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CVNA - CARVANA CO CL A

This page shows which of the focused investors we track hold CVNA and how their positions changed, so you can see how much conviction the group has in the stock.

In Q2 2026 it was held by 8 managers with an aggregate reported value of $3.73B, which is 0.32% of the combined portfolio.

As of Q2 2026, 8 tracked institutional managers held CVNA (CARVANA CO CL A) with an aggregate reported value of $3.73B0.32% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2026
Ticker
CVNA

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Clifford Sosin - CAS Investment Partners78.85%Reduce -0.7%5:1 split22,559,570$1.48B
2Viking Global Investors - Viking Global Investors2.31%Reduce -11.3%5:1 split12,322,311$811.05M
3Stephen Mandel - Lone Pine Capital4.23%Add +19.9%5:1 split10,520,666$692.47M
4Henry Ellenbogen - Durable Capital Partners4.30%Add +35.0%5:1 split6,720,882$442.37M
5Lee Ainslie - Maverick Capital1.57%Add +25.6%5:1 split2,638,673$173.68M
6Robert Vinall - RV Capital GmbH30.31%Reduce -6.5%5:1 split1,763,296$116.06M
7Stanley Druckenmiller - Duquesne Family Office LLC0.23%New151,000$9.94M
8Polen Capital Management - Polen Capital Management0.02%Add +2.1%5:1 split37,504$2.47M
Loading holder history for CVNA