CARVANA CO (CVNA): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in CVNA · Consumer Discretionary. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
49
13F filers
Aggregate Value
$6.2B
Across holders
Last Price
$72.33
2026-08-24
Sector
Consumer Discretionary
GICS
Quarterly fund activity46 increased3 reduced3 exited
Full exits: Dragoneer Investment Group, LLC, Point72 Asset Management, L.P., SHAW D E & CO INC
Institutional Holders of CVNA
49 holders
ManagerTypeSharesMarket Value% of Total% of PortfolioActionQoQ ChangeQuarter
VIKING GLOBAL INVESTORS LP
CIK 0001103804
Hedge Fund12.32M$811.1M13.0%2.3%Added+$628.1MQ2 2026
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
CIK 0001543170
Hedge Fund11.68M$768.4M12.3%22.6%Added+$614.8MQ2 2026
Aspex Management (HK) Ltd
CIK 0001768375
Hedge Fund10.89M$716.9M11.5%8.1%Added+$597.2MQ2 2026
LONE PINE CAPITAL LLC
CIK 0001061165
Hedge Fund10.52M$692.5M11.1%4.2%Added+$577.0MQ2 2026
SANDS CAPITAL MANAGEMENT, LLC
CIK 0001020066
Institutional Manager8.46M$557.0M9.0%2.1%Added+$417.7MQ2 2026
Durable Capital Partners LP
CIK 0001798849
Hedge Fund6.72M$442.4M7.1%4.3%Added+$376.8MQ2 2026
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
Hedge Fund5.12M$337.2M5.4%0.5%Added+$258.1MQ2 2026
Sachem Head Capital Management LP
CIK 0001582090
Hedge Fund4.47M$294.5M4.7%6.1%Added+$242.5MQ2 2026
Whale Rock Capital Management LLC
CIK 0001387322
Hedge Fund4.27M$280.9M4.5%2.3%Added+$223.1MQ2 2026
D1 Capital Partners L.P.
CIK 0001747057
Hedge Fund3.78M$248.8M4.0%0.7%Added+$204.8MQ2 2026
VIKING GLOBAL INVESTORS LPAdded
Hedge Fund
$811.1M· 13.0% of total· 2.3% port· 12.32M sh· +$628.1M QoQ· Q2 2026
SPRUCE HOUSE INVESTMENT MANAGEMENT LLCAdded
Hedge Fund
$768.4M· 12.3% of total· 22.6% port· 11.68M sh· +$614.8M QoQ· Q2 2026
Aspex Management (HK) LtdAdded
Hedge Fund
$716.9M· 11.5% of total· 8.1% port· 10.89M sh· +$597.2M QoQ· Q2 2026
LONE PINE CAPITAL LLCAdded
Hedge Fund
$692.5M· 11.1% of total· 4.2% port· 10.52M sh· +$577.0M QoQ· Q2 2026
SANDS CAPITAL MANAGEMENT, LLCAdded
Institutional Manager
$557.0M· 9.0% of total· 2.1% port· 8.46M sh· +$417.7M QoQ· Q2 2026
Durable Capital Partners LPAdded
Hedge Fund
$442.4M· 7.1% of total· 4.3% port· 6.72M sh· +$376.8M QoQ· Q2 2026
RENAISSANCE TECHNOLOGIES LLCAdded
Hedge Fund
$337.2M· 5.4% of total· 0.5% port· 5.12M sh· +$258.1M QoQ· Q2 2026
Sachem Head Capital Management LPAdded
Hedge Fund
$294.5M· 4.7% of total· 6.1% port· 4.47M sh· +$242.5M QoQ· Q2 2026
Whale Rock Capital Management LLCAdded
Hedge Fund
$280.9M· 4.5% of total· 2.3% port· 4.27M sh· +$223.1M QoQ· Q2 2026
D1 Capital Partners L.P.Added
Hedge Fund
$248.8M· 4.0% of total· 0.7% port· 3.78M sh· +$204.8M QoQ· Q2 2026
COATUE MANAGEMENT LLCAdded
Hedge Fund
$215.8M· 3.5% of total· 0.4% port· 3.28M sh· +$214.9M QoQ· Q2 2026
MAVERICK CAPITAL LTDAdded
Hedge Fund
$173.7M· 2.8% of total· 1.5% port· 2.64M sh· +$146.0M QoQ· Q2 2026
MARSHALL WACE, LLPAdded
Hedge Fund
$172.9M· 2.8% of total· 0.1% port· 2.63M sh· +$163.8M QoQ· Q2 2026
MILLENNIUM MANAGEMENT LLCAdded
Hedge Fund
$137.8M· 2.2% of total· 0.0% port· 2.09M sh· +$131.5M QoQ· Q2 2026
PRIMECAP MANAGEMENT CO/CA/Added
Institutional Manager
$65.0M· 1.0% of total· 0.0% port· 988K sh· +$52.0M QoQ· Q2 2026
3G Capital Partners LPAdded
Hedge Fund
$51.0M· 0.8% of total· 13.7% port· 775K sh· +$42.0M QoQ· Q2 2026
Davidson Kempner Capital Management LPAdded
Hedge Fund
$43.2M· 0.7% of total· 0.5% port· 657K sh· +$37.9M QoQ· Q2 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.Added
Hedge Fund
$42.0M· 0.7% of total· 0.1% port· 638K sh· +$34.7M QoQ· Q2 2026
CITADEL ADVISORS LLCAdded
Hedge Fund
$20.3M· 0.3% of total· 0.0% port· 309K sh· +$19.8M QoQ· Q2 2026
Gotham Asset Management, LLCAdded
Hedge Fund
$17.2M· 0.3% of total· 0.0% port· 261K sh· +$13.4M QoQ· Q2 2026
Holocene Advisors, LPAdded
Hedge Fund
$16.5M· 0.3% of total· 0.0% port· 250K sh· +$13.2M QoQ· Q2 2026
Clearbridge Investments, LLCAdded
Hedge Fund
$15.4M· 0.2% of total· 0.0% port· 233K sh· +$11.7M QoQ· Q2 2026
FRED ALGER MANAGEMENT, LLCAdded
Hedge Fund
$12.9M· 0.2% of total· 0.0% port· 196K sh· +$5.4M QoQ· Q2 2026
BALYASNY ASSET MANAGEMENT LLCAdded
Hedge Fund
$12.4M· 0.2% of total· 0.0% port· 189K sh· +$12.4M QoQ· Q2 2026
TWO SIGMA INVESTMENTS, LPAdded
Hedge Fund
$11.1M· 0.2% of total· 0.0% port· 168K sh· +$7.9M QoQ· Q2 2026
Duquesne Family Office LLCAdded
Family Office
$9.9M· 0.2% of total· 0.2% port· 151K sh· QoQ· Q2 2026
Man Group plcAdded
Hedge Fund
$9.7M· 0.2% of total· 0.0% port· 147K sh· +$9.3M QoQ· Q2 2026
ExodusPoint Capital Management, LPAdded
Hedge Fund
$8.1M· 0.1% of total· 0.1% port· 123K sh· QoQ· Q2 2026
AQR CAPITAL MANAGEMENT LLCAdded
Hedge Fund
$7.4M· 0.1% of total· 0.0% port· 116K sh· +$7.4M QoQ· Q2 2026
MOORE CAPITAL MANAGEMENT, LPAdded
Hedge Fund
$5.7M· 0.1% of total· 0.1% port· 86K sh· +$5.6M QoQ· Q2 2026
MAPLELANE CAPITAL, LLCAdded
Hedge Fund
$4.6M· 0.1% of total· 0.1% port· 70K sh· QoQ· Q2 2026
Schonfeld Strategic Advisors LLCAdded
Hedge Fund
$3.6M· 0.1% of total· 0.0% port· 55K sh· QoQ· Q2 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPReduced
Hedge Fund
$2.8M· 0.0% of total· 0.0% port· 42K sh· $-5.8M QoQ· Q2 2026
Rockefeller Capital Management L.P.Added
Hedge Fund
$2.4M· 0.0% of total· 0.0% port· 36K sh· +$2.0M QoQ· Q2 2026
STEADFAST CAPITAL MANAGEMENT LPAdded
Hedge Fund
$2.3M· 0.0% of total· 0.1% port· 35K sh· QoQ· Q2 2026
Squarepoint Ops LLCAdded
Hedge Fund
$2.3M· 0.0% of total· 0.0% port· 35K sh· $-38.2M QoQ· Q2 2026
Brevan Howard Capital Management LPAdded
Hedge Fund
$2.0M· 0.0% of total· 0.0% port· 30K sh· QoQ· Q2 2026
Hudson Bay Capital Management LPAdded
Hedge Fund
$1.3M· 0.0% of total· 0.0% port· 20K sh· QoQ· Q2 2026
Engle Capital Management, L.P.Added
Hedge Fund
$876K· 0.0% of total· 0.2% port· 13K sh· +$87K QoQ· Q2 2026
TCW GROUP INCAdded
Hedge Fund
$741K· 0.0% of total· 0.0% port· 11K sh· +$591K QoQ· Q2 2026
Woodline Partners LPReduced
Hedge Fund
$685K· 0.0% of total· 0.0% port· 10K sh· $-2.0M QoQ· Q2 2026
Walleye Capital LLCAdded
Hedge Fund
$566K· 0.0% of total· 0.0% port· 9K sh· +$257K QoQ· Q2 2026
Fulcrum Asset Management LLPAdded
Hedge Fund
$552K· 0.0% of total· 0.1% port· 9K sh· QoQ· Q2 2026
PineBridge Investments, L.P.Added
Hedge Fund
$403K· 0.0% of total· 0.0% port· 1K sh· QoQ· Q3 2025
Lighthouse Investment Partners, LLCAdded
Hedge Fund
$303K· 0.0% of total· 0.0% port· 5K sh· QoQ· Q2 2026
CAPSTONE INVESTMENT ADVISORS, LLCAdded
Hedge Fund
$301K· 0.0% of total· 0.0% port· 5K sh· $-759K QoQ· Q2 2026
Alphadyne Asset Management LPReduced
Hedge Fund
$236K· 0.0% of total· 0.0% port· 4K sh· $-35K QoQ· Q2 2026
Ancora Advisors, LLCAdded
Hedge Fund
$8K· 0.0% of total· 0.0% port· 115 sh· +$6K QoQ· Q2 2026
Parallax Volatility Advisers, L.P.Added
Hedge Fund
$132· 0.0% of total· 0.0% port· 2 sh· $-1.8M QoQ· Q2 2026
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