Jennison Associates’s Carvana CVNA Stock Holding History

Jennison Associates’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	$741K	Sell	11,250 -1,554,300	-99%	-$110M	﹤0.01%	529
2026 Q1	$98.4M	Buy	+1,565,550	New	+$116M	0.07%	139
2024 Q3	–	Sell	-40,935	Closed	-$1.05M	–	573
2024 Q2	$1.05M	Buy	40,935 +450	+1%	+$9.06K	﹤0.01%	485
2024 Q1	$712K	Sell	40,485 -6,780	-14%	-$82.8K	﹤0.01%	529
2023 Q4	$500K	Buy	+47,265	New	+$354K	﹤0.01%	561
2022 Q4	–	Sell	-107,200	Closed	-$435K	–	584
2022 Q3	$435K	Buy	+107,200	New	+$699K	﹤0.01%	591
2022 Q2	–	Sell	-1,318,775	Closed	-$31.5M	–	637
2022 Q1	$31.5M	Sell	1,318,775 -1,318,290	-50%	-$38.4M	0.02%	291
2021 Q4	$122M	Sell	2,637,065 -17,040,705	-87%	-$937M	0.08%	111
2021 Q3	$1.19B	Sell	19,677,770 -542,875	-3%	-$36.1M	0.77%	36
2021 Q2	$1.22B	Sell	20,220,645 -5,334,470	-21%	-$290M	0.81%	34
2021 Q1	$1.34B	Buy	25,555,115 +9,543,775	+60%	+$526M	0.98%	30
2020 Q4	$767M	Buy	16,011,340 +6,343,280	+66%	+$290M	0.55%	45
2020 Q3	$431M	Buy	9,668,060 +1,834,045	+23%	+$65M	0.35%	49
2020 Q2	$188M	Buy	+7,834,015	New	+$147M	0.17%	63

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

Jennison Associates's CVNA Position: Q2 2026 in Review

Jennison Associates reduced its Carvana (CVNA) stake by 99% in Q2 2026, selling an estimated $110M and leaving 11,250 shares worth $741K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Jennison Associates first reported a position in CVNA in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.34B in Q1 2021. 813 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

Jennison Associates held 11,250 shares of Carvana worth $741K as of Q2 2026.
Jennison Associates sold 1,554,300 Carvana shares in Q2 2026, an estimated $110M.
Carvana made up ﹤0.01% of Jennison Associates's portfolio in Q2 2026, its #529 holding.
Jennison Associates first reported a position in Carvana in Q2 2020 and has held it in 14 quarters since.
Jennison Associates's Carvana position peaked at $1.34B in Q1 2021.
813 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Jennison Associates's 13F filing for Q2 2026, filed 3 Aug 2026.