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SCGE Management’s Carvana CVNA Stock Holding History

SCGE 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
Q1 		– Sell
-1,040,000
Closed -$87.8M – 22
2025
Q4 		$87.8M Buy
1,040,000
+285,000
+38% +$21.2M 2% 17
2025
Q3 		$57M Buy
+755,000
New +$54M 1.11% 20
2025
Q1 		– Sell
-4,945,000
Closed -$201M – 17
2024
Q4 		$201M Buy
+4,945,000
New +$222M 3.72% 9
2022
Q1 		– Sell
-495,000
Closed -$22.9M – 36
2021
Q4 		$22.9M Buy
495,000
+445,000
+890% +$24.5M 0.26% 25
2021
Q3 		$3.02M Buy
+50,000
New +$3.33M 0.03% 37

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SCGE Management's CVNA Position: Q1 2026 in Review

SCGE Management sold out of Carvana (CVNA) in Q1 2026, closing a stake of 1,040,000 shares — an estimated $87.8M sold.

SCGE Management first reported a position in CVNA in Q3 2021 and held it in 5 quarters. The position peaked at $201M in Q4 2024. 775 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

  • SCGE Management reported no remaining Carvana position as of Q1 2026 after selling out during the quarter.
  • SCGE Management sold 1,040,000 Carvana shares in Q1 2026, an estimated $87.8M.
  • SCGE Management first reported a position in Carvana in Q3 2021 and held it in 5 quarters.
  • SCGE Management's Carvana position peaked at $201M in Q4 2024.
  • 775 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

Based on SCGE Management's 13F filing for Q1 2026, filed 15 May 2026.