Philippe Laffont’s Carvana CVNA Stock Holding History

Philippe Laffont’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	$216M	Sell	3,278,865 -126,135	-4%	-$8.92M	0.44%	32
2026 Q1	$214M	Sell	3,405,000 -6,386,145	-65%	-$474M	0.74%	27
2025 Q4	$826M	Sell	9,791,145 -224,895	-2%	-$16.7M	2.07%	19
2025 Q3	$756M	Buy	10,016,040 +1,015,765	+11%	+$72.6M	1.85%	20
2025 Q2	$607M	Buy	9,000,275 +6,323,610	+236%	+$347M	1.69%	21
2025 Q1	$112M	Buy	+2,676,665	New	+$118M	0.49%	34
2023 Q3	–	Sell	-2,500,000	Closed	-$13M	–	89
2023 Q2	$13M	Sell	2,500,000 -3,079,900	-55%	-$8.54M	0.06%	66
2023 Q1	$10.9M	Buy	+5,579,900	New	+$9.7M	0.07%	61
2022 Q4	–	Sell	-869,000	Closed	-$3.53M	–	76
2022 Q3	$3.53M	Hold	869,000	–	–	0.04%	79
2022 Q2	$3.92M	Buy	+869,000	New	+$9.14M	0.05%	75
2020 Q1	–	Sell	-48,965	Closed	-$901K	–	212
2019 Q4	$901K	Buy	+48,965	New	+$819K	0.01%	135

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 $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return

Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

Philippe Laffont's CVNA Position: Q2 2026 in Review

Philippe Laffont reduced its Carvana (CVNA) stake by 3.7% in Q2 2026, selling an estimated $8.92M and leaving 3,278,865 shares worth $216M. The position accounts for 0.44% of the portfolio, ranked #32.

Philippe Laffont first reported a position in CVNA in Q4 2019 and has held it in 11 quarters since. The position peaked at $826M in Q4 2025. 820 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

Philippe Laffont held 3,278,865 shares of Carvana worth $216M as of Q2 2026.
Philippe Laffont sold 126,135 Carvana shares in Q2 2026, an estimated $8.92M.
Carvana made up 0.44% of Philippe Laffont's portfolio in Q2 2026, its #32 holding.
Philippe Laffont first reported a position in Carvana in Q4 2019 and has held it in 11 quarters since.
Philippe Laffont's Carvana position peaked at $826M in Q4 2025.
820 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

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