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
2020 Q2	–	Sell	-500,000	Closed	-$18M	–	24
2020 Q1	$18M	Sell	500,000 -1,000,000	-67%	-$46.2M	1.87%	17
2019 Q4	$68.9M	Sell	1,500,000 -2,000,000	-57%	-$74.5M	8.04%	3
2019 Q3	$104M	Hold	3,500,000	–	–	5.69%	4
2019 Q2	$162M	Hold	3,500,000	–	–	13.17%	2
2019 Q1	$122M	Buy	3,500,000 +1,000,000	+40%	+$35.7M	10.91%	3
2018 Q4	$79M	Buy	+2,500,000	New	+$88.8M	7.44%	3

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

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.