CarvanaCVNA
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 586 institutions reported holding Carvana Co. (CVNA) in their 13F filings, up 97 from Q3 2024. 125 opened new positions and 52 sold out. The largest holders were T. Rowe Price Associates Inc. ($2.7B), Vanguard Group Inc. ($2.3B) and FMR LLC ($2.0B). 9 famous investors held it, including Alex Sacerdote (2.9% of Whale Rock Capital Management's portfolio), David E. Shaw (0.6% of D. E. Shaw & Co.'s portfolio) and Andreas Halvorsen (0.6% of Viking Global Investors's portfolio).
- Company
- Carvana Co.
- Sector
- Consumer Discretionary
- CUSIP
- 146869102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 125 | $829.4M |
| Exits | 52 | $159.2M |
All 13F filers, Q3 2024 → Q4 2024: 16,075,872 shares bought and 10,115,366 shares sold, net +5,960,506 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 586 holders
| T. Rowe Price Associates Inc. | 0.31% | Reduce -4.1% | 13,126,793 | $2.7B |
| Vanguard Group Inc. | 0.04% | Add +5.6% | 11,425,367 | $2.3B |
| FMR LLC | 0.12% | Reduce -21.8% | 9,661,680 | $2.0B |
| BlackRock, Inc. | 0.03% | Add +31.2% | 7,339,936 | $1.5B |
| CAS Investment Partners, LLC | 75.53% | Reduce -1.2% | 6,377,797 | $1.3B |
| Greenoaks LLC | 63.04% | Reduce -2.3% | 5,705,419 | $1.2B |
| Morgan Stanley | 0.08% | Reduce -4.1% | 5,287,859 | $1.1B |
| Spruce House Investment Management LLC | 36.79% | Reduce -1.6% | 4,921,000 | $1.0B |
| Lingotto Investment Management LLP | 21.75% | Add +1.5% | 3,987,150 | $810.8M |
| D. E. Shaw & Co. | 0.65% | Add +17.3% | 2,685,471 | $546.1M |
| State Street Corp. | 0.02% | Add +25.2% | 2,350,078 | $478.0M |
| Thrive Capital Management, LLC | 78.86% | No change | 2,267,610 | $461.1M |
| Durable Capital Partners LP | 3.60% | Add +6.3% | 2,168,232 | $440.9M |
| Camelot Capital Partners, LLC | 97.41% | Reduce -1.0% | 2,079,107 | $422.8M |
| Geode Capital Management, LLC | 0.03% | Add +4.2% | 1,878,796 | $381.6M |
| Two Sigma Advisers, LP | 0.79% | Reduce -14.0% | 1,677,035 | $341.0M |
| KPS Global Asset Management UK Ltd | 61.76% | No change | 1,500,000 | $305.0M |
| Whale Rock Capital Management | 2.93% | Add +29.8% | 1,214,679 | $247.0M |
| Two Sigma Investments, LP | 0.56% | Reduce -24.4% | 1,146,305 | $233.1M |
| Qube Research & Technologies Ltd | 0.34% | Reduce -26.3% | 1,030,494 | $209.6M |
| BNP Paribas Financial Markets | 0.16% | Add +89.9% | 1,018,321 | $207.1M |
| Scge Management, L.P. | 3.72% | New | 989,000 | $201.1M |
| Norges Bank | 0.02% | Add +98.2% | 882,004 | $179.4M |
| Viking Global Investors | 0.57% | Add +224.7% | 873,583 | $177.7M |
| Renaissance Technologies | 0.26% | Reduce -14.8% | 852,371 | $173.3M |
| Palestra Capital Management LLC | 4.50% | Add +15.5% | 807,016 | $164.1M |
| Goodnow Investment Group, LLC | 15.02% | Reduce -14.8% | 749,607 | $152.4M |
| Squarepoint Ops LLC | 0.39% | Add +125.1% | 744,575 | $151.4M |
| T. Rowe Price Investment Management, Inc. | 0.09% | Reduce -5.9% | 683,031 | $138.9M |
| Northern Trust Corp. | 0.02% | Add +30.3% | 650,696 | $132.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.27% | Add +103.3% | 622,353 | $126.6M |
| National Philanthropic Trust | 1.82% | Add +0.0% | 620,410 | $126.2M |
| Steadview Capital Management LLC | 25.76% | No change | 612,405 | $124.5M |
| First Trust Advisors LP | 0.11% | Add +4.0% | 593,636 | $120.7M |
| UBS Group AG | 0.03% | Add +152.0% | 585,824 | $119.1M |
| Castle Hook Partners LP | 2.47% | New | 570,516 | $116.0M |
| Point72 Asset Management | 0.32% | Add +293.9% | 564,493 | $114.8M |
| Lord, Abbett & Co. LLC | 0.37% | Add +3.1% | 554,928 | $112.8M |
| RV Capital AG | 23.86% | Reduce -28.1% | 547,514 | $111.3M |
| Dimensional Fund Advisors LP | 0.03% | Add +32.0% | 517,749 | $105.3M |
| General Equity Holdings LP | 79.41% | Reduce -25.1% | 496,423 | $101.0M |
| Voloridge Investment Management, LLC | 0.35% | Add +52.7% | 479,976 | $97.6M |
| Bank of New York Mellon Corp | 0.02% | Add +37.7% | 478,488 | $97.3M |
| Driehaus Capital Management LLC | 0.79% | Add +4.9% | 471,252 | $95.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +9.2% | 462,962 | $94.1M |
| Citigroup Inc. | 0.09% | Add +33.5% | 444,366 | $90.4M |
| Senator Investment Group LP | 2.59% | Add +1.8% | 434,024 | $88.3M |
| Arrowstreet Capital, Limited Partnership | 0.07% | New | 426,024 | $86.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +90.1% | 415,070 | $84.4M |
| Millennium Management | 0.08% | Reduce -20.1% | 413,101 | $84.0M |
| Prudential Financial Inc. | 0.11% | Add +204.1% | 405,462 | $82.5M |
| Nuveen Asset Management, LLC | 0.02% | Add +3.5% | 401,866 | $81.7M |
| Bank of America Corp. | 0.01% | Reduce -12.0% | 400,233 | $81.4M |
| Scopus Asset Management, L.P. | 2.98% | Add +84.6% | 396,800 | $80.7M |
| Assenagon Asset Management S.A. | 0.14% | Add +33.3% | 382,607 | $77.8M |
| Contour Asset Management LLC | 2.21% | Reduce -45.8% | 375,120 | $76.3M |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 5.53% | Reduce -28.2% | 358,848 | $75.6M |
| Selkirk Management LLC | 26.67% | No change | 365,220 | $74.3M |
| No Street GP LP | 4.81% | Add +66.7% | 350,000 | $71.2M |
| Summit Partners Public Asset Management, LLC | 2.28% | Add +15.3% | 334,899 | $68.1M |
| Swiss National Bank | 0.04% | Add +54.8% | 321,800 | $65.4M |
| Invesco Ltd. | 0.01% | Add +64.4% | 316,198 | $64.3M |
| Legal & General Group Plc | 0.02% | Add +151.0% | 306,227 | $62.3M |
| Par Capital Management Inc. | 1.83% | Reduce -39.7% | 304,240 | $61.9M |
| Raymond James Financial Inc. | 0.02% | — | 299,300 | $60.9M |
| Deutsche Bank AG | 0.02% | Add +543.8% | 288,343 | $58.6M |
| Holocene Advisors, LP | 0.19% | Reduce -48.1% | 287,429 | $58.5M |
| Moore Capital Management, LP | 1.07% | Add +94.0% | 260,956 | $53.1M |
| Steadfast Capital Management LP | 1.12% | Add +4.4% | 259,598 | $52.8M |
| Man Group plc | 0.16% | Add +93.0% | 252,134 | $51.3M |
| Worldquant Millennium Advisors LLC | 0.33% | New | 251,236 | $51.1M |
| Mane Global Capital Management LP | 2.32% | Add +5.6% | 249,582 | $50.8M |
| Trexquant Investment LP | 0.56% | Reduce -9.7% | 235,113 | $47.8M |
| Amundi | 0.02% | Add +154.5% | 234,786 | $46.3M |
| 683 Capital Management, LLC | 5.03% | No change | 225,000 | $45.8M |
| Federated Hermes, Inc. | 0.10% | Reduce -5.9% | 222,198 | $45.2M |
| North Peak Capital Management, LLC | 5.93% | Add +51.6% | 219,983 | $44.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +8600.6% | 219,256 | $44.6M |
| Twinbeech Capital LP | 0.71% | New | 205,090 | $41.7M |
| Bank of Montreal | 0.02% | Reduce -15.5% | 202,304 | $41.1M |
| Franklin Resources Inc. | 0.01% | Add +306.6% | 201,320 | $40.9M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +16.4% | 199,542 | $40.6M |
| Rhumbline Advisers | 0.04% | Add +15.3% | 197,616 | $40.2M |
| Divisadero Street Capital Management, LP | 5.02% | Reduce -48.1% | 197,500 | $40.2M |
| FPR Partners LLC | 4.40% | Reduce -50.7% | 197,100 | $40.1M |
| Avala Global LP | 2.42% | Reduce -25.2% | 191,385 | $38.9M |
| Brightlight Capital Management LP | 27.70% | Reduce -31.8% | 186,400 | $37.9M |
| California Public Employees Retirement System | 0.03% | Reduce -6.1% | 184,357 | $37.5M |
| California State Teachers Retirement System | 0.04% | Add +81.5% | 181,249 | $36.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.07% | — | 179,615 | $36.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -50.6% | 176,455 | $35.9M |
| Primecap Management Co. | 0.03% | New | 174,900 | $35.6M |
| Verition Fund Management LLC | 0.18% | Add +244.5% | 174,884 | $35.6M |
| Barclays PLC | 0.02% | Add +124.9% | 156,919 | $31.9M |
| Capital Fund Management S.A. | 0.30% | Reduce -49.0% | 150,059 | $30.5M |
| Balyasny Asset Management L.P. | 0.07% | Reduce -42.6% | 144,961 | $29.5M |
| Citadel Advisors | 0.03% | Add +194.5% | 143,286 | $29.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -34.3% | 141,217 | $28.7M |
| Bank of Nova Scotia | 0.05% | New | 127,593 | $25.9M |
| Mirabella Financial Services LLP | 2.41% | New | 125,000 | $25.4M |
"% of holder's portfolio" is CVNA's weight in each manager's 13F, not the share of Carvana Co. the manager owns.