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CARVANA CO

CVNA

Holders

4

Combined Value

$2.02B

Combined Shares

6,416,962

Current Price

$64.10

52W High

$97.38

vs 52W High

−34.2%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$70.06$206.93$343.81$480.68Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $128.72Q3 2024 · implied price $174.11Q4 2024 · implied price $203.36Q1 2025 · implied price $209.08Q2 2025 · implied price $336.96Q3 2025 · implied price $377.24Q4 2025 · implied price $422.02Q1 2026 · implied price $314.38Jim Simons - Renaissance Technologies · bought 813,400 shares @ ~$128.72 · Q2 2024 (new position)Andreas Halvorsen - Viking Global Investors · bought 553,621 shares @ ~$128.72 · Q2 2024 (new position)Jim Simons - Renaissance Technologies · bought 187,400 shares @ ~$174.11 · Q3 2024George Soros - Soros Fund Management · bought 16,181 shares @ ~$174.11 · Q3 2024 (new position)Andreas Halvorsen - Viking Global Investors · sold 284,533 shares @ ~$174.11 · Q3 2024Andreas Halvorsen - Viking Global Investors · bought 604,495 shares @ ~$203.36 · Q4 2024Jim Simons - Renaissance Technologies · sold 148,429 shares @ ~$203.36 · Q4 2024George Soros - Soros Fund Management · sold 16,181 shares @ ~$174.11 · Q4 2024 (sold out)Stephen Mandel - Lone Pine Capital · bought 2,697,668 shares @ ~$209.08 · Q1 2025 (new position)Andreas Halvorsen - Viking Global Investors · bought 1,680,278 shares @ ~$209.08 · Q1 2025Philippe Laffont - Coatue Management · bought 535,333 shares @ ~$209.08 · Q1 2025 (new position)Jim Simons - Renaissance Technologies · sold 613,659 shares @ ~$209.08 · Q1 2025Philippe Laffont - Coatue Management · bought 1,264,722 shares @ ~$336.96 · Q2 2025Jim Simons - Renaissance Technologies · bought 774,400 shares @ ~$336.96 · Q2 2025Andreas Halvorsen - Viking Global Investors · sold 1,475,885 shares @ ~$336.96 · Q2 2025Stephen Mandel - Lone Pine Capital · sold 548,877 shares @ ~$336.96 · Q2 2025Jim Simons - Renaissance Technologies · bought 394,286 shares @ ~$422.02 · Q4 2025Stephen Mandel - Lone Pine Capital · bought 14,037 shares @ ~$422.02 · Q4 2025Andreas Halvorsen - Viking Global Investors · sold 1,039,708 shares @ ~$422.02 · Q4 2025Philippe Laffont - Coatue Management · sold 44,979 shares @ ~$422.02 · Q4 2025Andreas Halvorsen - Viking Global Investors · bought 1,718,502 shares @ ~$314.38 · Q1 2026Philippe Laffont - Coatue Management · sold 1,277,229 shares @ ~$314.38 · Q1 2026Jim Simons - Renaissance Technologies · sold 206,180 shares @ ~$314.38 · Q1 2026Stephen Mandel - Lone Pine Capital · sold 24,619 shares @ ~$314.38 · Q1 2026Andreas Halvorsen - Viking Global Investors · bought 1,023,265 shares @ ~$377.24 · Q3 2025Philippe Laffont - Coatue Management · bought 203,153 shares @ ~$377.24 · Q3 2025Stephen Mandel - Lone Pine Capital · sold 383,500 shares @ ~$377.24 · Q3 2025BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Andreas Halvorsen - Viking Global Investors$873.99M2.44%~$303.52−78.9%BUY Q1 2026Q1 2026
Stephen Mandel - Lone Pine Capital$551.65M4.40%~$210.76−69.6%SELL Q1 2026Q1 2026
Jim Simons - Renaissance Technologies$377.64M0.59%~$326.91−80.4%SELL Q1 2026Q1 2026
Philippe Laffont - Coatue Management$214.09M0.74%~$306.87−79.1%SELL Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Andreas Halvorsen - Viking Global InvestorsBUY+$540.26M~$314.38
Q1 2026Philippe Laffont - Coatue ManagementSELL−$401.54M~$314.38
Q1 2026Jim Simons - Renaissance TechnologiesSELL−$64.82M~$314.38
Q1 2026Stephen Mandel - Lone Pine CapitalSELL−$7.74M~$314.38
Q4 2025Andreas Halvorsen - Viking Global InvestorsSELL−$438.78M~$422.02
Q4 2025Jim Simons - Renaissance TechnologiesBUY+$166.40M~$422.02
Q4 2025Philippe Laffont - Coatue ManagementSELL−$18.98M~$422.02
Q4 2025Stephen Mandel - Lone Pine CapitalBUY+$5.92M~$422.02
Q3 2025Andreas Halvorsen - Viking Global InvestorsBUY+$386.02M~$377.24
Q3 2025Stephen Mandel - Lone Pine CapitalSELL−$144.67M~$377.24
Q3 2025Philippe Laffont - Coatue ManagementBUY+$76.64M~$377.24
Q2 2025Andreas Halvorsen - Viking Global InvestorsSELL−$497.31M~$336.96
Q2 2025Philippe Laffont - Coatue ManagementBUY+$426.16M~$336.96
Q2 2025Jim Simons - Renaissance TechnologiesBUY+$260.94M~$336.96
Q2 2025Stephen Mandel - Lone Pine CapitalSELL−$184.95M~$336.96
Q1 2025Stephen Mandel - Lone Pine CapitalNEW BUY+$564.03M~$209.08
Q1 2025Andreas Halvorsen - Viking Global InvestorsBUY+$351.31M~$209.08
Q1 2025Jim Simons - Renaissance TechnologiesSELL−$128.30M~$209.08
Q1 2025Philippe Laffont - Coatue ManagementNEW BUY+$111.93M~$209.08
Q4 2024Andreas Halvorsen - Viking Global InvestorsBUY+$122.93M~$203.36
Q4 2024Jim Simons - Renaissance TechnologiesSELL−$30.18M~$203.36
Q4 2024George Soros - Soros Fund ManagementSOLD OUT−$2.82M~$174.11
Q3 2024Andreas Halvorsen - Viking Global InvestorsSELL−$49.54M~$174.11
Q3 2024Jim Simons - Renaissance TechnologiesBUY+$32.63M~$174.11
Q3 2024George Soros - Soros Fund ManagementNEW BUY+$2.82M~$174.11

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 202646,416,962+3.4%$2.02B$314.38
Q4 202546,206,488-9.8%$2.62B$422.02
Q3 202546,882,852+14.0%$2.60B$377.24
Q2 202546,039,934+0.2%$2.04B$336.96
Q1 202546,025,574+249.1%$1.26B$209.08
Q4 202421,725,954+34.2%$350.99M$203.36
Q3 202431,286,069-5.9%$223.92M$174.11
Q2 202421,367,021—$175.96M$128.72