Primecap Management
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Primecap Management’s Carvana CVNA Stock Holding History

Primecap 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 		$65M Hold
987,625
– – 0.04% 185
2026
Q1 		$62.1M Buy
987,625
+102,500
+12% +$7.61M 0.05% 180
2025
Q4 		$74.7M Sell
885,125
-51,500
-5% -$3.83M 0.06% 171
2025
Q3 		$70.7M Sell
936,625
-19,000
-2% -$1.36M 0.05% 179
2025
Q2 		$64.4M Sell
955,625
-39,875
-4% -$2.19M 0.05% 177
2025
Q1 		$41.6M Buy
995,500
+121,000
+14% +$5.35M 0.03% 195
2024
Q4 		$35.6M Buy
+874,500
New +$39.3M 0.03% 211

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

Primecap Management's CVNA Position: Q2 2026 in Review

Primecap Management held its Carvana (CVNA) position steady in Q2 2026 at 987,625 shares worth $65M. The position accounts for 0.04% of the portfolio, ranked #185.

Primecap Management first reported a position in CVNA in Q4 2024 and has held it in 7 quarters since. The position peaked at $74.7M in Q4 2025. 808 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • Primecap Management held 987,625 shares of Carvana worth $65M as of Q2 2026.
  • Primecap Management left its Carvana share count unchanged in Q2 2026.
  • Carvana made up 0.04% of Primecap Management's portfolio in Q2 2026, its #185 holding.
  • Primecap Management first reported a position in Carvana in Q4 2024 and has held it in 7 quarters since.
  • Primecap Management's Carvana position peaked at $74.7M in Q4 2025.
  • 808 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

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