SEC 13F Intelligence

Dorsal Capital Management, LP / Z

Dorsal Capital Management, LP’s Zillow Group Inc Position

Does Dorsal Capital Management, LP own Zillow Group Inc (Z)? Yes — 2.45M shares worth $101M (+3.94% of its 13F portfolio) as of Q1 2026, down from 2.92M shares the prior filed quarter.

Position Value
$101M
Q1 2026
Shares
2.45M
% of Portfolio
+3.94%
Quarters Held
26
currently held

Position History Z

Reported value by quarter
Q4 ’19: $108MQ4 ’19Q1 ’20: $94MQ2 ’20: $117MQ3 ’20: $138MQ4 ’20: $122MQ4 ’20Q1 ’21: $130MQ2 ’21: $116MQ3 ’21: $130MQ4 ’21: $134MQ4 ’21Q1 ’22: $140MQ2 ’22: $83MQ3 ’22: $29MQ4 ’22: $56MQ4 ’22Q1 ’23: $74MQ2 ’23: $77MQ3 ’23: $152MQ4 ’23: $176MQ4 ’23Q1 ’24: $141MQ2 ’24: $144MQ3 ’24: $204MQ4 ’24: $248MQ4 ’24Q1 ’25: $209MQ2 ’25: $172MQ3 ’25: $207MQ4 ’25: $200MQ4 ’25Q1 ’26: $101Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.45M$101M+3.94%
Q4 20252.92M$200M+6.94%
Q3 20252.68M$207M+5.51%
Q2 20252.45M$172M+4.58%
Q1 20253.05M$209M+6.39%
Q4 20243.35M$248M+5.86%
Q3 20243.20M$204M+6.33%
Q2 20243.10M$144M+4.95%
Q1 20242.90M$141M+4.62%
Q4 20233.05M$176M+5.44%
Q3 20233.30M$152M+5.20%
Q2 20231.52M$77M+2.64%
Q1 20231.67M$74M+2.38%
Q4 20221.75M$56M+3.35%
Q3 20221.03M$29M+1.83%
Q2 20222.60M$83M+5.38%
Q1 20222.85M$140M+7.03%
Q4 20212.10M$134M+7.68%
Q3 20211.48M$130M+6.35%
Q2 2021950.0K$116M+5.42%
Q1 20211.00M$130M+6.59%
Q4 2020940.0K$122M+7.06%
Q3 20201.35M$138M+10.62%
Q2 20202.03M$117M+7.23%
Q1 20202.60M$94M+7.58%
Q4 20192.36M$108M+6.56%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dorsal Capital Management, LP’s full portfolio or all institutional holders of Z.