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Crosslink Capital’s Carvana CVNA Stock Holding History

Crosslink 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
2022
Q4 		– Sell
-2,047,850
Closed -$8.31M – 20
2022
Q3 		$8.31M Buy
2,047,850
+1,322,450
+182% +$8.63M 2.13% 15
2022
Q2 		$3.28M Buy
725,400
+101,260
+16% +$1.07M 0.95% 16
2022
Q1 		$14.9M Buy
624,140
+5,075
+0.8% +$148K 2.8% 14
2021
Q4 		$28.7M Sell
619,065
-9,740
-2% -$536K 4.54% 9
2021
Q3 		$37.9M Sell
628,805
-159,765
-20% -$10.6M 6.85% 6
2021
Q2 		$47.6M Sell
788,570
-135,950
-15% -$7.4M 7.87% 5
2021
Q1 		$48.5M Sell
924,520
-217,450
-19% -$12M 8.76% 5
2020
Q4 		$64.1M Sell
1,141,970
-90,700
-7% -$4.15M 9.81% 3
2020
Q3 		$55M Sell
1,232,670
-189,000
-13% -$6.7M 11.73% 1
2020
Q2 		$34.2M Sell
1,421,670
-323,210
-19% -$6.05M 7.05% 3
2020
Q1 		$19.2M Buy
1,744,880
+193,535
+12% +$2.99M 5.53% 6
2019
Q4 		$28.6M Buy
1,551,345
+31,950
+2% +$535K 6.49% 7
2019
Q3 		$20.1M Sell
1,519,395
-358,050
-19% -$5.14M 5.2% 8
2019
Q2 		$23.5M Buy
1,877,445
+316,800
+20% +$4.07M 5.35% 8
2019
Q1 		$18.1M Buy
+1,560,645
New +$13.1M 4.49% 9

Other funds holding CVNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Crosslink Capital's CVNA Position: Q4 2022 in Review

Crosslink Capital sold out of Carvana (CVNA) in Q4 2022, closing a stake of 2,047,850 shares — an estimated $8.31M sold.

Crosslink Capital first reported a position in CVNA in Q1 2019 and held it in 15 quarters. The position peaked at $64.1M in Q4 2020. 223 funds tracked by Wall St. Rank hold CVNA as of Q4 2022.

  • Crosslink Capital reported no remaining Carvana position as of Q4 2022 after selling out during the quarter.
  • Crosslink Capital sold 2,047,850 Carvana shares in Q4 2022, an estimated $8.31M.
  • Crosslink Capital first reported a position in Carvana in Q1 2019 and held it in 15 quarters.
  • Crosslink Capital's Carvana position peaked at $64.1M in Q4 2020.
  • 223 funds tracked by Wall St. Rank held Carvana as of Q4 2022.

Based on Crosslink Capital's 13F filing for Q4 2022, filed 14 Feb 2023.