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 9 shown managers newest 13Fs

CVNA

9 shown

9 shown · signal ≥1 pp on Add/Reduce · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 9
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

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