JY
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Jeff Yass’s Carvana CVNA Stock Holding History

Jeff Yass’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 		$68.3M Buy
1,037,474
+760,519
+275% +$53.8M 0.01% 1269
2026
Q1 		$17.4M Buy
276,955
+170,630
+160% +$12.7M ﹤0.01% 2401
2025
Q4 		$8.97M Sell
106,325
-614,395
-85% -$45.7M ﹤0.01% 3200
2025
Q3 		$54.4M Buy
720,720
+339,905
+89% +$24.3M 0.01% 1281
2025
Q2 		$25.7M Sell
380,815
-209,155
-35% -$11.5M ﹤0.01% 1743
2025
Q1 		$24.7M Buy
589,970
+251,215
+74% +$11.1M ﹤0.01% 1559
2024
Q4 		$13.8M Sell
338,755
-735,700
-68% -$33.1M ﹤0.01% 2260
2024
Q3 		$37.4M Sell
1,074,455
-911,780
-46% -$26.2M 0.01% 1300
2024
Q2 		$51.1M Buy
1,986,235
+1,949,020
+5,237% +$39.2M 0.01% 972
2024
Q1 		$654K Sell
37,215
-207,275
-85% -$2.53M ﹤0.01% 7858
2023
Q4 		$2.59M Buy
244,490
+170,715
+231% +$1.28M ﹤0.01% 4833
2023
Q3 		$619K Sell
73,775
-458,850
-86% -$3.95M ﹤0.01% 7729
2023
Q2 		$2.76M Sell
532,625
-257,000
-33% -$713K ﹤0.01% 4512
2023
Q1 		$1.55M Sell
789,625
-1,285,275
-62% -$2.23M ﹤0.01% 5733
2022
Q4 		$1.97M Buy
2,074,900
+321,205
+18% +$678K ﹤0.01% 4729
2022
Q3 		$7.12M Sell
1,753,695
-1,400,395
-44% -$9.13M ﹤0.01% 2631
2022
Q2 		$14.2M Buy
3,154,090
+2,914,065
+1,214% +$30.7M ﹤0.01% 1779
2022
Q1 		$5.73M Buy
240,025
+165,725
+223% +$4.83M ﹤0.01% 3412
2021
Q4 		$3.44M Buy
74,300
+57,410
+340% +$3.16M ﹤0.01% 4404
2021
Q3 		$1.02M Buy
+16,890
New +$1.12M ﹤0.01% 7515
2021
Q2 		– Sell
-11,120
Closed -$605K – 12634
2021
Q1 		$584K Sell
11,120
-8,030
-42% -$443K ﹤0.01% 9123
2020
Q4 		$917K Sell
19,150
-1,186,710
-98% -$54.2M ﹤0.01% 6919
2020
Q3 		$53.8M Buy
+1,205,860
New +$42.8M 0.01% 834
2020
Q2 		– Sell
-202,405
Closed -$3.79M – 10218
2020
Q1 		$2.23M Buy
+202,405
New +$3.13M ﹤0.01% 3783
2019
Q3 		– Sell
-396,420
Closed -$5.7M – 10249
2019
Q2 		$4.96M Buy
+396,420
New +$5.09M ﹤0.01% 2718

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
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

Jeff Yass's CVNA Position: Q2 2026 in Review

Jeff Yass increased its Carvana (CVNA) stake by 275% in Q2 2026, buying an estimated $53.8M and bringing the position to 1,037,474 shares worth $68.3M. The position accounts for 0.01% of the portfolio, ranked #1269.

Jeff Yass first reported a position in CVNA in Q2 2019 and has held it in 25 quarters since. 808 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • Jeff Yass held 1,037,474 shares of Carvana worth $68.3M as of Q2 2026.
  • Jeff Yass bought 760,519 Carvana shares in Q2 2026, an estimated $53.8M.
  • Carvana made up 0.01% of Jeff Yass's portfolio in Q2 2026, its #1269 holding.
  • Jeff Yass first reported a position in Carvana in Q2 2019 and has held it in 25 quarters since.
  • 808 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.