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Maverick Capital’s Carvana CVNA Stock Holding History

Maverick Capital’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 		$174M Buy
2,638,673
+537,293
+26% +$38M 1.53% 28
2026
Q1 		$132M Sell
2,101,380
-207,990
-9% -$15.4M 1.52% 28
2025
Q4 		$195M Buy
2,309,370
+1,221,610
+112% +$90.8M 2.09% 20
2025
Q3 		$82.1M Buy
+1,087,760
New +$77.8M 1.1% 29
2022
Q4 		– Sell
-3,678,555
Closed -$14.9M – 402
2022
Q3 		$14.9M Buy
3,678,555
+197,585
+6% +$1.29M 0.34% 45
2022
Q2 		$15.7M Buy
3,480,970
+315,605
+10% +$3.32M 0.39% 42
2022
Q1 		$75.5M Buy
3,165,365
+810,395
+34% +$23.6M 1.33% 17
2021
Q4 		$109M Buy
2,354,970
+803,835
+52% +$44.2M 1.23% 20
2021
Q3 		$93.5M Sell
1,551,135
-8,385
-0.5% -$558K 0.94% 28
2021
Q2 		$94.1M Buy
1,559,520
+1,556,975
+61,178% +$84.7M 0.88% 26
2021
Q1 		$134K Buy
+2,545
New +$140K ﹤0.01% 542
2020
Q4 		– Sell
-7,470
Closed -$333K – 698
2020
Q3 		$333K Sell
7,470
-9,970
-57% -$354K 0.01% 450
2020
Q2 		$419K Buy
+17,440
New +$327K 0.01% 460

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

Maverick Capital's CVNA Position: Q2 2026 in Review

Maverick Capital increased its Carvana (CVNA) stake by 26% in Q2 2026, buying an estimated $38M and bringing the position to 2,638,673 shares worth $174M. The position accounts for 1.53% of the portfolio, ranked #28.

Maverick Capital first reported a position in CVNA in Q2 2020 and has held it in 13 quarters since. The position peaked at $195M in Q4 2025. 814 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • Maverick Capital held 2,638,673 shares of Carvana worth $174M as of Q2 2026.
  • Maverick Capital bought 537,293 Carvana shares in Q2 2026, an estimated $38M.
  • Carvana made up 1.53% of Maverick Capital's portfolio in Q2 2026, its #28 holding.
  • Maverick Capital first reported a position in Carvana in Q2 2020 and has held it in 13 quarters since.
  • Maverick Capital's Carvana position peaked at $195M in Q4 2025.
  • 814 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Maverick Capital's 13F filing for Q2 2026, filed 14 Aug 2026.