Carvana Co. 13F holders
Of the 44 funds followed here, 14 reported a position in Carvana Co. in a 13F for the quarter ended 30 June 2026. The largest: Capital Research Global Investors, 63.4 million shares worth $4.17 billion, 0.6% of its reported book. New this quarter: Duquesne Family Office. Sold out: Alyeska.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Capital Research Global Investors | 63,423,386 | $4.17 billion | 0.6% | +52,572,881 | added | 30 June 2026 | 13F |
| FMR LLC | 33,604,708 | $2.21 billion | 0.1% | +26,157,893 | added | 30 June 2026 | 13F |
| Citadel Advisors | 27,538,128 | $1.81 billion | 0.2% | +20,888,760 | added | 30 June 2026 | 13F |
| Geode Capital Management | 16,653,349 | $1.09 billion | 0.1% | +12,740,582 | added | 30 June 2026 | 13F |
| Viking Global Investors | 12,322,311 | $811.1 million | 2.3% | +9,542,276 | added | 30 June 2026 | 13F |
| Lone Pine Capital | 10,520,666 | $692.5 million | 4.2% | +8,765,957 | added | 30 June 2026 | 13F |
| Norges Bank | 5,243,494 | $345.1 million | 0.0% | held | 30 June 2026 | 13F | |
| Renaissance Technologies | 5,122,450 | $337.2 million | 0.5% | +3,921,232 | added | 30 June 2026 | 13F |
| Whale Rock Capital Management | 4,267,080 | $280.9 million | 2.3% | +3,389,526 | added | 30 June 2026 | 13F |
| Coatue Management | 3,278,865 | $215.8 million | 0.4% | +2,597,865 | added | 30 June 2026 | 13F |
| Millennium Management | 3,208,872 | $211.2 million | 0.1% | +2,875,868 | added | 30 June 2026 | 13F |
| Point72 Asset Management | 574,500 | $37.8 million | 0.0% | +264,322 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 367,643 | $24.2 million | 0.0% | +258,179 | added | 30 June 2026 | 13F |
| Duquesne Family Office | 151,000 | $9.9 million | 0.2% | +151,000 | new | 30 June 2026 | 13F |
| Alyeska | 0 | $0 | 0.0% | -158,420 | exited | 30 June 2026 | 13F |
Value is what the fund reported. Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.
Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 12 August 2026 | 13G/A | Capital Research Global Investors and 1 other | 63.4 million | 8.9% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 July 2026 | 13G/A | BlackRock, Inc. and 1 other | 44.9 million | 6.3% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 14 May 2026 | 13G | Capital Research Global Investors and 1 other | 10.9 million | 7.6% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 6 May 2026 | 13G | Fmr Llc and 3 others | 7.4 million | 5.2% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Capital Management and 1 other | 10.4 million | 7.2% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 17 February 2026 | 13G/A | T. Rowe Price Associates, Inc. and 1 other | 17.8 million | 12.6% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 21 January 2026 | 13G/A | BlackRock, Inc. and 1 other | 10.8 million | 7.6% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 7 January 2026 | 13G/A | The Vanguard Group and 1 other | 16.8 million | 11.9% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder. Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.
Fails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 31 August 2026 | 4,528 | $74.04 | SEC |
| 28 August 2026 | 1,812 | $74.09 | SEC |
| 27 August 2026 | 165 | $73.95 | SEC |
| 26 August 2026 | 418 | $75.77 | SEC |
| 25 August 2026 | 2,390 | $72.33 | SEC |
| 24 August 2026 | 815 | $69.91 | SEC |
| 21 August 2026 | 27,600 | $71.52 | SEC |
| 20 August 2026 | 271 | $70.44 | SEC |
| 19 August 2026 | 14 | $65.00 | SEC |
| 18 August 2026 | 11 | $70.09 | SEC |
| 17 August 2026 | 5,763 | $75.59 | SEC |
| 14 August 2026 | 157 | $73.70 | SEC |
| 13 August 2026 | 571 | $72.48 | SEC |
| 12 August 2026 | 14 | $72.00 | SEC |
| 10 August 2026 | 165,345 | $70.85 | SEC |
| 7 August 2026 | 1,603 | $68.34 | SEC |
| 6 August 2026 | 34 | $69.48 | SEC |
| 5 August 2026 | 21,671 | $68.03 | SEC |
| 4 August 2026 | 2,365 | $66.13 | SEC |
| 3 August 2026 | 1,182 | $62.36 | SEC |
| 31 July 2026 | 83,525 | $61.44 | SEC |
| 30 July 2026 | 8,671 | $66.32 | SEC |
| 29 July 2026 | 735 | $66.07 | SEC |
| 27 July 2026 | 58 | $60.46 | SEC |
| 23 July 2026 | 30 | $62.75 | SEC |
| 22 July 2026 | 39 | $65.58 | SEC |
| 20 July 2026 | 3,982 | $67.34 | SEC |
| 17 July 2026 | 2,918 | $70.66 | SEC |
| 16 July 2026 | 7,236 | $70.59 | SEC |
| 15 July 2026 | 4,436 | $70.38 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period. Largest in the window: 165,345 on 10 August 2026. A fail is an operational fact about settlement, not a position.
Source
Each fund's 13F-HR on EDGAR, linked per row; positions matched to CVNA by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.
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