Camelot Capital Partners, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Camelot Capital Partners, LLC reported 1 stock position worth $428.7 million. Its top holding was Carvana (CVNA) at 100.0% of the portfolio. Compared with Q4 2024, it sold out of 1 and reduced 1. The biggest sale was an exit from Zillow Class A (ZG).

Most Recent 13F
Q2 2025
Location
LAGUNA BEACH, CA
CIK
0001753570
Portfolio Value
$428.7M (Q1 2025)
SEC Filing
0001213900-25-043957 ↗ filed May 15, 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 Q4 2024 Q1 2025: $428.7M $428.7M Q1 2025 Q2 2025: $685.6M Q2 2025

Holdings 1 stocks · $428.7M
CVNA Carvana Co. 100.00% 2,050,588 $428.7M Reduce -1.4%

Portfolio Sells Q4 2024 → Q1 2025
ZG Zillow Group Inc. Class A Sold out 0.00% −2.59
CVNA Carvana Co. Reduce -1.4% 100.00% +2.59

Portfolio Buys Q4 2024 → Q1 2025
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