Camelot Capital Partners, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Camelot Capital Partners, LLC reported 3 stock positions worth $301.7 million. Its top holding was Carvana (CVNA) at 93.5% of the portfolio, followed by Zillow Class A (ZG, 5.8%) and Redfin (RDFN, 0.7%). Its holdings were unchanged from Q1 2024.

Most Recent 13F
Q2 2025
Location
LAGUNA BEACH, CA
CIK
0001753570
Portfolio Value
$301.7M (Q2 2024)
SEC Filing
0001213900-24-068905 ↗ filed Aug 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $213.6M Q1 2024 Q2 2024: $301.7M $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 · $301.7M
CVNA Carvana Co. 93.53% 2,192,168 $282.2M No change
ZG Zillow Group Inc. Class A 5.76% 385,817 $17.4M No change
RDFN Redfin Corp. 0.71% 358,495 $2.2M No change

Portfolio Sells Q1 2024 → Q2 2024
None this quarter.

Portfolio Buys Q1 2024 → Q2 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