Skye Global Management’s Carvana CVNA Stock Holding History

Skye Global 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
2022 Q2	–	Sell	-56,500	Closed	-$1.35M	–	30
2022 Q1	$1.35M	Sell	56,500 -8,500	-13%	-$248K	0.02%	27
2021 Q4	$3.01M	Buy	65,000 +10,500	+19%	+$578K	0.05%	39
2021 Q3	$3.29M	Buy	+54,500	New	+$3.62M	0.06%	48
2021 Q1	–	Sell	-272,500	Closed	-$13.1M	–	67
2020 Q4	$13.1M	Buy	272,500 +249,500	+1,085%	+$11.4M	0.31%	28
2020 Q3	$1.03M	Sell	23,000 -297,000	-93%	-$10.5M	0.03%	58
2020 Q2	$7.69M	Buy	320,000 +282,000	+742%	+$5.28M	0.3%	29
2020 Q1	$419K	Buy	+38,000	New	+$588K	0.03%	47

Other funds holding CVNA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIP

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

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Skye Global Management's CVNA Position: Q2 2022 in Review

Skye Global Management sold out of Carvana (CVNA) in Q2 2022, closing a stake of 56,500 shares — an estimated $1.35M sold.

Skye Global Management first reported a position in CVNA in Q1 2020 and held it in 7 quarters. The position peaked at $13.1M in Q4 2020. 306 funds tracked by Wall St. Rank hold CVNA as of Q2 2022.

Skye Global Management reported no remaining Carvana position as of Q2 2022 after selling out during the quarter.
Skye Global Management sold 56,500 Carvana shares in Q2 2022, an estimated $1.35M.
Skye Global Management first reported a position in Carvana in Q1 2020 and held it in 7 quarters.
Skye Global Management's Carvana position peaked at $13.1M in Q4 2020.
306 funds tracked by Wall St. Rank held Carvana as of Q2 2022.

Based on Skye Global Management's 13F filing for Q2 2022, filed 15 Aug 2022.