CVNA fund manager activity
Carvana Co · NYSE. Reported by 24 tracked fund managers in their 13F filings, Q2 2017 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Clifford Sosin - CAS Investment Partners | Added | 22,559,570 | $1,484,870,897 | 78.9% | Aug 14, 2026 |
| Philippe Laffont - Coatue Management | Added | 3,278,865 | $215,814,895 | 0.44% | Aug 14, 2026 |
| Dan Sundheim - D1 Capital Partners | Added | 3,779,517 | $248,767,809 | 0.72% | Aug 14, 2026 |
| Stanley Druckenmiller - Duquesne Family Office | New | 151,000 | $9,939,000 | 0.23% | Aug 14, 2026 |
| Henry Ellenbogen - Durable Capital Partners | Added | 6,720,882 | $442,368,453 | 4.30% | Aug 14, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 261,018 | $17,180,205 | 0.04% | Aug 14, 2026 |
| Stephen Mandel - Lone Pine Capital | Added | 10,520,666 | $692,470,236 | 4.23% | Aug 14, 2026 |
| Lee Ainslie - Maverick Capital | Added | 2,638,673 | $173,677,457 | 1.57% | Aug 14, 2026 |
| Polen Capital Management | Added | 37,504 | $2,468,513 | 0.02% | Aug 4, 2026 |
| Robert Vinall - RV Capital GmbH | Added | 1,763,296 | $116,060,143 | 30.3% | Aug 14, 2026 |
| Viking Global Investors | Added | 12,322,311 | $811,054,510 | 2.31% | Aug 14, 2026 |
| Alex Sacerdote - Whale Rock Capital Management | Added | 4,267,080 | $280,859,206 | 2.25% | Aug 14, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Clifford Sosin - CAS Investment Partners | Trimmed | 4,541,291 | $1,427,691,065 | 81.7% | May 15, 2026 |
| Philippe Laffont - Coatue Management | Trimmed | 681,000 | $214,092,781 | 0.74% | May 15, 2026 |
| Dan Sundheim - D1 Capital Partners | New | 668,432 | $210,141,652 | 1.87% | May 15, 2026 |
| Henry Ellenbogen - Durable Capital Partners | Added | 995,741 | $313,041,056 | 3.22% | May 15, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 57,218 | $17,988,195 | 0.06% | May 15, 2026 |
| Stephen Mandel - Lone Pine Capital | Trimmed | 1,754,709 | $551,645,415 | 4.40% | May 15, 2026 |
| Lee Ainslie - Maverick Capital | Trimmed | 420,276 | $132,126,369 | 1.54% | May 15, 2026 |
| Polen Capital Management | Trimmed | 7,348 | $2,310,064 | 0.02% | May 14, 2026 |
| Robert Vinall - RV Capital GmbH | Added | 377,298 | $118,818,309 | 31.1% | May 11, 2026 |
| Viking Global Investors | Added | 2,780,035 | $873,987,403 | 2.44% | May 15, 2026 |
| Alex Sacerdote - Whale Rock Capital Management | Trimmed | 877,554 | $275,885,427 | 3.56% | May 15, 2026 |