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Spyglass Capital Management’s Carvana CVNA Stock Holding History

Spyglass Capital 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 		$65.3M Buy
992,632
+155,677
+19% +$11M 3.54% 16
2026
Q1 		$52.6M Sell
836,955
-66,385
-7% -$4.93M 3.73% 15
2025
Q4 		$76.2M Buy
+903,340
New +$67.2M 3.82% 16

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

Spyglass Capital Management's CVNA Position: Q2 2026 in Review

Spyglass Capital Management increased its Carvana (CVNA) stake by 19% in Q2 2026, buying an estimated $11M and bringing the position to 992,632 shares worth $65.3M. The position accounts for 3.54% of the portfolio, ranked #16.

Spyglass Capital Management first reported a position in CVNA in Q4 2025 and has held it in 3 quarters since. The position peaked at $76.2M in Q4 2025. 813 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • Spyglass Capital Management held 992,632 shares of Carvana worth $65.3M as of Q2 2026.
  • Spyglass Capital Management bought 155,677 Carvana shares in Q2 2026, an estimated $11M.
  • Carvana made up 3.54% of Spyglass Capital Management's portfolio in Q2 2026, its #16 holding.
  • Spyglass Capital Management first reported a position in Carvana in Q4 2025 and has held it in 3 quarters since.
  • Spyglass Capital Management's Carvana position peaked at $76.2M in Q4 2025.
  • 813 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

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