Follow The Filings

CVNA position history

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

Equity, CL A

Shares held by quarter

New Add Reduce Exit

  1. 2021 Q3: 2,142,309 shares, $646M, 2.2% of portfolio
  2. 2021 Q4: not held, Exit
  3. 2022 Q1: not held
  4. 2022 Q2: not held
  5. 2022 Q3: not held
  6. 2022 Q4: not held
  7. 2023 Q1: not held
  8. 2023 Q2: not held
  9. 2023 Q3: not held
  10. 2023 Q4: not held
  11. 2024 Q1: not held
  12. 2024 Q2: not held
  13. 2024 Q3: not held
  14. 2024 Q4: not held
  15. 2025 Q1: 2,314,168 shares, $484M, 4.2% of portfolio, New
  16. 2025 Q2: 1,765,291 shares, $595M, 4.2% of portfolio, Reduce −23.7%
  17. 2025 Q3: 1,765,291 shares, $666M, 4.8% of portfolio
  18. 2025 Q4: 1,779,328 shares, $751M, 5.5% of portfolio, Add +0.8%
  19. 2026 Q1: 1,754,709 shares, $552M, 4.4% of portfolio, Reduce −1.4%
  20. 2026 Q2: 10,520,666 shares, $692M, 4.2% of portfolio, Add +499.6%
Holdings date Value % of holdings Shares Filing date All 13F holders