Camelot Capital Partners, LLC
CIK 1753570 · View on SEC EDGAR ↗
- Portfolio value
- $685.6M
- Positions
- 1
- As of
- June 30, 2025 Data as of Q2 2025
#3,122 of 9,443 by 13F value · top 33.1%
Portfolio value QoQ: +59.9% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 1
- Effective number of positions
- 1.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2025: 0.0% Est. buys $0 · sells $5,414,610
- New positions
- 0
- Increased
- 0
- Decreased
- 1
- Closed
- 1
On this page
Sector breakdown
Retail
100.0%
Full portfolio 1 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| CVNA Carvana Co. Class A Common Stock | $685,551,522 | 100.00% | 2,034,519 | $256,814,583 | Down ×2 | ||
| No matches | |||||||
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| CVNA | Trimmed | -16K | +$256.8M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| ZG | March 31, 2025 | 158,817 | $11,252 | -45.8% |