Portfolio changes · featured 13Fs

Activity

Moves in CVNA across featured managers — New / Exit / Add / Reduce.

18 managers with a move of 137 featured filed through 14 Aug 18 shown managers newest 13Fs

CVNA · all sizes

18 shown

18 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 16
CVNA	New	Stanley Druckenmiller - Duquesne Family Office	+0.19 pp	opened 0.19%	Q1→Q2
CVNA	Exit	Josh Kushner - Thrive Capital Management	−20.74 pp	was 20.7%	Q1→Q2
CVNA	Exit	Marc Stad - Dragoneer Investment Group	−13.12 pp	was 13.1%	Q1→Q2
CVNA	Add	Ben Tsai - Spruce House Investment Management	−3.60 pp	+400.0% sh	Q1→Q2
CVNA	Add	Clifford Sosin - Cas Investment Partners	−2.82 pp	+396.8% sh	Q1→Q2
CVNA	Add	Ram Parameswaran - Octahedron Capital Management	+1.57 pp	+698.0% sh	Q1→Q2
CVNA	Add	Alex Sacerdote - Whale Rock Capital Management	−1.31 pp	+386.2% sh	Q1→Q2
CVNA	Add	Dan Sundheim - D1 Capital Partners	−1.16 pp	+465.4% sh	Q1→Q2
CVNA	Add	Henry Ellenbogen - Durable Capital Partners	+1.08 pp	+575.0% sh	Q1→Q2
CVNA	Add	Robert Vinall - Rv Capital AG	−0.74 pp	+367.3% sh	Q1→Q2
CVNA	Add	Philippe Laffont - Coatue Management	−0.29 pp	+381.5% sh	Q1→Q2
CVNA	Add	Stephen Mandel - Lone Pine Capital	−0.16 pp	+499.6% sh	Q1→Q2
CVNA	Add	Davidson Kempner Capital Management	+0.16 pp	+707.5% sh	Q1→Q2
CVNA	Add	Andreas Halvorsen - Viking Global Investors	−0.13 pp	+343.2% sh	Q1→Q2
CVNA	Add	Sachem Head Capital Management	+0.13 pp	+466.5% sh	Q1→Q2
CVNA	Add	Lee Ainslie - Maverick Capital	+0.01 pp	+527.8% sh	Q1→Q2
12 Aug 1
CVNA	Add	Senator Investment Group	−0.27 pp	+440.6% sh	Q1→Q2
4 Aug 1
CVNA	Add	Polen Capital Management	+0.01 pp	+410.4% sh	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home