CART

Maplebear Inc

2 super-investor ownerscombined $12Mlargest position 0.4%

1 NEW

2 super-investors hold CART worth a combined $12M. The largest position: Bill Miller at 0.4% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 23 — ranked #602 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.

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Why super-investors own CART

Bill Miller initiated a new position in CART in 2026Q1, the only meaningful development in what remains a thinly followed name within this cohort. Miller's stake represents 0.4% of his portfolio — roughly $2M — making him the higher-conviction holder by concentration, while Joel Greenblatt holds a larger nominal position ($11M) at a negligible portfolio weight, suggesting a more mechanical or quantitative rationale. Combined cohort exposure is just $12M across two managers, and the eight-quarter ownership history shows no presence until a single holder appeared last quarter, followed now by Miller's entry. Interest is nascent at best, and there is no evidence of broader cohort conviction building around the stock.

AI-synthesized from 13F filings. Not investment advice.