Follow The Filings

CVNA position history

The shares of Carvana (CVNA) that VIKING GLOBAL INVESTORS LP reported in each quarter’s 13F.

Equity, CL A

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q2: 553,621 shares, $71M, 0.27% of portfolio, New
  2. 2024 Q3: 269,088 shares, $47M, 0.17% of portfolio, Reduce −51.4%
  3. 2024 Q4: 873,583 shares, $178M, 0.57% of portfolio, Add +224.6%
  4. 2025 Q1: 2,553,861 shares, $534M, 1.7% of portfolio, Add +192.3%
  5. 2025 Q2: 1,077,976 shares, $363M, 1.1% of portfolio, Reduce −57.8%
  6. 2025 Q3: 2,101,241 shares, $793M, 2.1% of portfolio, Add +94.9%
  7. 2025 Q4: 1,061,533 shares, $448M, 1.2% of portfolio, Reduce −49.5%
  8. 2026 Q1: 2,780,035 shares, $874M, 2.4% of portfolio, Add +161.9%
  9. 2026 Q2: 12,322,311 shares, $811M, 2.3% of portfolio, Add +343.2%
Holdings date Value % of holdings Shares Filing date All 13F holders