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 $2.93B AUM 37.21% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Valiant Capital Management's Z Position: Q2 2026 in Review

Valiant Capital Management held its Zillow (Z) position steady in Q2 2026 at 473,329 shares worth $14.9M. The position accounts for 0.6% of the portfolio, ranked #26.

Valiant Capital Management first reported a position in Z in Q3 2015 and has held it in 44 quarters since. The position peaked at $209M in Q3 2020. 417 funds tracked by Wall St. Rank hold Z as of Q2 2026.

Valiant Capital Management held 473,329 shares of Zillow worth $14.9M as of Q2 2026.
Valiant Capital Management left its Zillow share count unchanged in Q2 2026.
Zillow made up 0.6% of Valiant Capital Management's portfolio in Q2 2026, its #26 holding.
Valiant Capital Management first reported a position in Zillow in Q3 2015 and has held it in 44 quarters since.
Valiant Capital Management's Zillow position peaked at $209M in Q3 2020.
417 funds tracked by Wall St. Rank held Zillow as of Q2 2026.

Based on Valiant Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.