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Dragoneer Investment Group’s Carvana CVNA Stock Holding History

Dragoneer Investment Group’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 		$394M Buy
6,264,800
+1,367,500
+28% +$101M 13.12% 4
2025
Q4 		$413M Buy
4,897,300
+1,502,695
+44% +$112M 9.01% 4
2025
Q3 		$256M Buy
+3,394,605
New +$243M 5.66% 8

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dragoneer Investment Group's CVNA Position: Q1 2026 in Review

Dragoneer Investment Group increased its Carvana (CVNA) stake by 28% in Q1 2026, buying an estimated $101M and bringing the position to 6,264,800 shares worth $394M. The position accounts for 13.12% of the portfolio, ranked #4.

Dragoneer Investment Group first reported a position in CVNA in Q3 2025 and has held it in 3 quarters since. The position peaked at $413M in Q4 2025. 776 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

  • Dragoneer Investment Group held 6,264,800 shares of Carvana worth $394M as of Q1 2026.
  • Dragoneer Investment Group bought 1,367,500 Carvana shares in Q1 2026, an estimated $101M.
  • Carvana made up 13.12% of Dragoneer Investment Group's portfolio in Q1 2026, its #4 holding.
  • Dragoneer Investment Group first reported a position in Carvana in Q3 2025 and has held it in 3 quarters since.
  • Dragoneer Investment Group's Carvana position peaked at $413M in Q4 2025.
  • 776 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

Based on Dragoneer Investment Group's 13F filing for Q1 2026, filed 15 May 2026.