L3VLUP
Quarter end
31 Mar 2024
the date the book describes
Filed
16 May 2024
latest of these filings; the earliest 13 May 2024
Managers listing it
19
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 6 listed it in both
Shares listed
62,658,747
combined, among listed positions
Reported value
$2.3bn
combined, at the quarter end

Among the 93 comparable managers: 16 buyers (opened or added shares) and 4 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 Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

19 of 19 holders

ActionFiling
D1 Capital Partners LP28,911,022$1.1bn16.40%Added+2,07115 May 2024 (the filing on sec.gov)
Coatue Management LLC10,277,443$383m1.50%Held015 May 2024 (the filing on sec.gov)
Citadel Advisors LLC3,966,667$148munder 0.1%Addedn.a.15 May 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc3,953,616$147munder 0.1%Trimmedn.a.15 May 2024 (the filing on sec.gov)
Maverick Capital Ltd2,369,782$88m1.66%Added+1,190,51015 May 2024 (the filing on sec.gov)
Jane Street Group LLC2,048,085$76munder 0.1%Addedn.a.16 May 2024 (the filing on sec.gov)
Tiger Global Management LLC1,759,311$66m0.36%Added+1,584,31115 May 2024 (the filing on sec.gov)
Balyasny Asset Management LLC1,601,332$60m0.10%Newnew13 May 2024 (the filing on sec.gov)
Point72 Asset Management LP1,528,469$57m0.14%Added+616,56915 May 2024 (the filing on sec.gov)
D. E. Shaw & Co.1,506,916$56munder 0.1%Addedn.a.15 May 2024 (the filing on sec.gov)
Capital Research Global Investors1,272,269$47munder 0.1%Trimmed-93214 May 2024 (the filing on sec.gov)
Holocene Advisors LP786,510$29m0.11%Addedn.a.15 May 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC683,433$25m0.17%Newnew15 May 2024 (the filing on sec.gov)
Voloridge Investment Management LLC511,544$19m0.07%Newnew15 May 2024 (the filing on sec.gov)
Tudor Investment Corp441,632$16m0.10%Newnew15 May 2024 (the filing on sec.gov)
Verition Fund Management LLC436,983$16m0.11%Newnew14 May 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP406,301$15m0.08%Newnew15 May 2024 (the filing on sec.gov)
Artisan Partners LP184,172$6.9munder 0.1%Newnew13 May 2024 (the filing on sec.gov)
PDT Partners LLC13,260$494kunder 0.1%Newnew15 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
16 in Q3 2024 to 9 in Q2 2026

Tracked managers listing it, at least.

05101520Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
CART by quarter
QuarterHoldersReported valueBuyersSellers
Q3 202312$1.5bnn.a.n.a.
Q4 20239$1.0bn55
Q1 202419$2.3bn164
Q2 202419$1.4bn158
Q3 202416$1.7bn711
Q4 202419$1.9bn134
Q1 202514$1.5bn76
Q2 202513$1.7bn104
Q3 202513$1.3bn59
Q4 202512$1.7bn1820
Q1 20268$1.1bn1420
Q2 20269$1.4bn1817

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 →