Camelot Capital Partners, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Camelot Capital Partners, LLC reported 3 stock positions worth $394.0 million. Its top holding was Carvana (CVNA) at 92.8% of the portfolio, followed by Zillow Class A (ZG, 6.1%) and Redfin (RDFN, 1.1%). Compared with Q2 2024, it reduced 1. The biggest sale was Carvana (CVNA, shares −4%).

Most Recent 13F
Q2 2025
Location
LAGUNA BEACH, CA
CIK
0001753570
Portfolio Value
$394.0M (Q3 2024)
SEC Filing
0001213900-24-098286 ↗ filed Nov 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $213.6M Q1 2024 Q2 2024: $301.7M Q2 2024 Q3 2024: $394.0M $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 · $394.0M
CVNA Carvana Co. 92.80% 2,099,757 $365.6M Reduce -4.2%
ZG Zillow Group Inc. Class A 6.06% 385,817 $23.9M No change
RDFN Redfin Corp. 1.14% 358,495 $4.5M No change

Portfolio Sells Q2 2024 → Q3 2024
CVNA Carvana Co. Reduce -4.2% 92.80% −0.73

Portfolio Buys Q2 2024 → Q3 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