Coatue Management’s Carvana CVNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$214M Sell
3,405,000
-6,386,145
-65% -$474M 0.74% 27
2025
Q4
$826M Sell
9,791,145
-224,895
-2% -$16.7M 2.07% 19
2025
Q3
$756M Buy
10,016,040
+1,015,765
+11% +$72.6M 1.85% 20
2025
Q2
$607M Buy
9,000,275
+6,323,610
+236% +$347M 1.69% 21
2025
Q1
$112M Buy
+2,676,665
New +$118M 0.49% 34
2023
Q3
Sell
-2,500,000
Closed -$13M 89
2023
Q2
$13M Sell
2,500,000
-3,079,900
-55% -$8.54M 0.06% 66
2023
Q1
$10.9M Buy
+5,579,900
New +$9.68M 0.07% 61
2022
Q4
Sell
-869,000
Closed -$3.53M 76
2022
Q3
$3.53M Hold
869,000
0.04% 79
2022
Q2
$3.92M Buy
+869,000
New +$9.14M 0.05% 75
2020
Q1
Sell
-48,965
Closed -$901K 212
2019
Q4
$901K Buy
+48,965
New +$819K 0.01% 135

Other funds holding CVNA