BIT Capital’s Carvana CVNA Stock Holding History

BIT Capital’s Portfolio CVNA Stock Details CVNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-37,500	Closed	-$3.17M	–	99
2025 Q4	$3.17M	Buy	+37,500	New	+$2.79M	0.12%	62
2025 Q2	–	Sell	-50,000	Closed	-$2.09M	–	99
2025 Q1	$2.09M	Buy	+50,000	New	+$2.21M	0.18%	44
2023 Q1	–	Sell	-100,000	Closed	-$94.8K	–	156
2022 Q4	$94.8K	Hold	100,000	–	–	0.02%	122
2022 Q3	$406K	Sell	100,000 -25,000	-20%	-$163K	0.08%	83
2022 Q2	$565K	Buy	+125,000	New	+$1.32M	0.08%	74

Other funds holding CVNA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BIT Capital's CVNA Position: Q1 2026 in Review

BIT Capital sold out of Carvana (CVNA) in Q1 2026, closing a stake of 5,525 shares — an estimated $466K sold.

BIT Capital first reported a position in CVNA in Q2 2021 and held it in 12 quarters. The position peaked at $64.3M in Q2 2025. 775 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

BIT Capital reported no remaining Carvana position as of Q1 2026 after selling out during the quarter.
BIT Capital sold 5,525 Carvana shares in Q1 2026, an estimated $466K.
BIT Capital first reported a position in Carvana in Q2 2021 and held it in 12 quarters.
BIT Capital's Carvana position peaked at $64.3M in Q2 2025.
775 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

Based on BIT Capital's 13F filing for Q1 2026, filed 13 May 2026.