MP
CZOO

Marcho Partners’s Cazoo Group Ltd CZOO Stock Holding History

Marcho Partners’s Portfolio CZOO Stock Details CZOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-6,975
Closed -$1.74M – 14
2023
Q1 		$1.74M Sell
6,975
-2,863
-29% -$932K 0.41% 12
2022
Q4 		$3.09M Sell
9,838
-100
-1% -$59.2K 0.73% 13
2022
Q3 		$9.14M Sell
9,938
-342
-3% -$457K 2.06% 13
2022
Q2 		$14.8M Sell
10,280
-365
-3% -$1.2M 3.55% 11
2022
Q1 		$58.8M Buy
10,645
+262
+3% +$2M 7.14% 7
2021
Q4 		$125M Buy
10,383
+8,238
+384% +$127M 9.05% 5
2021
Q3 		$33.3M Buy
+2,145
New +$40.2M 2.09% 11

Other funds holding CZOO

GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
MCMU
MIC Capital Management (UK) London, United Kingdom $352M AUM 0.23% 1-Year Est. Return
WCH
Willoughby Capital Holdings Greenwich, Connecticut $7.65M AUM 39.76% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Marcho Partners's CZOO Position: Q2 2023 in Review

Marcho Partners sold out of Cazoo Group Ltd (CZOO) in Q2 2023, closing a stake of 6,975 shares — an estimated $1.74M sold.

Marcho Partners first reported a position in CZOO in Q3 2021 and held it in 7 quarters. The position peaked at $125M in Q4 2021. 33 funds tracked by Wall St. Rank hold CZOO as of Q2 2023.

  • Marcho Partners reported no remaining Cazoo Group Ltd position as of Q2 2023 after selling out during the quarter.
  • Marcho Partners sold 6,975 Cazoo Group Ltd shares in Q2 2023, an estimated $1.74M.
  • Marcho Partners first reported a position in Cazoo Group Ltd in Q3 2021 and held it in 7 quarters.
  • Marcho Partners's Cazoo Group Ltd position peaked at $125M in Q4 2021.
  • 33 funds tracked by Wall St. Rank held Cazoo Group Ltd as of Q2 2023.

Based on Marcho Partners's 13F filing for Q2 2023, filed 11 Aug 2023.