Kinetic Partners Management’s Carvana CVNA Stock Holding History

Kinetic Partners Management’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	$57.2M	Buy	868,295 +6,200	+0.7%	+$439K	1.36%	19
2026 Q1	$54.2M	Buy	862,095 +111,100	+15%	+$8.24M	3.03%	9
2025 Q4	$63.4M	Sell	750,995 -374,800	-33%	-$27.9M	3.08%	11
2025 Q3	$84.9M	Buy	1,125,795 +151,500	+16%	+$10.8M	4.11%	8
2025 Q2	$65.7M	Buy	974,295 +170,210	+21%	+$9.33M	3.59%	11
2025 Q1	$33.6M	Buy	804,085 +244,500	+44%	+$10.8M	2.41%	16
2024 Q4	$22.8M	Sell	559,585 -1,008,915	-64%	-$45.3M	1.5%	19
2024 Q3	$54.6M	Sell	1,568,500 -995,500	-39%	-$28.6M	3.79%	11
2024 Q2	$66M	Buy	+2,564,000	New	+$51.6M	4.8%	5

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

Kinetic Partners Management's CVNA Position: Q2 2026 in Review

Kinetic Partners Management increased its Carvana (CVNA) stake by 0.72% in Q2 2026, buying an estimated $439K and bringing the position to 868,295 shares worth $57.2M. The position accounts for 1.36% of the portfolio, ranked #19.

Kinetic Partners Management first reported a position in CVNA in Q2 2024 and has held it in 9 quarters since. The position peaked at $84.9M in Q3 2025. 813 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

Kinetic Partners Management held 868,295 shares of Carvana worth $57.2M as of Q2 2026.
Kinetic Partners Management bought 6,200 Carvana shares in Q2 2026, an estimated $439K.
Carvana made up 1.36% of Kinetic Partners Management's portfolio in Q2 2026, its #19 holding.
Kinetic Partners Management first reported a position in Carvana in Q2 2024 and has held it in 9 quarters since.
Kinetic Partners Management's Carvana position peaked at $84.9M in Q3 2025.
813 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

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