CL A
CVNA
Carvana Co
Holdings as of 2026-06-30Filed 2026-08-14Updated 2026-10-22
View original evidence ↗Consensus16.0/100↑ 1Current quarter score · 2026 Q2
Investors holding4
New positions1
Increased3
Decreased0
Exited0
Holdings by investor
↓ CSV↔ Scroll table
| Investor | Portfolio weight | Shares | Shares Δ | Change | Filed | Evidence |
|---|---|---|---|---|---|---|
| Lone Pine CapitalLone Pine Capital | 4.23%-0.2 pp | 10,520,666 | +499.6% | Increased | 2026-08-14 | SEC filing |
| Viking GlobalViking Global | 2.31%-0.1 pp | 12,322,311 | +343.2% | Increased | 2026-08-14 | SEC filing |
| Philippe LaffontCoatue Management | 0.44%-0.3 pp | 3,278,865 | +381.5% | Increased | 2026-08-14 | SEC filing |
| Stanley DruckenmillerDuquesne Family Office | 0.23%+0.2 pp | 151,000 | — | New | 2026-08-14 | SEC filing |
Ownership over time
All 20 quarters
| Quarter | Investors holding |
|---|---|
| 2026 Q2 | 4 |
| 2026 Q1 | 3 |
| 2025 Q4 | 3 |
| 2025 Q3 | 3 |
| 2025 Q2 | 3 |
| 2025 Q1 | 3 |
| 2024 Q4 | 1 |
| 2024 Q3 | 2 |
| 2024 Q2 | 1 |
| 2024 Q1 | 0 |
| 2023 Q4 | 0 |
| 2023 Q3 | 0 |
| 2023 Q2 | 1 |
| 2023 Q1 | 1 |
| 2022 Q4 | 0 |
| 2022 Q3 | 1 |
| 2022 Q2 | 2 |
| 2022 Q1 | 1 |
| 2021 Q4 | 2 |
| 2021 Q3 | 3 |
Inside the Consensus Score
breadth7.5 / 30
conviction0.9 / 20
activity3.5 / 20
trend2.3 / 15
persistence1.8 / 15
Original sources
Public commentary is shown only when a dated, verified original is available.
Duquesne Family OfficeOfficial SEC filing
Coatue ManagementOfficial SEC filing
Lone Pine CapitalOfficial SEC filing
Viking GlobalOfficial SEC filing
Advanced · SEC data & downloads
CUSIP 146869102 · CL A
Original information table · XML/data
Original information table · XML/data
Original information table · XML/data
Original information table · XML/data
Lone Pine Capital · 13F-HR · SEC filing · TXT
Viking Global · 13F-HR · SEC filing · TXT
Coatue Management · 13F-HR · SEC filing · TXT
Duquesne Family Office · 13F-HR · SEC filing · TXT
Download full history CSV · all candidate groups