Stock thesis
Start with the strongest observed signals, the evidence that could challenge them, and the next source-backed checks.
Carvana operates an online used-car retail platform with vehicle buying, selling, financing, and logistics services.
Neutral synthesis
Why this name is here
7 tracked funds report CVNA in their latest available 13F, representing $2.1B of combined reported value on this page.
Counter-evidence
4 tracked funds report a decreased or absent position in the latest comparable filing. Check the size and timing before interpreting the change.
Continue the work
Rows are narrowed by movement, fund type, and position size.
| Fund | Move | Read | Value | Weight |
|---|---|---|---|---|
| Viking Global Investors largest tracked holder Q1 2026 · filed May 15, 2026 · SEC filing | +162% | reported share count increased | $873,987,403 | 2.44% |
| Lone Pine Capital position history Q1 2026 · filed May 15, 2026 · SEC filing | −1% | reported share count decreased | $551,645,415 | 4.4% |
| Whale Rock Capital Management position history Q1 2026 · filed May 15, 2026 · SEC filing | −18% | reported share count decreased | $275,885,427 | 3.56% |
| Coatue Management position history Q1 2026 · filed May 15, 2026 · SEC filing | −65% | reported share count decreased | $214,092,781 | 0.74% |
| RV Capital position history Q1 2026 · filed May 11, 2026 · SEC filing | +24% | reported share count increased | $118,818,309 | 31.05% |
|
Thrive Capital
position history
Q1 2026
· filed May 14, 2026
· SEC filing 1 SEC filing 2 |
— | reported weight at least 5% | $71,289,123 | 8.91% |
| Polen Capital Management position history Q2 2026 · filed Aug 4, 2026 · SEC filing | +410% | reported share count increased | $2,468,513 | 0.02% |
SEC fundamentals
SEC Forms 4/5
Official-source analysis
We publish a cited report after an eligible official earnings filing is accepted and passes validation.
Options market
