Follow The Filings

CVNA position history

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

Equity, CL A

Shares held by quarter

New Add Reduce Exit

  1. 2022 Q2: 173,800 shares, $3.9M, 0.05% of portfolio, New
  2. 2022 Q3: 173,800 shares, $3.5M, 0.04% of portfolio
  3. 2022 Q4: not held, Exit
  4. 2023 Q1: 1,115,980 shares, $11M, 0.07% of portfolio, New
  5. 2023 Q2: 500,000 shares, $13M, 0.06% of portfolio, Reduce −55.2%
  6. 2023 Q3: not held, Exit
  7. 2023 Q4: not held
  8. 2024 Q1: not held
  9. 2024 Q2: not held
  10. 2024 Q3: not held
  11. 2024 Q4: not held
  12. 2025 Q1: 535,333 shares, $112M, 0.49% of portfolio, New
  13. 2025 Q2: 1,800,055 shares, $607M, 1.7% of portfolio, Add +236.2%
  14. 2025 Q3: 2,003,208 shares, $756M, 1.9% of portfolio, Add +11.3%
  15. 2025 Q4: 3,916,458 shares, $1.7B, 4.1% of portfolio, Add +95.5%
  16. 2026 Q1: 681,000 shares, $214M, 0.74% of portfolio, Reduce −82.6%
  17. 2026 Q2: 3,278,865 shares, $216M, 0.44% of portfolio, Add +381.5%
Holdings date Value % of holdings Shares Filing date All 13F holders