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Maplebear Inc.

CART Consumer Discretionary
$38.23 +$0.52 (1.38%)
Market Cap: $9.2 B
Gurus Holding
6
Popularity Rank
#1559
% of Shares Held
2.25%
Net Activity (Q4 2025)
-$39.55 M

Guru Ownership Trend

Guru Analysis for Maplebear Inc. (CART)

Maplebear Inc. (CART), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $207.08 M.

Top institutional holders include Lee Ainslie and Renaissance Technologies.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $39.55 M net outflow during the quarter.

Recent activity highlights Louis Moore Bacon who opened a new position. Conversely, Renaissance Technologies reduced exposure by 13.6%.

Key Holders

Top 5 by Value

$87.21 M
$41.27 M
$31.52 M
$18.12 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$22.65 M
Total Buy Value
New Buys 1
Additions 3
-$62.2 M
Total Sell Value
Reductions 2
Sold Out 3

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
4

FAQs for Maplebear Inc. (CART)

Major holders include Lee Ainslie ($87.21 M), Renaissance Technologies ($64.07 M), Ray Dalio ($41.27 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 5.42 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $39.55 M, with 4 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 3 fully exited CART. The total reported sell value was $62.2 M.

Yes, 1 managers opened new positions in CART, and 3 increased their existing holdings. The total reported buy value was $22.65 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.94% Reduce -2.6% 1,938,835 $87.21 M Q4 2025
0.10% Reduce -13.6% 1,424,454 $64.07 M Q4 2025
0.15% Add 29.5% 917,620 $41.27 M Q4 2025
0.02% Add 46.4% 700,743 $31.52 M Q4 2025
0.07% Add 11.1% 402,916 $18.12 M Q4 2025
0.02% New Buy 32,091 $1.44 M Q4 2025
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