D1 Capital Partners’s Carvana CVNA Stock Holding History

D1 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
2026 Q1	$210M	Buy	+3,342,160	New	+$248M	1.87%	26
2025 Q2	–	Sell	-1,850,000	Closed	-$77.4M	–	39
2025 Q1	$77.4M	Buy	+1,850,000	New	+$81.9M	1.19%	28
2022 Q1	–	Sell	-21,055,410	Closed	-$976M	–	30
2021 Q4	$976M	Buy	21,055,410 +9,205,705	+78%	+$506M	5.9%	3
2021 Q3	$715M	Sell	11,849,705 -1,510,470	-11%	-$100M	4%	6
2021 Q2	$806M	Buy	13,360,175 +3,363,545	+34%	+$183M	5.27%	5
2021 Q1	$525M	Sell	9,996,630 -6,828,295	-41%	-$376M	3.88%	8
2020 Q4	$806M	Sell	16,824,925 -7,975,425	-32%	-$365M	3.8%	9
2020 Q3	$1.11B	Buy	24,800,350 +19,625,350	+379%	+$696M	6.48%	3
2020 Q2	$124M	Buy	+5,175,000	New	+$96.9M	0.93%	29

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

D1 Capital Partners's CVNA Position: Q1 2026 in Review

D1 Capital Partners opened a new position in Carvana (CVNA) in Q1 2026: 3,342,160 shares worth $210M. The stake represents 1.87% of the portfolio and ranks #26 among its holdings. This is a return to the name: D1 Capital Partners previously reported a position in CVNA as recently as Q1 2025.

D1 Capital Partners first reported a position in CVNA in Q2 2020 and has held it in 9 quarters since. The position peaked at $1.11B in Q3 2020. 775 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

D1 Capital Partners held 3,342,160 shares of Carvana worth $210M as of Q1 2026.
Carvana was a new D1 Capital Partners position in Q1 2026.
Carvana made up 1.87% of D1 Capital Partners's portfolio in Q1 2026, its #26 holding.
D1 Capital Partners first reported a position in Carvana in Q2 2020 and has held it in 9 quarters since.
D1 Capital Partners's Carvana position peaked at $1.11B in Q3 2020.
775 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

Based on D1 Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.