CART in the 13F filings
Maplebear Inc · CUSIP 565394103
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 14 Feb 2024
- latest of these filings; the earliest 9 Feb 2024
- Managers listing it
- 9
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 6 listed it in both
- Shares listed
- 43,610,552
- combined, among listed positions
- Reported value
- $1.0bn
- combined, at the quarter end
1 line marked †. Value as filed implies a price far from other filers'. Each counts in holders and value as filed, and is left out of the net change in shares.
Among the 93 comparable managers: 5 buyers (opened or added shares) and 5 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing CART in Q4 2023
9 of 9 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| D1 Capital Partners LP | 28,908,951 | $678m | 11.92% | Added | +2,071 | 14 Feb 2024 (the filing on sec.gov) |
| Coatue Management LLC | 10,277,443 | $241m | 1.01% | Held | 0 | 14 Feb 2024 (the filing on sec.gov) |
| Capital Research Global Investors† Value as filed implies a price far from other filers'. | 1,273,201 | $28m | under 0.1% | Added | +1,030 | 13 Feb 2024 (the filing on sec.gov) |
| Maverick Capital Ltd | 1,179,272 | $28m | 0.56% | New | new | 14 Feb 2024 (the filing on sec.gov) |
| Point72 Asset Management LP | 911,900 | $21m | 0.05% | Added | n.a. | 14 Feb 2024 (the filing on sec.gov) |
| Dragoneer Investment Group LLC | 751,285 | $18m | 0.38% | Trimmed | -750,000 | 14 Feb 2024 (the filing on sec.gov) |
| Tiger Global Management LLC | 175,000 | $4.1m | under 0.1% | Held | 0 | 14 Feb 2024 (the filing on sec.gov) |
| Moore Capital Management LP | 100,000 | $2.3m | under 0.1% | New | new | 14 Feb 2024 (the filing on sec.gov) |
| Woodline Partners LP | 33,500 | $786k | under 0.1% | Held | 0 | 14 Feb 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Maverick Capital Ltdnew position · 1,179,272 shares now+1,179,272
- Moore Capital Management LPnew position · 100,000 shares now+100,000
- D1 Capital Partners LPexisting position · 28,908,951 shares now+2,071
- Capital Research Global Investorsexisting position · 1,273,201 shares now+1,030
Reductions
- Dragoneer Investment Group LLCexisting position · 751,285 shares now-750,000
New positions and exits
New (2)
Exited (4)
- Viking Global Investors LPwas $3.7m
- Element Capital Management LLCwas $1.5m
- Soros Fund Management LLCwas $891k
- Davidson Kempner Capital Management LPwas $476k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2023 | 12 | $1.5bn | n.a. | n.a. |
| Q4 2023 | 9 | $1.0bn | 5 | 5 |
| Q1 2024 | 19 | $2.3bn | 16 | 4 |
| Q2 2024 | 19 | $1.4bn | 15 | 8 |
| Q3 2024 | 16 | $1.7bn | 7 | 11 |
| Q4 2024 | 19 | $1.9bn | 13 | 4 |
| Q1 2025 | 14 | $1.5bn | 7 | 6 |
| Q2 2025 | 13 | $1.7bn | 10 | 4 |
| Q3 2025 | 13 | $1.3bn | 5 | 9 |
| Q4 2025 | 12 | $1.7bn | 18 | 20 |
| Q1 2026 | 8 | $1.1bn | 14 | 20 |
| Q2 2026 | 9 | $1.4bn | 18 | 17 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
CART and GOOGL →CART and AMZN →CART and GOOG →Choose a stock to compare with CART →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own CART, latest filings →Back to the 13F Explorer →