CVNA position history
The shares of Carvana (CVNA) that Whale Rock Capital Management LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 874,728 shares, $264M, 1.7% of portfolio
- 2021 Q4: 2,347,595 shares, $544M, 4.6% of portfolio, Add +168.4%
- 2022 Q1: not held, Exit
- 2022 Q2: not held
- 2022 Q3: not held
- 2022 Q4: not held
- 2023 Q1: not held
- 2023 Q2: not held
- 2023 Q3: not held
- 2023 Q4: not held
- 2024 Q1: not held
- 2024 Q2: not held
- 2024 Q3: 935,919 shares, $163M, 2.3% of portfolio, New
- 2024 Q4: 1,214,679 shares, $247M, 2.9% of portfolio, Add +29.8%
- 2025 Q1: 1,150,650 shares, $241M, 4.2% of portfolio, Reduce −5.3%
- 2025 Q2: 582,811 shares, $196M, 2.7% of portfolio, Reduce −49.3%
- 2025 Q3: 567,711 shares, $214M, 2.5% of portfolio, Reduce −2.6%
- 2025 Q4: 1,070,802 shares, $452M, 5.8% of portfolio, Add +88.6%
- 2026 Q1: 877,554 shares, $276M, 3.6% of portfolio, Reduce −18.0%
- 2026 Q2: 4,267,080 shares, $281M, 2.3% of portfolio, Add +386.2%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|