LAM
CVNA icon

L2 Asset Management’s Carvana CVNA Stock Holding History

L2 Asset 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 		$253K Buy
3,841
+261
+7% +$18.5K 0.03% 365
2026
Q1 		$225K Buy
3,580
+245
+7% +$18.2K 0.02% 364
2025
Q4 		$281K Buy
3,335
+265
+9% +$19.7K 0.04% 301
2025
Q3 		$232K Buy
+3,070
New +$220K 0.03% 325

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

L2 Asset Management's CVNA Position: Q2 2026 in Review

L2 Asset Management increased its Carvana (CVNA) stake by 7.3% in Q2 2026, buying an estimated $18.5K and bringing the position to 3,841 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #365.

L2 Asset Management first reported a position in CVNA in Q3 2025 and has held it in 4 quarters since. The position peaked at $281K in Q4 2025. 810 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • L2 Asset Management held 3,841 shares of Carvana worth $253K as of Q2 2026.
  • L2 Asset Management bought 261 Carvana shares in Q2 2026, an estimated $18.5K.
  • Carvana made up 0.03% of L2 Asset Management's portfolio in Q2 2026, its #365 holding.
  • L2 Asset Management first reported a position in Carvana in Q3 2025 and has held it in 4 quarters since.
  • L2 Asset Management's Carvana position peaked at $281K in Q4 2025.
  • 810 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on L2 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.