Durable Capital Partners’s Carvana CVNA Stock Holding History

Durable 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 Q2	$442M	Buy	6,720,882 +1,742,177	+35%	+$123M	4.3%	8
2026 Q1	$313M	Buy	4,978,705 +353,480	+8%	+$26.2M	3.22%	9
2025 Q4	$390M	Buy	4,625,225 +162,840	+4%	+$12.1M	3.69%	9
2025 Q3	$337M	Hold	4,462,385	–	–	2.49%	16
2025 Q2	$301M	Sell	4,462,385 -5,202,475	-54%	-$285M	2.28%	18
2025 Q1	$404M	Sell	9,664,860 -1,176,300	-11%	-$52M	3.61%	9
2024 Q4	$441M	Buy	10,841,160 +646,230	+6%	+$29M	3.6%	10
2024 Q3	$355M	Buy	10,194,930 +5,994,275	+143%	+$172M	2.6%	15
2024 Q2	$108M	Buy	+4,200,655	New	+$84.5M	0.89%	39

Other funds holding CVNA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

Durable Capital Partners's CVNA Position: Q2 2026 in Review

Durable Capital Partners increased its Carvana (CVNA) stake by 35% in Q2 2026, buying an estimated $123M and bringing the position to 6,720,882 shares worth $442M. The position accounts for 4.3% of the portfolio, ranked #8.

Durable Capital Partners first reported a position in CVNA in Q2 2024 and has held it in 9 quarters since. 815 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

Durable Capital Partners held 6,720,882 shares of Carvana worth $442M as of Q2 2026.
Durable Capital Partners bought 1,742,177 Carvana shares in Q2 2026, an estimated $123M.
Carvana made up 4.3% of Durable Capital Partners's portfolio in Q2 2026, its #8 holding.
Durable Capital Partners first reported a position in Carvana in Q2 2024 and has held it in 9 quarters since.
815 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Durable Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.