Summit Partners Public Asset Management’s Carvana CVNA Stock Holding History

Summit Partners Public Asset 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	$34.6M	Sell	525,000 -122,715	-19%	-$8.68M	0.61%	56
2026 Q1	$40.7M	Sell	647,715 -617,285	-49%	-$45.8M	1.09%	28
2025 Q4	$107M	Buy	1,265,000 +110,970	+10%	+$8.25M	2.22%	10
2025 Q3	$87.1M	Buy	1,154,030 +854,030	+285%	+$61.1M	1.81%	13
2025 Q2	$20.2M	Sell	300,000 -785,905	-72%	-$43.1M	0.51%	59
2025 Q1	$45.4M	Sell	1,085,905 -588,590	-35%	-$26M	1.17%	31
2024 Q4	$68.1M	Buy	1,674,495 +222,740	+15%	+$10M	1.3%	20
2024 Q3	$50.6M	Sell	1,451,755 -194,320	-12%	-$5.58M	1.57%	22
2024 Q2	$42.4M	Buy	+1,646,075	New	+$33.1M	1.62%	25
2021 Q1	–	Sell	-500,000	Closed	-$24M	–	98
2020 Q4	$24M	Hold	500,000	–	–	1.07%	31
2020 Q3	$22.3M	Hold	500,000	–	–	1.12%	33
2020 Q2	$12M	Buy	500,000 +250,000	+100%	+$4.68M	0.72%	48
2020 Q1	$2.75M	Buy	+250,000	New	+$3.87M	0.23%	59
2019 Q1	–	Sell	-525,000	Closed	-$3.44M	–	82
2018 Q4	$3.44M	Buy	+525,000	New	+$4.42M	0.47%	59

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Summit Partners Public Asset Management's CVNA Position: Q2 2026 in Review

Summit Partners Public Asset Management reduced its Carvana (CVNA) stake by 19% in Q2 2026, selling an estimated $8.68M and leaving 525,000 shares worth $34.6M. The position accounts for 0.61% of the portfolio, ranked #56.

Summit Partners Public Asset Management first reported a position in CVNA in Q4 2018 and has held it in 14 quarters since. The position peaked at $107M in Q4 2025. 813 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

Summit Partners Public Asset Management held 525,000 shares of Carvana worth $34.6M as of Q2 2026.
Summit Partners Public Asset Management sold 122,715 Carvana shares in Q2 2026, an estimated $8.68M.
Carvana made up 0.61% of Summit Partners Public Asset Management's portfolio in Q2 2026, its #56 holding.
Summit Partners Public Asset Management first reported a position in Carvana in Q4 2018 and has held it in 14 quarters since.
Summit Partners Public Asset Management's Carvana position peaked at $107M in Q4 2025.
813 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Summit Partners Public Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.