CarvanaCVNA
13F holders, Q1 2025 (March 31)614holders +28
113new positions
83sold out
12famous investors
$208.92avg. 13F price*
At the end of Q1 2025, 614 institutions reported holding Carvana Co. (CVNA) in their 13F filings, up 28 from Q4 2024. 113 opened new positions and 83 sold out. The largest holders were T. Rowe Price Associates Inc. ($3.1B), Vanguard Group Inc. ($2.6B) and FMR LLC ($2.0B). 12 famous investors held it, including Stephen Mandel (4.2% of Lone Pine Capital's portfolio), Alex Sacerdote (4.2% of Whale Rock Capital Management's portfolio) and Andreas Halvorsen (1.7% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 113 | $1.3B |
| Exits | 83 | $633.7M |
All 13F filers, Q4 2024 → Q1 2025: 18,034,550 shares bought and 19,710,931 shares sold, net −1,676,381 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 614 holders
| T. Rowe Price Associates Inc. | 0.39% | Add +13.9% | 14,950,011 | $3.1B |
| Vanguard Group Inc. | 0.05% | Add +9.7% | 12,534,843 | $2.6B |
| FMR LLC | 0.13% | Reduce -2.6% | 9,407,656 | $2.0B |
| BlackRock, Inc. | 0.03% | Add +0.2% | 7,352,947 | $1.5B |
| Greenoaks LLC | 67.87% | Add +2.8% | 5,864,525 | $1.2B |
| CAS Investment Partners, LLC | 77.19% | Reduce -10.9% | 5,685,029 | $1.2B |
| Lingotto Investment Management LLP | 22.10% | Add +1.5% | 4,045,296 | $845.8M |
| Spruce House Investment Management LLC | 39.19% | Reduce -26.7% | 3,609,288 | $754.6M |
| Viking Global Investors | 1.70% | Add +192.3% | 2,553,861 | $534.0M |
| State Street Corp. | 0.02% | Add +2.3% | 2,403,422 | $502.5M |
| Lone Pine Capital | 4.24% | New | 2,314,168 | $483.8M |
| Thrive Capital Management, LLC | 80.50% | No change | 2,267,610 | $474.1M |
| Camelot Capital Partners, LLC | 100.00% | Reduce -1.4% | 2,050,588 | $428.7M |
| Geode Capital Management, LLC | 0.03% | Add +7.0% | 2,011,018 | $419.8M |
| Durable Capital Partners LP | 3.61% | Reduce -10.8% | 1,932,972 | $404.1M |
| KPS Global Asset Management UK Ltd | 63.09% | No change | 1,500,000 | $313.6M |
| Morgan Stanley | 0.02% | Reduce -72.8% | 1,439,173 | $300.9M |
| Capital Research Global Investors | 0.07% | New | 1,438,938 | $300.9M |
| Squarepoint Ops LLC | 0.64% | Add +68.5% | 1,254,628 | $262.3M |
| Whale Rock Capital Management | 4.17% | Reduce -5.3% | 1,150,650 | $240.6M |
| D. E. Shaw & Co. | 0.29% | Reduce -59.0% | 1,099,961 | $230.0M |
| UBS Group AG | 0.05% | Add +87.3% | 1,097,356 | $229.4M |
| Two Sigma Advisers, LP | 0.51% | Reduce -35.4% | 1,083,735 | $226.6M |
| Castle Hook Partners LP | 5.49% | Add +74.9% | 997,795 | $208.6M |
| Point72 Asset Management | 0.54% | Add +56.3% | 882,148 | $184.4M |
| Goodnow Investment Group, LLC | 19.40% | Add +14.8% | 860,553 | $179.9M |
| T. Rowe Price Investment Management, Inc. | 0.10% | Add +1.4% | 692,725 | $144.8M |
| Palestra Capital Management LLC | 5.83% | Reduce -14.3% | 691,959 | $144.7M |
| Northern Trust Corp. | 0.02% | Add +5.4% | 685,864 | $143.4M |
| National Philanthropic Trust | 2.23% | Add +6.2% | 658,771 | $137.7M |
| Contour Asset Management LLC | 5.61% | Add +71.4% | 643,114 | $134.5M |
| Lord, Abbett & Co. LLC | 0.50% | Add +15.4% | 640,418 | $133.9M |
| Holocene Advisors, LP | 0.39% | Add +117.5% | 625,245 | $130.7M |
| Assenagon Asset Management S.A. | 0.22% | Add +54.9% | 592,582 | $123.9M |
| Two Sigma Investments, LP | 0.28% | Reduce -48.7% | 587,703 | $122.9M |
| RV Capital AG | 25.27% | No change | 547,514 | $114.5M |
| Dimensional Fund Advisors LP | 0.03% | Add +3.7% | 537,028 | $112.2M |
| Coatue Management | 0.49% | New | 535,333 | $111.9M |
| Norges Bank | 0.02% | Reduce -39.9% | 530,075 | $110.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +27.6% | 529,596 | $110.7M |
| Steadview Capital Management LLC | 23.41% | Reduce -15.9% | 515,255 | $107.7M |
| First Trust Advisors LP | 0.09% | Reduce -15.3% | 502,557 | $105.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +6.0% | 490,874 | $102.6M |
| Legal & General Group Plc | 0.03% | Add +54.3% | 472,624 | $98.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -8.3% | 438,823 | $91.7M |
| No Street GP LP | 6.87% | Add +20.0% | 420,000 | $87.8M |
| Senator Investment Group LP | 4.56% | Reduce -5.3% | 410,930 | $85.9M |
| North Peak Capital Management, LLC | 10.52% | Add +85.0% | 406,982 | $85.1M |
| General Equity Holdings LP | 76.05% | Reduce -19.1% | 401,371 | $83.9M |
| Par Capital Management Inc. | 2.64% | Add +24.0% | 377,200 | $78.9M |
| D1 Capital Partners | 1.19% | New | 370,000 | $77.4M |
| Selkirk Management LLC | 29.31% | No change | 365,220 | $76.4M |
| Wells Fargo & Company | 0.02% | Add +373.9% | 358,611 | $75.0M |
| Driehaus Capital Management LLC | 0.71% | Reduce -25.5% | 350,966 | $73.4M |
| Alyeska Investment Group, L.P. | 0.29% | New | 343,678 | $71.9M |
| Swiss National Bank | 0.05% | Add +1.4% | 326,200 | $68.2M |
| Avala Global LP | 4.48% | Add +63.8% | 313,500 | $65.5M |
| Amundi | 0.02% | Add +50.6% | 353,497 | $64.3M |
| Millennium Management | 0.06% | Reduce -27.0% | 301,573 | $63.1M |
| Scopus Asset Management, L.P. | 2.27% | Reduce -24.5% | 299,500 | $62.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.14% | Reduce -52.9% | 293,120 | $61.3M |
| Mane Global Capital Management LP | 4.85% | Add +16.8% | 291,592 | $61.0M |
| Raymond James Financial Inc. | 0.02% | Reduce -5.4% | 283,196 | $59.2M |
| Steadfast Capital Management LP | 1.67% | Add +8.4% | 281,493 | $58.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +51.8% | 267,786 | $56.0M |
| Deutsche Bank AG | 0.02% | Reduce -7.7% | 266,202 | $55.7M |
| Manufacturers Life Insurance Company, The | 0.05% | Add +31.9% | 263,101 | $55.0M |
| BNP Paribas Financial Markets | 0.04% | Reduce -74.9% | 255,486 | $53.4M |
| Allspring Global Investments Holdings, LLC | 0.09% | Add +217.3% | 249,754 | $53.1M |
| Bank of America Corp. | 0.00% | Reduce -36.9% | 252,566 | $52.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +14.6% | 251,162 | $52.5M |
| Renaissance Technologies | 0.08% | Reduce -72.0% | 238,712 | $49.9M |
| Brightlight Capital Management LP | 32.12% | Add +21.9% | 227,300 | $47.5M |
| RDST Capital LLC | 6.63% | New | 222,940 | $46.6M |
| Invesco Ltd. | 0.01% | Reduce -30.0% | 221,344 | $46.3M |
| Summit Partners Public Asset Management, LLC | 2.18% | Reduce -35.1% | 217,181 | $45.4M |
| BIT Capital GmbH | 5.39% | Add +20735.0% | 213,975 | $44.7M |
| Rhumbline Advisers | 0.04% | Add +5.7% | 208,856 | $43.7M |
| Capital World Investors | 0.01% | New | 207,568 | $43.4M |
| Wellington Management Group LLP | 0.01% | Add +470.8% | 206,702 | $43.2M |
| Bank of Montreal | 0.02% | Add +0.1% | 202,481 | $42.3M |
| Primecap Management Co. | 0.03% | Add +13.8% | 199,100 | $41.6M |
| Canada Pension Plan Investment Board | 0.04% | Add +78.0% | 191,847 | $40.1M |
| National Pension Service | 0.04% | New | 186,961 | $39.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.08% | Add +2.1% | 183,396 | $38.3M |
| California State Teachers Retirement System | 0.05% | Add +0.8% | 182,702 | $38.2M |
| California Public Employees Retirement System | 0.03% | Reduce -0.9% | 182,629 | $38.2M |
| Ieq Capital, LLC | 0.30% | Add +4436.5% | 178,150 | $37.2M |
| Neuberger Berman Group LLC | 0.03% | Add +39.7% | 172,153 | $36.0M |
| 683 Capital Management, LLC | 4.00% | Reduce -23.6% | 172,000 | $36.0M |
| Divisadero Street Capital Management, LP | 3.96% | Reduce -16.5% | 164,840 | $34.5M |
| JPMorgan Chase & Co. | 0.00% | Add +15.9% | 163,617 | $34.2M |
| Kinetic Partners Management, LP | 2.41% | Add +43.7% | 160,817 | $33.6M |
| Ardmore Road Asset Management LP | 3.22% | Add +50.0% | 150,000 | $31.4M |
| LMR Partners LLP | 0.83% | Add +542.2% | 144,500 | $30.2M |
| 3G Capital Partners LP | 8.41% | Add +300.0% | 140,000 | $29.3M |
| TD Asset Management Inc | 0.03% | Add +21.8% | 138,909 | $29.0M |
| Prudential Financial Inc. | 0.04% | Reduce -66.6% | 135,309 | $28.3M |
| Nuveen, LLC | 0.01% | — | 180,000 | $27.9M |
| Mirabella Financial Services LLP | 1.11% | No change | 125,000 | $26.1M |
"% of holder's portfolio" is CVNA's weight in each manager's 13F, not the share of Carvana Co. the manager owns.