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CVNA position history

The shares of Carvana (CVNA) that POLEN CAPITAL MANAGEMENT LLC reported in each quarter’s 13F.

Equity, CL A

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q2: 11,695 shares, $3.9M, 0.01% of portfolio, New
  2. 2025 Q3: 10,456 shares, $3.9M, 0.01% of portfolio, Reduce −10.6%
  3. 2025 Q4: 8,974 shares, $3.8M, 0.02% of portfolio, Reduce −14.2%
  4. 2026 Q1: 7,348 shares, $2.3M, 0.02% of portfolio, Reduce −18.1%
  5. 2026 Q2: 37,504 shares, $2.5M, 0.02% of portfolio, Add +410.4%
Holdings date Value % of holdings Shares Filing date All 13F holders