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CVNA position history

The shares of Carvana (CVNA) that Dragoneer Investment Group, LLC reported in each quarter’s 13F.

Equity, CL A

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q3: 678,921 shares, $256M, 5.7% of portfolio, New
  2. 2025 Q4: 979,460 shares, $413M, 9.0% of portfolio, Add +44.3%
  3. 2026 Q1: 1,252,960 shares, $394M, 13.1% of portfolio, Add +27.9%
  4. 2026 Q2: not held, Exit
Holdings date Value % of holdings Shares Filing date All 13F holders