Camelot Capital Partners, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Camelot Capital Partners, LLC reported 3 stock positions worth $213.6 million. Its top holding was Carvana (CVNA) at 90.2% of the portfolio, followed by Zillow Class A (ZG, 8.6%) and Redfin (RDFN, 1.1%). Its holdings were unchanged from Q4 2023.

Most Recent 13F
Q2 2025
Location
LAGUNA BEACH, CA
CIK
0001753570
Portfolio Value
$213.6M (Q1 2024)
SEC Filing
0001213900-24-043141 ↗ filed May 15, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $213.6M $213.6M Q1 2024 Q2 2024: $301.7M Q2 2024 Q3 2024: $394.0M Q3 2024 Q4 2024: $434.1M Q4 2024 Q1 2025: $428.7M Q1 2025 Q2 2025: $685.6M Q2 2025

Holdings 3 stocks · $213.6M
CVNA Carvana Co. 90.24% 2,192,168 $192.7M No change
ZG Zillow Group Inc. Class A 8.65% 385,817 $18.5M No change
RDFN Redfin Corp. 1.12% 358,495 $2.4M No change

Portfolio Sells Q4 2023 → Q1 2024
None this quarter.

Portfolio Buys Q4 2023 → Q1 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2025 1$685.6MCVNA
Q1 2025 1$428.7MCVNA
Q4 2024 2$434.1MCVNA, ZG
Q3 2024 3$394.0MCVNA, ZG, RDFN
Q2 2024 3$301.7MCVNA, ZG, RDFN
Q1 2024 3$213.6MCVNA, ZG, RDFN