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Which hedge funds own CVNA? CARVANA CO, Q2 2026 13F holders

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101 tracked hedge funds disclosed a position in CVNA (CARVANA CO) in their Q2 2026 13F filings, worth $10.5bn in total. The largest holder by portfolio weight is CAS Investment Partners, LLC at 78.9% of its book. 29 opened a new position this quarter: Ogborne Capital Management, LLC, Morgens Waterfall Vintiadis & Co Inc, Goldentree Asset Management LP, Electron Capital Partners, LLC. 17 exited: Dragoneer Investment Group, LLC, Avala Global LP, Patton Fund Management, Inc..

101
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
29
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
17
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$208m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$609m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$10.5bn
Combined value
Sum of the holders' reported positions in the security.
8.2%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

101 rows
CAS Investment Partners, LLC Hedge fund78.9%$1.5bn22.56m+397%added
General Equity Holdings LP Hedge fund42.6%$71.4m1.09m+336%added
Selkirk Management LLC Hedge fund41.2%$119m1.80m+393%added
Anabranch Capital Management, LP Hedge fund35.1%$45.9m698,029+626%added
RV Capital AG Hedge fund30.3%$116m1.76m+367%added
Goodnow Investment Group, LLC Hedge fund23.2%$224m3.40m+370%added
Spruce House Investment Management LLC Hedge fund22.6%$768m11.68m+400%added
Dream Peak Capital Ltd Hedge fund19.5%$197m3.00m+558%added
North Peak Capital Management, LLC Hedge fund16.9%$152m2.31m+448%added
Steadview Capital Management LLC Hedge fund15.0%$49.7m755,616+415%added
3G Capital Partners LP Hedge fund13.7%$51.0m775,000+464%added
Lingotto Investment Management LLP Hedge fund13.2%$611m9.28m+264%added
Octahedron Capital Management L.P. Hedge fund10.5%$20.5m312,000+698%added
Aspex Management (HK) Ltd Hedge fund8.1%$717m10.89m+499%added
Flight Deck Capital, LP Hedge fund6.7%$13.8m209,780+696%added
Styrax Capital, LP Hedge fund6.5%$98.7m1.50m+400%added
Divisadero Street Capital Management, LP Hedge fund6.4%$274m4.16m+1737%added
Sachem Head Capital Management LP Hedge fund6.1%$295m4.47m+466%added
No Street GP LP Hedge fund4.8%$79.1m1.20m+334%added
Ogborne Capital Management, LLC Hedge fund4.7%$10.2m155,000–new
683 Capital Management, LLC Hedge fund4.5%$49.4m750,000+384%added
Morgens Waterfall Vintiadis & Co Inc Hedge fund4.5%$5.9m90,000–new
Durable Capital Partners LP Hedge fund4.3%$442m6.72m+575%added
Lone Pine Capital LLC Hedge fund4.2%$692m10.52m+500%added
RDST Capital LLC Hedge fund3.3%$39.8m604,579+246%added
Goldentree Asset Management LP Hedge fund3.0%$50.9m774,333–new
Par Capital Management Inc Hedge fund2.8%$114m1.74m+400%added
Senator Investment Group LP Hedge fund2.7%$74.9m1.14m+516%added
Capricorn Fund Managers Ltd Hedge fund2.5%$31.3m475,000+400%added
KR Capital LP Hedge fund2.4%$24.4m370,184+1978%added
Metavasi Capital LP Hedge fund2.3%$6.0m91,638+252%added
Viking Global Investors LP Hedge fund2.3%$811m12.32m+343%added
Whale Rock Capital Management LLC Hedge fund2.3%$281m4.27m+386%added
Electron Capital Partners, LLC Hedge fund2.1%$53.5m813,127–new
Sands Capital Long-only investor2.1%$557m8.46m+300%added
Palestra Capital Management LLC Hedge fund1.8%$52.4m795,635+100%added
Scopus Asset Management, L.P. Hedge fund1.6%$66.9m1.02m+448%added
Maverick Capital Ltd Hedge fund1.6%$174m2.64m+528%added
Kinetic Partners Management, LP Hedge fund1.4%$57.2m868,295+404%added
Tremblant Capital Group Hedge fund1.2%$41.5m630,952+391%added
Lotus Technology Management, LP Hedge fund1.2%$943k13,612–new
Laurion Capital Management LP Hedge fund0.9%$12.5m190,226–new
Summit Partners Public Asset Management, LLC Hedge fund0.9%$34.6m525,000+305%added
CTC Alternative Strategies, Ltd. Hedge fund0.7%$505k7,680–new
D1 Capital Partners L.P. Hedge fund0.7%$249m3.78m+465%added
Davidson Kempner Capital Management LP Hedge fund0.7%$43.2m656,500+708%added
BloombergSen Inc. Hedge fund0.6%$5.1m77,979+354%added
Meridiem Capital Partners LP Hedge fund0.5%$10.9m166,332–new
Renaissance Technologies LLC Hedge fund0.5%$337m5.12m+326%added
Coatue Management LLC Hedge fund0.4%$216m3.28m+381%added