CART in the 13F filings
Maplebear Inc · CUSIP 565394103
- 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
19 of 19 holders
Largest increases and reductions, by shares
Increases
- Balyasny Asset Management LLCnew position · 1,601,332 shares now+1,601,332
- Tiger Global Management LLCexisting position · 1,759,311 shares now+1,584,311
- Maverick Capital Ltdexisting position · 2,369,782 shares now+1,190,510
- Schonfeld Strategic Advisors LLCnew position · 683,433 shares now+683,433
- Point72 Asset Management LPexisting position · 1,528,469 shares now+616,569
Reductions
- Capital Research Global Investorsexisting position · 1,272,269 shares now-932
New positions and exits
New (8)
Exited (2)
- Dragoneer Investment Group LLCwas $18m
- Moore Capital Management LPwas $2.3m
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 →