CarvanaCVNA
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 489 institutions reported holding Carvana Co. (CVNA) in their 13F filings, up 78 from Q2 2024. 117 opened new positions and 38 sold out. The largest holders were T. Rowe Price Associates Inc. ($2.4B), FMR LLC ($2.2B) and Vanguard Group Inc. ($1.9B). 11 famous investors held it, including Alex Sacerdote (2.3% of Whale Rock Capital Management's portfolio), David E. Shaw (0.6% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.4% of Tudor Investment Corporation's portfolio).
- Company
- Carvana Co.
- Sector
- Consumer Discretionary
- CUSIP
- 146869102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 117 | $576.9M |
| Exits | 38 | $353.7M |
All 13F filers, Q2 2024 → Q3 2024: 17,712,601 shares bought and 15,692,474 shares sold, net +2,020,127 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 489 holders
| T. Rowe Price Associates Inc. | 0.27% | Add +13.6% | 13,690,213 | $2.4B |
| FMR LLC | 0.13% | Add +90.8% | 12,361,790 | $2.2B |
| Vanguard Group Inc. | 0.03% | Add +8.5% | 10,815,133 | $1.9B |
| CAS Investment Partners, LLC | 74.52% | Reduce -1.2% | 6,453,594 | $1.1B |
| Greenoaks LLC | 54.59% | Reduce -0.3% | 5,838,453 | $1.0B |
| BlackRock, Inc. | 0.02% | — | 5,593,172 | $973.8M |
| Morgan Stanley | 0.07% | Reduce -10.6% | 5,513,977 | $960.0M |
| Spruce House Investment Management LLC | 42.68% | No change | 5,000,000 | $870.5M |
| Lingotto Investment Management LLP | 19.73% | Add +4.1% | 3,929,935 | $684.2M |
| D. E. Shaw & Co. | 0.57% | Reduce -37.3% | 2,290,245 | $398.8M |
| Thrive Capital Management, LLC | 39.35% | No change | 2,267,610 | $394.8M |
| Camelot Capital Partners, LLC | 92.80% | Reduce -4.2% | 2,099,757 | $365.6M |
| Durable Capital Partners LP | 2.60% | Add +142.7% | 2,038,986 | $355.0M |
| Two Sigma Advisers, LP | 0.80% | Reduce -18.6% | 1,950,035 | $339.5M |
| State Street Corp. | 0.01% | Add +6.1% | 1,877,511 | $326.9M |
| Geode Capital Management, LLC | 0.03% | Add +7.8% | 1,803,546 | $315.1M |
| Two Sigma Investments, LP | 0.62% | Reduce -25.5% | 1,517,358 | $264.2M |
| KPS Global Asset Management UK Ltd | 62.36% | No change | 1,500,000 | $261.2M |
| Qube Research & Technologies Ltd | 0.45% | Add +54.6% | 1,398,613 | $243.5M |
| Renaissance Technologies | 0.26% | Add +23.0% | 1,000,800 | $174.2M |
| Whale Rock Capital Management | 2.29% | New | 935,919 | $163.0M |
| Goodnow Investment Group, LLC | 16.25% | Reduce -20.3% | 879,987 | $153.2M |
| RV Capital AG | 27.35% | Reduce -7.1% | 761,731 | $132.6M |
| T. Rowe Price Investment Management, Inc. | 0.08% | Reduce -0.8% | 725,911 | $126.4M |
| Palestra Capital Management LLC | 4.01% | New | 698,813 | $121.7M |
| Contour Asset Management LLC | 3.98% | Reduce -13.0% | 692,360 | $120.5M |
| General Equity Holdings LP | 80.13% | Reduce -37.7% | 662,463 | $115.3M |
| National Philanthropic Trust | 1.96% | No change | 620,387 | $108.0M |
| Steadview Capital Management LLC | 32.84% | Reduce -26.6% | 612,405 | $106.6M |
| First Trust Advisors LP | 0.10% | Add +2.9% | 570,996 | $99.4M |
| Holocene Advisors, LP | 0.39% | Add +108.2% | 554,112 | $96.5M |
| Lord, Abbett & Co. LLC | 0.30% | Add +1454.1% | 538,473 | $93.8M |
| BNP Paribas Financial Markets | 0.09% | Add +55.3% | 536,319 | $93.4M |
| Millennium Management | 0.08% | Reduce -26.9% | 516,770 | $90.0M |
| Par Capital Management Inc. | 2.49% | Reduce -0.3% | 504,400 | $87.8M |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 6.03% | Reduce -15.0% | 500,000 | $87.1M |
| Northern Trust Corp. | 0.01% | Reduce -44.4% | 499,358 | $86.9M |
| Bank of America Corp. | 0.01% | Reduce -19.0% | 454,626 | $79.2M |
| Driehaus Capital Management LLC | 0.67% | Reduce -22.8% | 449,224 | $78.2M |
| Norges Bank | 0.01% | Add +100.6% | 445,074 | $77.5M |
| Senator Investment Group LP | 3.53% | Reduce -13.9% | 426,524 | $74.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -38.1% | 423,873 | $73.8M |
| Eagle Asset Management Inc. | 0.36% | New | 290,222 | $70.9M |
| FPR Partners LLC | 6.50% | Reduce -50.0% | 400,000 | $69.6M |
| Dimensional Fund Advisors LP | 0.02% | Add +10.9% | 392,183 | $68.3M |
| Nuveen Asset Management, LLC | 0.02% | Add +18.6% | 388,214 | $67.6M |
| Divisadero Street Capital Management, LP | 8.53% | Add +52.5% | 380,772 | $66.3M |
| Selkirk Management LLC | 25.99% | No change | 365,220 | $63.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -77.0% | 357,282 | $62.2M |
| Bank of New York Mellon Corp | 0.01% | Add +1.4% | 347,546 | $60.5M |
| Citigroup Inc. | 0.05% | Add +143.8% | 332,909 | $58.0M |
| Squarepoint Ops LLC | 0.19% | Reduce -18.5% | 330,753 | $57.6M |
| Voloridge Investment Management, LLC | 0.20% | Reduce -22.1% | 314,315 | $54.7M |
| Kinetic Partners Management, LP | 3.79% | Reduce -38.8% | 313,700 | $54.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.13% | Add +4.5% | 306,148 | $53.3M |
| Capital Fund Management S.A. | 0.57% | Add +27.4% | 294,187 | $51.2M |
| Summit Partners Public Asset Management, LLC | 2.28% | Reduce -11.8% | 290,351 | $50.6M |
| Assenagon Asset Management S.A. | 0.10% | Reduce -7.6% | 287,110 | $50.0M |
| Brightlight Capital Management LP | 22.93% | No change | 273,400 | $47.6M |
| Viking Global Investors | 0.17% | Reduce -51.4% | 269,088 | $46.9M |
| Trexquant Investment LP | 0.57% | Add +242.5% | 260,472 | $45.4M |
| Avala Global LP | 2.93% | New | 255,800 | $44.5M |
| Balyasny Asset Management L.P. | 0.12% | Add +6.7% | 252,467 | $44.0M |
| Steadfast Capital Management LP | 1.01% | Add +49.6% | 248,648 | $43.3M |
| Mane Global Capital Management LP | 2.87% | Reduce -22.0% | 236,250 | $41.1M |
| Federated Hermes, Inc. | 0.09% | Add +139.4% | 236,214 | $41.1M |
| Bank of Montreal | 0.02% | Add +17.7% | 239,336 | $40.6M |
| UBS Group AG | 0.01% | Add +160.4% | 232,496 | $40.5M |
| 683 Capital Management, LLC | 4.46% | Reduce -18.2% | 225,000 | $39.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -5.7% | 218,294 | $38.0M |
| Scopus Asset Management, L.P. | 1.11% | New | 215,000 | $37.4M |
| Susquehanna International Group, LLP | 0.06% | Reduce -45.9% | 214,891 | $37.4M |
| JPMorgan Chase & Co. | 0.00% | Add +158.3% | 214,854 | $37.4M |
| Wells Fargo & Company | 0.01% | Add +302.3% | 214,724 | $37.4M |
| No Street GP LP | 2.82% | Add +27.3% | 210,000 | $36.6M |
| Swiss National Bank | 0.02% | Add +6.9% | 207,900 | $36.2M |
| California Public Employees Retirement System | 0.02% | Add +1.8% | 196,246 | $34.2M |
| Invesco Ltd. | 0.01% | Reduce -24.0% | 192,371 | $33.5M |
| Tudor Investment Corporation | 0.36% | Reduce -10.4% | 186,487 | $32.5M |
| Global Endowment Management, LP | 3.17% | Add +1121.8% | 180,021 | $31.3M |
| Rhumbline Advisers | 0.03% | Add +56.0% | 171,394 | $29.8M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +2.7% | 171,389 | $29.8M |
| Cubist Systematic Strategies, LLC | 0.43% | Add +13.5% | 161,907 | $28.2M |
| New York State Common Retirement Fund | 0.04% | Add +6.0% | 156,901 | $27.3M |
| North Peak Capital Management, LLC | 3.55% | Reduce -39.3% | 145,094 | $25.3M |
| Point72 Asset Management | 0.09% | Reduce -72.0% | 143,320 | $25.0M |
| Moore Capital Management, LP | 0.75% | Reduce -81.2% | 134,539 | $23.4M |
| Prudential Financial Inc. | 0.03% | Add +74.1% | 133,348 | $23.2M |
| Parallax Volatility Advisers, L.P. | 0.69% | New | 130,860 | $22.8M |
| Man Group plc | 0.07% | Reduce -81.5% | 130,675 | $22.8M |
| Legal & General Group Plc | 0.01% | Reduce -32.2% | 121,991 | $21.2M |
| Anabranch Capital Management, LP | 12.29% | Add +5.5% | 120,260 | $20.9M |
| Jump Financial, LLC | 0.38% | Reduce -7.7% | 104,080 | $18.1M |
| Amundi | 0.01% | Add +389.4% | 92,249 | $17.6M |
| Neuberger Berman Group LLC | 0.01% | Add +1057.5% | 101,095 | $17.6M |
| California State Teachers Retirement System | 0.02% | Add +2.9% | 99,835 | $17.4M |
| Gotham Asset Management | 0.17% | Reduce -0.2% | 94,757 | $16.5M |
| AQR Capital Management | 0.02% | Add +33.4% | 90,452 | $15.4M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +2.0% | 87,191 | $15.2M |
| Allianz Asset Management GmbH | 0.02% | Reduce -33.7% | 85,926 | $15.0M |
"% of holder's portfolio" is CVNA's weight in each manager's 13F, not the share of Carvana Co. the manager owns.