Camelot Capital Partners, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Camelot Capital Partners, LLC reported 2 stock positions worth $434.1 million. Its top holding was Carvana (CVNA) at 97.4% of the portfolio, followed by Zillow Class A (ZG, 2.6%). Compared with Q3 2024, it sold out of 1 and reduced 2. The biggest sale was Zillow Class A (ZG, shares −59%).

Most Recent 13F
Q2 2025
Location
LAGUNA BEACH, CA
CIK
0001753570
Portfolio Value
$434.1M (Q4 2024)
SEC Filing
0001213900-25-013780 ↗ filed Feb 14, 2025

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 Q3 2024 Q4 2024: $434.1M $434.1M Q4 2024 Q1 2025: $428.7M Q1 2025 Q2 2025: $685.6M Q2 2025

Holdings 2 stocks · $434.1M
CVNA Carvana Co. 97.41% 2,079,107 $422.8M Reduce -1.0%
ZG Zillow Group Inc. Class A 2.59% 158,817 $11.3M Reduce -58.8%

Portfolio Sells Q3 2024 → Q4 2024
ZG Zillow Group Inc. Class A Reduce -58.8% 2.59% −3.47
RDFN Redfin Corp. Sold out 0.00% −1.14
CVNA Carvana Co. Reduce -1.0% 97.41% +4.61

Portfolio Buys Q3 2024 → Q4 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