CVNA position history
The shares of Carvana (CVNA) that Thrive Capital Management reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2022 Q1: 1,625,426 shares, $194M, 22.2% of portfolio, New
- 2022 Q2: 2,999,924 shares, $68M, 16.9% of portfolio, Add +84.6%
- 2022 Q3: 1,499,962 shares, $30M, 10.4% of portfolio, Reduce −50.0%
- 2022 Q4: 2,948,220 shares, $14M, 6.3% of portfolio, Add +96.6%
- 2023 Q1: 2,948,220 shares, $29M, 10.3% of portfolio
- 2023 Q2: 2,948,220 shares, $76M, 22.3% of portfolio
- 2023 Q3: 2,267,610 shares, $95M, 24.4% of portfolio, Reduce −23.1%
- 2023 Q4: 2,267,610 shares, $120M, 24.8% of portfolio
- 2024 Q1: 2,267,610 shares, $199M, 28.3% of portfolio
- 2024 Q2: 2,267,610 shares, $292M, 34.2% of portfolio
- 2024 Q3: 2,267,610 shares, $395M, 39.4% of portfolio
- 2024 Q4: 2,267,610 shares, $461M, 78.9% of portfolio
- 2025 Q1: 2,267,610 shares, $474M, 80.5% of portfolio
- 2025 Q2: 226,761 shares, $76M, 32.4% of portfolio, Reduce −90.0%
- 2025 Q3: 226,761 shares, $86M, 17.8% of portfolio
- 2025 Q4: 453,522 shares, $191M, 54.4% of portfolio, Add +100.0%
- 2026 Q1: 226,761 shares, $71M, 20.7% of portfolio, Reduce −50.0%
- 2026 Q2: not held, Exit
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|