← Top Holdings

ZGZILLOW GROUP INC

CUSIP: 98954M101

1

Guru Owners

$69.8M

Total Value Held

1.0M

Total Shares

$69.8M
0.24%

📊 Fundamentals

Market Cap$11.6B
P/E Ratio535.7x
Above market avg
Forward P/E16.5x
P/FCF137.0x
EPS (TTM)$0.09
Revenue (TTM)$2.6B
Profit Margin0.89%
Beta2.11

52-Week Range

$39.14
$90.22

Current: $48.21

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 535.7x trailing earnings → 16.5x forward · 0.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$23.1M$46.3M$69.4M$92.6MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '251 owners · $69.8M
Q3 '252 owners · $82.7M
INCREASEDChase Coleman$58.3M
Q2 '252 owners · $91.3M
REDUCEDChase Coleman$68.8M
REDUCEDPhilippe Laffont$22.5M
Q1 '252 owners · $92.6M
NEWChase Coleman$60.4M
INCREASEDPhilippe Laffont$32.2M
Q4 '241 owners · $22.5M
REDUCEDPhilippe Laffont$22.5M
Q3 '241 owners · $29.9M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
13%analyst est. 13.3%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
3.3%current: 3.3%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

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