DG
CMRC

David Goel’s Commerce.com Inc Series 1 CMRC Stock Holding History

David Goel’s Portfolio CMRC Stock Details CMRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,700,000
Closed -$238M – 23
2021
Q3 		$238M Hold
4,700,000
– – 2.71% 16
2021
Q2 		$305M Buy
4,700,000
+800,000
+21% +$45.3M 3.33% 14
2021
Q1 		$225M Buy
3,900,000
+496,292
+15% +$33M 2.6% 15
2020
Q4 		$218M Buy
3,403,708
+1,100,000
+48% +$87.8M 2.36% 16
2020
Q3 		$192M Buy
+2,303,708
New +$201M 2.55% 15

Other funds holding CMRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
GC
GGV Capital Menlo Park, California $115M AUM 24.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

David Goel's CMRC Position: Q4 2021 in Review

David Goel sold out of Commerce.com Inc Series 1 (CMRC) in Q4 2021, closing a stake of 4,700,000 shares — an estimated $238M sold.

David Goel first reported a position in CMRC in Q3 2020 and held it in 5 quarters. The position peaked at $305M in Q2 2021. 229 funds tracked by Wall St. Rank hold CMRC as of Q4 2021.

  • David Goel reported no remaining Commerce.com Inc Series 1 position as of Q4 2021 after selling out during the quarter.
  • David Goel sold 4,700,000 Commerce.com Inc Series 1 shares in Q4 2021, an estimated $238M.
  • David Goel first reported a position in Commerce.com Inc Series 1 in Q3 2020 and held it in 5 quarters.
  • David Goel's Commerce.com Inc Series 1 position peaked at $305M in Q2 2021.
  • 229 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q4 2021.

Based on Matrix Capital Management Company's 13F filing for Q4 2021, filed 15 Feb 2022.