M | 4.16% | 11 |
|
|
2021
Q3 | $95.3M | Hold |
1,081,623
| – | – | 8.96% | 1 |
|
|
2021
Q2 | $132M | Hold |
1,081,623
| – | – | 9.93% | 1 |
|
|
2021
Q1 | $140M | Sell |
1,081,623
-299,400
| -22% | -$38.8M | 5.43% | 1 |
|
|
2020
Q4 | $179M | Sell |
1,381,023
-672,351
| -33% | -$87.3M | 7.83% | 1 |
|
|
2020
Q3 | $209M | Hold |
2,053,374
| – | – | 10.88% | 1 |
|
|
2020
Q2 | $118M | Sell |
2,053,374
-1,676,500
| -45% | -$96.6M | 11.76% | 1 |
|
|
2020
Q1 | $134M | Buy |
3,729,874
+1,442,740
| +63% | +$52M | 13.95% | 1 |
|
|
2019
Q4 | $105M | Buy |
2,287,134
+183,700
| +9% | +$8.44M | 12.25% | 2 |
|
|
2019
Q3 | $62.7M | Buy |
2,103,434
+126,100
| +6% | +$3.76M | 3.42% | 6 |
|
|
2019
Q2 | $91.7M | Buy |
1,977,334
+166,400
| +9% | +$7.72M | 7.44% | 1 |
|
|
2019
Q1 | $62.9M | Sell |
1,810,934
-599,200
| -25% | -$20.8M | 5.64% | 4 |
|
|
2018
Q4 | $76.1M | Buy |
2,410,134
+849,120
| +54% | +$26.8M | 7.17% | 1 |
|
|
2018
Q3 | $69.1M | Buy |
1,561,014
+390,958
| +33% | +$17.3M | 6.11% | 3 |
|
|
2018
Q2 | $69.1M | Buy |
1,170,056
+119,600
| +11% | +$7.06M | 6.42% | 4 |
|
|
2018
Q1 | $56.5M | Hold |
1,050,456
| – | – | 5.17% | 7 |
|
|
2017
Q4 | $43M | Hold |
1,050,456
| – | – | 3.21% | 9 |
|
|
2017
Q3 | $42.2M | Sell |
1,050,456
-440,300
| -30% | -$17.7M | 3.23% | 9 |
|
|
2017
Q2 | $73.1M | Sell |
1,490,756
-169,400
| -10% | -$8.3M | 3.97% | 1 |
|
|
2017
Q1 | $55.9M | Sell |
1,660,156
-216,200
| -12% | -$7.28M | 3.05% | 10 |
|
|
2016
Q4 | $68.4M | Sell |
1,876,356
-298,700
| -14% | -$10.9M | 4.92% | 7 |
|
|
2016
Q3 | $75.4M | Sell |
2,175,056
-492,500
| -18% | -$17.1M | 4.57% | 4 |
|
|
2016
Q2 | $96.8M | Sell |
2,667,556
-175,600
| -6% | -$6.37M | 6.42% | 1 |
|
|
2016
Q1 | $67.5M | Sell |
2,843,156
-166,500
| -6% | -$3.95M | 4.8% | 5 |
|
|
2015
Q4 | $70.7M | Buy |
3,009,656
+1,496,156
| +99% | +$35.1M | 3.76% | 6 |
|
|
2015
Q3 | $40.9M | Buy |
+1,513,500
| New | +$40.9M | 2.8% | 12 |
|