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 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 $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

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

Durable Capital Partners increased its Carvana (CVNA) stake by 7.6% in Q1 2026, buying an estimated $26.2M and bringing the position to 4,978,705 shares worth $313M. The position accounts for 3.22% of the portfolio, ranked #9.

Durable Capital Partners first reported a position in CVNA in Q2 2024 and has held it in 8 quarters since. The position peaked at $441M in Q4 2024. 775 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

Durable Capital Partners held 4,978,705 shares of Carvana worth $313M as of Q1 2026.
Durable Capital Partners bought 353,480 Carvana shares in Q1 2026, an estimated $26.2M.
Carvana made up 3.22% of Durable Capital Partners's portfolio in Q1 2026, its #9 holding.
Durable Capital Partners first reported a position in Carvana in Q2 2024 and has held it in 8 quarters since.
Durable Capital Partners's Carvana position peaked at $441M in Q4 2024.
775 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

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