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CVNA position history

The shares of Carvana (CVNA) that Durable Capital Partners LP reported in each quarter’s 13F.

Equity, CL A

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q2: 840,131 shares, $108M, 0.89% of portfolio, New
  2. 2024 Q3: 2,038,986 shares, $355M, 2.6% of portfolio, Add +142.7%
  3. 2024 Q4: 2,168,232 shares, $441M, 3.6% of portfolio, Add +6.3%
  4. 2025 Q1: 1,932,972 shares, $404M, 3.6% of portfolio, Reduce −10.9%
  5. 2025 Q2: 892,477 shares, $301M, 2.3% of portfolio, Reduce −53.8%
  6. 2025 Q3: 892,477 shares, $337M, 2.5% of portfolio
  7. 2025 Q4: 925,045 shares, $390M, 3.7% of portfolio, Add +3.6%
  8. 2026 Q1: 995,741 shares, $313M, 3.2% of portfolio, Add +7.6%
  9. 2026 Q2: 6,720,882 shares, $442M, 4.3% of portfolio, Add +575.0%
Holdings date Value % of holdings Shares Filing date All 13F holders