CAMELOT PORTFOLIOS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PII | 24K | $1.41M |
 | CVI | 24K | $877.39K |
 | PYPL | 22K | $1.48M |
 | PINS | 22K | $696.21K |
 | QUBT | 21K | $390.29K |
 | SRG | 19K | $81.69K |
 | CWH | 19K | $301.59K |
 | GOOGL | 19K | $4.59M |
 | TEM | 19K | $1.50M |
 | TSN | 18K | $952.86K |
 | CPB | 17K | $549.49K |
 | AMZN | 17K | $3.80M |
 | ZM | 16K | $1.30M |
 | ACHR | 15K | $143.70K |
 | KRC | 15K | $628.16K |
 | SGRY | 14K | $302.88K |
 | DG | 14K | $1.44M |
 | OI | 13K | $171.56K |
 | CTSH | 13K | $875.90K |
 | XOM | 12K | $1.36M |
Polaris Inc.
PII
Shares Held
24K
Value
$1.41M
CVR Energy, Inc.
CVI
Shares Held
24K
Value
$877.39K
PayPal Holdings, Inc.
PYPL
Shares Held
22K
Value
$1.48M
Pinterest, Inc.
PINS
Shares Held
22K
Value
$696.21K
Quantum Computing, Inc.
QUBT
Shares Held
21K
Value
$390.29K
Seritage Growth Properties
SRG
Shares Held
19K
Value
$81.69K
Camping World Holdings, Inc.
CWH
Shares Held
19K
Value
$301.59K
Alphabet Inc.
GOOGL
Shares Held
19K
Value
$4.59M
Tempus AI, Inc.
TEM
Shares Held
19K
Value
$1.50M
Tyson Foods, Inc.
TSN
Shares Held
18K
Value
$952.86K
Campbell Soup Company
CPB
Shares Held
17K
Value
$549.49K
Amazon.com, Inc.
AMZN
Shares Held
17K
Value
$3.80M
Zoom Communications, Inc.
ZM
Shares Held
16K
Value
$1.30M
Archer Aviation Inc.
ACHR
Shares Held
15K
Value
$143.70K
Kilroy Realty Corporation
KRC
Shares Held
15K
Value
$628.16K
Surgery Partners, Inc.
SGRY
Shares Held
14K
Value
$302.88K
Dollar General Corporation
DG
Shares Held
14K
Value
$1.44M
O-I Glass, Inc.
OI
Shares Held
13K
Value
$171.56K
Cognizant Technology Solutions Corporation
CTSH
Shares Held
13K
Value
$875.90K
Exxon Mobil Corporation
XOM
Shares Held
12K
Value
$1.36M