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Camelot Capital Partners’s Carvana CVNA Stock Holding History

Camelot Capital Partners’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
2025
Q2 		$686M Sell
10,172,595
-80,345
-0.8% -$4.41M 100% 1
2025
Q1 		$429M Sell
10,252,940
-142,595
-1% -$6.31M 100% 1
2024
Q4 		$423M Sell
10,395,535
-103,250
-1% -$4.64M 97.41% 1
2024
Q3 		$366M Sell
10,498,785
-462,055
-4% -$13.3M 92.8% 1
2024
Q2 		$282M Hold
10,960,840
– – 93.53% 1
2024
Q1 		$193M Hold
10,960,840
– – 90.24% 1
2023
Q4 		$116M Buy
+10,960,840
New +$82.1M 81.94% 1

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Camelot Capital Partners's CVNA Position: Q2 2025 in Review

Camelot Capital Partners reduced its Carvana (CVNA) stake by 0.78% in Q2 2025, selling an estimated $4.41M and leaving 10,172,595 shares worth $686M. The position accounts for 100% of the portfolio, ranked #1.

Camelot Capital Partners first reported a position in CVNA in Q4 2023 and has held it in 7 quarters since. 740 funds tracked by Wall St. Rank hold CVNA as of Q2 2025.

  • Camelot Capital Partners held 10,172,595 shares of Carvana worth $686M as of Q2 2025.
  • Camelot Capital Partners sold 80,345 Carvana shares in Q2 2025, an estimated $4.41M.
  • Carvana made up 100% of Camelot Capital Partners's portfolio in Q2 2025, its #1 holding.
  • Camelot Capital Partners first reported a position in Carvana in Q4 2023 and has held it in 7 quarters since.
  • 740 funds tracked by Wall St. Rank held Carvana as of Q2 2025.

Based on Camelot Capital Partners's 13F filing for Q2 2025, filed 14 Aug 2025.