KPS Global Asset Management (UK)’s Carvana CVNA Stock Holding History

KPS Global Asset Management (UK)’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	$494M	Hold	7,500,000	–	–	79.62%	1
2026 Q1	$472M	Hold	7,500,000	–	–	76.21%	1
2025 Q4	$633M	Hold	7,500,000	–	–	77.46%	1
2025 Q3	$566M	Hold	7,500,000	–	–	71.71%	1
2025 Q2	$505M	Hold	7,500,000	–	–	67.13%	1
2025 Q1	$314M	Hold	7,500,000	–	–	63.09%	1
2024 Q4	$305M	Hold	7,500,000	–	–	61.76%	1
2024 Q3	$261M	Hold	7,500,000	–	–	62.36%	1
2024 Q2	$193M	Buy	7,500,000 +477,470	+7%	+$9.61M	57.42%	1
2024 Q1	$123M	Hold	7,022,530	–	–	45.85%	1
2023 Q4	$74.4M	Sell	7,022,530 -727,470	-9%	-$5.45M	38.98%	1
2023 Q3	$65.1M	Sell	7,750,000 -115,230	-1%	-$991K	35.49%	1
2023 Q2	$40.8M	Buy	7,865,230 +2,502,730	+47%	+$6.94M	24.48%	3
2023 Q1	$10.5M	Hold	5,362,500	–	–	9.27%	4
2022 Q4	$5.08M	Sell	5,362,500 -1,000,000	-16%	-$2.11M	5.88%	5
2022 Q3	$25.8M	Hold	6,362,500	–	–	18.39%	3
2022 Q2	$28.7M	Hold	6,362,500	–	–	16.49%	3
2022 Q1	$152M	Buy	6,362,500 +162,500	+3%	+$4.74M	37.7%	1
2021 Q4	$287M	Hold	6,200,000	–	–	44.79%	1
2021 Q3	$374M	Sell	6,200,000 -455,085	-7%	-$30.3M	51.01%	1
2021 Q2	$402M	Sell	6,655,085 -94,915	-1%	-$5.16M	48.08%	1
2021 Q1	$354M	Hold	6,750,000	–	–	48.37%	1
2020 Q4	$323M	Sell	6,750,000 -432,790	-6%	-$19.8M	47.41%	1
2020 Q3	$320M	Buy	7,182,790 +182,790	+3%	+$6.48M	46.64%	1
2020 Q2	$168M	Hold	7,000,000	–	–	33.19%	1
2020 Q1	$77.1M	Buy	7,000,000 +3,750,000	+115%	+$58M	30.13%	1
2019 Q4	$59.8M	Buy	+3,250,000	New	+$54.4M	31.93%	1

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

KPS Global Asset Management (UK)'s CVNA Position: Q2 2026 in Review

KPS Global Asset Management (UK) held its Carvana (CVNA) position steady in Q2 2026 at 7,500,000 shares worth $494M. The position accounts for 79.62% of the portfolio, ranked #1.

KPS Global Asset Management (UK) first reported a position in CVNA in Q4 2019 and has held it in 27 quarters since. The position peaked at $633M in Q4 2025. 817 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

KPS Global Asset Management (UK) held 7,500,000 shares of Carvana worth $494M as of Q2 2026.
KPS Global Asset Management (UK) left its Carvana share count unchanged in Q2 2026.
Carvana made up 79.62% of KPS Global Asset Management (UK)'s portfolio in Q2 2026, its #1 holding.
KPS Global Asset Management (UK) first reported a position in Carvana in Q4 2019 and has held it in 27 quarters since.
KPS Global Asset Management (UK)'s Carvana position peaked at $633M in Q4 2025.
817 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on KPS Global Asset Management (UK)'s 13F filing for Q2 2026, filed 20 Jul 2026.