Lee Ainslie's Z Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 1.03 M shares of Zillow Group, Inc. (Z) worth $79.49 M, representing 1.06% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 22 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in Z, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 1.03 M shares. Largest reduction occurred in Q3 2020, reducing 11,664 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Zillow Group (Z) Holding Value Over Time
Track share changes against reported price movement
Quarterly Zillow Group (Z) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2020 | +22,138 | New Buy | 22,138 | $57.59 |
| Q3 2020 | -11,664 | Reduce 52.69% | 10,474 | $101.58 |
| Q4 2020 | -9,372 | Reduce 89.48% | 1,102 | $129.76 |
| Q1 2021 | +8,679 | Add 787.57% | 9,781 | $129.64 |
| Q2 2021 | -4,876 | Reduce 49.85% | 4,905 | $122.12 |
| Q3 2021 | -3,675 | Reduce 74.92% | 1,230 | $87.80 |
| Q4 2021 | -1,230 | Sold Out | 1,230 | $0.00 |
| Q1 2024 | +5,494 | New Buy | 5,494 | $48.78 |
| Q2 2024 | -5,494 | Sold Out | 5,494 | $0.00 |
| Q3 2025 | +1.03 M | New Buy | 1.03 M | $77.05 |
Lee Ainslie's Zillow Group Investment FAQs
Lee Ainslie first purchased Zillow Group, Inc. (Z) in Q2 2020, acquiring 22,138 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held Zillow Group, Inc. (Z) for 22 quarters since Q2 2020.
Lee Ainslie's largest addition to Zillow Group, Inc. (Z) was in Q3 2025, adding 1,031,622 shares worth $79.49 M.
According to the latest 13F filing for Q3 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 1,031,622 shares of Zillow Group, Inc. (Z), valued at approximately $79.49 M.
As of the Q3 2025 filing, Zillow Group, Inc. (Z) represents approximately 1.06% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Zillow Group, Inc. (Z) was 1,031,622 shares, as reported at the end of Q3 2025.