LIM
CVNA icon

Lingotto Investment Management’s Carvana CVNA Stock Holding History

Lingotto Investment 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 		$611M Sell
9,283,819
-3,456,566
-27% -$244M 13.1% 2
2026
Q1 		$801M Sell
12,740,385
-1,535,315
-11% -$114M 15.82% 2
2025
Q4 		$1.2B Sell
14,275,700
-1,191,980
-8% -$88.6M 21% 1
2025
Q3 		$1.17B Sell
15,467,680
-3,358,575
-18% -$240M 21.57% 1
2025
Q2 		$1.27B Sell
18,826,255
-1,400,225
-7% -$76.8M 26.97% 1
2025
Q1 		$846M Buy
20,226,480
+290,730
+1% +$12.9M 22.09% 1
2024
Q4 		$811M Buy
19,935,750
+286,075
+1% +$12.9M 21.75% 1
2024
Q3 		$684M Buy
19,649,675
+765,940
+4% +$22M 19.73% 1
2024
Q2 		$486M Buy
18,883,735
+264,165
+1% +$5.32M 16.33% 1
2024
Q1 		$327M Sell
18,619,570
-4,506,790
-19% -$55M 13.71% 2
2023
Q4 		$245M Hold
23,126,360
– – 11.79% 2
2023
Q3 		$194M Sell
23,126,360
-2,796,065
-11% -$24.1M 10.41% 4
2023
Q2 		$134M Hold
25,922,425
– – 8.68% 4
2023
Q1 		$50.8M Buy
+25,922,425
New +$45M 3.64% 11

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

Lingotto Investment Management's CVNA Position: Q2 2026 in Review

Lingotto Investment Management reduced its Carvana (CVNA) stake by 27% in Q2 2026, selling an estimated $244M and leaving 9,283,819 shares worth $611M. The position accounts for 13.1% of the portfolio, ranked #2.

Lingotto Investment Management first reported a position in CVNA in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.27B in Q2 2025. 813 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • Lingotto Investment Management held 9,283,819 shares of Carvana worth $611M as of Q2 2026.
  • Lingotto Investment Management sold 3,456,566 Carvana shares in Q2 2026, an estimated $244M.
  • Carvana made up 13.1% of Lingotto Investment Management's portfolio in Q2 2026, its #2 holding.
  • Lingotto Investment Management first reported a position in Carvana in Q1 2023 and has held it in 14 quarters since.
  • Lingotto Investment Management's Carvana position peaked at $1.27B in Q2 2025.
  • 813 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Lingotto Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.