VCM
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Valiant Capital Management’s Zillow Z Stock Holding History

Valiant 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
2026
Q1 		$19.6M Buy
473,329
+154,886
+49% +$8.24M 1.13% 25
2025
Q4 		$21.7M Sell
318,443
-31,434
-9% -$2.28M 1.23% 27
2025
Q3 		$27M Sell
349,877
-101,873
-23% -$8.33M 1.85% 22
2025
Q2 		$31.6M Buy
451,750
+38,600
+9% +$2.6M 1.73% 26
2025
Q1 		$28.3M Hold
413,150
– – 2.07% 21
2024
Q4 		$30.6M Hold
413,150
– – 1.94% 16
2024
Q3 		$26.4M Sell
413,150
-78,762
-16% -$4.23M 1.46% 19
2024
Q2 		$22.8M Sell
491,912
-22,214
-4% -$977K 1.22% 28
2024
Q1 		$25.1M Sell
514,126
-52,200
-9% -$2.84M 1.59% 20
2023
Q4 		$32.8M Hold
566,326
– – 1.6% 14
2023
Q3 		$26.1M Sell
566,326
-111,000
-16% -$5.71M 2.52% 14
2023
Q2 		$34M Buy
677,326
+80,800
+14% +$3.72M 3.2% 11
2023
Q1 		$26.5M Buy
596,526
+9,700
+2% +$412K 2.1% 14
2022
Q4 		$18.9M Buy
586,826
+69,207
+13% +$2.29M 2.9% 15
2022
Q3 		$14.8M Sell
517,619
-147,200
-22% -$5.11M 1.48% 20
2022
Q2 		$21.1M Sell
664,819
-32,700
-5% -$1.31M 2.12% 17
2022
Q1 		$34.4M Buy
697,519
+158,696
+29% +$8.53M 3.94% 14
2021
Q4 		$34.4M Sell
538,823
-542,800
-50% -$39.1M 4.16% 12
2021
Q3 		$95.3M Hold
1,081,623
– – 8.96% 2
2021
Q2 		$132M Hold
1,081,623
– – 9.93% 2
2021
Q1 		$140M Sell
1,081,623
-299,400
-22% -$44.4M 5.43% 4
2020
Q4 		$179M Sell
1,381,023
-672,351
-33% -$74.4M 7.83% 2
2020
Q3 		$209M Hold
2,053,374
– – 10.88% 2
2020
Q2 		$118M Sell
2,053,374
-1,676,500
-45% -$83.2M 11.76% 1
2020
Q1 		$134M Buy
3,729,874
+1,442,740
+63% +$66.6M 13.95% 1
2019
Q4 		$105M Buy
2,287,134
+183,700
+9% +$6.84M 12.25% 2
2019
Q3 		$62.7M Buy
2,103,434
+126,100
+6% +$5.03M 3.42% 9
2019
Q2 		$91.7M Buy
1,977,334
+166,400
+9% +$6.63M 7.44% 4
2019
Q1 		$62.9M Sell
1,810,934
-599,200
-25% -$21.4M 5.64% 7
2018
Q4 		$76.1M Buy
2,410,134
+849,120
+54% +$30.2M 7.17% 4
2018
Q3 		$69.1M Buy
1,561,014
+390,958
+33% +$20.4M 6.11% 5
2018
Q2 		$69.1M Buy
1,170,056
+119,600
+11% +$6.63M 6.42% 6
2018
Q1 		$56.5M Hold
1,050,456
– – 5.17% 10
2017
Q4 		$43M Hold
1,050,456
– – 3.21% 12
2017
Q3 		$42.2M Sell
1,050,456
-440,300
-30% -$18.6M 3.23% 12
2017
Q2 		$73.1M Sell
1,490,756
-169,400
-10% -$7.1M 3.97% 5
2017
Q1 		$55.9M Sell
1,660,156
-216,200
-12% -$7.7M 3.05% 14
2016
Q4 		$68.4M Sell
1,876,356
-298,700
-14% -$10.5M 4.92% 9
2016
Q3 		$75.4M Sell
2,175,056
-492,500
-18% -$17.6M 4.57% 6
2016
Q2 		$96.8M Sell
2,667,556
-175,600
-6% -$4.87M 6.42% 3
2016
Q1 		$67.5M Sell
2,843,156
-166,500
-6% -$3.48M 4.8% 6
2015
Q4 		$70.7M Buy
3,009,656
+1,496,156
+99% +$39.6M 3.76% 9
2015
Q3 		$40.9M Buy
+1,513,500
New +$39.5M 2.8% 14

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

Valiant Capital Management's Z Position: Q1 2026 in Review

Valiant Capital Management increased its Zillow (Z) stake by 49% in Q1 2026, buying an estimated $8.24M and bringing the position to 473,329 shares worth $19.6M. The position accounts for 1.13% of the portfolio, ranked #25.

Valiant Capital Management first reported a position in Z in Q3 2015 and has held it in 43 quarters since. The position peaked at $209M in Q3 2020. 489 funds tracked by Wall St. Rank hold Z as of Q1 2026.

  • Valiant Capital Management held 473,329 shares of Zillow worth $19.6M as of Q1 2026.
  • Valiant Capital Management bought 154,886 Zillow shares in Q1 2026, an estimated $8.24M.
  • Zillow made up 1.13% of Valiant Capital Management's portfolio in Q1 2026, its #25 holding.
  • Valiant Capital Management first reported a position in Zillow in Q3 2015 and has held it in 43 quarters since.
  • Valiant Capital Management's Zillow position peaked at $209M in Q3 2020.
  • 489 funds tracked by Wall St. Rank held Zillow as of Q1 2026.

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