← Top Holdings

ZZILLOW GROUP INC

CUSIP: 98954M101

2

Guru Owners

$56.0M

Total Value Held

1.4M

Total Shares

$42.4M
0.19%
$13.6M
0.05%

📊 Fundamentals

Market Cap$7.5B
P/E Ratio131.1x
Above market avg
Forward P/E10.9x
P/FCF26.3x
EPS (TTM)$0.25
Revenue (TTM)$2.7B
Profit Margin2.27%
Beta1.95

52-Week Range

$29.23
$93.88

Current: $32.78

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 131.1x trailing earnings → 10.9x forward · 2.3% 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 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners · $56.0M
NEWPhilippe Laffont$13.6M
Q4 '251 owners · $69.8M
REDUCEDChase Coleman$69.8M
SOLDPhilippe Laffont
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

💰 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. 13.1%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
10.6%current: 10.6%
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